
Wungramso Kharewo
Management Trainee

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About me
Tax Expert, Precision Accounting | Baker Tilly | MBA, Fin.
Education

Indian Institute of Management, Indore
2021 - 2022Diploma in Data Analytics Integrated Program for Business Analytics.webp)
Lincoln University (Oakland, CA)
2022 - 2023Master of Business Administration - MBA Financial Management and Investment 3.2Faaliyetler ve Topluluklar:Successfully conducted various project Reports and Researched in-debt about “the 2008 Financial crisis” in the United States, and the cause and effects “securitization” played in the crisis, and presented on the same.

Universal Business School
2021 - 2022PGDM International Finance and Management1. In Collaboration with Thomson Reuters- made informed decisions as a Financial Analyst to increase the market capitalization of our given portfolio through strategic buy and sell decisions based on market analysis, and finding loopholes to gain an upper hand in the cut-throat simulated market.2. In Collaboration with ‘Beacon (Finance in Action)’- Successfully led the team in performing extensive Market Research, R&D, Budgeting, and Sales and marketing decisions from the introduction of… Daha fazla göster 1. In Collaboration with Thomson Reuters- made informed decisions as a Financial Analyst to increase the market capitalization of our given portfolio through strategic buy and sell decisions based on market analysis, and finding loopholes to gain an upper hand in the cut-throat simulated market.2. In Collaboration with ‘Beacon (Finance in Action)’- Successfully led the team in performing extensive Market Research, R&D, Budgeting, and Sales and marketing decisions from the introduction of Products to the sale, and re-development of the same. And captured the highest market share with the most Revenue recorded. Daha az göster

Gauhati University, Guwahati
2016 - 2019Bachelor of Commerce - BCom Financial Accounting ManagementFaaliyetler ve Topluluklar:Served as the Head of Student Representatives during the academic year 2018-19, demonstrating effective leadership and fostering positive engagement within the student body
Experience

Aditya Birla Capital
Jan 2022 - Jan 2022Management Trainee
Signature, Sanfrancisco
Jan 2023 - Jan 2023Property Manager, Customer Service.webp)
Lincoln University (Oakland, CA)
Jan 2023 - Jan 2023Administrative Clerk
Wall Street Oasis
Jan 2023 - Jan 2023Financial Research Analyst
Precision Accounting and Tax CPA
Jan 2024 - nowCredit Card, and Bank Statement reconciliation. Constructing P&L Statement. Tax Prep &Planning for Individuals, S-corp, C-Corp, Sole-Proprietor, Partnerships & Fiduciaries/Estates.
Bookkeeper
May 2024 - nowTax Preparer
Jan 2024 - now

Baker Tilly US
Jan 2025 - Jan 2025Income Tax ExpertDuring my tenure at Baker Tilly, I had the opportunity to work closely with over 130 clients during the tax season, offering personalized tax advice and preparing federal and state tax returns. I primarily focused on Form 1040, handling a range of complex cases, including:Schedule C (Self-employed income)Schedule E (Rental and pass-through income)K-1s from Partnerships and S CorporationsReporting Sale of Home and BusinessesI successfully completed one full tax season, consistently meeting deadlines while maintaining a high standard of accuracy and compliance.I utilized a variety of internal Baker Tilly tools, alongside TurboTax, Slack, Outlook, and Huddle for seamless collaboration and communication across teams. My experience strengthened my skills in client management, document analysis, tax planning, and multi-state tax return preparation. Daha az göster
Licenses & Certifications
- View certificate
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Operational Modeling
Corporate Finance Institute® (CFI)Oct 2022 - View certificate
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Building a 3 statement Financial Model
Corporate Finance Institute® (CFI)Oct 2022 - View certificate

Statistics for Data Science and Business Analysis
365 CareersMay 2021 - View certificate
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Business Valuation Modeling Part I
Corporate Finance Institute® (CFI)Oct 2022 - View certificate

The Ultimate Microsoft Office 2016 Training Bundle
UdemyAug 2019 - View certificate
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Financial Analysis Fundamentals
Corporate Finance Institute® (CFI)Sept 2022 
Computer Aided Office Management and Desktop Publishing (DTP)
MeritJun 2016- View certificate

Accounting & Financial Statement Analysis: Complete Training
NASBAOct 2022 - View certificate
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FP&A Monthly Cash Flow Forecasting
Corporate Finance Institute® (CFI)Oct 2022 - View certificate

Excel: Intermediate
Great LearningAug 2021
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