Shefali Jain

Experience

• 

  H.K. Khanna & Co.

  Feb 2018 - Feb 2021

  Article Assistant

  ~Independently handled tax audits- Form 3CA/3CB and 3CD, Income Tax returns of Individuals.~Preparation of 15CA 15CB.~Worked on DTVSV (Direct Tax Vivad se Vishwas) Act 2020 procedure.~Involved in GST Registration and preparation of monthly GST Returns- GSTR-1, GSTR-3, GST Annual Returns and GST Reconciliations~Assistance in drafting replies for GST notices and submission to Department.~Prepared estimated and projected financial statements for clients intended for procuring working capital loans. Show less

• 

  Indian Bank

  Apr 2022 - Apr 2023

  Credit Manager

  ~Analysed financial statements and credit history to better understand how much risk could be involved in extending credit to customers.~Measuring financial & operational performances of clients using financial tools like ratios, trend analysis, sales forecasting etc.~Preparing Credit Monitoring Arrangement (CMA) data for analyzing the financial position of the company.~Generated reports examining degrees of risk, performed due diligence of the companies and presented to credit officers.~Computing internal ratings based on the Bank software.~Performing interest calculations for Term Loan and Working capital demand loan accounts at theend of the month.~Computed NPV of various client to determine the feasibility regarding the credit.~Preparation of New Business Group (NBG) in order to explore new credits. Show less

• 

  Wipro

  Jul 2023 - now

  Finance Accounting Consultant