Vanshika Agarwal
Gurgaon
Summary
Finance professional with a strong background in risk management and reconciliation at Bank of America. Expertise in SAP eLedger and MS Excel, achieving over 50% efficiency improvement through process automation. Committed to driving success in dynamic environments with exceptional organizational and motivational skills.
Overview
6
6
years of professional experience
Work History
Team Leader
Bank of America - Risk Management (Global Internal Reconciliation and Control)
Gurgaon
05.2024 - Current
- Lead for risk management of 100+ accounts: accruals, receivables, payables, equity, etc.
- Leveraged advanced spreadsheet and analytical tools to streamline and automate reconciliation processes, achieving over a 50% reduction in processing time, and enhancing operational efficiency.
- Unlocked 3-5% value at risk across accounts; conducted ongoing risk analysis in accordance with internal policies and SOX standards.
- Ensured compliance with accounting regulations and standards, facilitating smooth audits and financial reporting across review committees.
- Facilitated collaboration with diverse business partners to address issues and enhance practices and reconciliations.
- Mentored junior staff on best practices and standard operating procedures.
Industrial Trainee
UBS Business Solution Pvt. Ltd.
Pune
10.2021 - 10.2022
- Prepared variance analysis reports, which assessed movements in RWAs and gave feedback to the business on movements that exceeded benchmarks.
- Developed interactive dashboards in cooperation with several stakeholders, facilitating improved qualitative data analysis for decision-making.
- Automated various existing manual processes which resulted in time saving of ~60 hours/month and controls enhancements.
- Prepared reports on ratio analysis for the different regions of the group.
- Completed a number of reconciliations and made sure that all breaks and problems were found and fixed.
Article Assistant
K. Vaish & Co., Chartered Accountants
Bareilly
09.2019 - 09.2021
- Handled Income tax and GST audits of assesses primarily individuals and partnership entities engaged in a range of industries, such as trade and manufacturing.
- Conducted statutory audits of companies and generated audit reports as per requirements of Companies Act, 2013 along with CARO,2020 reporting.
- Prepared & Analyzed Financial statements of various companies performing necessary due diligence to verify depreciation, cash & bank balances, and debtors & creditors.
- Prepared computations of income and filed Income Tax Returns of various assesses including corporate entities.
- Filed GST periodic returns (GSTR1, 3B, CMP08), GST annual return (GSTR09) and handled work related to various Tax Demands by department.
- Prepared Income tax TDS/TCS returns of various entities including listed companies.
- Well versed with accounting software like Tally ERP9, Busy Win and Returns filing utility- Compu Office.
- Good Command over MS-Excel, MS-Word and other Microsoft office applications.
Education
CA-Final (Group-2) -
The Institute of Chartered Accountant of India
11.2023
CA-Final (Group-1) -
The Institute of Chartered Accountant of India
05.2023
M.COM -
Rohilkhand University
Bareilly, Uttar Pradesh01.2022
B.COM -
Rohilkhand University
Bareilly, Uttar Pradesh01.2020
CA-Intermediate -
The Institute of Chartered Accountant of India
05.2019
CA-Intermediate -
The Institute of Chartered Accountant of India
11.2018
CA-CPT -
The Institute of Chartered Accountant of India
11.2017
Class 12th - CBSE
Madhavrao Scindia Public School
Bareilly, Uttar Pradesh01.2017
Class 10th - CBSE
Madhavrao Scindia Public School
Bareilly, Uttar Pradesh01.2015
Skills
- Frontier Finance
- SAP eledger
- Tally ERP9
- Busy Win
- Compu Office
- MS-Excel
- Microsoft Office
Extracurricular Activities
Received many awards and certificates in inter house sports. Actively involved in debates, group discussions and singing competitions.
Affiliations
- Served as the event coordinator for a talent show, handling scheduling, promotion, and participant management
- Initiated and hosted regular knowledge-sharing forums to foster continuous learning within the team, and actively involved in debates, group discussions, and singing competitions
- Actively involved in debates, group discussions, and singing competitions
Accomplishments
- Consistently recognized for outstanding performance, with silver and bronze awards twice within a year
- Formal commendation from senior leadership for 50+ hours of active engagement in ESG/NGO events, participated in planning, facilitated workshops, and boosted cross-team alignment
Timeline
Team Leader
Bank of America - Risk Management (Global Internal Reconciliation and Control)
05.2024 - Current
Industrial Trainee
UBS Business Solution Pvt. Ltd.
10.2021 - 10.2022
Article Assistant
K. Vaish & Co., Chartered Accountants
09.2019 - 09.2021
CA-Final (Group-2) -
The Institute of Chartered Accountant of India
CA-Final (Group-1) -
The Institute of Chartered Accountant of India
M.COM -
Rohilkhand University
B.COM -
Rohilkhand University
CA-Intermediate -
The Institute of Chartered Accountant of India
CA-Intermediate -
The Institute of Chartered Accountant of India
CA-CPT -
The Institute of Chartered Accountant of India
Class 12th - CBSE
Madhavrao Scindia Public School
Class 10th - CBSE
Madhavrao Scindia Public School
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