Samarth Kesarwani Email & Phone Number

United States

• Worked in the FP&A team of private equity firm to deliver ‘Budget Aggregation Tool’. Project included detailed evaluation and realignment of actual and budgeted financial data of close to 70 portfolio companies belonging to 7 industry verticals, bringing the capability of vertical and horizontal drill down, and helping in better visibility of budgeted financial statements; Collaboration with investment professional teams to collect quality data, efficient data aggregation in predefined format and provision of critical KPIs and financial ratios on dashboard.• Performed analysis on banking client’s product processors to document the life-cycle events for finance transformation; Led & partnered for various surveys with the application team to source data attributes and capability functionalities.• Recommended solution for ongoing delivery of internal & external dealer reporting for a large Asset Management company.• Prepared process framework & capabilities decomposition for a CFO office.• Designed end-to-end process decomposition framework for COE Financial transformation.

Kanpur, Uttar Pradesh, India

My job profile consisted of managing compliance and consultancy services to various clients on matters related to Accounting, Auditing and Taxation.Developed Budget to include forecasting, trend analysis, comparisons of actual performance Vs budget plan.Made several project reports for the clients, while doing Management Information System.

Kanpur, Uttar Pradesh, India

Reviewed monthly trial balance and closure checklist; performed monthly expenditure analysis for the clients.Prepared and reconciled Fixed Assets register and also compared monthly budget Vs actual, calculated variances and flexible expenditure rates and reported uncompleted budgeted activities to the clients. Also undertook many tax audits, working on computations and filing of various returns.

Kanpur Area, India

• Assisted with the preparation of books of accounts and financial statements for sole proprietor, partnership and corporate clients.• Undergone many audits like external, internal, concurrent,tax etc.• Prepared returns for the individuals, corporates, trusts, etc.

Cpa, Accounting, Auditing, Taxation & Business

Master Of Commerce (M.Com), Commerece, Accounting, Auditing, Taxation, Costing

Bachelor Of Commerce (B.Com), Business/Commerce, General

Ipcc(Intermediate), Accounting, Auditing, Taxation, Costing & Law

Education record