Aarti Kapadia, Mba, M.Acc, Cpa Email & Phone Number

Phoenix, AZ

A.K. Accounting and Tax PLLC is a boutique firm specialized in providing accounting, outsourced CFO/ Controller services and tax planning and preparation for small businesses. One size does not fit all and we provide customized solutions to meet your business needs. Our primary focus areas are Traditional Accounting and Business Intelligence and we offer.

Tax planning and preparation for ultra high net worth individuals, large estates and trusts

Phoenix, Arizona Area

• Developed models based on macro-economic data, the advertising environment and internal initiatives. These models were used for the annual budget and long range strategic forecasts.
• Partnered with EVP of Real Estate to develop investment monitoring tools, used to evaluate the current $230M capital investment in Digital media. Enhanced investment return analysis by incorporating market level.
• Generated monthly KPI reporting around rate and occupancy trends, organic growth in the fastest growing product segments and revenue by Sales Channel utilized by field and executive management to drive top line revenue.
• Identified new business opportunities by analyzing growth trends from external thought leaders and competitor earnings releases and define gaps in existing portfolio for 40+ local markets.
• Developed reporting to facilitate strategic decision making around network build outs and relocation of assets to maximize IRR on existing investments.
• Partnered with IT and 40+ local markets to automate existing reporting and develop new data sources to better assess forward looking revenue and projections.

• Actively involved in selection, requirements gathering, design, development, testing and implementation of the Budgeting and Planning tool. Conducted extensive end user training and provided continuous support as a.
• Implemented quarterly rolling forecasts and managed the companywide budgeting process with an annual budget of over $100MM since 2009.
• Lead administrator for the Cognos Planning system since its launch in 2009, responsible for ongoing maintenance and all enhancements to the system.
• Mined data from the budgeting system by creating various reports using reporting tools like Cognos Analysis Studio and Report Studio.

• Built and maintained complex financial models that involved various economic and financial data required for credit analysis.
• Evaluated credits in the following Tax Exempt sectors – GO Debt, various Revenue Bonds, Continuing Care Retirement Communities, Not for Profit Hospitals, Higher Education, Municipalities, School Districts, Airports.
• Developed an Aggressive Accounting Model for credits in the Taxable sector based on recent academic research.

• Conducted vendor viability assessments of over 30 companies as a part of Vanguard’s Risk Mitigation process.
• Managed the quarterly rolling forecast process for the Technology Operations Group with an annual budget of over $200MM in 2006 and 2007.
• Shepherded procurement activities in Technology Operations totaling $50MM and evaluated business initiatives totaling $35MM.
• Developed financial models that calculated the cost of technology workloads on different platforms and reduced time to evaluate different technology initiatives by 50%.

Financial Analyst, Quantitative Models Group (01/04-02/05)· Assisted in developing an Accounting Model based on key variables and footnotes in 10Ks of public companies to shortlist firms that potentially engage in aggressive accounting. · Analyzed data, academic research, and regulatory changes to enhance ISS Compensation, and Corporate Governance Quotient.

Master'S Degree, Accounting

Mba, Finance And Systems

B.E., Chemical Engineering

Mba