Financial Consultant
Utkarsh Saran
Quest Engineers & Consultants Pvt. Ltd.
Gurgaon,NCR
7
years of professional experience
1
Certification
I am dedicated to enhance my skills and knowledge and to work for the growth of the firm. Seeking an opportunity to leverage my talents as a part of the firm. I have the follow-through and positive attitude that will allow me to achieve firm’s objective.
Work History
Financial Consultant
10 Months- Led the resolution of complex financial and business challenges by delivering data-driven recommendations and commercially viable solutions.
- Partnered with stakeholders to address sensitive business matters, demonstrating strong communication, diplomacy, and decision-making skills.
- Evaluated financial reporting systems and processes, identifying improvement opportunities and recommending solutions to enhance accuracy and efficiency.
- Performed in-depth financial analysis to identify risks, trends, discrepancies, and opportunities for process optimization.
- Provided management with actionable financial insights to support strategic planning and business decisions.
- Drove process improvements by assessing existing workflows and recommending solutions to improve operational efficiency and reporting quality.
Tax Senior
1 Year 5 Months- Reviewed and analyzed complex tax provisions and disclosures for financial statements, ensuring compliance and reducing work pressure.
- Developed a relationship with engagement-related client personnel who are responsible matters. Identifying tax planning and consulting opportunities.
- Led a project to integrate CCH Axcess tax software, improving document management and workflow efficiency by 40%
- Mentored and trained a team of junior tax accountants, resulting in increase in team productivity.
Senior Tax Consultant
2 Years- Provided business and individual tax return compliance (including projections, and tax accounting for U.S. federal, states and international tax matters) and related services.
- Received the opportunity to learn on several trainings for Tax updates on CCH, BNA.
- Directly handled the new client work with building a strong co-ordination among the team members.
Tax Consultant
1 Year 6 Months- Prepared the individual tax return compliance forms – 1041 & 1040
- Prepared the quarterly estimates and for the assigned clients.
- Embraced the opportunity to gain knowledge in the field of U.S. income tax.
Education
PGDM - Finance & Marketing
B.com
Inter
(ISC)
Certification
- Cleared certificate exam of corporate agent of Insurance Institute of India on 21st May, 2018.
- Attended 24 hours Microsoft Office Specialist International Certification Training held at IMS Ghaziabad.
- Attended the workshop on “Orientation Programme” on student’s development conducted by the Global Human Resource Development Center Pvt. Ltd in August 2016.
- Participated in “IMS ACTS” Speluncean Explorers held on October 2016
- Participated in “CARPE DIEM” program of IIM Calcutta Event 2016 on ‘Entrepreneurship’ in IMS.
- Attended two day’s workshop on International Conference on Corporate Governance organized by IMS.
- Actively participated in Melange 2017 as an anchor held in IMS.
Summer Internship Programme
- 2017
- Organization: Nucleus Software Export Ltd.
- Duration: 8 Weeks (May-June, 2017)
- Profile: Finance Intern
- Key Learning’s: To understand the Bank’s EMI Schedule, its preparation and CAMELS rating of Banks.
Projects
2016, Name of Organization: Big Bazaar (Future Group)., Duration: 7 Days, Profile: Management Trainee, Key Take Away: Customer Handling in Retail Industry
Timeline
Financial Consultant
Quest Engineers & Consultants Pvt. Ltd.
01.2026 - CurrentRead More
Tax Senior
Deloitte
05.2023 - 10.2024Read More
Senior Tax Consultant
05.2021 - 05.2023Read More
Tax Consultant
11.2019 - 05.2021Read More
IMS-Ghaziabad, (AICTE)
PGDM from Finance & Marketing
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University Of Allahabad
B.com
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Boy’s High School & College
Inter
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