Team Member Tax Associate

Ritu Panchal

adx1m6@r.postjobfree.com 551-***-**** LinkedIn Jersey City, NJ

EDUCATION

Stevens Institute of Technology, School of Business Expected May 2024 Master of Science in Finance GPA: 3.71/4

Relevant Courses: Corporate Finance, Derivatives, Econometrics, Fixed Income Analysis, Financial Statement Analysis, Introductory lessons to Bloomberg and Python, Managerial Economics, Private Equity and Venture Capital Academic honors: Provost’s Master’s Scholarship

Association of Chartered Certified Accountants (ACCA) January 2017- January 2021 ACCA Affiliate

Relevant Courses: Audit, Financial Reporting, Strategic Business Leader, Advanced Financial Management, Strategic Business Reporting K.E.S Shroff College, University of Mumbai July 2016 - June 2019 Bachelor of Commerce in Accountancy and Finance GPA: 8.85/10 Relevant Courses: Audit and Assurance, Cost and Management Accounting, Financial Accounting, Financial Management PROFESSIONAL EXPERIENCE

KPMG Global Services Pvt Ltd June 2021 – June 2022 Tax Associate - UK Corporate Tax Compliance Team

• Drafted tax computations and performed tax accounting on Alpha-Tax software for 100+ clients

• Managed 80% process up till submission of final computations to HMRC (UK tax authority) within a 90 –120-day period

• Integrated with 5+ engagement teams onshore and offshore to plan and execute project operations, improving TAT by 1.5 times

• Designed a process to sort and map 500+ sets of data using excel functions V-Lookup, Concatenate, If, Pivot table, etcetera

• Achieved a 5-star preparer excellence reward for quality work Micronics Systems July 2019 – December 2020

Accountant

• Composed over 90+ invoices daily on QuickBooks and recorded day-to-day business transactions

• Assessed financial statements and monthly reports to ensure its accuracy and completeness

• Computed and filed tax liability of the firm on a monthly, quarterly, and yearly basis SKILLS

Certifications: Association of Chartered Certified Accountants, Bloomberg Market Concepts Technical skills: Advanced Excel, Bloomberg Terminal, MS Office, Stata, Tableau Desktop, Basic Python Programming Strengths: Agile, Collaborative, Critical Thinker, Communicative, Innovative, Observant, Sound judgement PROJECTS

Equity Valuation Report October 2022 - December 2022

• Led a team of 5 to create strategic and tactical plans to compute the Total Equity Value and Terminal Value of the company

• Derived the Beta using historical share prices and its benchmark rates, applied Capital Asset Pricing Model (CAPM) to calculate the Rate of Equity, and projected the next five years of cash flow through a Discounted Cash Flow (DCF) model on a spreadsheet

• Illustrated a Sensitivity analysis to show changes in share price as per increase or decrease in Growth rate and Cost of Capital Performance Analysis using Bloomberg Terminal November 2022 - December 2022

• Conducted analysis of two companies utilizing functions such as DES, EM, TRA, WACC by operating Bloomberg Terminal

• Extracted data from the terminal to run a regression analysis of stock price volatility concerning its index Linear Regression Package using Class October 2022 -November 2022

• Collaborated with a team of 2 to program a code for a Linear Regression Class for Python final project

• Utilized NumPy and SciPy.stats packages to import data, initialized variables to run code; results are verified to MS Excel calculation Banking Client February 2022 – June 2022

• Contributed as a team member for one of the largest banking clients; worked as a junior tax associate to fast-track the draft deliverable within 2 days and conducted independent check for 60+ projects

• Analyzed and tax-mapped the line items of client-provided data to applicable accounts, leading to 95% accuracy EXTRACURRICULAR ACTIVITIES

Stevens Graduate Women in Business Club, Treasurer December 2022 – Present

• Forecasted semester wise budget for club events and pitched the school for fundraising

• Handled the financial transactions of the club and guided club members on decision making

• Connected with various Industry professionals and Alumni to insist on delivering guest lecture at a club event

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