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SUMIT GERA

SUMIT GERA

Finance Executive

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location of SUMIT GERADelhi, India

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  • Timeline

  • About me

    Manager at Fareportal | Ex- Ameriprice Financials

  • Education

    • S.D. PUBLIC SCHOOL

      2004 - 2007
      Higher Secondary COMMERCE

      class 10th and 12th commerce stream

    • Delhi University

      2007 - 2011
      Bachelor of Commerce (B.Com.)(HONS.) Business/Commerce, General

      B.com(h)

    • The Institute of Chartered Accountants of India

      2008 - 2014
      C.A. Final 1st Group Cleared Accounting and Finance, Auditing, Tax

      Activities and Societies: Completed 100 hours of computer training, as prescribed by the ICAI

    • Institute of Management Technology, Ghaziabad

      2012 - 2013
      PGDM(FINANCE) Accounting and Finance A

      Done Specialization in Finance, Prepared Project on Tax deduction at source(TDS),

  • Experience

    • RSPH & Associates

      Oct 2007 - Apr 2011
      Finance Executive

      Audit ExposureStatutory Audit and Internal audits of manufacturing as well as trading concerns. Stock audit of various companies.The above helped in gaining knowledge about role of Companies (Auditors Report) Order, 2003 and various accounting standards as applicable.Taxation ExposureIncome TaxComputation of income of individuals and corporates.Advance Tax calculationsE-filing of ITRs, TDS returns, use of Digital signaturesROC related matters - filling and submission of Annual Returns and relevant formsKey clients enagaged with during articleship training.Carrying out detailed execution & completion of the assignments. Show less

    • R B Arora & Co

      Feb 2015 - Jul 2016
      Accounts Executive

      • Preparation and e-filing of Income Tax Returns• Preparation and filing of TDS Returns• Filing of Annual ROC returns and related forms(MTG-7, AOC4)• Preparation of Advance tax calculations• MAT Calculations• Balance sheet Preparations• Filling D-VAT Returns• Client Interaction involving discussion and resolving issues with the client.• Performed independent Audits of PVT LTD firms.

    • Ameriprise Financial Services, LLC

      Jul 2016 - Oct 2017
      Financial Services Associate

    • Fareportal

      Oct 2017 - now

      • Manager

        Apr 2024 - now

      • Assistant Manager

        Apr 2022 - Mar 2024

      • Senior Team Lead

        Apr 2021 - Mar 2022

      • Team Lead

        Oct 2017 - Mar 2021

  • Licenses & Certifications

    • ACCOUNTING TECHNICIAN (A.T.C) , PGDM(F)

      INDIAN INSTITUTE OF CHARTERED ACCOUNTANT , IMT GHAZIABAD