Microsoft Office Management

REETI MATHUR

404-***-**** ***********@*****.***

EDUCATION

American Institute of Certified Public Accountants (AICPA) CPA, USA - 2017

Institute of Chartered Accountants of India (ICAI) Chartered Accountant (CA) Concentration: Financial Management & Cost Accounting, Auditing India - 2012

University of Delhi Bachelor of Commerce

Concentration: Financial Management & Cost accounting, India – 2007 Financial Accounting

Completed 250 hours of extensive Computer Training in Microsoft Office, Tally and other computer software from an ICAI accredited computer institute SSI.

Completed exclusive course on General Management & Communication Skills organized by the Institute of Chartered Accountants of India (ICAI). SKILLS & KNOWLEDGE

Professional Skills – Budgeting, cost accounting, NPV, IRR & ROI, internal audit, depreciation impact, reconciliation, planning & reporting, financial forecasting, bank operations & audit, credit audit, analysis of CIBIL reports, SQL.

Computer Skills – Microsoft Office Suite, Power Point, Tally, Finacle (Banking Software). WORK EXPERIENCE

Co-Founder & Partner at RMHA & COMPANY: (Delhi, India) July 2014 till June 2016

Start-up Financial consultancy firm providing services in tax, auditing and assurance and company law related matters

Performed tax audit under Income Tax Act,1961, audit of partnerships, individuals & HUFs.

Provided certification services required by various clients regarding bank borrowings, import-export compliance, foreign remittance compliance & company law related compliances.

Provided strategic tax planning and advisory services to individual clients leading them to a path of tax avoidance.

Prepared and submitted direct and indirect tax returns.

Provided consultancy services regarding compliance with company law requirements like maintenance of statutory records, minute books & filing of required documents with Registrar of Companies. Teaching Faculty for Financial Management & Cost Accounting: March 2012 till June 2016 Served as an instructor at various coaching institutes, preparing students for their Taxation and Financial Management exams in batches of 50 to 80 students per class with 95% of passing rate. 1. CA SCHOLARS – Feb 2013 till June 2016

(A unit of Saksham Ventures Pvt. Ltd., India’s leading Institute for providing professional education and insight for world’s one of the best and highly rated finance profession- Chartered Accountancy.) 2. Vidyasagar Institute of Professional Studies – Jan 2014 till June 2016

(An initiative by various top professionals in their respective Finance fields as a private coaching institute for all the finance programs with various universities in India – CA; CS; MBA; B.COM. 3. Always Ahead Eduserve Pvt. Ltd. – June 2012 till Nov. 2013

(Coaching institute for CA, CS)

Finance Consultant: Meticulous Advisory Solutions Pvt. Ltd. July 2011 till June -2012

Prepared budgets for expenses and monthly variance analysis of expenses and profit.

Generated various reports for use by Senior Management. Prepared Monthly MIS reports for expenses, payroll & Cash Flow Statement.

Internal control Review.

Handled cash reconciliations and monthly reporting activities.

Evaluated capital expenditures &depreciation data. Intern at ‘GSA & Associates’ March 2008 till Mar 2011 Key Responsibilities:

Developed audit & work manuals.

Well versed in analyzing current and past financial data and performances, with a view to developing correlating financial models

Maintained & built client relationships by timely resolution of any professional, technical or any other client service problem or request.

Discussed the issues with client, prepared draft reports for partner’s/manager’s review, submitted final report to the client

Reviewed business processes and internal control procedures critical to organizational functioning. Key Audits/Assignments Undertaken:

Internal Audit – ICICI Bank (RCLG); ICICI Bank (CLBD); ICICI Bank (Credits)

- Maintained and reported documents as per guidelines of RBI;

- Scrutinized accounts for Anti money Laundering,

- Scrutinized operations of the bank in all key areas such as handling of cash, proper authorization

& documentation for Letter of Credits & Bank Guarantees.

- Prepared bank reconciliation statement at the end of each day and month as per entries in Finacle.

- Analyzed & reported on SQLs.

Credit Audit – Punjab And Sindh Bank

- Scrutinized financial records of various bank clients, seeking credit from the bank, on the basis of various liquidity, solvency & profitably ratios.

- Checked for appropriate authorization for credit.

Store Audit – Reliance Fresh Stores

- Maintained various records as per statutory and company wide guidelines

- Physical Verification of stock & timely reporting of discrepancies, variance analysis. Insurance Surveyor & Los Assessor–: S.Soni & Co.- Feb 2007 till Feb 2008

Assessed & Valued loss due to everything from natural calamities to theft on the basis of records of affected entities and policies and rules of IRDA (Insurance Regulatory & Development Authority). ACHIEVEMENTS

Drafted a book on Financial Management & Cost Accounting.

Scored exemption in Financial Management & Cost Accounting paper at intermediate level in ICAI;

Scored exemption in Financial Accounting paper in Bachelor of Commerce.

Passed the International Competition for schools in Mathematics organized by University of New South Wales. Awarded by the best Grade ‘Credit’.

Secured 1st position in Science Open Merit Test organized by the Delhi State Science Teachers' Forum.

Independently conducted seminars in various schools imparting basic knowledge about career in finance as part of career counseling.

School Head Girl in Senior Year.

INTERESTS

Interests: Travel, dance, music & psychology.

Permanent US resident

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