Nov 2021 – Jan 2024 · 2 yrs 2 mos · India · Remote

• Tax and Audit - US and India

Jun 2020 – Oct 2021 · 1 yr 4 mos

• Play an interface role for Upstream and Integrated gas finance controls between process (LoD1) and Assurance providers. internal control testing team - LoD2 and Internal and external audit teams - LoD3.
• Manage a virtual team of 4 FTE that are based out of Malaysia, Chennai and Krakow.
• Ensure controls designed and deployed through change request, migrated from onshore to finance operations are robust, stems value leakage and helps to maintain the license to operate.
• Lead the quarterly (Q3 and Q4) Sox assurance sign-off cycle by engaging with processes, stakeholders and senior leaders.

Jan 2018 – Jun 2020 · 2 yrs 5 mos

• As a Finance Auditor, in the Planning phase, independently handle the assigned audit scope by understanding the control framework (CF), risks in the process/area of audit through walk-throughs.
• In the Execute phase, develop and execute the audit program through substantive testing to assess the design and operating effectiveness of the CF using data analytics. Conduct interviews to understand the governance structure and management monitoring of performance. Write discussion notes to align on facts observed.
• In the Reporting phase, write the findings, perform peer review of Executive summary and other auditor's writing of findings of the audit. As a lead Auditor, work with the auditees to come up with SMARTER actions to address the unmitigated risks.
• Led an audit successfully from planning (development of Terms of Reference to wrapping up the Audit) through a team of 5 with members from Netherlands, US and Malaysia and an external co-source for IT scope of the Audit ( 3 of the 5 team members were seniors in Job Group to me). This was a core finance process audit on cost recovery and manage close process of Group services companies.
• Some of the key audits performed of a total of 15 Audits (led and owned the finance scope) in the role include, Joint Venture, Anti-Bribery and Corruption/Anti-Money Laundering Audits in Egypt, Tax Audit for Brazil Upstream and Downstream, India JV Upstream Exit readiness Audit, Corporate Holdings and Treasury Audit, E2E Requisition to Pay CF in Manila, Downstream East Credit Audit in Malaysia, Upstream Assets Balance Sheet Audit.
• Used data analytics (SQL, Power BI) to execute all audits.

Mar 2013 – Jan 2018 · 4 yrs 10 mos

• Led the Change Management in Chemicals pricing in global Chemicals from Chennai. As a leader of community, managed a team size of 17. Sharpened my Collaborative, Business Partnering, CI (efficiency and business impact), Coaching/Developing people and Change Management skills along with moving on the Control Framework competency to skill level.
• Led the change management from non-standard calculation of pricing, globally, to implementing standardized and centralized formula pricing calculation from Chennai in global Chemicals, with a team size of 7, for approx. 400, third party sales contracts, under a robust Control Framework, value impact of circa. $6 Billion, annually.
• Stabilized the process in 2 years and built efficiency through CI in process and controls, resulting in a release of 2 FTE.
• Led the monthly global pricing network, a business partnering medium. Have a seat on the table in Sale to Business Customer Council and Global Finance Operations group.
• Handled alongside, P&T-billing & credit team of 9 for 1.75 years till 2014 and for 3 years between 2015 and 2017, handled Lubes team of 9 supporting North America in business development funding valued at $120 Million and sales discount and rebates administration valued at around $200 Million.
• Implemented the Leader Standard Work, a CI ways of working (that includes PDCA, Kata Coaching) in Q3'16 in my process of 80 employees.

Jul 2009 – Mar 2013 · 3 yrs 8 mos

• Gained experience in migration of tax process, stakeholder management, team management, learning of US state tax regulations including preparation of complex multi-state tax returns and calculation of quarterly tax provisions. Took an initiative to save on travel cost by approx. $150,000 (FO L1 savings).
• Won Stakeholder's Confidence by setting the stage for a 5 year long migration of US tax work to Chennai. Managed a team of 9 from Sep'09 to April'10, during process consulting phase and completed the first phase of documentation - work instructions of federal and state tax compliance
• Prepared numerous multi-state standalone, nexus and unitary group filing of state tax returns of Shell corporations including Shell Trading (US) company and partnerships with a combined tax liability running to multi-million dollars.
• Performed the role of data coordinator (2010 to 2012) to receive sales, property and payroll data from various Shell upstream and downstream entities doing business in the US for tax filing in 46 states.
• Led a team of 5 on an average throughout the tenure in state tax compliance since Apr’10.

