Pooja Sharma Email & Phone Number

United States

Apex, North Carolina, United States

India

Raleigh-Durham, North Carolina Area

• Perform expense calculation, management fee and incentive calculations and assist in payment function for funds• Responsible for financial books and records for several legal entities, including monthly/quarterly closing processes• Review fund NAV’s, preparation of Investor Statements• Understanding and reviewing fund governance documents, including prospectuses and partnership agreements• Reviewing financial statements of investment funds including accounting and tax compliance • Preparation of monthly accounting, reconciliation of cash & asset positions and calculation of portfolio performance• Developed operating models to address support of manual aspects of new alternative products and investments• Review private equity statements of limited partners and properly account for commitments, draws, distributions.• Preparation for the audits of the Hedge Funds, Partnerships, Real Estate and Other Alternative Investments• Review annual tax returns, including K-1s, assemble/review quarterly financial statements for funds

Gurgaon, India

• Transfer Pricing Center of Excellence is a part of the International Tax and Price Setting team of GE. The team focuses on worldwide pricing compliance and price setting in Domestic and International inter-company dealings• Ensured pricing compliance and executed on business improvement initiatives related to domestic and international dealings being part of global pricing team• Conducted functional, assets and risk analysis of GE entities world-wide, Strategized, planned and assisted GE businesses in implementing transfer pricing policies, developed cost allocation models to allocate HQ cost• Assisted GE businesses in complying with TP documentation requirements including Transfer Pricing Reports• Worked in close co-ordination with the business / country tax and finance teams to obtain necessary information on intra- group transactions for the functional analysis of the entities (FAR analysis)• Head Quarter (HQ) cost allocation models to allocate HQ cost based on activities performed by different functions• Performed benchmark analysis on databases -Research Insight, Comp stat, Amadeus, Oriana, Prowess, Royalty Stat.• Assisted GE businesses in implementing transfer pricing policies for new or existing transaction. Strategized and planned the implementations of transfer pricing for European, North American and Asia Pacific regions• Supported GE Lighting business globally in setting up Transfer Prices for each product (SKU) and managed SAP• This also includes conducting annual true up true down exercise along with ensuring smooth flow of products from one region to another and providing the TP price reports on time

Mumbai

• Reported directly to Chief Financial Officer (CFO)• Compiled data for obtaining credit rating based on requirements of credit rating agencies • Calculated the necessity to hedge and covered the risk of fluctuation in prices; prepared monthly jewelry and diamond reconciliations along with other budgets required by the management• Assessment cases like Search block assessment, Transfer pricing assessment and other computational responsibilities• Compiled data for obtaining Credit Rating - Understanding the requirements of Credit Rating Agencies and arranging for compliance with the same• Understanding the gaps and coordinating with various departments to bridge such gaps

Mumbai Area, India

• Data analysis related to domestic and international tax provisions. Problem solving and formulation of opinions for individuals and corporate clients• Conduct financial research and gather data for annual reports, budgets, and cash flow reports• Analyzed Domestic and International tax provisions and formulated opinions for Individuals and Corporate clients.• Represented client before assessing officers and assisted in representing client before appellate authorities and performed briefing and liaison with counsels on the matters before Income Tax Appellate Tribunal and High Court• Analyzed Double Taxation avoidance agreement provisions• Payroll processing• Written articles on various topics related to taxation

Msf, Finance And Financial Management Services

MS in Finance graduate in Corporate finance track. With a concentration in courses like Advance corporate finance, Valuation modelling.

Chartered Accountant, Accounting And Finance

Bachelor Of Commerce (Bcom), Accounting, Distinction