Trilogy (Crossover) | Hyderabad (based in Austin, Texas, USA)
Senior Accountant - Finance - AUGUST 2019 - PRESENT
Key Achievements:
Procurement team: Implementation of new process automation system for thousands of complex inter-company transactions under the group company, with 200+ subsidiaries, through Excel and Netsuite for monthly processing, including accounting them under both AP and AR side of the balance Sheet – US GAAPO2C team: Investigation of faults and/or errors while process sale transactions in Oracle Netsuite; offer solutions to fix various such past errors in bulk; Setting up of an elaborate Playbook, along with other team members, for error investigation and their solutions; Setting up of Quality Check standards to avoid future errors.
General responsibilities:
Procurement – Analyse need for product/ service based on PR received from departments/subsidiaries, identify alternate vendors, requesting quotes, vendor selection, PO generation, Invoice processing for a successful payment; Vendor managementOTC – Quote generation, PO analysis, agreement processing, Opportunity generation, SO creation, Contract creation, Invoice generation in both platforms – Netsuite and Salesforce, provide support on Zendesk ticketing system .
2018 - 2019
Next Big Thing Marketing Private Limited (Bootstrap company in Digital Marketing) | Hyderabad, IN
Finance Manager - AUGUST 2018 - AUGUST 2019Finance Executive - JANUARY 2018 - AUGUST 2018
Key Achievements:
Successfully achieved smooth functioning and hassle-free procurement of resources to the organization during challenging financial times;Assisted the CEO in Financial Planning and achieved cost saving to up to 60%; Analyzing Valuation reports for investment in equity in other start-up companies;Have set up end-to-end Accounting system in ERP software; Designed and implemented process flows for various financial activities; Automated existing process involving invoice making, bills receivable management etc.Set up internal control system to ease process through the entire organization; Set up MIS and worked on regular process planning based on the monthly MIS reports;Contributed to major management decisions involving pricing policies, financial investment, identifying niche sector in order to increase revenue and reduce costs etc.
General responsibilities:
Preparation of cash flows, Financial planning quarterly Budget Statements; OTC, PTP, RTR for the entire company; Monthly MIS; Financial analysis; Handling Bills Payables; Preparation and filing of GST returns, TDS returns; Preparation of books of accounts using Tally ERP9; Payroll management; Procurement, planning and allocation of financial resources and expenses thereof; Risk Management; Conduct team building activities
2012 - 2016
K. Ravi & Associates (firm of Chartered Accountants) | Bengaluru, IN
Audit Manager MARCH 2016 - MAY 2016Senior Audit Consultant MARCH 2015 - FEB 2016Article Associate FEB 2012 - FEB 2015
Key Achievements:
Provided tax saving consultancy and reduced tax liability by 40% - 100% for various businesses and individuals using the most appropriate tax lawsLead a team of 10-15 for various projects on corporate audits and income tax audits; Lead teams in processes of Liquidation of Private Limited companies; Mergers of employee benefit trust funds under the same group;Laid down: a system of audit procedures with elaborate checklists; a systematic approach to recurring statutory deadlines; and a system of teaming for various audit engagementsImplemented a system of skill development program for article trainees & employees Acted as the Lead Technical Interviewer for 3 years (till exit of employment), and testing the technical skills and abilities of the candidateContributed documents providing brief insight on various laws in a simplified language and pattern for ready use and implementation by the members of the firm
General responsibilities:
Lead, managed and supervised the execution of various audit engagements including statutory audits, tax audits of public and private sector including bank branches, software companies, trusts (charitable, educational and religious), partnership firms and sole proprietorship entities; Stock audit of manufacturing and trading concerns and branches of government undertaking; special audits of branches of public sector banks in areas of credit review, revenue, seepage, risk assessment; Preparation of comprehensive final audit reports, filing of annual tax returns accompanied with filing of Audit Reports; Provided tax consultancy services on behalf of the firm; handled scrutiny assessments, appeals and investigations and provided continuous assistance to clients in attending to income tax authorities;Lead teams in the audit of service tax and VAT (state of Karnataka) along with computation of tax liability and preparation and filing of VAT & ST returns in accordance with the law; Computation, preparation and filing of quarterly TDS returns and Income Tax returnsPreparation and filing of misc forms online like FC-6, FC-1, FC-3, 15CA/CB, reg for IEC, application for refund of SAD, ROC forms, application with DGP for Liaison office etc.;Conducted training sessions for the new joiners to the firm in the areas of organizational regulations and procedures, ethical behaviour among peers and superiors, functional and operational structure of the firm and provided a beginner’s understanding to various ERP softwares operated within the organization
Also in 2014...
Queensland Government Trade and Investment Office (Queensland state government liaison office) | Bengaluru, IN
Assistant Manager - Administration NOVEMBER 2014 - DECEMBER 2014Delegation by K. Ravi & Associates (First-hand Employer)
General responsibilities:
General office administration; Management of statutory compliances applicable to liaison office; Management of HR, Payroll; Assisting the Principal Commissioner of the Liaison office in planning and execution of international trade conferences/seminars; Planning and coordinating with travel itinerary for various trade ministers from Queensland and other states of Australia