Vishal Shah
Finance and Accounts Professional
Howrah
Summary
- A resourceful, result driven, solution-focused professional with excellent interpersonal and rapport-building skills. Process orientation but with problem solving approach with commitment to quality. Ability to adhere to strict deadlines and perform under pressure. Communicate effectively at multiple levels using appropriate language and interpersonal skills.
Overview
14
14
years of professional experience
9
9
years of post-secondary education
2
2
Languages
Work History
Senior Manager – Finance
Saba-Well SDC India Pvt. Ltd.
Kolkata
05.2024 - Current
- Overseeing all accounts, ledgers, and reporting systems for the US Clients.
- Conducting all the activities related to Merger and Acquisition of the US Clients.
- Consistently analyzing financial data and presenting financial reports in an accurate and timely manner.
- Communicating monthly, quarterly, and annual financial statements; analyzing variances.
- Working closely with the CFO in budgeting and forecasting and in key financial decision-making processes.
- Reviewing the financial reports of the clients and ensuring timely closing of the books.
- Providing oversight to the allocated team for the designated processes.
Senior Associate (Business Analyst) – Advisory
PricewaterhouseCoopers Pvt. Ltd.
Kolkata
01.2022 - 04.2024
- Managing the system development of Finance and Accounts, Treasury Department, Internal Audit and Supply & Stores Department of Government Clients.
- Managing, developing and redesigning budgeting and forecasting activities for Government Clients.
- UAT testing, test case preparation and review, preparation of user manuals, providing user training and support.
Manager- Investment Banking
Ontrust Capital Markets Pvt. Ltd.
Kolkata
12.2018 - 01.2022
- Financial Modeling of manufacturing and service Industry.
- Financial projections for SME companies.
- Drafting of Credit Monitoring Arrangement (CMA) for submission to financial institutions.
- Worked for proposal of fund based and non- fund based working capital finance.
- Arranging and preparation of finance related paperwork.
- Assisting clients in banking compliances.
- Budgeting and forecasting for SME companies.
Logistics Manager
Great Eastern Retail Pvt. Ltd.
Kolkata
07.2018 - 12.2018
- Inventory planning for one of biggest consumer products dealers in eastern India.
- Stock audit of the inventory & movement of goods between warehouses in a cost-effective manner.
- Management of inventory throughout PAN India and procurement planning along with budgeting and forecasting.
- Planning relating to movement of ageing stock, EOL products and dent materials.
Business Development Manager
SS Associates
Kolkata
10.2017 - 06.2018
- Dealing with clients relating to Investment Products and providing all kind of Financial Services to clients.
- Performing Tax Planning and Portfolio Management Services for clients.
- Assisting clients to raise various Loans such as Home Loans and Business Loans.
Manager
Maco Corporation India Pvt. Ltd.
Kolkata
06.2015 - 10.2017
- Dealing in Import of Materials and Post Order Activities and Inventory Management.
- Managing all responsibilities starting from receipt of order till execution of order.
- Preparation of MIS Reports and Presentations.
- Providing SAP Support and training throughout organization.
- Performing initial testing for problem fixing, change request and new functionality in SAP.
- Performing Stock Audit throughout organization.
- Performing Budgeting and Forecasting along with Variance Analysis for Holding Company and Sister Concern in USA.
- Performing Internal Audit and supporting external Auditors for performing
- Yearly Audit activities.
- Preparation of Profitability Reports and other Incidental Reports.
- Accounts and Logistics management for Sister Concern in USA.
Associate
PricewaterhouseCoopers SDC Pvt. Ltd.
Kolkata
09.2014 - 05.2015
- Worked in General Assurance SBU in SSAE 16 Team.
- Analysis of the Data and finding out the errors and providing reports to the Engagement Teams.
- Performing Analysis of various reports generated by Engagement Team and preparing reply for them.
Executive Assistant
Maco Corporation India Pvt. Ltd.
Kolkata
05.2013 - 08.2014
- Dealing in Import of Materials and Post Order Activities and Inventory Management.
- Managing all responsibilities starting from receipt of order till execution of order.
- Preparation of MIS Reports and Presentations.
- Providing SAP Support and training throughout organization.
- Performing initial testing for problem fixing, change request and new functionality in SAP.
- Performing Stock Audit throughout organization.
- Performing Budgeting and Forecasting along with Variance Analysis for Holding Company and Sister Concern in USA.
- Performing Internal Audit and supporting external Auditors for performing yearly Audit activities.
- Preparation of Profitability Reports and other Incidental Reports.
- Accounts and Logistics management for Sister Concern in USA.
Audit & Accounts Executive
Prakash Joshi & Associates.
Kolkata
10.2010 - 02.2013
- Statutory Audit of Companies and preparation of respective reports.
- Tax Audit and VAT Audit of companies, firms and proprietorship concerns.
- Preparation of Financial Statements, tax computation of companies, firms & proprietorship concerns.
- Online filing of various forms with Registrar of Companies.
- Computation of Income, E-Filing of Income Tax and TDS Returns.
- Tax planning in relation to Individuals/ HUF / Firms /Companies.
Education
CA Final - Group II Cleared - Finance And Accounts
The Institute of Chartered Accountants of India
Kolkata 03.2006 - 04.2012
Bachelor of Commerce - Accounting & Finance (Honors)
Calcutta University
Kolkata 04.2006 - 03.2009
Mutual Fund Distributor - VA
NISM
Kolkata 04.2007 - 04.2007
Skills
- Power BI
- Quick Books
- Billcom
- SAP
- Oracle
- ERP
- Visio
- MS Office
- Financial Management
- Auditing
- Procurement Planning
- Investment Banking
- MIS Reporting
- Process Streamlining
- Financial Planning & Analysis
- Budgeting and Forecasting
- Business Analysis
- Market analysis
- Documentation and reporting
- Troubleshooting and problem resolution
Educationandprofessionaldevelopment
- CA Final, Group II, The Institute of Chartered Accountants of India, 2012
- Bachelor of Commerce – Accounting & Finance (Honors), Calcutta University, India, 2009
- NISM – Mutual Fund Distributor – VA, 2007
- Power BI Data Methods, 03/01/22
- Learning Data Analytics, 01/01/22
Disclaimer
I do hereby declare that the above information furnished by me are true and correct by all means.
Timeline
Senior Manager – Finance
Saba-Well SDC India Pvt. Ltd.
05.2024 - Current
Senior Associate (Business Analyst) – Advisory
PricewaterhouseCoopers Pvt. Ltd.
01.2022 - 04.2024
Manager- Investment Banking
Ontrust Capital Markets Pvt. Ltd.
12.2018 - 01.2022
Logistics Manager
Great Eastern Retail Pvt. Ltd.
07.2018 - 12.2018
Business Development Manager
SS Associates
10.2017 - 06.2018
Manager
Maco Corporation India Pvt. Ltd.
06.2015 - 10.2017
Associate
PricewaterhouseCoopers SDC Pvt. Ltd.
09.2014 - 05.2015
Executive Assistant
Maco Corporation India Pvt. Ltd.
05.2013 - 08.2014
Audit & Accounts Executive
Prakash Joshi & Associates.
10.2010 - 02.2013
Mutual Fund Distributor - VA
NISM
04.2007 - 04.2007
Bachelor of Commerce - Accounting & Finance (Honors)
Calcutta University
04.2006 - 03.2009
CA Final - Group II Cleared - Finance And Accounts
The Institute of Chartered Accountants of India
03.2006 - 04.2012
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