Phone: 401-***-**** Email: email@example.com
Summary - Possess extensive experience in analysis of financial
information, prepare financial reports, maintain budgets and projected
costs, and create spreadsheets for analysis. Strong in all aspects of
financial statement and cash flow analysis. Ability to work on proactive
basis in a high-paced deadline oriented environment. Multi-project time
management, organizational skills, excellent oral/written communications
and detail oriented. Have a working knowledge of Microsoft Office Suites
and familiar with accounting software Tally, Mass 90 & QuickBooks
Passed CPA Exams
Chartered Accountant from India (CPA equivalent)
Bachelor of Commerce from M.S.University
(Major in Accounting and Auditing)
Trivedi & Co. Tax Services, Rhode Island
Accounting Consultant (June '2012 - Current)
. Prepared and analyzed monthly Balance Sheet, Income Statement, and
. Prepared and entered journal entries.
. Processed depreciation, transfers, additions, and disposals fixed
asset of the company.
. Maintained daily cash status worksheet, calculated monthly
distributions or contributions and prepared monthly bank
. Prepared accounts and inter company reconciliation & general ledger
Karnavat & Co. Mumbai, India (March 2007 - current)
. Gained understanding of client operations, processes, business
objectives and utilize that knowledge for accounting or audit
. Performed preliminary review and prepared quarterly and annual
Financial Statements including Statement of Operations, Balance Sheet &
Cash Flow Statements.
. Review the general ledger accounts, journal entries for the month end
close & verified for accuracy.
. Reconciled on monthly or quarterly basis Banks and various accounts.
. Provided in-depth examination and analysis of financial statement
accounts including cash, prepaids, fixed assets, accounts payable,
accruals, revenues, and expenses.
. Performed monthly analysis of general ledger account variance and
. Performed accounts analysis and prepared reports for Cash flow, Job-
work dues, Production, Sales, Inventory, and Accounts Receivable &
Auditing & Attestations:
. Performed Statutory Audits of large Public Companies, Private
Companies, Partnership Firms, Proprietary concerns, Banks in accordance
with the Auditing & Attestation Standards accepted in India.
. Responsible for framing the audit program, audit plans, scheduling,
delegating and ensuring timely completions of the audits within the
stipulated cost parameters.
. Prepared and analyzed Balance Sheet, Income Statements & Cash Flow
reports. & finalized accounting policies & procedures of the company &
notes to accounts.
. Responsible for the preparation of checklists and ensuring compliance
of Company Law, GAAS, GAAP, CARO, and various pronouncement issued by
Institute of Chartered Accountants of India and other regulatory
. Actively participated in the opening meetings, closing meetings, and
audit committee meetings as a key member of the audit team. Prepared
and presented the results of the audit work and recommendations to the
management and carried out the remediation viewpoint of audit committee
. Planned and conducted Internal Audits to review and test the adequacy
and effectiveness of internal controls and report the findings and
recommendations to the management.
. Monitored the post audit activities including follow-up with the
clients, providing technical backup support & achieving delivery &
service quality norms.
. Trained, supervised, mentored and evaluated an audit engagement staff
on external audits.
. Prepared and filed Corporate, Partnership & Individual Tax returns.
. Examined and reviewed taxpayer's financial records for the preparation
of tax returns.
. Provided taxpayers with detailed information on the process of
completing a tax form in a systematic manner.
. Provided necessary information to taxpayers regarding tax rules and tax
M/s Naresh & Co., Baroda, India (January 2001 to December 2003)
. Responsible for the accounting and reconciliation of ledger accounts
including bank accounts, accounts payable, accounts receivables,
accruals, etc. for various clients.
. Responsible for reviewing and maintaining fixed asset ledger accounts
by computing depreciation expense and accounting for additions or sales
of fixed assets for various clients.
. Responsible for leading and overlooking the physical inventory counts
and perform physical verification of the fixed assets.
. Prepared reports for Outstanding /prepaid expenditures, Cash flow,
Production, Sales, Inventory, Debtors & Creditors age analysis.
. Actively participated in year end close activities by preparing
financial statements and various schedules and notes for Audit Reports
and Annual Reports.
. Performed analytical review of the financial statements by doing Trend
Analysis, Ratio Analysis and reporting the variances.
. Computed tax liabilities and prepared Tax Returns for the Individuals,
Partnership firms, Companies, Not-for-profit organizations, as per the
provisions of The Indian Income Tax Act.
. Assisted in the process of certifications for ensuring the Compliance
with the requirements of Loan covenants.
. Assisted in preparation of project reports and applications for
obtaining approval for commercial borrowing/loans from the financial
OTHER PROFESSIONAL AFFILIATION:
Member of The Institute of Chartered Accountants of
India January 2007
Member of Bombay Chartered Accountants Society