Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Santosh Kumar Vishwakarma

Santosh Kumar Vishwakarma

Chartered Accountant
Mumbai,MH

Summary

Accomplished finance professional with a proven track record at Kothawade & Laddha, enhancing client satisfaction and improving department productivity through meticulous financial reporting and audit support. Skilled in Tally and adept at fostering positive client relationships, demonstrating exceptional analytical and interpersonal abilities.

Overview

11
11
years of professional experience

Work History

Manager of Accounts and Finance

Kothawade & Laddha (Firm Of Chartered Accountant)
01.2018 - 03.2023
  • Assisted senior accountants with complex tax filings, ensuring accurate submissions and minimized liabilities.
  • Prepared reports and materials to assist with audits.
  • Enhanced client satisfaction by providing timely and accurate financial reports.
  • Supported clients during tax season by preparing necessary documentation and answering inquiries, reducing stress levels associated with the process.
  • Collaborated with team members to complete audits in a timely manner, improving overall department productivity.
  • Reconciled worksheets to verify accuracy of documents or records.
  • Reconciled statements to resolve discrepancies.
  • Prepared detailed journal entries to accurately record transactions, improving internal controls and transparency.
  • Reviewed customer accounts to identify and resolve irregularities.
  • Managed multiple client accounts, maintaining positive relationships and delivering exceptional service.
  • Assisted management developing annual budgets by providing historical data insights and projections to support informed decisionmaking.
  • Conducted thorough financial analyses for informed decision-making by management.
  • Provided journal entries and performed accounting on accrual basis.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Trained new employees on accounting principles and company procedures.
  • Developed financial models to assess and analyze financial performance of clients.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Updated clients on changes in tax laws and other regulations affecting investments.


Articled Assistant

Kothawade & Laddha (Firm Of Chartered Accountant)
01.2015 - 01.2018

Taxation

  • Preparing Computation of income and filing of return of Income of Individual . Proprietory firm and Partnership firm
  • Filing of Gst retuns
  • Filing of Tds retuns

Audit

  • Tax Audit of Proprietory firm and Partnership Firm

Accounting

  • Inspected account books and recorded transactions.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Coordinated with external auditors to resolve discrepancies.
  • Maintained accurate and complete documentation to facilitate accounting and filing functions.


Finance

  • Preparing Project financing report for Project Loans.
  • Preparing Stock Statement for working capital Needs
  • Assist in obtaing working capital Loan , Home loan , Mortgage Loan etc

Articled Assistant

Ruparel & Associates
05.2013 - 01.2015
  • Company Incorporation and preparation of Moa and Aoa
  • Complete Accounting of Fortune Translogic Pvt Ltd
  • Issuing tax invoice
  • Inter Audit of Fortune Translogic Pvt Ltd
  • Stock Audit of various companies
  • Filing of income tax return
  • Preparation of CMA report

Credit Processing Associate

Kotak Mahindra Bank
03.2012 - 04.2013
  • Maintaining Daily MIS report
  • Processing Client Information into LOS System
  • Preparing report of financial data and emi track record to check credit worthiness of loan applicant
  • Generating CIBIL and Analysis on going loans of applicant




Education

Chartered Accountant -

Institute of Chartered Accountant of India
New Delhi, India
04.2001 -

Bachelor of Commerce -

University of Mumbai
Mumbai
04.2001 -

No Degree - HSC

Maharashtra State Board
Mumbai, MH
04.2001 -

No Degree - SSC

Maharashtra State Boad
Mumbai, India
04.2001 -

Skills

Computer Skills

  • MSCIT
  • Tally
  • DCA
  • 100 Hrs IT Training from ICAI
  • 100 Hrs Advance ITT Training from ICAI
  • Tax return prepare software Compu tax

Languages

English
Hindi
Marathi
bho

Timeline

Manager of Accounts and Finance

Kothawade & Laddha (Firm Of Chartered Accountant)
01.2018 - 03.2023

Articled Assistant

Kothawade & Laddha (Firm Of Chartered Accountant)
01.2015 - 01.2018

Articled Assistant

Ruparel & Associates
05.2013 - 01.2015

Credit Processing Associate

Kotak Mahindra Bank
03.2012 - 04.2013

Chartered Accountant -

Institute of Chartered Accountant of India
04.2001 -

Bachelor of Commerce -

University of Mumbai
04.2001 -

No Degree - HSC

Maharashtra State Board
04.2001 -

No Degree - SSC

Maharashtra State Boad
04.2001 -
Santosh Kumar Vishwakarma Chartered Accountant