Wungramso Kharewo

Wungramso Kharewo

Management Trainee

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location of Wungramso KharewoAlameda, California, United States

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  • Timeline

  • About me

    Tax Expert, Precision Accounting | Baker Tilly | MBA, Fin.

  • Education

    • Indian Institute of Management, Indore

      2021 - 2022
      Diploma in Data Analytics Integrated Program for Business Analytics
    • Lincoln University (Oakland, CA)

      2022 - 2023
      Master of Business Administration - MBA Financial Management and Investment 3.2

      Faaliyetler 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 - 2022
      PGDM International Finance and Management

      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… 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 - 2019
      Bachelor of Commerce - BCom Financial Accounting Management

      Faaliyetler 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 2022
      Management Trainee
    • Signature, Sanfrancisco

      Jan 2023 - Jan 2023
      Property Manager, Customer Service
    • Lincoln University (Oakland, CA)

      Jan 2023 - Jan 2023
      Administrative Clerk
    • Wall Street Oasis

      Jan 2023 - Jan 2023
      Financial Research Analyst
    • Precision Accounting and Tax CPA

      Jan 2024 - now

      Credit 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 - now
      • Tax Preparer

        Jan 2024 - now
    • Baker Tilly US

      Jan 2025 - Jan 2025
      Income Tax Expert

      During 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

    • Operational Modeling

      Corporate Finance Institute® (CFI)
      Oct 2022
      View certificate certificate
    • Building a 3 statement Financial Model

      Corporate Finance Institute® (CFI)
      Oct 2022
      View certificate certificate
    • Statistics for Data Science and Business Analysis

      365 Careers
      May 2021
      View certificate certificate
    • Business Valuation Modeling Part I

      Corporate Finance Institute® (CFI)
      Oct 2022
      View certificate certificate
    • The Ultimate Microsoft Office 2016 Training Bundle

      Udemy
      Aug 2019
      View certificate certificate
    • Financial Analysis Fundamentals

      Corporate Finance Institute® (CFI)
      Sept 2022
      View certificate certificate
    • Computer Aided Office Management and Desktop Publishing (DTP)

      Merit
      Jun 2016
    • Accounting & Financial Statement Analysis: Complete Training

      NASBA
      Oct 2022
      View certificate certificate
    • FP&A Monthly Cash Flow Forecasting

      Corporate Finance Institute® (CFI)
      Oct 2022
      View certificate certificate
    • Excel: Intermediate

      Great Learning
      Aug 2021
      View certificate certificate