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.
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 -
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