Faridabad, Haryana, India
Results-oriented financial professional with a strong background in investment portfolio analysis, financial modeling, and equity research. With a passion for technology and an eye for detail, I have successfully advised prominent organizations on diversifying and enhancing their investment portfolios. My experience includes working with reputed organizations like Tata Elxsi, Tata Power, Hindustan Aeronautics, and Bharat Petroleum Corporation, where I have prepared complex financial models and conducted detailed financial analysis across various industries. As an equity researcher, I have stayed updated with new industry trends and researched market insights to provide informed financial advice. During my articleship at Y.K. Joneja & Co, N.I.T., Faridabad, I honed my skills in financial accounting, reconciliation, and compliance with various accounting standards and tax provisions. I actively managed the scrutiny of ledgers, debtors & creditors reconciliation, and verification of bank balances, gaining hands-on experience in statutory audit procedures and ensuring regulatory compliance. My expertise extends to monitoring financial markets, economic indicators, and geopolitical events that influence investment decisions. I strive to grasp the big picture and conceptualize innovative solutions to meet business needs while minimizing risks and adhering to industry standards Contact me via LinkedIn messaging or at [email protected] to discuss collaboration opportunities, industry insights, or anything related to finance and investment. Let's connect and grow together!
· Managed full-cycle accounting for a portfolio of both commercial and residential properties. · Prepared monthly Bank Reconciliation, financial statements, general ledger review, and variance analysis with budget and trend. · Recorded monthly accruals (payroll, expenses, utility, etc) and reclassification of prepaid and amortization. · Conducted CAM (Common Area Maintenance) reconciliation and year-end adjustments. · Coordinated with property managers and tenants for billing and collections. · Reconciled security deposits, prepaid rent, and escrow accounts, ensuring compliance with state regulations and company policies.
· Managed AP/AR, general ledger, bank reconciliations, and financial statement preparation. · Handled Income Tax returns, advance tax calculations and payments, and statutory compliance. · Filed TDS/TCS returns ensuring compliance with the Income Tax Act, 1961. · Prepared and filed GST returns (GSTR-1 and GSTR-3B) with reconciliations to books. · Prepared MIS and compliance reports for senior management. · Performed audit procedures such as revenue testing, stock verification, and review of statutory dues (TDS, TCS, GST, PF, ESIC, ROC, advance tax). · Prepared and finalized books of accounts and financial statements for sole proprietorships and partnership firms. · Conducted Tests of Controls (TOC) and Tests of Details (TOD) to evaluate internal control effectiveness. · Managed GSTR-9 and GSTR-9C assignments and performed reconciliations of GSTR-1, GSTR-3B, GSTR-2A with books of accounts for tax liability and input tax credit. · Scrutinized ledgers, debtor and creditor ageing, reconciled balances, and verified income, expenses, assets, and liabilities
· Executed statutory audits for 25+ companies, partnership firms, and proprietorships across manufacturing, trading, and service sectors, including site visits, financial statement analysis, ratio analysis, and risk-based audit procedures. · Conducted Tests of Controls (TOC) and Tests of Details (TOD), revenue testing, inventory verification, bank reconciliations, and verification of statutory dues including TDS, TCS, GST, PF, ESIC, ROC, and advance tax. · Prepared and finalized financial statements in compliance with Accounting Standards (AS), Ind AS, Schedule III, CARO, and the Companies Act, 2013, including notes to accounts and cash flow statements. · Independently managed tax audits for corporate and non-corporate clients with turnover/income ranging from ₹1 crore to ₹200 crore, including preparation and filing of Forms 3CA, 3CB, and 3CD. · Ensured compliance with Income Tax and GST provisions by preparing income tax returns, income computations, GSTR-1, GSTR-3B, GSTR-9, GSTR-9C, and reconciling GSTR-2A/2B with books of accounts. · Performed inventory valuation as per AS-2, depreciation as per AS-10 and Schedule II of the Companies Act, 2013, and verified fixed assets and closing stock. · Managed bookkeeping, accounts finalization, ledger scrutiny, debtor and creditor reconciliations, bank reconciliations, and audit documentation. · Filed statutory forms and returns with the Registrar of Companies (ROC) and ensured compliance with corporate law requirements. · Contributed to the successful implementation of the Focus ERP system by aligning accounting processes and statutory compliance requirements. · Led a team of 4 audit professionals, overseeing audit planning, task allocation, review, execution, and timely delivery of assignments while mentoring junior team members.