Kamalesh Joshi
Sr. Finance Manager at UWS- Claim this Profile
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Bio
Experience
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UWS
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United States
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Wireless Services
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1 - 100 Employee
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Sr. Finance Manager
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Nov 2022 - Present
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Shine Resunga Development Bank Ltd.
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Nepal
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Banking
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1 - 100 Employee
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Relationship Manager
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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
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Internal Auditor
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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
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Jyoti Bikash Bank Limited
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Nepal
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Banking
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100 - 200 Employee
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Senior Assistant
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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
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Finance Officer
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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
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Creative Services Pvt. Ltd.
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India
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Design Services
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1 - 100 Employee
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Finance and Administration Manager
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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
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Senior Audit Assistant
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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.
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Audit Assistant
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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.
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John Thomas & Co.
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United Kingdom
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Accounting
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1 - 100 Employee
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Article Assistant
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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.
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Education
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The Institute of Chartered Accountants of India
Semi-CA, Accounting and Business/Management -
Butwal Multiple Campus
Master of Arts - MA, Economics -
Indira Gandhi National Open University
Bachelor of Commerce - BCom, Accounting and Finance