Amrita . Email & Phone Number

Netherlands

Managed the portfolio of over 50 diverse US and EU clients assisting in the preparation and filing of indirect tax returns such as Sales Tax, Seller's Use Tax, Consumer Use Tax, Withholding tax, and VAT- Orchestrated the end-to-end tax return preparation pipeline using Alteryx workflows, ingesting and processing invoices of clients for both account receivables and payables.- Utilized the Vertex Indirect Tax Automation tool to facilitate the preparation of tax returns for a workload exceeding 1,500 monthly returns, ensuring compliance with applicable tax regulations.- Applied extensive hands-on experience with MS-Excel to prepare reconciliation reports for unaccounted tax remittance variances, data validation reports to capture inaccuracies in client provided data, and credit balance history reports as per client requirement. - Developed dynamic Power BI dashboards to track metrics such as the number and types of taxes filed, total tax remitted, outstanding returns, historical trends, credit reports, etc. Presented findings to clients during regular monthly check-in meetings.- Filed an average of 200-250 returns monthly across 50 different US state jurisdictions.- Aided in resolving numerous indirect tax notices from state and local jurisdictions regarding prepayments and filing frequency changes.

Working as an analyst for one of India’s leading financial service providers, reporting directly to the COO to facilitate strategic decision-making aimed at increasing revenue, and ensuring smooth financial administration operations.- Played a pivotal role in maintaining and balancing the General Ledger accounts, leveraging Oracle Receivables for managing client billings (Accounts Receivable) and utilizing Procure-to-Pay software such as QuickBooks for efficient supplier payment processing (Accounts Payable) – investigating and resolving numerous reconciliation issues in the process and providing assistance during audits.- Created diverse financial reports, including revenue analysis, action tracker reports, aging reports, business pipeline reports, P&L reports, and month-end closing reports, for multiple verticals such as investment banking, debt syndication, and special situation advisory.- Acted as the primary custodian and tracker of the firm's key performance indicators (KPIs), monitoring net income, profitability, transaction volume, and market share across all verticals.- Conducted extensive market research and utilized Power BI, Galaxy ERP, and Oracle Fusion to craft comprehensive Management Information System (MIS) reports for a diverse clientele of over 15 different businesses.- Developed and delivered numerous Power BI dashboards alongside the reports that assisted business heads in the key decision-making processes for M&A, Debt Syndication, Private Equity, and IPOs, resulting in revenue exceeding $2 million for the firm.

Spearheaded a team of 2-3 bank associates to develop and implement a comprehensive lead generation pipeline strategy aimed at expanding the bank's branch retail liabilities, including investment plans, life/health insurance, and CASA.- Leveraged CRM tools like CRMNext to analyze metrics such as past investment behaviors, field of occupation, social connections, etc enabling the identification of High Net Worth Individuals (HNIs) for targeted, personalized pitches promoting products tailored to their specific needs.- Successfully implemented new strategies resulting in a 10% improvement in conversion rates compared to the previous baseline, facilitating the execution of $100K deals within a span of just 6 months.- Earned multiple appreciation awards for consistently achieving and surpassing company targets.

- Applied sales techniques including Targeted Marketing Campaigns, Cross-Selling, and Upselling to effectively promote and expand the sale of assured saving plans to a diverse customer base.- Engaged in product design by conducting SWOT analysis, assessing profit margins, cost sheets, market pricing, and identifying target customers to strategically position products.

Data Science For Business Decision Making

Master Of Business Administration - Mba, Finance And Analytics

Bachelor Of Commerce - Bcom, Accounting And Finance