Summary
Overview
Work History
Education
Skills
Certification
Languages
Accomplishments
Affiliations
Timeline
Generic

Unnati Sharma

Pune

Summary

Dynamic Finance Professional with extensive expertise in accounting, audit, and GST compliance. Demonstrated proficiency in income tax management and reconciliation, consistently delivering high-quality results. Completed the CIBOP program at Imarticus Learning and an advanced course in Investment Banking and Financial Analytics at the Boston Institute of Analytics, enhancing skills in financial modeling, valuation, and investment strategies. Aiming to leverage a comprehensive financial background to transition into investment banking, equity research, and risk management roles.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Associate

CA Rahul Sharma
Mumbai
04.2022 - 09.2024
  • Managed accounting operations, ensuring accurate financial records, and compliance with standards.
  • Prepared and filed income tax returns for individuals and businesses within regulatory timelines.
  • Handled GST registration, returns, audits, and reconciliation, addressing discrepancies, and ensuring compliance.
  • Worked on DGFT Icegate processes, and facilitated international trade-related documentation and regulatory adherence.

Associate

C D Balai & Associates
Pune
09.2020 - 03.2022
  • Managed accounting functions, including maintaining financial records and ensuring compliance with standards.
  • Prepared and filed income tax returns for individuals and businesses, optimizing accuracy and meeting deadlines.
  • Handled GST registration, returns, audits, and performed reconciliation to resolve discrepancies effectively.

GST Accountant

S M Munot & Co
Pune
01.2020 - 08.2020
  • GST Compliance: Prepared GST returns, conducted detailed reconciliation to resolve discrepancies, and performed comprehensive GST audits to ensure regulatory compliance and accuracy.

Accounts & GST Assistant

Sharma Vora & Associates
Pune
06.2017 - 12.2019
  • Managed accurate financial statements, income tax returns, and statutory/internal audits to ensure compliance and transparency.
  • Handled GST registration, returns, audits, and reconciliation, resolving discrepancies, and maintaining regulatory adherence.
  • Supported NGOs with financial management, audit readiness, and compliance reporting.

Education

MBA - Banking And Finance

Symbiosis School For Online And Digital Learning
04-2026

Bachelors of Commerce -

Savitribai Phule Pune University
Pune, India
04-2024

Commerce -

Jai Hind Jr College
Dhule, Maharashtra
04-2015

Canossa Convent High School
Dhule, India
03-2013

Skills

  • Financial analysis and reporting
  • Financial Modelling & Valuations
  • Financial accounting
  • Equity Research
  • MS office
  • Power BI

Certification

  • Certification in Certified Investment Banking and Operations from Imarticus Learnings.
  • Certification in Investment Banking and Financial Analytics from Boston Institute of Analytics.

Languages

Hindi
First Language
English
Advanced (C1)
C1
Marathi
Advanced (C1)
C1

Accomplishments

  • Awarded as Social Worker for consecutive 2 years from Canossa Convent High School.
  • Received a token of appreciation from a partner at my previous organization for showing commitment and enthusiasm towards work.

Affiliations

  • Green House Captian in School
  • Participated in Throw Ball and Basket Ball matches.

Timeline

Associate

CA Rahul Sharma
04.2022 - 09.2024

Associate

C D Balai & Associates
09.2020 - 03.2022

GST Accountant

S M Munot & Co
01.2020 - 08.2020

Accounts & GST Assistant

Sharma Vora & Associates
06.2017 - 12.2019
  • Certification in Certified Investment Banking and Operations from Imarticus Learnings.
  • Certification in Investment Banking and Financial Analytics from Boston Institute of Analytics.

MBA - Banking And Finance

Symbiosis School For Online And Digital Learning

Bachelors of Commerce -

Savitribai Phule Pune University

Commerce -

Jai Hind Jr College

Canossa Convent High School
Unnati Sharma