Tejas Shah
Mumbai
Summary
Knowledgeable professional in the field of finance, with proven expertise in accounting, compliance reporting, accounts receivable, accounts payable, and reconciliations.
Overview
8
8
years of professional experience
Work History
Assistant Manager
Citicorp Services India Private Limited
Mumbai
10.2024 - Current
- Preparation of balance sheet reconciliations for numerous legal vehicles across EMEA to a high standard, in line with corporate guidelines.
- Responsible for the follow-up and resolution of reconciling items.
- Escalating any account-related issues to the Regional Balance Sheet Controller.
SENIOR SPECIALIST
MARSH MCLENNAN
09.2021 - 10.2024
- Preparation and finalization of accounts for captive insurance clients.
- Working with the client's auditor to assist in the efficient completion of the annual audited financial statements.
- Assist in preparing GAAP accounts along with notes and schedules.
- Preparing statistical analysis and reports as required by clients.
- Assist in preparing and filing statutory returns.
- Responsible for taking the transition of new clients from the onshore office to the Mumbai office.
- Conducting training and providing guidance to new joiners.
DEPUTY MANAGER
KOTAK MAHINDRA LIFE INSURANCE
11.2019 - 09.2021
- Responsible for monthly, quarterly and annual closing activities for provision for expenses
- Explanation for operating expense variances
- General Ledger accounting
- IRDA regulatory reports
- Handling audit queries
- Statutory payments and reconciliations
Accounts Officer-1
Asian Paints Limited
Mumbai
12.2018 - 02.2019
- Verification of invoices with the vendor agreements.
- Passing expense entries.
ACCOUNTS AND TAX ASSISTANT
S.A TRIVEDI & CO
Mumbai
01.2017 - 08.2018
- Maintaining the books of accounts for individuals, partnership firms, and private companies.
- GST Computation.
- TDS Working and Returns.
- Calculation of Advance Tax Liability.
- Drafting income tax communication and correspondence letters.
Education
CA Intermediate -
ICAI
11.2014
B. Com -
Mithibai College
Mumbai03.2014
Skills
- Financial reporting
- Audit coordination
- Client management
- Problem solving
Accomplishments
- Recognized as a Stand out performer for 2022.
- Awarded Star of the month for multiple times.
- Successfully completed process improvement project resulting in improved efficiency.
Personal Information
Date of Birth: 08/22/93
Timeline
Assistant Manager
Citicorp Services India Private Limited
10.2024 - Current
SENIOR SPECIALIST
MARSH MCLENNAN
09.2021 - 10.2024
DEPUTY MANAGER
KOTAK MAHINDRA LIFE INSURANCE
11.2019 - 09.2021
Accounts Officer-1
Asian Paints Limited
12.2018 - 02.2019
ACCOUNTS AND TAX ASSISTANT
S.A TRIVEDI & CO
01.2017 - 08.2018
CA Intermediate -
ICAI
B. Com -
Mithibai College