Mumbai Metropolitan Region
Qualified Chartered Accountant and Member of ICAI. 15 Years of experience in BPM (Business Process Management) People Management, Client Relationship, Process Improvement, Business Transformation, Quality and Transition Specialized in Offshore Business - F&A vertical - Catering to clients based in US, UK & EMEA.
Performance & Client management Experience in working with more than 65 CPA firms in US, UK & EMEA. Generating revenue of $140K every month and managing more than 10,000+ hours every month Prepare monthly presentations/decks for top 20 revenue clients to discuss current issues, potential risk and provide strategy to address the challenges Onboarding of new clients Weekly meeting with clients to discuss workflow and maximize the revenue People management Handling team of 100+ employees Established target based culture by introducing monthly target, setting-up shared tracker and daily reporting that provides day-to-day progress Established target based culture by introducing monthly target, setting-up shared tracker and daily reporting that provides day-to-day progress Create monthly dashboard and management reports showcasing key metrics on overdue, team’s productivity and quality road map Smoothening the review cycle to ensure consistent workload throughout the year Process management Successful implementation of process improvement ideas to reduce the time spent on the jobs and improve customer service, Set up of training process to improve productivity of employees and maintaining quality of files delivered to client
Audit and Accounts: Finalization of Accounts of Public & Pvt. Ltd. Co.’s, Partnership Firm, Societies, Trust which include General Ledger Scrutiny; Vouching ;Internal Audit; Tax Audits. Taxation: Participation in Tax planning, Preparation of returns, computations of individuals, Firms & Cos., 80HHC calculation & certification, 115JB calculation and certification. Internal audits: Member of the Internal Audit for Bank of India & Cricket Club of India. TDS : Calculation of TDS including preparation of TDS Annual Return