JunAid .

Experience

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  Sethia Prabhad Hegde & Co Chartered Accountants

  Jan 2018 - Dec 2018

  CA Article Assistant

  • Conducted concurrent bank audits and internal audits, ensuring accurate financial reporting.• Managed GST and income tax return (ITR) filings, maintaining compliance with regulatory requirements.

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  J&S Chartered Accountants

  Jan 2019 - Mar 2020

  CA Article Assistant

  • Worked as a finance consultant for Bharat Fritz Werner Ltd., managing fund flow, tracking loans, fixed deposits, and bank accounts, and achieving interest cost savings.• Handled other ad-hoc projects for ITC Limited, Airtel, Vodafone, and Ola.

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  NestAway Technologies Pvt Ltd

  Apr 2020 - Jan 2021

  CA Industrial Trainee

  • Managed accounts receivable, ensuring the accuracy of customer balances.• Implemented process improvements for customer move-out and refund/recovery calculations, optimizing efficiency.• Enhanced operations using Zoho Analytics, Books, CRM, and Desk to streamline workflows and improve reporting accuracy.

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  The HelloWorld

  Feb 2021 - Aug 2021

  Finance Executive

  • Managed accounts receivable, ensuring the accuracy of customer balances.• Implemented process improvements for customer move-out and refund/recovery calculations, optimizing efficiency.• Enhanced operations using Zoho Analytics, Books, CRM, and Desk to streamline workflows and improve reporting accuracy.

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  Purple Quarter

  Sept 2021 - Dec 2021

  Finance Team Lead

  • Led finance operations for accounts payable and receivable, ensuring compliance with Indian regulations, including GST and income tax.• Delivered monthly MIS reports and provided insights for financial strategy.

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  Anzy Global

  Sept 2021 - Dec 2021

  Finance Team Lead

  • Led finance operations for accounts payable and receivable, ensuring compliance with Indian regulations, including GST and income tax.• Delivered monthly MIS reports and provided insights for financial strategy.

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  Finanshels.com

  Feb 2023 - Jun 2024

  Assistant Manager - Client Onboarding & FinOps

  • Managed accounting for clients in UAE, KSA, and USA, overseeing accounts payable/receivable and payroll.• Contributed to recruiting efforts, hiring and onboarding new team members.• Closed leads and got into discovery calls with the sales team to help convert clients.• Led the onboarding process for new clients, optimizing accounting system setups.• Provided financial analysis and insights to clients for better decision-making and improved financial performance.• Offered financial advising services to help clients enhance their business strategies and achieve financial goals.• Trained team members and conducted performance reviews. Show less

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  SILA

  Jun 2024 - now

  Finance Manager

  • Ensure compliance with all Indian regulations, including GST and income tax.• Assist in audit closure, ensuring accurate and timely reporting.• Oversee finance operations, including accounts receivable, accounts payable, and vendor and customer management.• Deliver accurate monthly MIS reports and manage fund flow for optimal cash management.• Lead budgeting and forecasting efforts, driving financial planning.• Implement finance systems and process improvements, building SOPs for operational efficiency.• Conduct risk management, ensuring business continuity.• Train and mentor team members to enhance performance and ensure seamless finance operations. Show less

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  Freelance

  Aug 2024 - now

  Independent Consultant

  Providing tailored financial services to global clients:• Accounting and bookkeeping• Accounting system implementation and setup• Virtual CFO• Financial modeling• Budgeting and forecasting• KPI calculation, tracking, and reporting• SOP building and process optimization• Training and development for finance teams