Nikita Gupta
Auckland,AUK
Summary
Finance professional consultant having 8+ years of experience in providing financial accounting and analysis. Eager to leverage my expertise in technical accounting coupled with a strong understanding of the Financial Services sector, to drive growth, deliver exceptional client experiences, and contribute to the success of accounting and advisory services. Professional consultant with proven ability to drive impactful business outcomes through strategic planning and analysis. Demonstrated success in managing cross-functional teams and delivering comprehensive solutions that align with client needs. Valued for adaptability, collaboration, and results-driven mindset, with expertise in project management and stakeholder engagement.
Overview
11
11
years of professional experience
Work History
Senior Consultant
KPMG India Services LLP
01.2020 - 09.2024
- Manage the full accounting cycle, including month-end and year end closings, ensuring accurate and timely financial reporting for entities located in SG, UAE, GmbH and India
- Performed day to day financial transactions, including verifying, classifying, computing, posting and recording the data and reconciled monthly totals to confirm proper accounting
- Prepared and maintained assigned accounts monthly and quarterly reconciliation schedules
- Assisted in maintenance of books of accounts including bank statements received and all the adjustments as required
- Implement and maintain efficient internal controls, reducing errors and enhancing financial integrity
- Also prepared MIS reports as per management requirement
- Assisted in co-originating with the auditors for the respective entity audits
- Performed bookkeeping duties by preparing checks for payables, reconciling bank accounts and updating accounts receivables
- Assisted in client queries on timely basis as required
- Maintained a thorough understanding of Generally Accepted Accounting Principles
- Researched discrepancies between bank balances and general ledger accounts
- Updated journal entries to ensure accurate reporting of transactions
- Worked with cross-functional teams to achieve goals
- Reconciled bank statements and credit card transactions on a regular basis
- Performed data entry and administrative duties as assigned
- Ensured compliance with GAAP standards when preparing financial reports
- Reconciled intercompany accounts on a monthly basis
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances
- Performed month-end close activities such as revenue recognition, expense accrual
- Oversaw full accounting cycle and prepared applicable financial statements
- Maintained fixed asset records and prepared depreciation schedules
- Assisted with customer requests and answered questions to improve satisfaction
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
- Completed day-to-day duties accurately and efficiently
- Assisted in the preparation of financial statements, including balance sheets, income statements, and cash flow statements
- Contributed to a positive work environment through collaboration with team members, sharing expertise and assisting colleagues with bookkeeping tasks as needed
- Ensured accurate financial records through diligent bookkeeping and reconciliation practices
- Kept bookkeeping operations in full compliance with legal statutes
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to services
- Analyzed files and accounts for discrepancies and resolved variances
- Performed bookkeeping duties such as journal entries, cash flow analysis, account reconciliations
- Prepared journal entries related to accounts payable and receivable activities
- Prepared monthly financial reports for management review and analysis
- Ensured compliance with applicable laws, regulations, policies, and procedures for accounts payable and receivable activities
- Performed month-end closing tasks such as reconciling subledger accounts
- Processed vendor payments accurately and efficiently
- Reconciled bank statements on a regular basis
- Generated weekly aging reports for management review
- Checked postings and documents for correctness and accuracy
- Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements
- Performed monthly closing activities such as accruals and deferrals
- Conducted periodic reconciliations of customer accounts to ensure accurate records
- Monitored loans and accounts payable to confirm payments are current
- Posted journal entries into general ledger system on a timely basis
- Provided support to the accounting department when needed
- Maintained accurate financial records and documentation in compliance with company policies
- Mentored junior consultants, helping them enhance their skills and contribute more effectively to projects.
- Delivered high-quality solutions for clients through comprehensive research and analysis of industry trends.
- Evaluated clients' needs and created plan of action to provide solutions.
- Increased client satisfaction by providing tailored consulting services and effective problem-solving strategies.
