Education
-
2005 - 2008
Delhi University
Financial Accounting & Business Management
- 2008 - 2013
Experience
-
2017 - Present
SuperConcepts
Manager - Finance & Accounts
Served as leader for team of 85 to 95 members across Pune,
Coimbatore and Chennai in accounting services for CA / CPA / IPA /
Advisor Firms
• Set up and improved accounting systems and processes to meet
business needs and maximize operational success.
• Oversaw team in servicing diverse clients and their Portfolios
• Enabling team to Prepare and Lodge returns and upheld compliance
with all applicable laws.
• Built strong relationships with customers through positive attitude and
attentive response.
• Established open and professional relationships with team members to
achieve quick resolutions for various issues.
• Consistently review and improve process flow to enhance quality of
Customer service.
• Reviewed documentation and identified financial discrepancies where
applicable.
• Managed investments to diversify financial portfolios and grow revenue
• Spearheaded expansion strategies to increase business market share
• Trained new and existing staff members in various financial procedures
to prepare for job requirements
Projects – Advised Client Management :
• Took over team of 35 Members and 2000 advisor clients
• Streamlined process, Solving key issues like keeping accounts up-todate, missing SLAs, holding discrepancy led to referral from advisors
• Increased client base from 2000 to 2500 advisor clients within three
months
• Reduced daily complaints: No complaints from Feb to current date. -
2019 - 2022
BPOConnect
Manager - Finance & Accounts
Served as Leader for team of 50 to 65 members across Coimbatore and
Chennai in accounting services for CA / CPA / IPA / Advisor Firms
• Supported business development where 04 to 05 new clients were
onboarded leading to revenue increase by 20- 25 -
2010 - 2014
Carisma Solutions
Team Leaders - Projects & Business Development
Served as leader mentoring and guiding 25-35 employees to foster
proper completion of assigned duties in accounting services for CA
/CPA / IPA / Advisor Firms.
Supported business development where 05 to 07 new clients were
onboarded leading to revenue increase by 25-30%
• Built strong relationships with customers through positive attitude and
attentive response
• Coordinated weekly meetings for teams / Clients
• Set up and calibrated machinery to meet specific delivery requirements
• Mentored and guided employees to foster proper completion of
assigned duties
• Demonstrated knowledge of company mission and goals and
mentored employees in reaching objectives aligned with company
core values. -
2008 - 2010
BB Whitehouse Accountants
Senior Accountant
• Developed and implemented effective accounting systems
• Set up and improved accounting systems and processes to meet
business needs and maximize operational success
• Prepared financial statements and consolidations after reconciling
general ledger accounts
• Prepared monthly journal entries and reconciliations
• Reconciled accounts and created documents for monthly closure
procedures
• Prepared and submitted returns and upheld compliance with all
applicable laws
• Reconciled balance sheets and streamlined best practices for balance
sheet processes