Kaavya Desai Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Ca

Toronto, Ontario, Ca

Toronto, Ontario, Ca

New York, Ny, Us

Working within FP&A as part of a team that analysis expenses for the Technology Operations and Corporate Operations division of BlackRock. Directly responsible for analysing the marketing spend of Asia-Pacific (APAC) region with the below responsibilities:• Preparation of monthly marketing pack for various regions for comparative analysis of budget, forecast and actuals across the different channels and products within the region• Preparation of weekly operating report for analysis of committed spend vis a vis budget and analyse trends of week on week increase / decrease per cost centre• Monthly accrual calculation for Top vendors• Monthly analysis of spend on Top 10 vendors – both committed and actuals• Monthly forecast template preparation across various cost centres and channels• Consolidation and analysis of spend requests raised across 4 separate platforms – Spend Manager, Global Event Management (GEM), Global Budget Tracker and Coupa

Milton Keynes, Gb

Providing support and assistance to the overall Finance function of the company by - 1. Assisting Financial Controller in preparation of monthly Management Accounts. 2. Preparation of monthly reports for Senior Management including KPI Reports3. Preparation of weekly Cash flow statements and credit analysis of invoices and credits raised4. Month end procedures such as Debtor reconciliations5. Review and reconciliation of Balance sheet accounts 6. Providing guidance to the Purchase Ledger team with regards to journal posting and accounting of payments and transactions on Access Dimensions.7. VAT return preparation and reconciliation.8. Monthly bank reconciliations9. Weekly preparation of Gross Margin reports and responding to queries 10. Reconciliation of Credit card statements and posting of journals

1.Attended meetings with potential clients and pitched services provided by our company.2.Meeting with clients to understand the exact nature of their requirements.3.Liaising with third party organisations for the preparation of supporting documentation.4.Preparation of pitch decks based on the clients’ requirements to approach potential investors.5.Preparation of additional documentation such as Non Disclosure Agreements, Engagement Letters, Scope of Work, etc.6.Preparation and in-depth detailed analysis of Cost of Project and Sources of Funding for various projects of the clients.7. Re-grouping of financial statements to better understanding the costs and revenue streams.8. Discussions with other professionals / firms to form associations with the company.9. Carrying out detailed research on the relevant industry and market scenario for each client handled.10. Interpretation of financial data to generate predictive credit rating of the client company / identify scope for improving the credit rating of the client company.11. Preparation of preliminary teaser document for bank funding proposals.

London, Gb

• Assisted on engagements that included advising companies on mergers, demergers, slump sales, repatriation of funds, etc. and the implementation of the same. • Assisted in the end to end performance of Due Diligence of companies from a Direct Tax perspective, which included tasks such as - ➢ Collection and initial assessment of data and sorting through the information to determine the relevance. ➢ Ascertainment of the materiality level. ➢ Identification of potential issues and determination of their impact. ➢ Preparation of the databook and the due diligence report. ➢ Researched various company law and income tax related issues and read the relevant case laws regarding the issues. • Read and analysed Double Taxation Avoidance Agreements between various countries and their impact on proposed restructuring options. • Prepared various flowcharts illustrating the current as well as the proposed structures of shareholding in individual companies as well group of companies. • Attended meetings with lawyers along with my seniors and prepared minutes of the same.

Cpa

Acca Qualification, Chartered Accountancy

Bachelor’S Degree, Bachelor Of Commerce - Specialization In Financial Accounting & Auditing

High School, Business/Commerce, General

High School