Executive
B.S.R & Co LLP
06.2018 - 12.2019
- Assisted in reviewing of outward supply and inward supply of transaction for filing of monthly returns - GTSR 1, GSTR 3B, ITC – 04 and ISD returns
- Gathered financial information from clients to ensure accuracy of their tax returns
- Assisted in performing GAP analysis of inward register for Input Tax Credit Mismatch
- Assisted in complying with the preparation of GSTR 9 & 9C
- Assisted in submission of documents to department for refund issue
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity
- Maintained confidentiality when dealing with sensitive client information at all times
- Organized paperwork into appropriate folders for easy retrieval when needed
- Generated reports summarizing details of the filing process for each taxpayer's return
Executive
Namburi Venkateshwara Rao& Co
12.2014 - 05.2019
- Preparation and finalization of various individuals, firms, companies, trust, co-operative society, income tax returns and e-filling of income tax returns
- Educated clients on the implications of tax laws and their financial decisions
- Analyzed client's income and expenses to determine deductions and credits
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents
- Performed detailed record-keeping for all tax files and documentation for future reference
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns
- Provided guidance to taxpayers by explaining regulations and resolving questions related to their filings
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum
- Resolved client tax issues by investigating discrepancies and implementing corrective actions
- Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns
- Gathered financial information from clients to ensure accuracy of their tax returns
- Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing
- Reconciled bank statements and financial documents to ensure accurate tax reporting
- Updated knowledge about changes in tax laws by attending workshops and seminars regularly
- Prepared quarterly estimated payments as well as extensions where applicable
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion
- Prepared and filed income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws
- Representing before Income Tax authority for individual & corporate tax issues & notices such as outstanding refunds & demands
- Conducted the Concurrent Audit of IDBI - RAC, Vijayawada
- Statutory Audit of one of the largest branches (Seetharampuram, Benz Circle) of Andhra Bank in Vijayawada which involved verification of documentation, non- performing assets and filing of Long Form Audit Report
- Maintenance of clients' books of accounts and record keeping
- Compliance form with Registrar of Companies in relation to Director Identification number, Company Incorporation, Annual Returns, Preparation of Projected Financial Statements, Compliances with respect to GSTR 1 & GSTR 3B
- Verified that all necessary forms were completed accurately before submission for processing
- Resolved customer complaints or answered customers' questions
APPRENTICESHIP EXPERIENCE
P.S. Gupta & Associates
04.2014 - 12.2014
- Executed stock audit of VERTU mobiles, showroom located in DLF Emporio, New Delhi
- Calculation and Worksheets of Service Tax for TIDE WATER OIL CO (INDIA) Ltd, New Delhi
- Maintenance of books of accounts on a daily basis and preparation of financial statements
- TDS and other statutory compliances
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion
- Prepared and filed income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws
- Scanned, indexed, and archived documents, ensuring compliance with company policies
- Provided administrative support as needed, including data entry and document preparation
Education
B. Com (Honors) -
SRCC, Delhi University
New Delhi, India01.2013
IPCC Group I -
Institute of Chartered Accountants of India
01.2014
IPCC Group II -
Institute of Chartered Accountants of India
07.2014
CPT -
Institute of Chartered Accountants of India
01.2010
Intermediate -
Atkinson Higher Secondary School
Vijayawada, India01.2010
Matriculation -
Atkinson Higher Secondary School
Vijayawada, India01.2008
Skills
- Advanced Excel Skills
- Skilled in Microsoft Word Functions
- Effective Presentation Design with PowerPoint
- Tally ERP 9
- Xledger
- Xero
- SAGE ERP
- Spectrum
- Effective Team Collaboration
- Relationship Management
- Strategic planning
- Customer-oriented
- Efficient Learner
- Team collaboration
- Client-Focused Consulting
- Partnership-Focused Attitude
- Problem resolution
- Project documentation
- Creativity and innovation
- Project management
- Versatile Scheduling
- Workflow planning
- Business Professionalism
- Business development
- Market Research
- Customer relations
Languages
English
Native or Bilingual
Hindi
Full Professional
Telugu
Professional Working
Punjabi
Limited Working
Personal Information
Date of Birth: 10th September, 1992
Address: Unit 5E/2, Eden Crescent, Auckland CBD 1010
Disclaimer
I do hereby declare that the above furnished information is true and correct to the best of my knowledge.
Timeline
Senior Consultant
KPMG India Services LLP
01.2020 - 09.2024
Executive
B.S.R & Co LLP
06.2018 - 12.2019
Executive
Namburi Venkateshwara Rao& Co
12.2014 - 05.2019
APPRENTICESHIP EXPERIENCE
P.S. Gupta & Associates
04.2014 - 12.2014
B. Com (Honors) -
SRCC, Delhi University
IPCC Group I -
Institute of Chartered Accountants of India
IPCC Group II -
Institute of Chartered Accountants of India
CPT -
Institute of Chartered Accountants of India
Intermediate -
Atkinson Higher Secondary School
Matriculation -
Atkinson Higher Secondary School
Similar Profiles
Ravi Kiran SunkaraRavi Kiran Sunkara
Technical Director at KPMG India Services LLPTechnical Director at KPMG India Services LLP
Nilanjit RoyNilanjit Roy
Consultant at KPMG India Services LLPConsultant at KPMG India Services LLP
Rohit SharmaRohit Sharma
Assistant Manager- CFO Advisory (Finance) at KPMG India Services, LLPAssistant Manager- CFO Advisory (Finance) at KPMG India Services, LLP