Swathi B.R. - EA

Experience

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  Ernst & Young Global Consulting Services

  Jul 2011 - Feb 2012

  Tax Analyst

  Helped prepare Tax returns for Individual clients using Go System; Trained in The US communication.

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  Volvo Group

  Apr 2012 - Jun 2013

  Finance Associate

   Analysed Annual Report figures of Income Statement & Balance Sheet and updated Financial Scorecard of Volvo suppliers across EMEA, APAC, NA & SA Analysed and submitted the reports of Financial Ratios (KPI’s) from the given financial figures to suppliers and respective supplier host for SEM Audit Involved in identifying high & low risks of suppliers for future projects and support Global Engineers & Purchase Managers Prepared & monitored Dashboard database regularly and followed-up on business performance of risky suppliers Supported Analysts & Financial Controllers in sourcing apt suppliers for the project by internal financial evaluation Participated in CFM meetings & training sessions to improve training, methodologies, tools and skills Show less

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  GE HealthCare

  Jun 2013 - Sept 2014

  Finance Executive(FP&A)

   Handled weekly Inventory reports via Oracle (MRB, Obso & Scrap) and WIP Reports Executed Cost roll ups of existing & new Make/Buy parts Responsible for preparing Transfer Pricing computation reports that support Engineering & Sourcing team across all levels of GE (WGE, GE X-Ray, Jeff) and updating Transfer Prices in Oracle Managed all Material Bills of Make parts upon requirement for every product manufactured & sold out of WGE Prepared monthly center wide MIS presenting financial, operational and business metrics Facilitated Engineers providing Elementary Cost Report via Oracle, ICV & Computation of ICV Output to Operational teams as per their requirements and COGS report of reconciling Sales with ICV Output report on monthly basis Assisted Treasury team with submission of Asset Commissioning Certificate for calculating depreciation of capitalized assets every quarter Assisted with work plan reconciliation & reporting, processing financial transactions and tracking time Handled and other Working Capital Management monthly reports of Client contracts Efficiently handled Clearing charges & Duty expenses and thus facilitated Freight provision for WGE Site Show less

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  Accenture

  Sept 2014 - May 2015

  Client Financial Analyst

   Provided value-added financial management, analysis & advice to client engagements for maximizing profitability Executed all Internal Controls, Inventory & Receivables management and hardware/software costs Collaborated with clients & engagement executives, Client Group Finance Leads (or equivalent), and other finance operational executives and communicated the position & status of contracts/financial accounts Responsible for creating contract-related work of expenses for client contracts upon requirement Followed-up on receivables, monitoring variances, and subcontractor invoices & discrepancies Journal preparation & Invoice creation via SAP & PO creation via Ariba Executed all invoices and Internal Financial & Controls Submissions consistent with contractual requirements Created Work Breakdown Structure elements and SAP reports for client resources via MME Implemented Working Capital Management and SAP Reporting Tools for P&L reporting Prepared SRT reports to show Billing, Revenue, Expenses & other details of Client contracts on fortnightly basis Responsible for preparing engagement, project reporting as well as Accenture internal financial audit submissions Analysed on top expenses of resources for various Client Financial Management projects Assisted on forecast management activities of ad hoc & internal stakeholder management requests Show less

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  Merdith Corporation

  Aug 2015 - Mar 2019

  Analyst-Circulation Finance & Marketing Revenue

  I have worked in Meredith Corporation in Planning & Consumer Marketing Services team. Although majorly into reporting, analysis and mentoring was also a part of my job role. Planning is the base work of strategic management and decision making of top management; Reporting facilitates all of those responsibilities.Adhering to audit work which means ATD into minute of reporting and its numbers has given me the leverage and confidence to excel in my day to day work. Not just that, but also to follow the trend of competitors of Meredith titles and its auditory submissions.Have worked closely with stakeholders in the US for day to day business needs.Co-ordinated actively in month close activities.Prepared reports relevant for quarter close RFC submissions.Prepared financial reports for budget submissions. Show less

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  TaxAudit

  May 2021 - Aug 2021

  Tax Professional

  Audit Representative- Helped Individual taxpayers with IRS Correspondence Audits.Examined the taxpayers' audited 1040, 1040 Schedules, State tax returns for further issues other than the issues on the IRS notice, and provided advisory services.Represented taxpayers who were audited by the IRS for Education credits, Sale of securities (including Employer-securities), W-2, Retirement plan distribution, 1099-C, 1099-K, 1099-Q, 1098-T, Dividends /Interest.Represented taxpayers for Penalty Relief.Followed up with the IRS during represention of the clients through IRS Power of Attorney.Conducted extensive research on tax issues on TheTaxBook, Internal portal, and the IRS website. Show less

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  California Department of Tax and Fee Administration

  Sept 2021 - Sept 2023

  Business Taxes Representative