• Performed various financial analyses such as reconciliations and variance analysis;• Managed activities to prepare budgets and forecasts and to project and track financial metrics such as revenue, expense, etc.;• Interacted frequently with senior level internal and external clients and firm leadership to present various analyses, discuss recommendations and provide project financial advice;• Able to build complex financial reporting models in excel and customize project financial reporting• Track expenditures and perform the client bill and receivable collection functions;• Performed and managed project management office (PMO) functional tasks and perform day-to-day contract management activities;• Conducted quality reviews of and provide feedback on the technical work products of junior resources;• Developed and implemented standards and processes for project management, quality management, and risk management;• Supported the growth and career development of junior resources by serving as an informal mentor and, as assigned, a formal Counselor to junior staff, providing them with regular career and professional development guidance;• Participated in formal mid-year and year end performance assessment activities for assigned counselees;• Contributed to the growth and development of the overall Engagement Financial Services Practice through active involvement in one or more practice initiatives;• Prepared and facilitated firm training sessions on a variety of topics and methodologies.

• Worked on different projects such as Research, Compliance, and Computations.• Study and analyze the client financials, like Trail Balance, Income statement and Balance sheet provided by the client.• Preparation of various work papers and creation of reports for analysis and decision making.• Withholdings analysis, full payment cycle and spreadsheets for multiple entities with multiple partners.• Worked as an “Assistant Manager” on various engagements and also handling projects which include 5 - 6 people and co-ordinate with US Managers. • Communication and coordination with clients and team members in order to stay updated and understand client requirements and to strengthen relationship.• Direct interaction with US Managers as well as Clients for the project updates and any discussion on new amendments and rules with regards to Compliance and Financial Reporting. • Prepare various reports like “Billing Analysis”, “Partnership Matrix”, etc• Manage state filing compliance for investment partnerships• Conduct research & planning for various tax issues, including analysis of impact of new tax laws & proposed legislation• Manage engagement economics for multiple clients to ensure all deadlines are met• Communicate with client for documentations and clarifications as primary client contact• Manage project timeline and continue to train associates to prepare provision and compliance forms.

• Portfolio Management of Clients• Financial Planning• Handling queries relating to investments and trading• As an investment banker responsible for taking care of investments• Consciously deliver support to center managers in increasing the profitability of the center.• Conducting market research for generating business thereby adding for revenue generation.• Ensuring customer satisfaction• Exploring new areas and ways to achieve productivity.• Manage customers in the branch or through client visits & provide Financial / Investment Advisory, • Develop new relations through referencing & other sources. To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.