Apr 2025 – Present · 1 yr 1 mo · Noida · Hybrid

• ✅ Experience in NBFC Accounting, Compliance & Financial Operations
• ✅ Handling Loan Processing, Documentation, Disbursement & Collection Management
• ✅ Expertise in Interest Calculations, EMI Schedules, Repayment Tracking & Ledger Reconciliation
• ✅ Managing NPA Identification, Provisioning & Recovery Monitoring
• ✅ Ensuring compliance with RBI Guidelines, KYC Norms & Statutory Requirements
• ✅ Preparation of MIS Reports, Cash Flow Statements & Monthly Performance Dashboards
• ✅ Coordinating with auditors for Internal Audit, Statutory Audit & Compliance Review
• ✅ Managing Vendor Payments, Branch Accounting & Daily Financial Entries
• ✅ Supporting management in Risk Assessment, Lending Policy Implementation & Credit Analysis
• ✅ Working with digital tools for Loan Management Systems (LMS) & Core Accounting
• ✅ Streamlining workflows for faster approvals, improved collections & better financial control

May 2024 – Present · 2 yrs

Mar 2024 – Present · 2 yrs 2 mos · Gurugram · On-site

• ✅ Providing end-to-end Foreign Accounting & Bookkeeping Services for US, UK & Australian clients
• ✅ Working on global tools like QuickBooks Online, Xero, Zoho Books, Sage, Wave & Netsuite
• ✅ Managing AP/AR, Bank Reconciliation, Payroll, Expenses, Invoicing & Monthly Closing
• ✅ Handling US GAAP basics, UK FRS, AUS BAS, VAT/GST/Sales Tax compliance
• ✅ Executing cleanup projects, catch-up bookkeeping & year-end financial statements
• ✅ Serving CPAs, EAs, Accounting Firms & Small Businesses internationally
• ✅ Preparing Management Reports, Cashflow, P&L, Balance Sheet & KPI Dashboards
• ✅ Implementing SOPs, workflows, quality control & data accuracy frameworks
• ✅ Supporting clients with 1099 preparation, W-9 reviews, VAT Returns, CIS, PAYE & BAS filings
• ✅ Working with strict timelines, confidentiality, audit-ready documentation & review systems
• ✅ Helping Indian businesses outsource accounting functions with global-standard processes
• ✅ Building India’s strongest CA-led brand for International Accounting & Outsourcing

Mar 2024 – Present · 2 yrs 2 mos · India · Hybrid

• ✅ Helping professionals build a powerful personal brand on LinkedIn & social media
• ✅ Training individuals to communicate with clarity, confidence & authenticity
• ✅ Guiding CAs, students & entrepreneurs in profile optimization, storytelling & positioning
• ✅ Teaching growth strategies for content creation, engagement & audience building
• ✅ Mentoring on visibility, reputation management & digital identity
• ✅ Helping clients attract better opportunities, jobs, clients & collaborations
• ✅ Building step-by-step systems for consistent posting & brand growth
• ✅ Simplifying personal branding into practical, actionable & real-world techniques
• ✅ Conducting workshops on public speaking, communication skills & online presence
• ✅ Dedicated to transforming professionals into influential, trusted and high-value brands

Mar 2024 – Aug 2024 · 5 mos · On-site

• ✅ Conducting Concurrent Audit for NHAI – PIU Ambala with focus on compliance, accuracy & transparency
• ✅ Reviewing contractor payments, bills, measurement books (MBs) & work progress reports
• ✅ Verification of tenders, work orders, contract agreements & project documentation
• ✅ Ensuring compliance with NHAI guidelines, NH Act norms, SOPs & financial regulations
• ✅ Monitoring expenditure, fund utilization, advances, deductions & statutory compliances
• ✅ Checking quality control records, DPRs, RA bills & project-wise accounting
• ✅ Identifying discrepancies, delays, deviations & reporting them with actionable recommendations
• ✅ Coordinating with PIU officials, engineers, contractors & NHAI finance team
• ✅ Reviewing bank reconciliations, ledger scrutiny, documentation & audit trails
• ✅ Supporting NHAI in strengthening internal controls, financial discipline & project monitoring
• ✅ Preparing monthly audit reports, observations & compliance status for PIU Ambala

Jan 2024 – Present · 2 yrs 4 mos · India · Hybrid

• ✅ Training Indian CAs, accountants & students in US, UK & Australian Accounting & Bookkeeping
• ✅ Practical learning on QuickBooks Online, Xero, Zoho Books, Sage & other global tools
• ✅ Covering Chart of Accounts, Bank Reconciliation, AP/AR, Payroll, GST/VAT/Sales Tax
• ✅ Teaching complete US GAAP Basics, UK FRS, AUS BAS, CIS, PAYE & VAT Returns
• ✅ Real-time working knowledge of cleanup projects, monthly books & year-end closing
• ✅ Step-by-step guidance to start your own Foreign Accounting Outsourcing Practice (FAOP)
• ✅ Includes client acquisition strategies for US/UK/AUS markets (LinkedIn, Email, Websites)
• ✅ Covers proposal drafting, pricing models, onboarding, workflow & SOP creation
• ✅ Hands-on assignments & practical projects to build real experience
• ✅ Helping Indian CAs & firms expand globally and build international bookkeeping clients
• ✅ Mission to train 1,000+ CA firms in global accounting & outsourcing
• ✅ Part of SJ Mentorship Group’s vision to empower India in International Accounting & Remote Work

Dec 2023 – Present · 2 yrs 5 mos · Chandigarh, India · On-site

• Foreign Accounting and Taxation Work of US, UK, Canada, New Zealand, Australia and Dubai.

