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ANJALI SHARMA

E-Mail: ca.anjali@gmail.com

Mobile: +91-9876543210

PROFESSIONAL ABRIDGMENT                                                   

 

WORK CHRONICHLE

HSBC Global Resourcing, Kolkata

Designated as Fund Accountant – Since April 2011

Deliverables

ð  Preparation and review of financial statements for Funds under Standalon or Umbrella structure using applicable accounting standards with good quality in proper time.

ð  Besides the preparation and reviewing, involoved in handling the query resolution for both the team and auditors.

ð  Involved in Book Closing activities for all the Funds at year– end.

ð  Identification and investigation of reconciliation breaks and allocation to the business area for corrective actions.

ð  Involved in the end-to-end process trining to new joiners and cross-train resources.

ð  Performing Root Cause Analysis for errors and setting-up corrective measures and plans for the same.

ð  Expertise in providing error free products to the clients.

ð  Co-ordination with Business Partner, understanding their requirements and take immediate decisions to cater the same.

ð  Responsible for the equal allocation of operational activities within the Team Members.

Project Handled

ð  One of the key participants in the OPERATION MODEL REVIEW (OMR), also known as HOT HOUSE which was undertaken for more efficient processing of funds. The project will result in better quality of output, timeliness in preparation, optimum utilization of resources and savings of cost. The project involved participation of Business Partners, Subject Matter Experts and tenured Fund Accountants across jurisdiction.

ð  The Data Sheet Project across all set of funds helps in saving the preparation time of fund and  increasing the quality of fund.

Data Collation & MIS Reports

ð  Preparing MIS reports for the purpose of reporting and Decision making,

ð  Preparation of reports (MI) for observation of team performance and business requirements.

ð  Responsible for preparation of Training Manuals for the Team.

Achievements/Recognitions

ð  Awarded as the Rising Star for Q1 2013 among 700 employees.

ð  Awarded as the Star Performer in recognition of Outstanding Performance for January 2013

ð  Co-Led the team in getting the OSC Best Team for Q3 2012.

ARTICLESHIP TRAINING                                                                                                                                                           

Sanjay Agarwal & Co.

Chartered Accountant

(April 2007 to October 2010)

Work Done:

ð  Audit - Statutory Audit, Tax Audit, Internal Audit, Stock Audit

ð  Preparing audit program in consultation with client

ð  Ensuring compliance with Companies Act, Tax Laws, Accounting and Auditing standards, etc.

ð  Working paper review, Ledger Scrutiny and Finalization of accounts

ð  Vouching of various books like Purchase Book, Cash Book, Journal, etc.

ð  Preparation of books of account and return filing.

                           

EDIFICATION    

2010       Chartered Accountant from Institute of Chartered Accountants of India. (Nov.2010)                               Secured 52%

2011      Company Secretary from Institute of Company Secretaries of India. (Dec 2011)                          Secured 50%

2009       B.Com. (Hons.) from  St. Xavier’s College, Kolkata                                                                                                 Secured 63%

2002       12^th from Shree Jain Vidyalaya, Kolkata under WBCHSE                                                                                       Secured 80%

2000       10^th from Shree Daulatram Nopany Vidyalaya, Kolkata under WBSE                                                                  Secured 79%

Achievements

ð  Cleared all levels of CA and CS in first attempt.

ð  Secured distinction in Financial Reporting in CA Final (Nov 2010)

ð  Secured 9th rank in Higher Secondary Examination in school. 

IT KNOW HOW               

ð  Proficient in working with MS Excel, Word, PowerPoint.

ð  Conversant with IMS platform and Bloomberg.

EXTRA-CURRICULAR ACTIVITIES

ð  Won 2^nd Prize in  BT Quiz Competition at HSS.

ð  Organised the Annual Team Outing for Statutory Reportting Department.

ð  Like to travel.

PERSONAL VITAE

Date of Birth:                             14^th February, 1989

Address:                                     14/1 N S Road, Kolkata - 710001.

Languages Known:                 English, Hindi and Bengali.

Passport No.                            L10101010

Marital Status:                         Single        

                                           

                                                                                                                                                       (ANJALI SHARMA)

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