Jul 2008 – Jul 2009 · 1 yr · Chennai Area, India

• Managed a book of 300 clients in the planning and preparation of individual (1040)/business (1120, 1120S, 1065, 990) tax returns. Also managed a team of 20. Reported to the CEO. My role/achievements include:
• Client communication, Review of tax return, as SME, train the team on business tax returns.
• Recruitment- Introduced the internship program
• Performed Tax planning before tax season using Profx tax/BNA. Reviewed quarterly, half yearly and yearly financials of tax/book keeping clients
• Reviewed business property statement and business license renewal of California based clients.

Nov 2007 – Jul 2008 · 8 mos · Chennai, Tamil Nadu, India

• As a senior team leader, lead a team of 12 staff and seniors that work on various client groups and liaise with various senior managers and seniors at parent's east coast offices from Chennai.
• Successfully led the team and ran the audit engagements (Planning/Field Work, Financials), while doing the audits from Chennai to complete numerous audits during the 2008 busy season. The audits included Massachusetts, Pennsylvania, New Jersey Housing Finance Agencies and US Housing and Urban Development (HUD) with few non-regulated deals.
• Led a team of 5 to 6 staff and liaised with one of the east coast offices on REAC (Real estate self-assurance) Filing. Submitted 325 filings in Q1’09 for 2008.
• On the job training/coaching of staff, supervising, reviewing their work.

Jan 2005 – Jan 2007 · 2 yrs · Boston, Massachusetts, United States

• Worked independently (and supervised) numerous Audit, Review and Compilation engagements for real estate, retail and personal services clients including consolidation of entities (APB 51, FIN 46 R) for a client involved in financing and leasing business (involving FAS 13 - lease accounting for U.S. GAAP and true lease for tax, revenue recognition, partnership accounting principles etc.)
• Worked as in-charge (supervisor) on multiple Housing and Urban Development (HUD) (not-for-profit - OMB A-133 and for profit) Audit engagements using GAAS and GAGAS guidelines.
• Reported directly to partner or senior manager on the above engagements and interacted directly with client management (CFO/Controller) and operational staff during the engagement.
• Prepared and reviewed many corporate ('C' Corp and 'S' Corp), federal including 'C' corp. consolidations, final year returns, Partnership/LLC, 990, and multi-state tax returns.
• Researched using tools such as CCH for Tax and RIA-Checkpoint Audit. Used RIA especially for lease accounting (direct financing lease treatment) and loan receivables accounting treatment and reporting/disclosure for GAAP and CCH to the tax treatment and requisites per the IRC on “True leases”.

Oct 2004 – Nov 2005 · 1 yr 1 mo · Boston, Massachusetts, United States

• Worked on numerous audit and fund audit engagements (involving HUD and Massachusetts Housing and Financing Agency (MHFA) regulated real estate clients).
• Worked on many real estate partnership tax engagements and high net worth individual tax returns.

Nov 1998 – Dec 2002 · 4 yrs 1 mo · Boston, Massachusetts, United States

• Lead Database developer/ Sr. Programmer Analyst
• Client: Workscape Inc, Framingham, MA:
• Configured the benefits system, calculated the eligibility of benefits and processed output files. Liaised between front-end developers and clients (Fleet (now part of BOA, Tyco, Aetna etc.)
• Client: Verizon Inc, Boston, MA
• Role included backend development, systems study, coding and reconciliation of output between two database software systems (Oracle and Forest Tree).
• Client: AZTECH Technology, Somerville, MA
• Implemented seeded reports and customized reports involving OE, GL, AR, INV and AP modules in Oracle manufacturing and financials Oracle ERP-11.0.3.
• Client: CTC Communications, Waltham, MA
• Responsible for coding, testing and implementation - supervised a team of 3.
• Developed MIS and commission payment reports. Developed an advanced matrix layout Cost of Sales report for Oracle ERP-11.0.3.
• Client: Putnam Investments, Andover, MA
• Converted Fund System: developed procedures, functions and packages in PL/SQL.

Sep 1997 – Oct 1998 · 1 yr 1 mo · Chennai, Tamil Nadu, India

• Developed and supported regional information management systems in Nagpur. Involved in the design and development of various IT projects at their transmission & distribution division in Chennai.

Jan 1994 – Sep 1997 · 3 yrs 8 mos · Ghaziabad, Uttar Pradesh, India

• Designed and developed imports information management system and MRP System. Played SME role in the analysis, design and conversion of commercial systems (Purchase, Stores, Finance, Sales) from Focus 4 GL (HDBMS) to Oracle RDBMS.