Financial Services Advisor
Soni Industries
Total years of experience :10 years, 1 Months
• Identifies and evaluates investment opportunities to be mindful
about tax benefits for clientele.
• Hands-on knowledge of Financial Planning for investment
opportunity in stock market, Derivatives and / or Forex market
based on technical and fundamental analysis of possible and
most beneficial scripts.
• Preparing Personal Income Tax returns for the clients starting from
accounting to its finalization and filing Returns.
• Maintain the Quality of the company through Internal Audits for
various departments and franchisee sales and its revenues.
• Conducted root cause analysis with MIS reports directly to head of
Quality department for corrective action plans resulting in
recovery of INR 45 lakhs annually on an average for the company.
• Improved company’s operation quality parallel to ISO 9001:2015
certifications by conducting Quality Assessments, Inventory
Audits, Revenue Audit.
• Closely observed company’s core values to ensure smooth
workflow of operations and retails outlets with all the franchisees
in the region by thorough knowledge in taxation and Auditing
standards.
• Wide range of knowledge in course of 3 years of article ship at
chartered accountants' firm in Mumbai after clearing CA Inter
exams in November 2011.
• Completed all audit assignments such as external Audits for
manufacturing companies, Internal Audits for Schools,
Construction, Automobiles and Chemical Industries Statutory
Audits for Business consulting company with updated knowledge
of Company’s Act, Regulations and Norms.
• Preparation and Finalization of accounts such as PNL and Balance
sheet with all the accounting requirements as per Indian
accounting standards (AS), IFRS and generally accepted
accounting procedures (GAAP).
• Complete preparation and filling of Tax Returns like TDS, VAT,
Service Tax, Customs, International Taxation, DTAA, personal
Income Taxes, Corporate taxes for companies and GST Returns
periodically.
• Bank reconciliations, Accounts receivables and Payables ledger
through ageing Analysis.
• Get a grip with Tax Authority for any scrutiny cases and Applying for
Import export licenses for the clients Get
• Handling cases of transfer pricing and filling all the necessary
documents to ministry of corporate affairs site.
Holder of Bachelor's Degree from Mumbai university graduated from Malini Kishore Sanghvi College passed in the year 2012
Certified Semi Qualified chartered Accountant of India aka CA Inter, cleared intermediate Exam in 2nd attempt in the year 2011 and appeared for the Final examination in the year 2015.