Taruna Virmani

• Managed multiple client accounts with responsibilities ranging from resource onboarding using Fieldglass and Beeline to end-to-end Statement of Work (SOW) management.
• Oversaw end-to-end onboarding processes, ensuring smooth resource integration and compliance with client requirements.
• Prepared and shared weekly reports with clients, facilitating transparency and communication.
• Acted as the primary point of contact (SPOC) for all HR-related interactions, handling extensive data to maintain accurate records and reports.
• Led and managed teams to ensure efficient process operations, developing procedures and service standards to achieve business excellence.
• Defined project plans including resource allocation, and managed all project activities, including issue and risk management.
• Developed a comprehensive knowledge repository and managed large datasets related to resources.

Financial Activities:

• Handled end-to-end invoice management, from preparation to client approval.
• Conducted run rate, variance, revenue, cost, and margin analyses to optimize financial performance.
• Prepared and analyzed reports using Power BI.

Key Achievements:

• Reduced onboarding time from 21 to 3 working days, leading to a 15-day increase in revenue.
• Initiated an enterprise-wide platform newsletter, enhancing internal communication.
• Served as the SPOC for the Internal Sales team, contributing to campaigns that drove additional business.
• Developed a Power BI dashboard for organization-wide resource data management.
• Created an Excel-based HR dashboard, automating processes and saving 5 hours per week.
• Streamlined processes by creating SOPs, implementing an RPA bot, and introducing innovative ideas through an "Idea Box" initiative.

• Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
• Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
• Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
• Facilitated smooth financial audits by maintaining organized records and providing necessary documentation to auditors.

• Specialized in managing U.S. investor companies using GoSystems, iPACS, K-1G tools, and Excel.
• Focused on the preparation of 1065 Forms for U.S. partnership firms, ensuring accurate calculations of taxable income and partners' K-1s, and completing tax returns.
• Transformed client-provided raw data into actionable insights for tax preparation.
• Developed detailed Excel spreadsheets to document calculations used in tax return preparation.
• Conducted in-depth analysis of financial statements, including balance sheets, income statements, and statements of changes in net assets, with a focus on book-to-tax differences.
• Possess a strong understanding of state and federal tax returns and compliance requirements.
• Acted as a senior on selected projects, leading and guiding the team to successful outcomes.

• Analyzed large volume of data to identify patterns, trends and correlations.
• Conducted in-depth qualitative and quantitative research to identify trends and generate insights.
• Created and maintained database to store research data.
• Served as a Research Analyst at Factset Research Systems Private Limited, Hyderabad, focusing on the U.S.-based Core Fundamentals process, utilizing internal firm software (Super Fast) to calculate taxable income.
• Extracted and simplified financial information to ensure clients had easy access to relevant data.
• Analyzed a wide range of financial statements, including balance sheets, income statements, statements of changes in net assets, schedules of investments, cash flow statements, shareholders’ interests, financial highlights, and notes to financial statements.
• Sourced information from various company filings, such as Annual Reports, Quarterly Reports, Immediate Press Releases, SEC filings, OTC filings, FDS (FactSet product), and DEF14 proxy statements.
• Worked extensively on Annual, Interim, and Preliminary filings of companies, ensuring accurate and timely data delivery.
• Maintained a strong focus on both timeliness and quality, ensuring that clients received the necessary information promptly.