
Vasanthi Swaminathan
CA Inter

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About me
Manager, Financial Reporting at Pacific Western Transportation Ltd
Education

American Institute of Certified Public Accountants
-Cleared CPA
Amity University, India
2018 - 2019Post Graduate Diploma in Public Accounting Accounting and Finance
The Institute of Chartered Accountants of India
-CA INTER
Manonmaniam Sundaranar University
2006 - 2009Bachelor of Commerce - BComActivities and Societies: Red Ribbon Club
Experience

Articleship
Jan 2012 - Jan 2015CA Inter- Carried out Internal audit and Statutory audit for various clients including banks- Prepared financial statements and finalized year-end with the Auditor - Assisted the Auditor for Income Tax hearings- Evaluated and reported audit findings, recommend changes to correct unsatisfactory conditions, improve operations, reduce costs and ensure compliance with applicable requirements.- Helped in continually reviewing and setting up improvements to current procedures- Prepared financial forecasts and financial budget for various client- Filed Income Tax return for various clients (Individuals, Partnership, Trust, Companies, etc)- Prepared various financial statements from posting journal entries to finalising the accounts- Demonstrated leadership, teamwork and collaboration in a professional setting Show less

SansPareil Corporate Advisory Group
Aug 2015 - Jul 2016Analyst- Developed, Implemented and Monitored the Internal Controls for clients- Trained client's staff to take their accounting processes back in-house- Generated monthly financial statements and facilitated account closing procedures- Processed month end procedures like accruals, depreciation, amortization of prepaid expenses- Checked financial accounting records to assess accuracy, completeness and compliance with policies and reporting standards and performed GL reconciliation- Direct handling of books of accounts up to completion and pass journal entries ensuring zero error tolerance- Upheld awareness of applicable laws to maintain up to date practices- Provided value-added financial management, analysis, and advice to the client engagement team- Assisted in preparation of budgeting and forecasting for various clients- Carried out bank related transactions and conduct monthly reconciliation, Accounts Payable and Accounts Receivable. Carried out invoice preparation and processing financial transactions- Kept track of ageing analysis of receivables and provided to sales head for their necessary action- Provided advisory services to the clients. Assisted in contract compliance tracking- Assisted the auditors during audits by providing necessary information- Classified and maintained monthly balance sheets, financial statements and quarterly reports- Consolidated financial statement and management reports viz. Profit & Loss, Balance Sheet- Carried out cost, pricing and financial analysis and prepared cost accounting reports Show less

Accenture
Apr 2017 - Apr 2018Transaction Processing Analyst- Mentor and coach a moderately sized team to fulfil contractual requirements of the project- Served as a secondary point of contact besides the team leader for client project manager and segment/regional leads (for cross-segment issues or escalated issues)- Collected and consolidated escalated team issues that remain unaddressed (e.g., technology, target cases, pending onshore requests and escalation) for escalation to the team leader or manager (client) and/or to the Internal Unit Lead- Performed data entry or other client-related tasks in various systems, as required- Performed and/or ensured completion of quality review check on outgoing work (e.g., proof data entry, correspondence, and other tasks) within the immediate team to ensure quality, accuracy, and consistency- Prepared and analyze complex reports/information and formulate conclusions - Ensured that all of the client responsibilities occur in accordance with the statement of work and service level agreement with the client- Acted as a subject matter expert for team members, peers and/or clients as assigned- Performed reconciliations and assisted the client during the month close- Reviewed all incoming work for clarity, provide clear work directions, e.g., receive requests for assistance from the field, determine the level of assistance required and respond appropriately- Worked with the Automation team to automate the process resulting in time-saving- Conducted people engagement activities like Fun Friday and other activities- Recognised by the client for quick learning and attention to detail- Recognised by the Managers and Team Lead for flexibility, adaptability, team work and delivery on time Show less

MOVATI Athletic
Aug 2018 - Jul 2021Senior Accountant
Jan 2021 - Jul 2021General Accountant
Aug 2018 - Jan 2021

Pacific Western Transportation Ltd
Jul 2021 - nowManager Financial Reporting
Mar 2024 - nowSenior Financial Analyst
Jul 2021 - Mar 2024
Licenses & Certifications

Certified Public Accountant
Montana Board of Public AccountantsSept 2020
CPA
CPA OntarioJun 2021- View certificate
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Advanced Financial Modeller
Financial Modeling Institute (FMI)Jul 2019
Honors & Awards
- Awarded to Vasanthi SwaminathanBest Student of B.Com College 2009
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