Accounting Real Estate

Lakshmi Menon, CA, CPA (in progress)

PROFESSIONAL EXPERIENCE

Remax Real Estate Franchise, Accounting and Tax Intern/ Assisstant, New York, United States Sept 2012- Dec 2013

Got an opportunity to learn the prevailing tax and accounting system in United States

Analyzed transactions typical to real estate firm with a focus on balance sheets and profit/loss positions

Assisted in accounting through the use of Quickbooks

Participated in system development for a small real estate enterprise

Deloitte Haskins & Sells, Consultant-Audit and Enterprise Risk Services, Ahmedabad, India March 2010- August 2011

Analyzed financial statements with a focus on quarterly and annual fluctuation of balance sheets and profit/loss positions

Participated and coordinated multiple audit engagements including Sarbanes-Oxley requirements based on risk assessment and client service plan

Reviewed, documented and tested clients’ internal control environments, identifying deficiencies and remediation plans, and developed value added recommendations

Have analyzed the operational process of the companies having a financial bearing on the balance sheet including the audit of costing techniques applies by the company for its pricing

Recognized by clients and senior management for organizational skills, ability to multitask, as well as positive attitude and effective communication

Received outstanding reviews as well as a certificate from Deloitte AERS India Leader- Mr. Jim Brady as well as the reporting partner

Preparing business proposals and feasibility reports for new and existing ARES practice and thereby contributing to firm’s growth

Preparation of time plan for assignments and allocation of resources on various projects

Attended many national level conferences for AERS practice

Key clients consisted of both multi-national S.E.C and private company audits, including Hitachi Home and Life Solutions India Ltd., Tata Motors Limited, Tata Communications Limited, leading fertilizer manufacturing company, regional news channel in India, leading road construction equipment manufacturing company in India

Sequel Logistics Private Limited, Assistant Manager –Accounts, Taxation and Finance, Ahmedabad, India August 2009- March 2010

Prepared financial statements with a focus on quarterly and annual fluctuation of balance sheets and profit/loss positions

Participated and coordinated external audit engagements

Supervision and authorization of accounting transactions

Authorization of daily expenses

Liasioning with the banking authorities for sanction of loans and preparing various loan documents on behalf of the company

Supervising the billing of invoices prepared by the subordinates

Preparation and review of various lease and rent agreements

P. Doshi and Associates, Intern –Audit and Taxation, Ahmedabad, India February 2006- April 2009

Assisted in various statutory audits over a period of three years which also included the audit of a leading jewelry brand in India

Prepared tax returns of various proprietorships, partnerships, companies and individuals

Finalizations accounts and presentation of balance sheet as well as relevant notes supporting the financial statement as per Indian GAAP

Assisted in annual audit of a nationalized ban in India for all the three years of internships

Handled audit of non-profit organizations and government schools as well

Activities

On-Board Advisor: Mentor to interns and new hires to help acclimate them into firm culture, as well as educate them in technical guidance, audit concepts, and Deloitte Best Practices

Recruiting: Assisted in the recruiting process by meeting potential new hires at information sessions and passing on resumes

Community Service: Participated in various community service events with Deloitte and also volunteered for a teaching campaign for slum students in India

Paper presentation: Prepared and presented various internal control and independence issues in professional world during seminars and sessions in Deloitte

WORK AUTHORIZATION : Have a valid EAD- Employment Authorization Document to work for any employer in United States

EDUCATION

The Institute of Chartered Accountants of India, Delhi, India 2003-2008

Chartered Accountancy, November 2008

Major: Accounting

Cleared 3 of the 4 CPA Exams- BEC, REG and FAR under Kentucky State Board of Accountancy and appearing for last exam- AUDITING AND ATTESTATION

HL College of Commerce, Ahmedabad, India 2003-2006

Bachelors of Commerce, June 2006

Major: Accountancy

SAP Implementation, Siemens- Bangalore 2009-2009

Finance Module, June 2009

OTHER EXPERIENCE/HONORS

Chartered Accountant – India

Associate Member of Institute of Chartered Accountants of India (“ICAI”), License Number # 131789

Prize for conduct and academics in college and school

Outstanding award for work at a leading fertilizer company in India by Mr. Jim Brady, Deloitte India Functional Lead for AERS Practice

TECHNICAL SKILLS

Proficient in Microsoft Excel, Microsoft Word, Microsoft PowerPoint, AuditSystem/2, ACL, Deloitte Global Audit Methodology, Oracle, Source Pro IMMS, Kitret (tax preparation software), SAP- end user of all modules

Have working knowledge of accounting software for small business in US- QuickBooks

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