Samriti Soni Email & Phone Number

Gurugram, Hr, In

London Area, United Kingdom I Chicago, Usa I New Delhi, India

As the Co-Founder & Director at Healsway Systems, I oversee financial strategy and operations across our global presence, managing headquarters in the UK, and subsidiaries in the US and India. As a Semi- Qualified Chartered Accountant, I leverage my expertise in financial management, tax compliance, and strategic planning to drive sustainable growth and operational excellence across international markets.Key Responsibilities & Achievements:-Financial Strategy: Lead financial strategies for Healsway across the UK, US, and India, ensuring compliance with regional tax laws, accounting standards, and international finance practices. Oversee budgeting, forecasting, and financial planning to support business growth.-Compliance & Reporting: Ensure tax compliance and manage audits for all entities. Oversee financial reporting to shareholders, including monthly/quarterly financial statements, KPIs, and performance reports. Manage financial risk and compliance with local regulations across markets.-Stakeholder Management & Strategic Planning: Collaborate with the board and shareholders to define long-term strategies. Lead the creation and review of pitch decks, business plans, and other strategic documents, identifying growth opportunities and assessing risks.-Capital Raising & Investor Relations: Work with investors and financial partners to raise capital and ensure financial support for expansion. Build relationships with investors and present Healsway’s financial performance and growth potential to secure funding.-Leadership & Team Management: Lead and mentor finance and operations teams across regions, ensuring alignment with corporate goals and fostering a culture of excellence, accountability, and collaboration.-Process Definition & Streamlining: Refine financial processes, improve workflows, and drive efficiency through cost-effective practices that enhance productivity without compromising quality, ensuring smooth integration with production and logistics.

Mumbai, Maharashtra, India

As a Franchise Partner, I am dedicated to offering comprehensive, expert-led tax solutions to individuals and businesses, leveraging TaxBuddy’s industry-leading platform for seamless tax consultation. I help clients navigate tax complexities while providing access to a wide range of services, including:-Individual and Business Tax Return Filing: Ensuring accurate filings for individuals and businesses.-Tax Planning and Optimization: Offering personalized tax strategies to minimize liabilities.-Audit Defense and Tax Notices: Representing clients in audits and responding to tax notices.Global Tax Services: Assisting with expatriate taxes and international tax concerns for NRIs.-Startup and Investor Tax Planning: Providing strategic advice for startups and investors.-Ongoing Support: Year-round consultation and support for continuous tax planning.With a focus on convenience, security, and cost-effective solutions, I aim to deliver exceptional client service, backed by TaxBuddy’s advanced technology and team of experienced professionals. From tax savings strategies to legal compliance, my goal is to ensure financial peace of mind for all clients.

Mumbai, Maharashtra, India

As a dedicated Direct Tax Compliance Analyst, I specialize in managing and streamlining individual income tax return (ITR) filings, ensuring compliance with direct tax laws. My expertise includes:-Drafting & Filing ITRs: Preparation and submission of accurate income tax returns for individuals, adhering to the latest regulations and deadlines by providing personalized tax planning strategies to optimize savings and ensure efficient tax management.-Customer Support: Delivering exceptional support and guidance to clients, addressing queries, and ensuring a seamless experience throughout the tax filing process.-Virtual Assistance: Leveraging virtual platforms to provide professional tax services remotely, ensuring accessibility and convenience for clients.

Hisar, Haryana, India

As a Direct Tax Compliance Analyst, I specialize in providing comprehensive tax solutions tailored to meet the unique needs of individuals, HUFs, partnership firms, and corporate entities. My expertise spans across multiple areas of tax compliance and advisory services, ensuring accuracy, compliance, and value-driven outcomes.Key Responsibilities:-Income Tax Filing & Compliance:Drafting and filing Individual Income Tax Returns (ITRs), ensuring adherence to the latest tax laws and regulations.-Tax Planning:Strategizing and implementing tax-saving measures to optimize financial outcomes for clients.-TDS Compliance:Managing timely deduction, deposit, and filing of TDS returns, ensuring accuracy and compliance.-Tax Audit Support:Conducting tax audits under Section 44AB and 44AD, providing detailed analysis and documentation to meet statutory requirements.-GST Compliance:Filing GSTR-1 and GSTR-3B returns and performing GST reconciliation to ensure data consistency and compliance with GST laws.-Financial Reporting:Preparing detailed Net Worth Reports and Projected Reports for individuals, partnership firms, and corporate clients to support financial planning and loan applications.-Achievements:Proficient in handling complex cases of tax reconciliation and financial reporting.Recognized for delivering exceptional client satisfaction through accurate and timely filings.Successfully streamlined TDS and GST processes for clients, reducing compliance risks.My commitment lies in delivering reliable and efficient tax solutions while keeping client needs at the forefront. I aim to bridge the gap between complex tax regulations and seamless compliance, enabling clients to focus on growth and profitability.

As a Managed Network Expert - Accounts at Chegg, I provided comprehensive solutions for complex queries in the domains of accounts, taxation, bookkeeping, and macroeconomics. My role involved leveraging subject-matter expertise to solve real-world problems while ensuring clarity and accuracy for learners and easy-to-understand solutions.Key responsibilities included:-Quality Assurance: Maintained high standards in solution accuracy and adherence to industry practices, contributing to a consistent and reliable knowledge base for students and professionals.-Timely Assistance: Delivered solutions within stringent deadlines, ensuring seamless support for learners globally.-Continuous Learning: Kept abreast of updates in accounting standards, tax regulations, and economic trends to provide relevant and up-to-date insights.This role honed my analytical, communication, and research skills, while enhancing my ability to simplify intricate financial and economic concepts for diverse audiences.

Hisar, Haryana, India

As an Article Trainee at Nikhil Munjal & Associates (Chartered Accountants), I gained hands-on experience in various facets of accounting, tax compliance, and financial analysis. My role involved:-Financial Data Analysis: Collated and analyzed financial data for over 30 clients spanning diverse industries such as hospitals, education societies, trusts, and other non-corporate entities. Effectively managed and executed multiple projects simultaneously, ensuring timely and accurate delivery.-Software Proficiency: Utilized CompuOffice software, a comprehensive paperless system, to streamline accounting procedures and enhance operational efficiency.-Taxation Support: Assisted in drafting detailed Income Tax replies and facilitated their submission to the relevant authorities.-Compliance Management: Successfully filed Income Tax and GST returns while maintaining compliance with prevailing laws and regulations.-Business Support Services: Facilitated MSME registrations, aiding clients in formalizing their businesses.This role enabled me to develop a meticulous approach to financial tasks, deepen my understanding of tax regulations, and enhance my ability to deliver client-focused solutions.

Hisar, Haryana, India

During my tenure as an Article Trainee at Kuldip Khera & Co. (Chartered Accountants), I developed a strong foundation in auditing, taxation, and financial reporting. My responsibilities included:-Financial Statements: Prepared and finalized financial statements for diverse entities, ensuring compliance with regulatory and accounting standards.-Taxation: Filed Income Tax Returns and performed tax audits under section 44AB for a variety of clients, including hospitals, trusts, educational societies, manufacturing companies, and other non-corporate entities.-Auditing: Conducted detailed ledger scrutiny, vouching, and verification of accounting entries to maintain accuracy and integrity in financial records.-Stock Audits: Performed physical verification of stock, synchronized physical inventory with software records, and prepared comprehensive stock audit reports in collaboration with the team.

Education record

ICAI

Bcom - Bachelor Of Commerce, Accounting And Finance