B.com (H), MBA
GET TO KNOW ME
My Background
I’m an experienced finance professional based in Delhi, India. My work is focused on producing quality work and making a significant impact. I’m happy to apply the experience and skills I’ve obtained in my career to manage projects and job roles through creative problem solving and innovative thinking. I possess a strong eye for detail and can thrive independently as well as in a team environment.
Whether you need someone for a short-term project or a long-term collaboration, I’d love to hear from you. You’re invited to explore my work and contact me so we can discuss how we can do some great work together.
EXPERIENCE
What I’ve Done
As a professional in my field, I have had the opportunity to work in a variety of roles, some traditional and others outside the box. I know how to take on new challenges and contribute to companies in a way that is smart, meaningful, and valuable. Want to know how I do it? Get in touch and let’s discuss it, as well as how I can make a contribution to your business, projects, and clients.
January 2019 - Present
SR. CONTROLLERSHIP ASSOCIATE AT AMERIPRISE FINANCIAL, INC.
About Organization: Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.
In 2019, over 85% of the company's revenues came from wealth management.
The company's primary subsidiaries include Ameriprise Financial Services, RiverSource Life Insurance Company, and Columbia Threadneedle Investments, its global asset management brand, and a provider of investments to institutional and retail clients.
Ameriprise was formerly a division of American Express, which completed the corporate spin-off of the company in September 2005.
Roles & Responsibilities:
Majorly responsible to handle the complete AP process, Indirect Taxation & Audit.
Keep financial records and establish, maintain, and balance various accounts using manual and computerized software and
ERP like SAP Ariba, Work Day Financials, Oracle PeopleSoft, etc.
Post journal entries and reconcile accounts, prepare trial balance of books, maintain general ledgers, prepare other statistical, financial, and accounting reports, monthly trackers & dashboards.
Process vendor invoices and employee expense reports, calculate and prepare cheques for payroll, utility, tax, and other vendor bills as per TAT.
Prepare tax returns, payments, necessary paperwork, and perform other bookkeeping services. Keep track of industry trends and changes related to taxes along with statutory compliances.
Accountable for recording the cost of newly-acquired fixed assets (both tangible and intangible), tracking existing fixed assets, recording depreciation, and accounting for the disposition of fixed assets.
Offer support and guidance during audits by preparing schedules and financials and coordinating activities of external auditors.
December 2015 - December 2018
ACCOUNTING COORDINATOR AT CONVERGYS CORPORATION
About Organization: Convergys Corporation was a corporation based in Cincinnati, Ohio, that sold customer management and information management products, primarily to large corporations. Customer management products included agent-assisted, self-service, and care software tailored to the communications, financial services, technology, retail, healthcare, and government markets. Information management provided convergent billing and business support system (BSS) products and services including revenue management, product, and order management, and customer care management to telecom, utilities, and cable/satellite/broadband service providers. They had approximately 130,000 employees across 33 countries.
Roles and Responsibilities:
Primary responsibility to prepare and filling of Direct and Indirect Tax returns, assist accounts payable, accounts receivable processes, and other bookkeeping services.
Prepare and filing of tax returns on regular events of 5 business units across the country PAN India, maintaining statements for audits.
Ensure we comply with regulations by forwarding required information to federal, state, and local authorities.
Regularly reviewing systems and making updates and improvements where necessary. Identifying areas where businesses can reduce tax, make claims and increase profit.
Successfully Adapted and implemented to the new indirect tax regime.
Liaising with the Taxation Office and other regulatory bodies when required to process GST & Service Tax refunds and replying to Assessment orders issued.
October 2014- November 2015
JUNIOR PRODUCT SUPPORT AT HCL TECHNOLOGIES
About Organization: HCL Technologies is an Indian multinational technology company that specializes in information technology (IT) services and consulting, headquartered in Noida, Uttar Pradesh, India. It is a subsidiary of HCL Enterprise. Originally a research and development division of HCL, it emerged as an independent company in 1991 when HCL entered the software services business. The company has offices in 44 countries including the United Kingdom, United States, France, and Germany with a worldwide network of R&D, "innovation labs" and "delivery centers", and 147,123 employees and its customers include 250 of the Fortune 500 and 650 of the Global 2,000 companies.
It operates across sectors including aerospace and defense, automotive, banking, capital markets, chemical and process industries, energy and utilities, healthcare, hi-tech, industrial manufacturing, consumer goods, insurance, life sciences, manufacturing, media and entertainment, mining, and natural resources, oil and gas, retail, telecom, and travel, transportation, logistics & hospitality.
