Ajay Yadav Email & Phone Number

Jaipur, Rajasthan, India

• Managed tasks related to tax forms such as K-1 & K-3s, 1042-S and 1099.
• Contributed to the completion of audited financial statements.
• Responsible for consistently reviewing and enhancing investor statements.
• Successfully ensured accurate and timely delivery of Essential financial documentation to clients.
• Reporting of various financial reports, including PPM, ADVs, factsheets, estimates, investor updates and distribution to investors.
• Implemented efficient systems for producing and delivering call notices and distribution notices.

India

Jaipur, Rajasthan, India

Jaipur Area, India

• I) Taxation and Compliance:
• Detailed analysis of Yearly Income Tax Returns (India & USA).
• Ensured compliance with legal regulations by actively monitoring and tracking them.
• Maintained regular communication with CA, CPA, and other consultants to ensure timely updates.
• Implemented timely invoicing and depositing of GST, ensuring compliance with departmental regulations.
• Generated and analyzed Quarterly GST Returns reports.

Jaipur Area, India

• Presenting correct position of Profit & Loss Statement and Statement of Affairs (Balance Sheet) on timely basis.
• Maintained financial records for business for regulatory reporting and taxation.
• Completed detailed reviews of accounts and bookkeeping records to verify compliance with standards.
• Coordinated month-end closing processes to ensure completion ahead of aggressive deadlines.
• Prepared quarterly tax returns and reviewed submitted documentation with auditors.
• Accurately performed daily cash functions, including A/P and A/R tracking, budgeting, payroll transactions, expense management and various reconciliations.

Jaipur Area, India

• Reviewed financial statements and tax audits in detail to identify and correct discrepancies.
• Presenting correct position of Profit & Loss Statement and Statement of Affairs (Balance Sheet) on timely basis.
• Completed detailed reviews of accounts and bookkeeping records to verify compliance with standards.
• Maintained robust financial records for business for regulatory reporting and taxation.
• Coordinated month-end closing processes to ensure completion ahead of aggressive deadlines.
• Accurately performed daily cash functions, including A/P and A/R tracking, budgeting, payroll transactions, expense management and various reconciliations.

Jaipur Area, India

• Taxation and Compliance,
• Financial Reconciliation and Fund Management,
• Monitoring and Follow-up,
• Maintaining and recording Books of Accounts.

Jaipur Area, India

Jaipur Area, India

Master Of Business Administration (Mba), Finance And Financial Management Services, A

M.Com., Business Administration And Management, General

Bachelor Of Commerce (B.Com.), Business/Commerce, General

Chartered Accountant, Auditing