Yitesh Bhalla
ACCA
Delhi
Summary
Skilled in managing global client accounts, optimizing financial processes, and ensuring accurate data analysis and reconciliation.
Overview
12
12
years of professional experience
6
6
years of post-secondary education
3
3
Certifications
Work History
Director
Mercurius Advisory Services Pvt Ltd
4 2015 - Current
- Lead a team of 55, serving 150+ clients across the US, Canada, UK, and more.
- Manage US tax prep for individuals, LLCs, S-corps, and C-corps.
- Oversee sales tax filings for all US states.
- Handle daily accounting, client communication, and billing.
- Conduct audits, mentor junior accountants, and ensure deadlines are met.
- Prepare weekly budgets and review monthly reports.
- Ensure accurate financials and timely tax filings.
Trainee
Professional Service Limited
09.2012 - 04.2013
- Executed a number of accounting tasks requiring analytical skills and administrative tasks
- Prepare Journal entries and analyze the large volume of data
- Account reconciliations and reorganizing and providing structure to different types of databases.
Education
The Association of Chartered Certified Accountants (ACCA) -
BPP University College
01.2012 - 01.2014
BA Hons Sustainable Performance Management,(2.1) - undefined
University Manchester
01.2012 - 01.2013
Advanced Diploma in Management Accounting (CIMA) - undefined
London School of Business and Finance
01.2009 - 01.2012
Skills
Working Capital
Forecasting
Reconciliation
Management
Sales
Property Management
Accounting
Communications
Operations
Financial Statements
Sales Tax
Balance Sheet
Professional Services
Microsoft Suite
Certification
Certificate in Intermediate Financial Modelling
Areas of Interest
- Travelling
- Riding Motorbike
- Cricket
- Tennis
Languages
English
Hindi
Punjabi
Timeline
Trainee
Professional Service Limited
09.2012 - 04.2013
The Association of Chartered Certified Accountants (ACCA) -
BPP University College
01.2012 - 01.2014
BA Hons Sustainable Performance Management,(2.1) - undefined
University Manchester
01.2012 - 01.2013
Advanced Diploma in Management Accounting (CIMA) - undefined
London School of Business and Finance
01.2009 - 01.2012
Director
Mercurius Advisory Services Pvt Ltd
4 2015 - Current
Certificate in Intermediate Financial Modelling
QuickBooks
Bill.com
Similar Profiles
Vineetha WilsonVineetha Wilson
Manager of Background Verifications at Adsum Advisory Services Pvt LtdManager of Background Verifications at Adsum Advisory Services Pvt Ltd
Jafar HussainJafar Hussain
Associate Software Engineer at Gartner India Research and Advisory services PVT ltdAssociate Software Engineer at Gartner India Research and Advisory services PVT ltd
Shruti Shrivas ParasharShruti Shrivas Parashar
Assistant Manager at Gartner India Research & Advisory Services Pvt. LtdAssistant Manager at Gartner India Research & Advisory Services Pvt. Ltd