Summary
Overview
Work History
Education
Skills
Trainings
References
Timeline
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Nikita Jangid

Auckland,AUK

Summary

Certified Chartered Accountant with comprehensive experience in financial auditing, tax consulting and business advisory services. Showcases strong analytical skills, strategic planning abilities and proficiency in complex problem-solving. Successfully streamlined accounting processes and implemented cost-saving measures in previous roles. Demonstrates commitment to maintaining the highest standards of financial integrity. Analytical Chartered Accountant known for high productivity and efficient task completion. Specialize in financial reporting, tax planning, and risk management. Excel in communication, problem-solving, and strategic planning. Ready to leverage skills to drive financial accuracy and business success. Highly knowledgeable Mortgage Consultant with relevant experience in mortgage products, lending standards, and the home loan process. Strong analytical skills allow for accurate evaluation of complex financial data and determination of appropriate mortgage solutions. Proven record in maintaining client relationships, ensuring customer satisfaction, and contributing to team success. Skilled at managing multiple tasks while remaining focused on providing top-notch service to all clients. Resourceful Loan Consultant known for high productivity and efficient task completion. Specialize in financial analysis, risk assessment, and customer service strategies. Excel in communication, problem-solving, and adaptability to meet client needs and achieve financial objectives.

Overview

9
9
years of professional experience

Work History

Senior Project Finance Consultant(Processing Head)

Sumati Consultancy Group
Gujarat, India
04.2021 - 10.2023
  • Provided tailored mortgage advice to clients, analyzing their financial status and recommending suitable mortgage products.
  • Managed the end-to-end mortgage process, ensuring all documentation was accurate and complete.
  • Negotiated terms and conditions with lenders to secure the best possible mortgage rates for clients.
  • Conducted workshops and seminars to educate clients about the mortgage process and financial planning.
  • Maintained a high level of client satisfaction by delivering personalized and responsive service.
  • Prepared, reviewed, and processed mortgage loan documentation, ensuring all information was complete and accurate.
  • Coordinated with internal and external stakeholders to facilitate the smooth and timely disbursement of funds.
  • Monitored the disbursement process to ensure compliance with company policies and regulatory requirements.
  • Assisted in the development and maintenance of documentation templates and checklists to standardize processes.
  • Resolved discrepancies and issues related to loan documentation and disbursements, providing solutions to maintain workflow continuity.

Chartered Accountant

7 Star Empire Limited
Gujarat, India
09.2019 - 03.2021
  • Prepared monthly, quarterly, and annual financial statements for internal use and external auditing purposes.
  • Implemented internal controls over financial reporting processes to ensure accuracy and reliability of financial information reported externally.
  • Advised clients on tax planning strategies that minimize their tax liabilities while complying with applicable laws and regulations.
  • Performed audit procedures in accordance with International Standards on Auditing requirements.
  • Analyzed financial data to identify potential areas of improvement.
  • Provided accurate financial projections by examining current tax liabilities and projected future earnings.
  • Preparation and Filing of Income Tax, GST and TDS Returns for various types of assessee.
  • Finalization of financial statements as per requirements under various statutes.
  • Handling Scrutiny and Assessment Matters of various entities.
  • Handling Income Tax compliances of various entities.
  • Handling TDS compliances of various entities.

Audit Assistant

Sunil Chaudhary & Co.
Gujarat, India
11.2018 - 08.2019
  • Performed financial analysis to identify discrepancies in accounting data and created reports to document findings.
  • Assisted external auditors during annual audits by providing requested documents and information.
  • Reviewed client's general ledger accounts and reconciled account balances on a monthly basis.
  • Prepared detailed schedules for auditing purposes, such as revenue and expense accounts or inventory items.
  • Prepared workpapers documenting all research performed during the course of the audit process.
  • Collaborated with other members of the team in order to complete assigned tasks efficiently.
  • Participated in meetings with clients to discuss audit results and recommendations for improvement.
  • Assisted with the preparation of audit working papers, including gathering supporting documentation for testing purposes.
  • Assisted in planning and conducting audits of company accounts and financial transactions.
  • Analyzed accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
  • Maintained up-to-date knowledge regarding changes in banking regulations through continuing education courses.
  • Assisting Internal & Eternal Bank Audit of various Banks.
  • Preparation and Filing of Income Tax, GST and TDS Returns for various types of assessee.

Articled Assistant

DMS & Vilki Associates
Gujarat, India
08.2014 - 08.2017
  • Reviewed and analyzed accounting records, including trial balances and general ledgers.
  • Conducted monthly bank reconciliations to ensure accuracy of account balances.
  • Prepared financial statements in accordance with Generally Accepted Accounting Principles.
  • Participated in audits conducted by external auditors ensuring compliance with all applicable laws and regulations.
  • Created spreadsheets using Microsoft Excel for tracking expenses, revenue, assets, liabilities.
  • Analyzed financial statements to identify discrepancies and areas of improvement.
  • Assisted in preparing tax returns, budgets, forecasts, and other financial documents as needed.
  • Performed bank reconciliations and other bookkeeping tasks to maintain accurate financial records.
  • Participated in team meetings to discuss audit findings and prepare audit reports.
  • Assisted in the analysis of financial statements to identify discrepancies and suggest corrective actions.
  • Preparation and Filing of Income Tax, GST and TDS Returns for various types of assessee.
  • Maintenance of accounts and conducting Ledger Scrutiny of various entities.

Education

Chartered Accountant -

The Institute of Chartered Accountants of India
India
05-2019

Bachelor of Commerce (Honors) - Accounting And Finance

Veer Narmad South Gujarat University
Gujarat, India
04-2015

Skills

  • Tax planning
  • Financial statement preparation
  • Bank Reconciliation
  • Corporate finance
  • Indirect Taxation
  • Direct Taxation
  • Auditing Expertise
  • Financial Planning
  • Tax Preparation
  • Bookkeeping
  • Financial Reporting
  • Financial Data Analysis
  • Account Reconciliation
  • Balance sheets
  • Tax Return Preparation
  • Loan Applications
  • Loan Processing
  • Financial Assessment
  • Forecasting

Trainings

  • Underwent 100-hours I.T. Training program conducted by ICAI as a part of the Course curriculum to learn MS-Office Suite, Tally, Internal control and security systems.
  • Underwent a 15-day General Management & Communication Skills (GMCS) Program conducted by ICAI as a part of Course curriculum. Learnt and practiced the following skills :

o  Effective Communications

o  Team Building

o  Interpersonal skills

o  Presentation skills and

o  Managerial skills

References

References available upon request.

Timeline

Senior Project Finance Consultant(Processing Head)

Sumati Consultancy Group
04.2021 - 10.2023

Chartered Accountant

7 Star Empire Limited
09.2019 - 03.2021

Audit Assistant

Sunil Chaudhary & Co.
11.2018 - 08.2019

Articled Assistant

DMS & Vilki Associates
08.2014 - 08.2017

Chartered Accountant -

The Institute of Chartered Accountants of India

Bachelor of Commerce (Honors) - Accounting And Finance

Veer Narmad South Gujarat University
Nikita Jangid