Front Desk Financial Data

SHRUTI NAGPAL

Accounts & Operations Bachelor of Commerce 7 Months of Experience

+91-937******* *************@*****.*** Shruti Nagpal - LinkedIn PROFESSIONAL EXPERIENCE

Catnip Infotech Private Limited Mumbai, MH, India

Accounts & Operations (Sept 2024 - Present)

A. Accounts:

1. Responsible for managing invoice generation and ensuring accurate account ledgers using Align Books software.

2. Assist in preparing financial reports, maintaining records, and reconciling accounts to ensure compliance with accounting standards.

3. Oversee basic taxation processes, ensuring timely submissions and adherence to tax laws. 4. Collaborate with senior management to analyze financial data and recommend improvements to financial operations.

5. Work closely with internal teams to streamline accounting workflows, enhancing operational efficiency and financial accuracy.

6. Monitor cash flow, track expenses, and support budget preparation to ensure financial health and optimal resource allocation.

B. Operations

1. Managed administrative tasks such as travel and accommodation bookings, vendor coordination, and office essentials supply management.

2. Supported HR functions including candidate sourcing, onboarding, attendance and leave tracking. 3. Prepared and maintained reports related to office expenses, petty cash, and monthly utility bills. 4. Maintained and updated physical and digital filing systems, ensuring confidentiality and easy retrieval of documents.

5. Monitored office maintenance and liaised with service providers for repairs and facility management. 6. Handled courier services, incoming/outgoing mail, and official correspondence. 7. Acted as the first point of contact for visitors and ensured smooth front desk operations. EDUCATIONAL QUALIFICATION

● Bachelor of Commerce (BCom) Mumbai, MH, India

Mumbai University, India (Aug 2021 - APR 2024)

● CA Foundation Mumbai, MH, India

Institute of Chartered Accountants of India (Dec 2021 – July 2022) SKILLS

● Invoice Generation & Accounting (Align Books).

● Accounts Ledgers & Financial Reconciliation.

● Basic Taxation & Regulatory Compliance

● Financial Reporting & Data Analysis

● Microsoft Excel

● Business Communication & Client Management

● Problem-Solving & Strategic Planning

CERTIFICATES & ACHIVEMENTS

● J.P. Morgan's Banking Investment Essentials (02/2024) Understanding investment strategies and financial markets. (Feb 2024)

● Essentials for Non-Disclosure Agreements

Trained in legal frameworks and best practices for maintaining data confidentiality in corporate environments. (Feb 2025)

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