Goury Upadhyay

Staff Accountant | AlpInvest Partners | The Carlyle Group | Chartered Accountant

Amsterdam, North Holland, Netherlands

About

Qualified Chartered Accountant| Financial Analyst Tools- Microsoft Excel | Tally | SAP ERP | SQL (basics) Skills- Accounting |Finance Reporting| Finance Planning | Income Tax |Investment Advisory |US GAAP| SOX | VAT Language- English | Dutch A2 level CAREER OBJECTIVE: • Enhancing my existing skillset by proactively focusing on latest developments, technology, and tools. • Contribute significantly to organization by appropriate handling of tasks within given timeframes. • Engage in regular knowledge sharing within/outside team and mentor junior members.

Experience

  • Staff Accountant at AlpInvest Partners
    Sep 2022 - Present · 3 yrs 11 mos

    Joined AlpInvest - A core division of Carlyle group as junior accounting position.

  • Freelance Consulting- Chartered Accountant at CA Amit Joshi & Co
    Nov 2020 - Sep 2022 · 1 yr 11 mos

     Manage and help client for effective and strategic Tax planning, implementation of best practices.  Preparation of financial statements (As per GAAP) including P&L, balance sheet (Tally/Excel) and Income statements,Maintain Account Reconciliation  Maintaining GST accounts and Filling of GST (Equivalent of VAT) returns.  Analyzed expenditures and suggested changes that led to long term decrease in operating expenses.  Handled invoices in ERP software (Tally / SAP) in a timely manner, helping to reduce payment delays  Processed regular journal entries to record all business transactions accurately (Tally).  Preparation of estimated and projected financial statements helpful in Loan Appraisal by banks and financial institutions for the clients.  Income tax return – Preparation and Filling of income tax returns.  Helping individual/organizations with Investment advisory/consultancy to drive investment decisions.  Assist in Audit and to help organization to comply with regulations ( SOX guidelines )  Analysed expenditures and suggested changes that led to long term decrease in operating expenses.  Handled invoices in billing software in a timely manner, helping to reduce payment delays  Processed regular journal entries to record all business transactions accurately.  Preparation of estimated and projected financial statements helpful in Loan Appraisal by banks and financial institutions for the clients.  Income tax return – Preparation and Filling of income tax returns.  Helping individual/organizations with Investment advisory/consultancy to drive investment decisions.

  • Team lead - - Chartered Accountant at MOON SEZ CONSULTANTS PVT. LTD.
    Jan 2014 - Mar 2015 · 1 yr 3 mos

    Moon SEZ helps establishing organization in SEZ zone in terms of operations and import related requirements. Auditing, Assurance, Taxation, Advisory which then transformed into EPZ/STPI/EOU. Moon SEZ Consultants offers “One Stop Solutions” to all IFSC and SEZ related requirements of various stakeholders. Role and Responsibilities  Lead team of 2 members for all Accounting and payroll related activities, which includes preparing reports on costs and Tracking individual expenses and various adjustments related to payroll.  Preparation of Account reports for senior management reviews on organizational level.  SPOC for various Moon SEZ clients for matters related to cost, financial accounting and management, Bill of landing and Other process related to imports.  Handling of account section of entire Moon SEZ group which including 5 major organizations and leading efforts for Tax related tasks like filling ITR, Commercial tax and other taxations. Assisting senior management with projection related to cost involved in various projects for future quarter planning and detailed analysis of costs.

  • Intern- Articleship at Parag Bafna & Co
    Jan 2008 - Oct 2009 · 1 yr 10 mos

    Worked as an Article Assistant(articleship) under Parag Bafna & Co, Indore (M.P.) and gained experience as follows: • Lead team of 3 members for audit of reputed coaching institute of central india. • Preparation and Finalization of Financial Statements of various companies engaged in business of Construction, Hotels, Pharmaceuticals, Trading in various commodities. • Physical stock-taking and valuation at the year-end in accordance with the accounting standards issued by - Conducted Tax audit of various firms. • Preparation and Filling of Income Tax Returns, TDS Returns, Service Tax Returns of individuals, Partnership firms, Private & Public Companies, Trust & Society, Banking industries etc. • Active member of team that performed various Statutory Audits of public limited and private companies. I was involved from planning to the execution of all these audits. • Preparing various Income Tax & Service Tax Scrutinies. • Scrutiny of various ledgers i.e. Cash Book, Bank Book, Journal and BRS. Cash and bank vouching, Purchase and Sales ledgers. Checking of fixed Assets registers and depreciation there on.

  • Intern - Articleship at M/s Maheshwari and Gupta
    Oct 2006 - Jan 2008 · 1 yr 4 mos

    M/s Maheshwari & Gupta is a reputed Chartered Accountant firm in Central India one of the oldest Chartered Accountant firm in Central India Accounting: • Preparation and finalization of Books of Accounts of Companies, Partnership firms, Trusts, Sole Proprietorship Concerns etc. • Having good exposure in implementation and review of Accounting Standards. • Reconciliation of Bank statements involving active coordination with bank authorities. • Preparation of Estimated and Projected Financial Statements helpful in Loan Appraisal by Banks and Financial Institutions. • Reviewing the Ratios and other information as required for Loan Appraisal. Taxation: • Preparation of tax audit reports and computation of Income. • E filing of Income Tax and TCS Returns of individuals as well as companies. • Having good exposure in handling TDS, VAT and Service Tax Returns preparation. Auditing: • Performed various Internal Audits, Tax Audits and Statutory Audits of Companies, Partnership Firms, Individuals, HUF and Educational Institutions as a team member. • Performed Bank Audit as a team member. • Conversant in developing audit strategies, audit programmes, executing and reviewing audit assignments, checking internal controls and documentation of audit work. Others: • Preparation and E filing of ROC Forms i.e. 23AC, 23ACA, 20B. 17, 32 etc. • Applying for digital signature certificate. • Applying for DIN for appointment of a director. • Conversant in preparation and checking of Registers of Companies, Minute Book and other compliance related work. • Having exposure in complying with all the formalities related to Incorporation of Companies. • Engaged in handling Scrutiny Assessments.