Summary
Overview
Work History
Education
Skills
Software
Timeline
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Yogita Kalra

Chartered Accountant
Bengaluru

Summary

Certified accounting professional with solid background in financial analysis, auditing, and regulatory compliance. Proven track record in optimizing financial processes and driving strategic initiatives that enhance organizational performance. Strong collaborator, adaptable to changing needs, and consistently delivers accurate results. Skilled in financial reporting, tax preparation, and risk management with focus on ethical standards and integrity.

Overview

9
9
years of professional experience

Work History

P&I Analyst

British Telecommunications
08.2023 - Current
  • Managed end-to-end roaming finance operations, including reconciliation of Mobile Originated Calls (MOC), Mobile Terminated Calls (MTC), GPRS, data, and SMS usage against accruals, ensuring alignment with contractual rates.
  • Prepared and validated roaming accruals and forecasts in collaboration with partners, supporting accurate cost management and business planning.
  • Processed and reviewed 3rd party invoices (Credit Notes, Debit Notes, and Interconnect/roaming invoices), ensuring compliance, accuracy, and timely settlement.
  • Performed flash reporting, funding analysis, month-end closing, and journal postings, strengthening accuracy and timeliness of financial reporting.
  • Developed and automated forecasting & variance analysis models, improving the accuracy of revenue and cost projections.
  • Partnered with cross-functional teams to provide business insights on roaming margins, cost drivers, and profitability trends, supporting management decision-making.
  • Delivered management dashboards & performance reports, enabling leadership to monitor KPIs and take corrective actions quickly.
  • Created comprehensive financial documentation for calculations, including Credit Notes (CN), Debit Notes (DN), and invoices, streamlining the financial review and approval process.

Assistant Manager - Finance & Accounts

GBTL LIMITED
03.2020 - 08.2023
  • Prepared annual budgets, rolling forecasts, and business performance analysis, aligning with corporate financial targets.
  • Preparation of Annual Financial Statements in accordance with Ind AS.
  • Analyzing Variance through comparison of data with Budget and Last year Figures.
  • Led month-end close and reporting processes, including accruals, reconciliations, and journal entries, ensuring accurate and timely reporting.
  • Created MIS dashboards and profitability reports, improving management’s ability to track performance against budgets.
  • Partnered with operations and sales teams to provide business insights on cost controls, working capital, and margin optimization.
  • Scrutiny and finalization of monthly provision of expenses.
  • Managed inventory tracking systems to ensure accurate valuations while minimizing overstock or stockout situations effectively.

Associate

N.D. GUPTA & CO.
04.2019 - 03.2020
  • Prepared monthly, quarterly, and yearly P&L and balance sheet reports, supporting client financial reviews.
  • Assisted in budget monitoring, revenue analysis, and management reporting.
  • Supported in tax audits, statutory audits, GST filings, and compliance, ensuring adherence to regulatory requirements.
  • Prepared projected financials, CMAs, and provisional statements for clients to support loan applications and regulatory needs.

Article Assistant

N.D. GUPTA & CO.
03.2016 - 03.2019
  • Conducted financial analysis and reporting for multiple clients across industries.
  • Supported taxation, GST, and compliance activities, including preparation and filing of returns.
  • Assisted in audit engagements (tax, statutory, GST, bank), strengthening understanding of financial controls and compliance.
  • Prepared projected financials, CMAs, and provisional statements for clients to support loan applications and regulatory needs.

Education

Bachelor of Commerce -

SCHOOL OF OPEN LEARNING
New Delhi, INDIA
08-2016

Chartered Accountant -

Institute of Chartered Accountant of India
New Delhi, INDIA
07-2021

Skills

  • Strong background in financial assessment

  • Financial budget forecasting

  • Management information systems reporting

  • Process optimization

  • Data-driven decision making

  • Data analysis using MS Excel

  • Data-driven trend analysis

Software

SAP

QLIK SENSE

P2P

POWER BI

TALLY ERP

Timeline

P&I Analyst

British Telecommunications
08.2023 - Current

Assistant Manager - Finance & Accounts

GBTL LIMITED
03.2020 - 08.2023

Associate

N.D. GUPTA & CO.
04.2019 - 03.2020

Article Assistant

N.D. GUPTA & CO.
03.2016 - 03.2019

Bachelor of Commerce -

SCHOOL OF OPEN LEARNING

Chartered Accountant -

Institute of Chartered Accountant of India

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