My work experience is diverse, encompassing client management, quality control, business analysis, project management, financial analysis, accounting and executive coaching. I excel in bringing projects to completion often in ambiguous or changing environments. Not only do I solve the problem at hand, but seek to find solutions that address underlying problems or processes.I love to analyze complex problems and uncover the interrelationship between different components and stakeholders. Through understanding, analysis and collaboration and a “can do” attitude, I tend to deliver results beyond expectations, solve problems and help create lasting transformative change. No matter the job, client or problem at hand, I achieve consistent success because I-- Seek to listen deeply and understand; explore viable options and communicate with all stakeholders, ensuring all needs are heard and brought into the picture.- Value learning, growth and excellence which helps me embrace challenging problems, move beyond my comfort zone and co create solutions with my team or clients.- Dig deep, search and bring together seemingly unconnected elements to create a holistic view of the problem – whether it is improving a business system, coaching an individual or leading a project.- Am adaptable, flexible and connect well with different groups. I seek common ground to build bridges between different groups to facilitate successful outcomes.My contributions have consistently been in transforming systems and processes, delivering successful projects on time and bridging different groups and agendas towards successful outcomes.
Caputo & Associates
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Senior Accounting ConsultantCaputo & Associates May 2023 - PresentProvided financial management, forecasting and tax consulting to business clients. Responsible for and managed accounting, tax and financial planning for a portfolio of corporate clients. Responsible for preparation and timely filing of all corporate and personal returns. Responsible for audits and communication with tax authorities. Supervise bookkeeping staff.
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AccountantRosanna Bell Cpa Nov 2015 - Apr 2023Responsible for and managed a portfolio of corporate and trust accounts. Responsible for all aspects of accounting in compliance with GAAP and timely filing of quarterly and annual tax returns. Consulting clients in tax planning, accounting, FINRA & GAAP compliance. I have had achieved 100% success rate in client satisfaction and audits related to FINRA and GAAP compliance.
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Executive Coach & Business ConsultantSelf-Employed Sep 2010 - Dec 2019Peekskill, NyAchievements90% success rate in facilitating clients achieve their goals. Empowering and leading clients to connect with their inner yearnings, visualizing and translating these into tangible achievable goals creating with a roadmap for success and providing support in the implementation of this roadmap.In the words of a client -"Shalini is one of those rare Life Coaches who is the perfect balance of skill, compassion, knowledge and intuition.Being a greater version of herself is her guiding light; being useful and of service to others is her great gift. Thank you Shalinie for your contribution to my life.~ Gurudevi Ahalya Running Deer"
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Senior Investment AnalystBeacon Financial Advisors, Inc. Mar 2004 - Sep 2008Developed and implemented an in house client billing system for the company resulting in 20% savings in cost. Responsible for and performed periodic investment analysis for client portfolios. -
Senior Financial AnalystThomson Reuters Jun 1997 - Feb 2000Stamford, CtProject Lead for research and translation of fixed income data for both international and US markets, that was provided to various investment banks via Reuters Terminals (now Eikon).AchievementsImproved work flow processes, creating increased inter-departmental cooperation, which resulted in more complete coverage and accuracy of financial data while reducing inter- departmental stress.Ensured a 99% accuracy rate in all projects delivered.Designed and built the department web site, without prior web design or HTML training. -
Internal Auditor And ConsultantMarzbani & Co Jun 1991 - Dec 1994Consulted with IT departments of large manufacturing companies to create system processes.Responsible for internal system audits for the purpose of cost reduction, systems improvement and establishing internal checks and balances.Presented reports and recommendations to C level management of multinational companies.Established compliance with ISO 9000 certification for large manufacturing companies.
Shalini Bhargava, Mba, Cpc Skills
Shalini Bhargava, Mba, Cpc Education Details
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Finance And Investments -
Institute Of Integrative NutritionFoods, Nutrition, And Wellness Studies, General -
Leadership That Works - Coaching For TransformationTransformation And Life Coaching
Frequently Asked Questions about Shalini Bhargava, Mba, Cpc
What company does Shalini Bhargava, Mba, Cpc work for?
Shalini Bhargava, Mba, Cpc works for Caputo & Associates
What is Shalini Bhargava, Mba, Cpc's role at the current company?
Shalini Bhargava, Mba, Cpc's current role is Accounting & Business Consultant; Transformation Coach; **Creating successful outcomes through research, analysis, deep inquiry and collaboration.**.
What schools did Shalini Bhargava, Mba, Cpc attend?
Shalini Bhargava, Mba, Cpc attended Baruch College, Zicklin School Of Business, Institute Of Integrative Nutrition, Leadership That Works - Coaching For Transformation.
What skills is Shalini Bhargava, Mba, Cpc known for?
Shalini Bhargava, Mba, Cpc has skills like Personal Development, Life Coaching, Business Coaching, Leadership Development, Workshop Facilitation, Public Speaking, Motivational Speaking, Wellness Coaching, Wellness, Energy Healing, Meditation, Chakra Balancing.
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