
Timeline
About me
Manager @ Unilever | Chartered Accountant | 9 years Experience | Financial Automation | Financial Planning and Analysis | I drive Impact, growth and profitability @ Unilever | Under-30 Women Leader | Ex-GS
Education

The institute of chartered accountants of india
2012 - 2016Chartered accountant tax law/taxation
The institute of company secretaries of india
2013 -Foundation degree- 9th rank all over india
Delhi university
2012 - 2015Bachelor of commerce - bcom business administration and management, general%2C%20Subroto%20Park.webp)
The air force school (tafs), subroto park
2007 - 201292%Activities and Societies: Athletics debate, house perfect
Experience

Moore singhi/ singhi & co
Apr 2014 - Apr 2017Articled assistantIndirect taxes • Preparation and submission of Service tax refund application, coordinated with the tax officers with respect to provisioning of information and got refund of about Rs.50 lakhs in 6 months.• Single handedly managed registration & filing of Service tax Returns for 100+ entities including individuals, Partnerships and Corporations & Preparation and submission of documents for Anti-Evasion of Service tax.• Preparation and submission of SAD Refund Application having a credit of Rs. 30 lakhs.Auditing • Managed Internal Audit of Food Processing and construction companies comprising of Inventory Management, Purchases, Creditor Management, Finance & Accounts and Statutory Compliances.• Managed Concurrent Audit of Telecom Company having a loan of Rs.100 crores which comprised of Restructuring CDR Package, Purchases, Sales & Distribution Expenses, and Fixed Assets.• Managed Statutory Audit of a government company having a turnover of over Rs.1260 crores.Others • Preparation & Finalization of books of accounts and conducted quarterly trend/ratio analysis.• Administered end- to end Accounting, monthly payment of TDS, advised on tax aspects of transactions, Advance Tax calculations, and TDS Return Filing. Show less

Goldman sachs
May 2017 - Mar 2019Senior analyst• Funding: Assessed the funding needs of each investment vehicle against budgets, challenged assumptions, ensured accuracy, and prepared a funding note for final approval.• Financial Due Diligence: Conducted buy-side, sell-side, and vendor due diligence, particularly in the EMEA, JAPAN , Mauritius• Risk Management: Strong understanding of due diligence and risk management processes, reducing compliance risks by 20%.• Project Management: Managed multi-resource projects and delivered significant business results, improving project efficiency by 25%.• Computation of Taxable income at quarterly basis of 20+ Real Estate Investments in Japan and EMEA having a cumulative tax basis of $50 mn• Scrutinized 200+ K-1 Investor packages and composite returns of 50 fund families including Partnerships, Estates, Trust and Corp’s having residency in 20+ states• Revamped excel templates to make the K-1 reviewing process efficient and cost effective• Coordinated with the tech experts to streamline the generation of reports from the software.• REIT and PFIC Testing of 10+ entities on a quarterly basis of lower tier entities having book basis of more than $1bnOther Assignments• Consolidating 500+ bank Accounts and Reporting as per FBAR.• Preparation of Income-tax computation and reviewing of Tax returns of 20+ Mauritian entities. Show less

Adventuresome
Mar 2019 - Jul 2020Co-founderAs a Co-Founder at Adventuresome, I spearheaded the creation of personalized travel experiences for global clients, driving customer satisfaction and loyalty. Leveraging my expertise in experiential travel, I curated unique itineraries and managed end-to-end trip logistics to exceed client expectations. By implementing strategic marketing initiatives, I successfully expanded our customer base and enhanced brand visibility in the competitive travel industry.Following were the things that were managed by me:- • Marketing & Website- Increased website traffic by 5900% (from 100 to 6000 monthly visitors) through SEO, SMM, and content optimization.• Led marketing efforts across platform like Instagram , Facebook, and LinkedIn, achieving a 50000 global rank improvement.• Supervised creatives for Instagram, Facebook, meetup, & LinkedIn. Reviewing 50+ blogs in a month & making it SEO optimized. Spearheaded a team of 7 people.• Finance- preparing projections, handling GST, TDS, MCA & other Company compliances, maintaining books of Accounts, Invoicing and MIS monthly.• Business development- Orchestrated over 100+ meetings for Tie-ups and diversification. Travelled to over 20+ places in the course. Also introduced a Women only Value learning experiential trip for women empowerment to create a sisterhood for women; over 100+ women impacted in a period of 2 months Show less

Shenomics
Jul 2019 - Dec 2019Women leader under-30Shenomics is a women leadership fellowship where we taught various life skills as well as to lead from within. when we know ourselves that is time we can lead the world. Every year only 20 women are chosen all over India to be trained and groomed to be Powerful Women leaders.During this period we also impacted 100 women within our sphere of influence. it was such a powerful experience because we could all that we learned and became even more impactful leaders. Due to Shenomics I am now more mindful and aware of myself that has made me know myself Show less

