Yamini Gupta
Kolkata
Summary
Passionate and knowledgeable Financial professional. Committed to delivering practical-based learning experiences by incorporating valuable insights from personal failures and work experience. Diligent and focused professional dedicated to making a meaningful contribution to organizational development.
Overview
10
10
years of professional experience
Work History
Authorized Business Partner
Motilal Oswal Financial Services
11.2024 - Current
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Researched companies and prepared presentations for management and prospective buyers.
Tax Consultant
JPNR Consultants
01.2023 - 11.2024
- Reviewed tax returns for individuals, corporations and partnerships to ensure accuracy.
- Identified deductions and credits that clients were eligible for.
- Analyzed financial records to determine the appropriate tax filing status.
Senior Account Executive
N.S Trading
03.2020 - 11.2021
- Created detailed reports on sales performance, revenue forecasts, and budget expenditures.
- Produced sales documents, finalized deals and filed records.
Audit Assistant
Bharati Hospital
07.2018 - 02.2020
- Reviewed client's general ledger accounts and reconciled account balances on a monthly basis.
- Assisted with the preparation of audit working papers, including gathering supporting documentation for testing purposes.
Articleship Trainee
Batra Deepak & Associates, UA & Associates
04.2015 - 06.2018
- Government Audit of CGHB, CSPDCL, MPHB, and CGRDC.
- Preparation of financial statements and reports.
Education
Chartered Accountant -
Institute of Chartered Accountants of India
05-2021
Bachelor of Commerce -
Pt. Ravishankar Shukla University
04-2016
High School Diploma -
Krishna Public School
05-2013
Skills
Confident
Good communication skills
Team Building and management
Public speaking
Calm under pressure
Hardworking and dedicated
Active Listening
Leadership
Timeline
Authorized Business Partner
Motilal Oswal Financial Services
11.2024 - Current
Tax Consultant
JPNR Consultants
01.2023 - 11.2024
Senior Account Executive
N.S Trading
03.2020 - 11.2021
Audit Assistant
Bharati Hospital
07.2018 - 02.2020
Articleship Trainee
Batra Deepak & Associates, UA & Associates
04.2015 - 06.2018
Chartered Accountant -
Institute of Chartered Accountants of India
Bachelor of Commerce -
Pt. Ravishankar Shukla University
High School Diploma -
Krishna Public School
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