Kaushal Surana

Experience

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  CR Mehta & Co.

  Dec 2006 - Jul 2010

  Articled Assistant

  Contributed to the preparation of Annual Income Tax, VAT, and Service Tax Returns, conducted StatutoryAudits across diverse industries, and performed bank Audits as assigned by C&AG.

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  Aneja Associates

  Jun 2009 - Jul 2010

  Intern

  Conducted concurrent audit of Treasury Management Operations for ICICI Bank, overseeing back‑endreconciliation of trade, position, and cash for dealers.

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  SS&C GlobeOp

  Oct 2011 - Nov 2012

  Senior Associate

  Managed reconciliation of daily trades and portfolio pricing, calculated weekly NAV, and updated systemsaccording to BBG for major client Lyxor Asset Management Group, handling diverse asset classes includingEquity, Derivatives, Forex, and Bonds.

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  Salim International Investment Holding L.L.C.(Chairman's Office)

  Dec 2012 - Nov 2013

  Group Internal Auditor

  Oversaw financial performance across diversified sectors of Galfar Group, updating stakeholders andreviewing key financials and strategic decisions.Acted as a liaison between management and stakeholders, raising concerns and facilitating communication.Advised stakeholders on inter‑group opportunities and realigned inter‑company businesses to enhanceoverall group profitability.Contributed to efficient audit planning and execution under the direction of the Group's Internal AuditManager, ensuring timely resolution of identified issues. Show less

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  Salim International Investment Holding L.L.C.

  Dec 2013 - Sept 2015

  Investment Analyst

  Analyzed economic and market trends, financial statements, and indicators to develop investmentstrategies.Networked with investment bankers, fund managers, and industry experts to gather insights and expandprofessional connections.Tracked portfolio performance and communicated updates to stakeholders promptly.Produced advisory reports with recommendations for new investment opportunities and portfolioenhancement.

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  CR Mehta & Co.

  Jan 2016 - Jun 2020

  Partner

  Provided Financial Services to companies in Jodhpur and nearby cities, spanningindustries like Handicrafts, Suiting Fabric manufacturing, Quick Lime & Minerals, etc.Analyzed and reviewed business plans, assessed project viability, and conducted Variance analysis.Oversaw preparation of Monthly Management Information System (MIS) and led Annual Budget preparationand monitoring.Managed preparation and upkeep of statutory books of accounts, and finalized year‑end financialstatements.Coordinated external audit processes as per bank or statutory requirements.Ensured timely fulfillment of trade finance needs including bank guarantees and LCs, negotiating termswith banks as necessary.Previous experience at Anand Rathi IT Private Limited involved preparing pitch materials, offeringmemorandums, and investor presentations, alongside conducting financial analysis, modeling, valuation,and due diligence for corporate clients. Show less

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  IIPL

  Jul 2020 - now

  Senior Account Manager

  Provided end‑to‑end accounting services and spearheaded the development of technical solutions toenhance efficiency and elevate working standards.Played a pivotal role in increasing monthly sales and maintaining a top position for a significant part of theyear.Cultivated strong client relationships through proactive communication, tax advisory, and year‑endaccounts finalization.Managed accounts, tax returns, VAT returns, payroll processing, and statutory compliances forUK‑based clients. Show less