Accounting Management

Ms. Minu Verma Address:

Phone: +1-626-***-**** ** N. Wilson Ave., Apt 11

Email: ac747k@r.postjobfree.com Pasadena, California - 91106 Nationality: India

Current Visa: J-2 dependent, sponsored by California Institute of Technology (Caltech) Employment Authorization Document: In hand

Synopsis

Postgraduate Diploma in Finance with 5.7 years of work experience in Finance, Taxation, Accounting & Fiduciary Estate services. Exposure in Structured Finance – Credit Derivatives CDS. My career objective is to obtain a challenging, long term, and growth oriented career in the field of finance and capital market, showcasing excellent analytical, organizational, and team working skills Professional Experience

Operations Analyst (November 2015 – August 2018), JPMorgan Chase & Co. - Asset & Wealth Management - India Operations, Bangalore, India

Job Profile: Fiduciary Services - Legal & Court Accounting - USA Ø Oversee the accounting aspects of a trust or estate settlement of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs)

Ø Analyze relevant accounting materials for the preparation of judicial and non-judicial accountings, including full, principal only or abbreviated accountings

Ø Prepare/Review various types of accountings for multiple states or courts of the United States (eg. annuals /bi- annuals/ triennials/ adhoc & project requests)

Ø Prepare abbreviated and/or cash statement accountings on a limited basis, as requested Ø Prepare financial statements for Trusts and Estates, Interpret the governing trust instrument and conduct review of accountings to confirm account was funded correctly and that all items (receipts and disbursement) were allocated correctly between income and principal during the life of the account Ø Provide an accounting of all assets and distributions for the court and beneficiaries. Accounts in trust hold different assets including cash, stocks, bonds, mutual funds, real estate and other property and investments Ø Involve calculations on stock split/reverse split, class action settlement, shares prorate, spin-off, stock dividend

%, asset merger, long/short term capital gain, redemptions, taxes withheld, Forms - 990, 1040, 1041, 706 -IRS. Ø Review and/or prepare computations of trustee’s commissions Ø Prepare annual reports for committees / conservator and guardian accounts Ø Provide support to broader Trusts & Estates Practice Advanced Tax Analyst (January 2013 – October 2015), Ernst & Young L.L.P, - GSS Bangalore, India Job Profile: International Income Tax Services - Singapore & Australia Ø Assist client to file accurate tax returns and at the same time supervise that the client abides by fiscal rules while preparing the tax return

Ø Complete various tax forms, do all financial calculations and also work in liaison with government tax officials i.e. IRAS to make sure tax calculations are accurate and timely submitted Ø Help the client identify loopholes of laws that may lead to deductions in taxes or larger return of funds Ø Prepared more than 300 tax returns (2 seasons) of Singapore expatriates / repatriates which includes Tax Equalisation, Estimated Hypothetical Tax and Tax Reimbursement calculations Ø Prepared more than 350 tax returns (2 seasons) of Australia Outbounds/Inbounds assignees’ which includes Tax Equalisation & Allocation Calculations, Foreign Income Tax Offset Calculations, Double Tax Treaty and Tie – Breaker Calculations

Ms. Minu Verma Address:

Phone: +1-626-***-**** 71 N. Wilson Ave., Apt 11

Email: ac747k@r.postjobfree.com Pasadena, California - 91106 Internship

Ø At Intas pharmaceuticals, Sikkim- worked as a Project Trainee (01/June/10 – 31/July/10)

• Project: Production planning and control – Accounts Payable/Receivable, p2p-o2c cycle, LIFO FIFO Computer Skills

Ø Proficient in Microsoft Office Suite: Microsoft Word, Excel, and PowerPoint Ø iSing (Singapore ITR software), MYOB (Australia ITR software), CITRIX, OMNI, Cache, and Faster Systems Ø Knowledge of SQL & Quickbook

Ø Certified course in SAP FICO (Basics) from Rnew Software Services Pvt Ltd, Bangalore (India)

• FI (Financial Accounting) - General ledger accounting, accounts receivables & payables

• Co (Controlling ) - Profitability analysis and product cost controlling Other Achievements

Ø Recipient of Splendid Squad Award twice in recognition of team’s operational excellence and outstanding contribution to the firm and clients at the LOB level, part of process automation project & robotics (10 FTE savings, 2017-18) – JPMC Ø Recipient of Access Ability Volunteer Award 2016 for contribution towards the recruitment drives in building an inclusive & diverse culture - JPMC

Ø Recipient of Extra Miller & Spot Awards in recognition of client support services - EY Ø Qualified with Certificate of Achievement as Certified Insurance Facilitator (CIF) (2012), State Bank of India Education

Ø 2013 – 2014: Bangalore University (St. Joseph’s College of Commerce); Post Graduate Diploma in Financial Management

- comprises of Business Ethics. Marketing Management, HRM, Financial Modelling, Mergers, Acquisitions & Corporate Restructuring, Financial Risk Management and Corporate Financial Management

• Obtained First Class Distinction with aggregate of 74.5 % Ø 2008 – 2011: Sikkim Manipal University (Sikkim Manipal Institute of Technology); Bachelor of Business Administration

(BBA)

• Overall 2nd rank in Sikkim Manipal University, Department of Management Studies, with aggregate CGPA of 8.83

• 1st rank in Sikkim Manipal University in 1st year in Department of Management Studies with CGPA of 9.2 (2008- 09)

• 2nd rank in the Inter College Business Plan Competition held at Sikkim Manipal University (2010)

• 1strank in the Business Plan Competition at St. Joseph’s Management Convention, Darjeeling (2009) Ø 2008: Palzor Namgyal Girls’ School, Gangtok (Sikkim) - 12th CBSE Board Commerce (with Mathematics)

• School and Mathematics Topper in Class XII under Commerce stream Personal Summary

Ø Interests & Activities: Social service, designing, embroidery, solving puzzles, and painting Ø Hobbies: Indian classical kathak dancing, music, reading novels, cooking, and singing Ø Member of National Service Scheme (NSS)

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