Experience

10to8 Appointment Scheduling

• Financial Controller

  • Feb 2021 - Present

  10to8 provides a system for businesses and independent practitioners to transform the way they manage customer bookings.Roles and Responsibilities as a Financial Controller:• Responsible for clear reporting to the management team of their departmental spending. Including, helping to operate and develop detailed analysis of Marketing and Sales pipeline performance.• Informed, developed and challenged company’s strategic planning for the business through budgeting, forecasting and reporting against planned performance.• Provided insightful reports on the business performance to help decision making.• Analysed accounts, expenditure and reconciliation. Prepared monthly management accounts and ensured appropriate controls in spending across the business using report and accounting data from Xero accounting system.• Assisted the third-party accountants for finalising the yearly financial for taxation purpose and calculation of R&D tax credits.• Developed financial model for forecasting the future costs, cashflow projection to get the estimated cash position and calculating the MRR, ARR and churn rate using the data visualisation tools like Tableau.



Selectsys India Pvt. Ltd.

• India
• IT Services and IT Consulting
• 100 - 200 Employee

• Account Manager

  • Nov 2019 - Sep 2020

  Selectsys America Inc through its subsidiary Selectsys India Private Limited provides outsourcing solutions (remote bookkeeping) across the globe. Roles and Responsibilities as an Accounts Manager:• Responsible for a team of 4 Bookkeepers for generating Monthly, Quarterly & Year-end Financials for US Small Business Customers and Finalised their books.• Developed a system to account for financial transactions by establishing a chart of accounts; defined bookkeeping policies and procedures for the bookkeepers.• Helped Bookkeepers to maintain subsidiary accounts by verifying, allocating, and posting transactions.• Guided Bookkeepers to Balance subsidiary accounts by reconciling entries.• Assisted Bookkeepers to prepare financial reports by collecting, analysing, and summarising account information on Monthly/ Quarterly and Annual basis.• Maintained historical records by filing documents for 150 plus clients.



Deloitte India (Offices of the US)

• India
• Management Consulting
• 700 & Above Employee

• International Tax Consultant

  • May 2016 - Aug 2019

  Deloitte offers a broad range of fully integrated tax services to its clients. Roles and Responsibilities as a Tax Consultant-II (Acting Senior):• Assisted in preparation and review of tax returns pertaining to US Corporate Clients.• Provided business tax return compliance process services.• Provided tax compliance research for U.S. federal state andinternational tax matters.• Prepared various tax forms for Corporation including 5471’s, 8858’s,8865’s, etc.• Analysed the Organisation Structure Charts for determining the passiveincome.• Reviewed the above-mentioned task done by junior staff as an ActingSenior.



Shree Sainath Apparel

• Junior Accountant

  • Apr 2015 - May 2015

  • Worked with sales team in computing daily turnover• Prepared Invoices and captured all sales activities in the ledger• Tracking dealer payment and managing relationships• Documentation • Worked with sales team in computing daily turnover• Prepared Invoices and captured all sales activities in the ledger• Tracking dealer payment and managing relationships• Documentation



Worth India peripheral Pvt. Ltd.

• Sales Marketing Executive

  • May 2013 - Jun 2013

  • Worked with the Sales team in generating purchase orders• Placing the order requirements and coordinating with the production team• Supported Clients with delivery details and following up tasks • Worked with the Sales team in generating purchase orders• Placing the order requirements and coordinating with the production team• Supported Clients with delivery details and following up tasks