Swetha V
Kerala
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Accountant
NuGen1 Consulting Services Private Ltd
Hyderabad
08.2022 - 08.2024
- Conduct month-end and year-end close processes, ensuring timely and accurate financial reporting.
- Lead preparation of financial statements, balance sheets, income statements, and cash flow statements.
- Oversee the preparation and submission of tax filings, ensuring accurate reporting and compliance with local tax regulations.
- Reconcile complex bank statements and resolve discrepancies within the accounting system.
- Helping with auditors for annual audits, ensuring financial integrity and transparency.
- Utilized Xero to create and track invoices, while actively managing client communications for overdue payments, ensuring accurate record-keeping and prompt collections.
- Facilitated the complete setup of SMSFs, prepared and finalized SMSF documentation, including trustee declarations, corporate trustee establishment, and paperwork for individual trustees, ensuring full compliance with ATO guidelines.
- Collaborated with the client's financial adviser to streamline the SMSF setup process, providing comprehensive support for opening SMSF bank accounts.
- Facilitated the rollover process from industry super funds to SMSFs and coordinated rollovers from SMSFs to industry super funds during fund wind-up, ensuring accurate calculations, documentation, and timely transfers.
- Utilize SMSF-specific software (Class Super, NowInfinity) to maintain accurate records and streamline reporting processes.
- Liaised with clients regarding their SMSF account queries and maintained up-to-date records for audits.
- Managed the preparation and lodgment of SMSF tax returns using Class software.
- Administer over 350 SMSF accounts, ensuring all funds comply with ATO regulations and meet annual compliance requirements.
- Train and supervise junior accountants, providing guidance on financial processes and systems.
Finance Executive & Audit Assistant
AVK Tax Solutions
Kasaragod
09.2021 - 01.2022
- Supported senior accountants with day-to-day accounting tasks, including preparing financial reports and processing transactions.
- Assisted in maintaining accurate accounts payable and accounts receivable records by entering invoices and payments into accounting systems.
- Reconciled bank accounts and credit card statements, ensuring no discrepancies between records.
- Helped prepare monthly reports for management review, including profit and loss statements and balance sheets.
- Assist in maintaining the general ledger by posting journal entries and performing account reconciliations for month-end and year-end close.
- Processing all types of store expenses, petty cash handling.
- Processed store expenses and maintained detailed records of petty cash disbursements, reconciling accounts to ensure financial accuracy.
- Oversaw the end-to-end GST filing process, including data collection, preparation of returns, and timely submission to the relevant tax authorities.
Article Assistant & Audit Assistant
C.A Raghunath Kamath
Kasaragod
01.2016 - 02.2020
- Conducted tax audits and prepared income tax returns for individuals, firms, and corporations, ensuring timely and accurate filings.
- Provide support for internal audits by preparing documentation and assisting auditors in reviewing financial records.
- Prepared and reviewed GST, VAT, TDS, and Income Tax returns in compliance with statutory deadlines.
- Support the preparation of financial statements, including income statements, balance sheets, and cash flow statements.
- Performed vouching and verification of financial records, ensuring accuracy and consistency in documentation.
- Conducted bank reconciliations, ensuring proper matching of entries and resolving discrepancies in accounting records.
- Preparation of Income Tax Audit Report and GST Audit Report.
- Assist in maintaining the general ledger by posting journal entries and performing account reconciliations for month-end and year-end close.
Education
MBA - Finance & Marketing
Chinmaya Institute of Technology
Kannur07-2015
Bcom - Computer Application
PCASC
Munnad07-2013
Skills
- Expertise in Tally & Xero
- Financial statement review
- General ledger accounting
- Bank Reconciliation
- Tax Preparation
- Financial statement preparation
Languages
English
First Language
Certification
- Xero - Certificate in Xero Accounting
- Xero - Certificate in Xero Payroll
- Xero - Xero Advanced Certificate
Timeline
Senior Accountant
NuGen1 Consulting Services Private Ltd
08.2022 - 08.2024
Finance Executive & Audit Assistant
AVK Tax Solutions
09.2021 - 01.2022
Article Assistant & Audit Assistant
C.A Raghunath Kamath
01.2016 - 02.2020
MBA - Finance & Marketing
Chinmaya Institute of Technology
Bcom - Computer Application
PCASC
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