Unilever
Jul 2020 - now• Responsible for bringing in Automation in the Order to cash space in Unilever.• Lead a pilot project of proof of concept (POC) in credit release module. As a part of the project evaluated 3 tools and did POC in each one of them. POC was tested on various parameters• Efficiencies of 57% generated for business including cost savings in terms of Automation and real time getting the orders unblocked for business in turn increasing the sales of automated regions. • Financial Reporting and Analysis: Prepared monthly and annual financial statements for Unilever entities, ensuring IFRS compliance. Conducted financial analysis and prepared Revenue Margin Analysis, highlighting variances against budget and forecast, and identifying key drivers of discrepancies.• Monthly Closing Process: Led, guided, and facilitated the monthly closing process, monitoring all accounts, ledgers, and reporting systems to ensure accuracy in partnership with operational teams. Oversaw the preparation of monthly accounts, bank reconciliations, and inter-company balance reconciliations for holding companies, ensuring accurate and timely completion of audits.• Intercompany Reconciliation: Interacted with internal stakeholders and the operations team to ensure intercompany reconciliation on a monthly basis.• Budgeting and Forecasting: Led the preparation of financial budgets, working with department heads to create accurate projections. Monitored budget variance and identified corrective actions, improving budget accuracy by 15%.Ensured precise preparation of revenue, cost, and cash flow alignment, adhering to accurate accounting guidelines and the underlying project plan. • Audit and Internal Controls: Managed external audits and prepared financial statements. Maintained internal controls and supported data analysis and feasibility studies, achieving 100% compliance in all audits. Show less • Responsible Month end Closing, Financial Reporting, Financial Analysis, Pricing Analysis, Variance Analysis in South Africa (revenue of €1Billion) monthly, Quarterly, yearly basis and review operational metrics by working closely with all business unit as a business partner from Finance function. • Brought in Efficiencies of 57% with over 2 FTE savings generated for business in terms of Automation and real time getting the orders unblocked for business in turn increasing the sales of automated regions.• Responsible for bringing in 85% Automation with 100% Adoption in Credit management cycle in Unilever. • Report on financial performance and prepare for regular leadership reviews and present recommendations to senior management on strategic decisions, and plan future initiatives by working closely with internal and external Stakeholders.• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, dashboards, and recommendation of actions for optimization.• Analyze financial data by collecting, monitoring and creating financial models for decision support.• Spearheaded cross functional systems teams comprising of 20+ members and drive process improvement initiatives including Automation of various finance function.• Oversaw the 40+ Internal controls are adhered to and audited as a part of Finance Business Function. Show less The role involves the following :-• Oversaw S2P operations for South Asia which included India, Pakistan, Sri Lanka, Nepal, and Bangladesh. During this period facilitated a team of 20+ members which involved dealing with Invoice volumes of 100K per month and the payments thereof• Responsible for ensuring control framework deployment covering 15+ key financial controls along with risk management of cash outflows. Cross functionally coordinated with Process Excellence & Global Controls teams. Show less
Manager (CA)
Sept 2023 - nowAssistant Manager Finance
Jul 2021 - Sept 2023Assistant Manager- Source to Pay South Asia
Jul 2020 - Jul 2021
Licenses & Certifications
- View certificate

Power bi: dashboards for beginners
LinkedinAug 2021 - View certificate

Excel: lookup functions in depth
LinkedinJul 2021 - View certificate

Guy kawasaki on turning life wisdom into business success
LinkedinJun 2021 - View certificate

Marketing tools: the top 50 digital marketing tools and services
LinkedinJul 2021 
Seo 101 bootcamp
IkigaihubFeb 2019
Course in stock market- value investments
InvestowiseJan 2019
100 hours of information technology training
The institute of chartered accountants of indiaJan 2017
General management in communication and soft skills 1
The institute of chartered accountants of indiaMar 2015
General management in communication and soft skills 2
The institute of chartered accountants of indiaDec 2016- View certificate

Learning zoho crm
LinkedinJul 2021
Honors & Awards
- Awarded to Shifali KawatraRank 9th All over India ICSI- Foundation Course Oct 2014
- Awarded to Shifali KawatraHighest Marks in Accountancy- 98% The Air Force School(TAFS), Subroto Park May 2012
- Awarded to Shifali KawatraHighest marks in Economics The Air Force School(TAFS), Subroto Park May 2012
- Awarded to Shifali Kawatra11th Commerce Topper The Air Force School(TAFS), Subroto Park Sep 2011
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