Apr 2021 – Jul 2021 · 3 mos · Gurugram · On-site

• ✅ Managing Retail & SME Credit Portfolio with strong focus on risk assessment & credit quality
• ✅ Evaluating loan proposals, financial statements, banking analysis & customer creditworthiness
• ✅ Conducting due diligence, CIBIL checks, income assessment & collateral verification
• ✅ Preparing credit appraisal notes, cash flow analysis & eligibility calculations
• ✅ Coordinating with sales teams, operations & legal/technical vendors for smooth processing
• ✅ Ensuring adherence to ICICI Bank credit policies, RBI guidelines & risk management norms
• ✅ Monitoring portfolio performance, NPAs, overdue accounts & early warning signals
• ✅ Visiting customers for field verification, business assessment & financial understanding
• ✅ Managing end-to-end sanctioning process for Home Loans, LAP, Auto, Personal, SME Loans
• ✅ Improving branch credit quality through fast processing, compliance & strong decision-making
• ✅ Supporting the branch in business growth, customer satisfaction & operational excellence

Dec 2018 – Jan 2019 · 1 mo · Greater Jaipur Area

• ✅ Successfully completed the ICAI Residential Programme at the Centre of Excellence, Jaipur
• ✅ Intensive learning experience focused on leadership, communication & professional development
• ✅ Strengthened concepts in accounting, taxation, audit, finance & corporate laws through expert faculty
• ✅ Enhanced practical knowledge with case studies, mock sessions & interactive workshops
• ✅ Developed strong skills in teamwork, discipline, time management & problem-solving
• ✅ Gained exposure to industry-oriented training designed to shape career-ready professionals
• ✅ Improved confidence, mindset & professional attitude through structured daily sessions
• ✅ Built a valuable network of aspiring CAs & mentors from across India
• ✅ Recognized as one of ICAI’s most prestigious learning and grooming programs
• ✅ A transformational experience contributing to overall personality development & career growth

Feb 2016 – Dec 2018 · 2 yrs 10 mos · Gurugram

• ✅ Worked in the Corporate & International Tax division under senior managers, directors & partners
• ✅ Assisted in preparing tax computations, return filings & advance tax workings for large corporates
• ✅ Worked on International Tax assignments, DTAA interpretations & cross-border tax analysis
• ✅ Drafted and reviewed notices, replies, submissions & documentation for tax authorities
• ✅ Supported teams in assessment proceedings, appeals & litigation support
• ✅ Prepared transfer pricing documentation, FAR analysis & benchmarking support
• ✅ Conducted research on complex tax issues, circulars, case laws & international taxation matters
• ✅ Gained exposure to corporate restructuring, withholding tax (TDS/TCS) & FEMA-related matters
• ✅ Coordinated with clients for data collection, reconciliations & compliance checks
• ✅ Prepared MIS reports, working papers & audit-ready files following Deloitte’s quality standards
• ✅ Hands-on experience with ITD portal, e-filing, TRACES & digital tax tools
• ✅ Built strong skills in tax analysis, drafting, client communication & deadline management

Jan 2016 – Present · 10 yrs 4 mos

• ✅ Creating high-value content on CA profession, finance, foreign accounting & career growth
• ✅ Sharing insights on placements, interviews, communication skills & professional branding
• ✅ Helping students, CAs & finance professionals grow through practical guidance & mentorship
• ✅ Publishing daily posts, reels, carousels & long-form content that adds real value
• ✅ Explaining complex topics in simple, relatable & actionable formats
• ✅ Building a strong community of learners, accountants & aspiring finance professionals
• ✅ Creating awareness about global accounting, outsourcing & international opportunities
• ✅ Empowering professionals with LinkedIn growth strategies & personal branding tips
• ✅ Consistently delivering knowledge that inspires clarity, confidence & career transformation
• ✅ Dedicated to helping the CA community achieve better skills, better opportunities & better lives

Oct 2015 – Dec 2015 · 2 mos

• ✅ Worked in the Direct Tax division handling individual, firm & corporate taxation
• ✅ Assisted in preparing Income Tax Returns, tax computations & advance tax workings
• ✅ Prepared and organized working papers, client files & supporting documentation
• ✅ Conducted TDS reconciliations, 26AS matching & ledger scrutiny
• ✅ Supported seniors in drafting responses to notices & basic submissions
• ✅ Worked on ITD portal, e-filing utilities & TRACES for compliance activities
• ✅ Performed basic tax research on sections, amendments & relevant case laws
• ✅ Coordinated with clients for data collection, clarification & documentation
• ✅ Developed foundational skills in direct tax compliance, accuracy & deadline management