Roles and Responsibilities:
Assist customers of British Telecom UK, by providing Excellent Customer Service. Helping them, with Order Provisioning, Order cancelation, delayed orders, expedites, etc.
Answer calls professionally to provide information about products and services, take/ cancel orders, or obtain details of complaints.
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions, are taken. Process orders, forms, and applications.
Follow up to ensure that appropriate actions were taken on customers' requests.
Refer unresolved customer grievances or special requests to designated departments for further investigation.
For more information about my professional experience, please get in touch.
ACCOMPLISHMENT
What I’ve Achieved
With over 10+ years of experience and proven knowledge of accounting expertise, bookkeeping, accounts payable, accounts receivable, and taxation I have built a reputation for enhancing the performance of finance departments.
My key successes during my career include:
Increased Revenue
Increased revenue of ~ USD 1.5M by getting Tax claims and liaison with the Income Tax Department with minimal involvement of consultants.
Additional Savings
In-house implementation of new indirect tax regime (GST) which saved ~ USD 160 thousand in two years.
Process Improvement
Enhanced the efficiency of the financial accounting process by actively testing and assisting in the implementation of new accounting ERP software Oracle PeopleSoft, Workday Financials, and SAP Ariba (Procure to Pay) in a span of two years.
Strong Ethics Lead to Decrease Expenses
Saved ~ INR 1 Million by following due diligence during vendor invoice processing. Following ethics and maintaining integrity.
Met SLA's of Month & Year End Closing - Virtually
Timely processing month-end activities along with closing books at year-end virtually without missing SLA’s.
To discuss my accomplishments in detail, please get in touch.
AWARDS & HONORS
KNIGHT AWARD OF THE QUARTER
May 2018. By Convergys India Services Private Limited
For being an outstanding employee from the three preceding months January 2018 - March 2018.
BE BRILLIANT
Nov 2019. By Compliance Team, Ameriprise India LLP
In recognition, of outstanding performance in Individual Treatment Policy Event and helping to foster a work environment at Ameriprise that welcomes diversity, promotes equal opportunity, and is free from discrimination and harassment of any kind.
GOLD AWARD
Jul 2020. By Ameriprise India LLP
For demonstrating exceptional leadership. Giving due diligence while performing accounts payable activities like invoice processing, maintaining trackers, releasing vendor payments, performing month-end closing tasks within deadline including handling urgent Ad-hoc requests and processing the same day while working remotely.
EDUCATION
My Schooling
January 2019 - March 2021
MBA IN FINANCIAL MANAGEMENT, SGV UNIVERSITY
After the hands-on experience of 4+ years in Accounts Payable, Accounts Receivable, and Taxation and successfully leading a team I felt the need to develop advanced and flexible management skills. During the course, we focused on:-
-Team Building And Leadership
-International Finance
-Information Technology for Business
-Entrepreneurship & Innovation Management
-Modern Business Organization, Management & Marketing
January 2019 - June 2020
PGDM IN FINANCIAL MANAGEMENT, NMIMS ( NARSEE MONJEE )
With 4+ years of rich practical experience in Accounting and Bookkeeping, I decided to cover the functional areas of financial management with quantitative and conceptual inputs. To learn the financial concepts, processes, and operations from a managerial perspective at the same time understanding concepts such as cost accounting, financial statements, etc.
Focus Area:-
-Think analytically, continuous process, managerial decision making to maintain a balance between risk & profitability, coordination process, etc.
-Demonstrating skills for financial learning, planning, and management at a managerial level.
-Effectively managing financial needs and business operations.
April 2015 - August 2018
BACHELOR OF COMMERCE - BCOM (H), DELHI UNIVERSITY
The skills obtained in high school allured me to pursue a career in the field of accounting, finance, economics, company business, and alike. Earned Bachelor's of Commerce ( Honors ) Major in Financial Management, Corporate & Business Tax, and received in-depth knowledge in Finance and Accounting.
Subjects Focused:-
Core Finance: Financial, Corporate, Cost & Management Accounting
Analysis & Investing: Financial Management & Fundamentals of Investment
Taxation: Corporate Tax Planning & Business tax Procedures
For more information about my academic experience, skills and training, don’t hesitate to get in touch.
SKILLS & PROFICIENCIES
Tricks of the Trade
I’m always looking for new and useful skills that will help me do better work. Whether I’m working on a new collaboration or doing something on my own, there is always room for improvement and new things to learn. Have a look at my skillset and let me know if you need additional information.
"Instead of being ashamed of what you have been through, be proud what you have overcome."
Dr. Phil
CONTACT
South Cedar St,
Jenks ,Tulsa - 74037
USA
+1 808-666-6013 / +91 964-335-0959