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Shobha S Email & Phone Number

Accountant ( Financial Analyst) at Caterpillar Inc.
Location: Bengaluru, Karnataka, India 6 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Accountant ( Financial Analyst)
Location
Bengaluru, Karnataka, India
Company size

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Shobha S is listed as Accountant ( Financial Analyst) at Caterpillar Inc., a with 58910 employees, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Shobha S.

Shobha S previously worked as Senior Associate at Upgrad and Finance Manager at Axiomrc. Shobha S holds Acca from Acca.

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Email format at Caterpillar Inc.

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Caterpillar Inc.

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Profile bio

About Shobha S

Experienced Chartered Accountant | Audit & Taxation Specialist | Financial Analyst | Internal & Statutory Audits, Trusts, Advisory Services|I am a Qualified Chartered Accountant with articleship and working experience in internal and statutory audits of companies (including banks), firms, LLPs, Trusts, taxation and advisory services. With 5+ years of experience in finance management and audit roles, I possess a strong foundation in financial analysis and reporting. My expertise lies in conducting comprehensive financial assessments, identifying key trends, and providing strategic recommendations to optimize business performance.As a Financial Analyst, I excel at leveraging my proficiency in Zoho and Microsoft Office to analyze complex financial data and develop accurate forecasts. I have a proven track record of delivering actionable insights that drive informed decision-making. Additionally, my solid understanding of financial accounting principles allows me to effectively communicate financial information to stakeholders at all levels.I am seeking new opportunities as a Financial Analyst where I can apply my analytical skills to support organizations in making sound financial decisions. Let's connect to explore how my expertise can contribute to your team's success.

Current workplace

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Caterpillar Inc.
Caterpillar Inc.
Accountant ( Financial Analyst)
Bengaluru, KA, IN
Website
Employees
58910
AeroLeads page
6 roles

Shobha S work experience

A career timeline built from the work history available for this profile.

Senior Associate

Bengaluru, Karnataka, India

Finance Manager

Evangelize the transformation of Business & Financial outlook. Handle all Finance and Accounts related functions; determining financial objectives, responsible for financial planning and preparation of the budgets.Manage all the finance-related work like Accounts preparation, GST Filing, TDS Filing, Income tax filing etc for AxiomRC as well as for Client. Company.Carry out the finalization of 2 yrs. books of account.Preparation of different models to secure bank loan and Financial Assistance from Government for the Associate Company.Filing of US Corporate Returns such as Form 1120 & Franchise Tax for the Associate CompanyPolish the PPT presentation for Johnson & Johnson Data Scientist Showcase.Develop a team on an on-going basis, including but not limited to professional development, performance planning, and management, etc.Provide back-end HR Work like scheduling the interview, scheduling the meetings, allotting the work to the co-workers, and Job openings by analyzing the JD.

Audit Manager

Ernakulam, Kerala

Accountable for managing performance of on-site audit work and review working papers with audit managementSuccessfully consult, work with, and service client base to make recommendations on business improvement and process improvement and serve as a business advisor to client; Carry out the Statutory Audit, Internal Audit, Tax Audit & GST Audit of Clients with exposure to various sectorIdentify inefficiencies highlighted to management and instrumental in bringing in business process and procedures.Accountable for filing of various Income Tax related forms like 3CA/3CB & 3CD, 15CA-CB, Income Tax Returns (ITR 1 to ITR 7)etc. Analyze the complexities in the accounting systems of various clients and finalizing the accountsHolds proven distinction in managing statutory compliance like GST, GST Return Filing (GSTR 1, GSTR 3B, CMP 08 & GSTR 9), GST Refund, TDS deduction & remittance, TDS return filing, working & payment of Advance Tax, ROC filing and likewise.Conduct benchmarking exercises to identify areas of efficiencies within the organization and table them with the leadership team to land the impact and identifying, proposing, & implementing continuous improvement opportunitiesPresent a fair view of the company's financial position by way of timely preparation of financial statements.Provide support to the overall design, plan, and execution of comprehensive controls and compliance.Handle various compliances related to payroll such as PF, ESI, PT & LWF

Jun 2018 - Mar 2021

Audit Manager

Sgs & Company, Chartered Accountants

Ernakulam

Shouldered with the overall accountability of carrying out the external Audit of clients with exposure to various sectors like Service, trading and manufacturing, which include VAT Audit, Tax Audit and Statutory Audit for companiesSuccessfully carried out the internal Audit, Internal Control Study and preparation of Management Reports to provide recommendations for improving the effectiveness of controls and addressing the risk areas based on risk ranking.Instrumentally led special assignments for clients as required. Special duties include but not restricted to accounts preparation & finalization, project report preparation, drafting of Legal deed & Documents and represent statutory authorities on behalf of clientsFunctioned on various functions of the company's registration and corporate legal compliances; dexterously developed monthly Profit & Loss account for both consolidated and segment-wiseConducted the stock Audit and Stock verification and conducted various bank audits.

Oct 2016 - May 2018

Articled Assistant

Sgs And Company

Ernakulam, Kerala, India

Conducting audits for different organizations as required by ICAI's auditing standards, which includes statutory, internal, tax, and stock audits. This involves planning the audit, testing internal controls, and finding weaknesses in them.I also handle the preparation of tax returns such as Income Tax, VAT, Service Tax, and GST for individuals, partnerships, and companies. I'm experienced in creating documents needed for hearings related to Income Tax, Service Tax, and VAT matters.I analyze financial data, create financial projections and project reports. I'm also skilled in drafting legal documents and agreements. I handle ROC filings for companies, including assisting in company formation.Lastly, I have expertise in financial forecasting and risk assessment.

Oct 2013 - Oct 2016
Team & coworkers

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3 education records

Shobha S education

Acca

Currently Pursuing the course

Bachelor'S Degree, Business/Commerce, General, 80%

Completed B.com regular in 1st attempt

FAQ

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What company does Shobha S work for?

Shobha S works for Caterpillar Inc..

What is Shobha S's role at Caterpillar Inc.?

Shobha S is listed as Accountant ( Financial Analyst) at Caterpillar Inc..

Where is Shobha S based?

Shobha S is based in Bengaluru, Karnataka, India while working with Caterpillar Inc..

What companies has Shobha S worked for?

Shobha S has worked for Caterpillar Inc., Upgrad, Axiomrc, Alt-A, and Sgs & Company, Chartered Accountants.

Who are Shobha S's colleagues at Caterpillar Inc.?

Shobha S's colleagues at Caterpillar Inc. include Venkatesan G, Roy Cartwright, Heather Olson, 王国圣, and Ravi Teja.

How can I contact Shobha S?

You can use AeroLeads to view verified contact signals for Shobha S at Caterpillar Inc., including work email, phone, and LinkedIn data when available.

What schools did Shobha S attend?

Shobha S holds Acca from Acca.

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