Kamalesh Joshi

Sr. Finance Manager at UWS
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Contact Information
us****@****om
(386) 825-5501
Location
Kathmandu, Bāgmatī, Nepal, NP

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Experience

    • United States
    • Wireless Services
    • 1 - 100 Employee
    • Sr. Finance Manager
      • Nov 2022 - Present
    • Nepal
    • Banking
    • 1 - 100 Employee
    • Relationship Manager
      • Nov 2020 - Nov 2022

      Currently operating as Relationship Manager with key responsibilities:- Recommending the clients as per their loan demand to approving authority considering income, collateral, and utilization.- Business inspection, document verification, ensures utilization,- Periodical evaluation of credit facilities and business in case of corporate clients,- Evaluation of utilization of credit facility post-sanction,- Reporting of CIC, subsidy, and other periodical reporting,- Inform customers about the changes in the credit guidelines. Show less

    • Internal Auditor
      • Feb 2020 - Nov 2020

      Started services as Internal Audit Supervisor with main responsibilities:- Examining and evaluating the effectiveness and adequacy of the internal control systems,- Reviewing financial and management information systems, including the electronic banking services and electronic information system,- Performing a test on both the functioning of specific internal control procedures and transactions,- Perform a test on both the functioning of specific internal control procedures and transactions. Show less

    • Nepal
    • Banking
    • 100 - 200 Employee
    • Senior Assistant
      • Jun 2019 - Jan 2020

      Worked as a Senior Assistance (Corporate Credit-Retail Dept.) with key roles: - Analyze applicant's financial status, credit, and property evaluations to determine the feasibility of granting loans, - Obtain and compile copies of loan applicants& credit histories, corporate financial statements, and other financial information, - Review loan agreements to ensure that they are complete and accurate according to policy, - Analyze potential loan markets and develop referral networks to locate prospects for loans, - Training Relationship managers regarding Credit proposal Show less

    • Finance Officer
      • Jan 2018 - Jun 2018

      My main responsibilities as finance officer included: - Keeping and maintaining all the accounts records in soft as well as in hard form, - Responsible to deal with all the accounts of the organization and settles all matters of banks, - Verification of all the accounts record before the auditory process, - Responsible to submit the financial report to the finance manager for compilation, review, and onwards submission to the donor, - Providing guidance and maintain frequent communications with program partners, - Ensure cordial relation with the line department and the audit department of the donor agency. Show less

    • India
    • Design Services
    • 1 - 100 Employee
    • Finance and Administration Manager
      • Sep 2017 - Jan 2018

      Worked as a finance head with key responsibilities: - Financial Planning for the smooth operation of the Organisation, - Preparation of monthly income statement and compliance reporting, - Keep and maintain all the accounts records in soft as well asin hard form, - Responsible to deal with all the accounts of the organization and settles all matter of banks, - Make sure verification of all the accounts record before auditory process, - Internal Audit, - Accounting & Book Keeping. Show less

    • Senior Audit Assistant
      • Jun 2016 - Feb 2017

      My keys roles as senior audit assistance included: - Managing the Credit Monitoring Arrangement for companies, - Preparation of flexible budgets and projected financials statements, - Preparation of Form 3CD and detailed checking of various disclosures to be made therein and compliance to various tax provisions. - Review of procurement policies and inventory management procedure. My keys roles as senior audit assistance included: - Managing the Credit Monitoring Arrangement for companies, - Preparation of flexible budgets and projected financials statements, - Preparation of Form 3CD and detailed checking of various disclosures to be made therein and compliance to various tax provisions. - Review of procurement policies and inventory management procedure.

    • Audit Assistant
      • Jun 2013 - Oct 2015

      Started as audit assistance operating on - Accounting and Audits of Various Entities, - Disclosure & preparation of financial statements as per revised schedule VI, - Prepares special audit and control reports by collecting, analyzing, and summarizing operating information and trends. - Checking of compliances to various tax laws TDS, Service Tax, EPF, ESI, and other factory and labor laws. Started as audit assistance operating on - Accounting and Audits of Various Entities, - Disclosure & preparation of financial statements as per revised schedule VI, - Prepares special audit and control reports by collecting, analyzing, and summarizing operating information and trends. - Checking of compliances to various tax laws TDS, Service Tax, EPF, ESI, and other factory and labor laws.

    • United Kingdom
    • Accounting
    • 1 - 100 Employee
    • Article Assistant
      • Sep 2012 - Jun 2013

      My main responsibilities included: - Retail Audits, - Preparation of Form 3CD and detailed checking of various disclosures to be made therein and compliance to various tax provisions, - Preparation of Statutory Audit report as per Companies (Audit Report) Order, 2003. My main responsibilities included: - Retail Audits, - Preparation of Form 3CD and detailed checking of various disclosures to be made therein and compliance to various tax provisions, - Preparation of Statutory Audit report as per Companies (Audit Report) Order, 2003.

Education

  • The Institute of Chartered Accountants of India
    Semi-CA, Accounting and Business/Management
    2009 - 2015
  • Butwal Multiple Campus
    Master of Arts - MA, Economics
    2020 - 2022
  • Indira Gandhi National Open University
    Bachelor of Commerce - BCom, Accounting and Finance

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