Sr. Analyst
Arasco
Total years of experience :12 years, 10 Months
• Lead a team responsible for consolidating annual budgeting, quarterly forecasting, long term planning and monitoring.
• Bring business meaning to financials by synthesizing financial data and identifying variances & trends to provide insightful commentary for perusal of CFO and Board of Directors.
• Work in operational and visibility studies related to the financial techniques such as (NPV, ROI, payback period, Sensitivity Analysis).
• Prepare & develop the implementation of strategic business plan for long term (5-year plans).
• Assist the CFO in preparing monthly management and board presentations consisting of key performance indicators and segment profitability.
• Define and monitor key drivers and Key Performance Indicators (KPI's) for the branches.
• Leads the annual planning/budgeting process by developing appropriate budgeting templates and coordinating with corporate and business units to ensure the Budget is prepared and finalized as per the schedule.
• Obtain and analyze budget received from the various divisions/ units to critically examine accuracy, completeness and reliability of the information received and prepares consolidated budget version for management approval.
• Support and advise in CAPEX and project evaluation and prepare post-implementation reports.
• Perform ad hoc analysis and reporting requests from top management.
• Customer relationship management
• Project cost management
• Accounts receivables management
• Budgeting, forecasting, strategic analysis and preparation of financial status reports
• Policy making & development of internal controls
• Vendor relationship management
• Cost system designing
• Financial Analysis
• Billings and collections management
• Cost reduction and variance analysis
• Warehouse management
Achievements
• Was successful in achieving better terms of credit with vendors using effective negotiation skills
• Designed effective corporate policies in line with vision and objectives of the company
• Designed costing systems and internal controls for project cost management, inventory management and accounts receivable and payable management and reduced reporting time and increased data reliability
• Designed effecting pricing strategy for the company to ensure profitable dealings
• Successful in making staff work like a team with better communication and vision by effective leadership skills.
• Accounts receivables management
• Billings and collections management
• Preparation and analyzing of financial statement and balance sheet
• Budgeting, forecasting, strategic analysis and preparation of financial status reports
• Legal compliance
• Cost reduction and variance analysis
• Policy making & development of internal controls
• Internal audit
• Debt analysis
• Review and analyze financial statements for preparing income tax returns and tax clearances and explore/ provide clients with tax benefits to reduce tax liability available under the Indian Income Tax Law
• Audit, verify and vouch books of accounts of client to provide Chartered Accountant certificates as may be required by various Government authorities
• Review and analyze tax assessments of clients and analyze strategies to reduce tax liabilities
• Research and prepare submissions/ arguments on behalf of clients for presentation before Indian Income Tax Department, Income Tax Appellate Tribunal and High Court of India
• Advise and assist clients on various legislations viz. Indian Income Tax Act, 1961, Foreign Exchange Management Act, 1999 (FEMA), Service Tax, VAT etc.
• Assist in advising clients on various international taxation assignments involving complex corporate structuring of various conglomerate companies
• Assist clients in approaching the Reserve Bank of India for various FEMA related assignments
• Assist clients in seeking various options of tax neutral corporate expansions, mergers and de-mergers
• Research and assist in various secretarial and administrative assignments involving setup of branch office, liaison office and subsidiary companies
• Maintain clients’ tax assessment tracker, billing tracker and risk tracker and regularly update any changes
• Maximize time spend on chargeable assignments
• Maintain weekly WIP report to assign chargeable time to team
• Assist Seniors with annual client risk management, file maintenance and annual team sales/ earnings and WIP status
• Conduct regular team trainings on industry and professional updates
• Industry Experience: IT/ITES, Real estate, Pharmaceutical, Infrastructure and others.
• Client Experience: Infor India, Wells Fargo Bank, Hitachi India, L&T Metro, Sanofi Pasteur Holdings etc.
Achievements:
• Maintained the highest annual performance rating for a Staff Accountant consistently for three years
• Have frequently received positive feedback and appreciation from Managers and Directors for outstanding performance in client assignments
• Received positive feedback and appreciation from clients for work done on their assignments
• Was declared ‘Best Value Champion’ by KPMG India in its annual offsite event
• Managed and mentored new employees/ staff accountants to fit into their role and assist them with client assignments
• Have successfully executed client deliverables worth $ 1 million
• Have maintained good relationship with clients, formally and informally, and have assisted them in several out of contract advisory to strengthen and maintain such client relationships
• Provided support on various international assignments and coordinated with KPMG firms in USA, Singapore, Thailand, Pakistan and Bangladesh
• Have consistently concentrated on Learning and Development training sessions and have completed 50 hours of training annually for 3 years
First division
2009-10 Integrated Professional Competence Examination (CA Inter) Institute of Chartered Accountants of India Passed