RAVI TEJA THOTA

Plano, Texas

Mobile: - 945-***-**** Email: - ad3sgo@r.postjobfree.com Linkedin:-www.linkedin.com/in/-ravitejathota/ EDUCATION

Masters in Finance 2022- 2023

University of North Texas – G. Brint Ryan College of Business Denton, Texas, United States. Relevant Coursework: Advanced Financial Management, Financial markets & securities, Investment Analysis and management, Model-Based Business Intelligence, Python and Data Analytics for Finance. Master of Business Administration (Finance) 2017-2019 Vardhaman College of Engineering Hyderabad, India. Relevant Coursework: - Financial Management, Security Analysis & Portfolio Management, International Finance, Financial Services & Markets.

• Worked as the Treasurer of the Student Council.

PROFESSIONAL EXPERIENCE

Tax & Financial Analyst Intern, SG INC CPA August 2023- December 2023

• Preparation of various income tax returns including Form 1040, Form 1065 & Form 1120S returns of federal, State, and city tax returns.

• Review financial records, such as income statements and documentation of expenditures, to determine the forms needed to prepare tax returns.

• To communicate with the state and IRS to resolve tax notices and to waive off tax penalties.

• Filing franchise tax extensions and preparing Small Corp elections for the companies to avoid double taxation.

• To collect daily, weekly, and monthly statements and calculate bonuses and allowances for payroll processing.

• Prepare employee's compensation and schedule bank payments or hand out checks directly to employees.

• Ensure wages and tax withholdings comply with regulations and create out-of-state registrations.

• To file monthly, quarterly 941s and annual 940s for business to report their federal payroll taxes.

• Proven work on several payroll software like ‘ADP run, QuickBooks and Easyacct.

• Resolve client tax issues and respond to tax authority inquiries.

• Maintain accurate and complete records of tax returns prepared and taxes owed. Research Analyst, Factset Research Systems India Pvt Ltd. July 2021- August 2022

• 90% Collect, analyze, and process financial market data from various data sources into a database utilized by the team.

• Ensure the integrity of the company's financial market information. Complete timely and accurate database and reliable data to the client.

• Provide accurate and reliable demographic and statical financial market data to internal database and to internal external clientele.

• Audit resolutions and recommendations for market-specific guidelines.

• Fulfil the research/analytical/market study needs, required or requested by external clients in order to procure and retain future and current business.

• Support clients on data queries and also involved in reporting & maintaining records of work done.

Tax preparer (USA), Advantage One Tax Consulting Firm Ltd November 2019-May 2021

• Preparing files of federal, state, and city tax returns.

• Overall responsibility for preparing, reviewing, analyzing, researching, and identifying the client tax returns. Planning and accurately filing tax returns.

• Overall responsibility for preparing, reviewing, analyzing, researching, and identifying the client tax returns.

• Planning and filing tax returns.

• Dealing escalations most diligently.

• Eminent in preparation of form 1040 & 1040 NR and other supporting forms of US individual income tax returns.

• Also detailed with schedule K1 and 1099-B, Section 199a Dividends and QBID (Qualified Business Income deductions) and during the tax season covered most of the areas in Drake Software. Junior accountant, Shahztech IT Professional Private Ltd (ShahzTech) August 2017- May 2019

• The main job role is to assist in the preparation of financial reports such as balance sheets, income statements and cash flow statements

• To reconcile financial accounts regularly, comparing internal records with external statements to discover and resolve inconsistencies.

• To Monitor and track company expenses, helping management make informed budgeting and cost control decisions.

• Gather and organize financial documents during audits, ensuring compliance with the audit standards CERTIFICATIONS

• Global consumer banking virtual intern experience.

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