Buffalo New York, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: finance associate, audit & assurance assistant
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Qualified
Languages: English
Highlights:
Skills:Data Modelling, MS Excel, Power BI, PowerPoint, MS Word, Macros, Vlookup, confirmation.com
Audit Associate 09/2020 - 06/2023
Grant Thornton, Bengaluru, Karnataka India
Industry: Audit
Draft financial statements, prepare budgets, conduct financial audits, and verify the financial information of an organization.
• Established audit and internal control procedures and recommended 5 to 6 process improvements to address issues.
• Initiated over 500 confirmation requests for 10 plus banks/financial institutions on Confirmation.com for audit
purposes, received and documented, and also responded to any queries/issues that arose.
• Conducted audits in 2 fields - Asset management industry (Mutual Funds, hedge funds, Fund of funds) and EBP
(employee benefits plan).
• Presented and communicated audit findings to clients by conducting calls over Microsoft Teams and via emails
• Utilized GT-licensed software and other tools such as IDEA, Power BI Microsoft Excel, Word, and PowerPoint reduced
budgeted hours by at least 15%.
• Presented and communicated audit findings to clients by conducting calls over Microsoft Teams and via emails.
• Coordinated within team, supervised, trained, motivated 4 interns and 2 new analysts within team.
• Received "Exceeds Exceptions"(Having yearly feedback score above 100% of goal) for 3 years of work; awarded "Best
• Associate" "Pat on Back" and "Best New Joiner" during initial days at organization--
IT- Tax proof verification 01/2019 - 03/2019
Wipro Ltd, bengaluru, Karnataka India
Industry: Information Techonology
Verification of documents, data sorting , communication
• Performed 100% verification of documents (medical receipts, HRA allowances, any tax-benefited investments)
submitted by employees into to company portal for tax filing (Form 16 Part A and Part B).
• Checked for 100% compliance of employees for tax credit eligibility and filing based on individual's wages/salaries
and supporting documents provided.
• Communicated to supervisor and manager daily and reported any issues with documents.
• Participated in various team building activities (Egg Drop, Office trivia) to get familiar with the working environment.--
Bangalore University 05/2015 - current
bengaluru, Karnataka, India
Degree: Bachelor's Degree
Major:Finance
B.com in Finance, GPA - 3.2
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