Sunitha Jayakumar Email & Phone Number

Kochi, Kl, In

Perform comprehensive financial analysis for clients, assessing their current financial status and goals.Develop personalized investment plans based on clients' risk tolerance and objectives.Provide guidance on estate planning, risk management, and tax-efficient strategies.Educate clients on financial concepts and market trends to empower informed decisions.Build strong client relationships, ensuring compliance with regulatory standards.Continually update knowledge through ongoing professional development

Ensure precision in financial records using accounting software or manual systems for up-to-date information.Monitor cash flow and liquidity to guarantee funds sufficiency for daily operations and financial commitments.Conduct financial analysis to identify areas for improvement, cost-saving opportunities, and potential risks.Oversee administrative duties including procurement, facilities management, and coordination of administrative staff.Provide HR support in recruitment, onboarding, and employee record maintenance, ensuring compliance with employment laws and regulations.

Oversee all aspects of financial operations, including accounts payable/receivable, general ledger management, and financial reporting.Develop and manage budgets, forecasts, and financial plans to ensure the company's financial health and stability.Assess and mitigate financial risks through effective risk management strategies and internal controls.Monitor cash flow and liquidity, ensuring sufficient funds are available to meet operational needs and financial obligations.Lead and mentor a team of accounting professionals, providing guidance, training, and support to foster their professional growth and development.

Maintain and update administrative records, including office supplies inventory, equipment maintenance logs, and facility access records.Assist in the recruitment process by posting job advertisements, screening resumes, scheduling interviews, and conducting reference checks.Maintain employee records and databases, ensuring accuracy and confidentiality, and updating employee information as needed.Assist in accounts payable and receivable functions, including processing invoices, expense reports, and payments, and reconciling vendor statements.Assist in bank reconciliations, petty cash management, and financial reporting tasks to ensure accuracy and completeness of financial data

Gather and analyze financial data, documents, and records to calculate taxable income, deductions, credits, and liabilities for tax return preparation.Support audit engagements by preparing audit documentation, schedules, and work papers in compliance with auditing standards and procedures.Assist in the development and implementation of financial plans and strategies to help clients achieve their financial goals and objectives.Pursue relevant certifications, licenses, and credentials to enhance expertise and credibility in auditing, taxation, and financial planning domains.Address client inquiries, concerns, and requests promptly and professionally, providing high-quality customer service and building strong client relationships.

Bachelor Of Commerce

Pree-Degree

High School Board Of Public Examination