Established procedures, policies and operations for the firm. Planned the physical office infrastructure as well as the day to day standard operating procedures for operations and human resource tasks to achieve excellence in client service. Provided full cycle accounting services to clients through cloud based accounting softwares. Entire range of audit and attest function services like internal audit, financial audit, tax audit, operations audit and review of financial statements… Show more Established procedures, policies and operations for the firm. Planned the physical office infrastructure as well as the day to day standard operating procedures for operations and human resource tasks to achieve excellence in client service. Provided full cycle accounting services to clients through cloud based accounting softwares. Entire range of audit and attest function services like internal audit, financial audit, tax audit, operations audit and review of financial statements. Represented small and medium enterprises clients successfully in Tax assessment proceedings before Revenue Authorities. Special expertise in Taxation of Capital Gains whereby clients involved in sale of capital assets saved money by getting proper tax planning advice with due compliance to relevant tax laws. Conducted in depth research of judicial pronouncements and latest amendments in Tax laws which established a proven track record for providing able defence to clients in tax assessment hearings. Made public presentations on major amendments in Union Budget in every financial year. Handled automation project of firm operations and digitization of client records by implementing latest client management software. Handled day to day firm operations, billings, revenue collection and records management immaculately. Hired and Trained workforce and mentored them to effectively provide services according to the firm’s standards. Show less

Acted as the sole authority at the branch for sanctioning Car loans. Conducted assessment of proper documentation as per Lending Policies and Regulations of the company. Constantly monitored the quality of portfolio for risk mitigation.Provided updates and trained new and current agents on company policies and changes. Assisted in operational aspects of disbursement of funds and compliance with KYC norms. Acted as key member of branch budgeting and cost control team.