Harshada Sakpal

HS

Open to opportunities

Harshada Sakpal

@harshadasakpal

I analyze financial ledgers, streamline trial balance workflows, and strengthen audit-ready data using analytics tools.

At Plante Moran, I clean and analyze multi-million-row financial ledgers, identify anomalies with MindBridge and IDEA, and prepare audit-ready data for client engagements.

I own trial balance imports, audit file setup, TAS cash testing, DCF processing, and SOC 1 support. I also train peer specialists as a MindBridge subject matter expert and use Excel, Power BI, SQL, and Python to streamline financial-data review.

Experience

Work history, roles, and key accomplishments

PM

Current

Accounting Specialist

Current

Oct 2022 - Present (3 years 11 months)

Owned end-to-end trial balance imports and audit file setups, reducing discrepancies during engagement preparation. Executed TAS cash testing and DCF processing for real estate portfolios, and directed SOC 1 compliance workflows.

Power Query Power BI SQL Python Alteryx Tally Trial Balances Cash Testing SOC 1 Compliance Reconciliations Ticket Resolution Process Improvement Cross functional Coordination

Education

Degrees, certifications, and relevant coursework

AU

Atharva Institute of Management Studies, Mumbai University

Master of Business Administration, Finance

Grade: First Class

Completed MBA in Finance with First Class honors.

Tech stack

Software and tools used professionally

SQL

Tally

Availability

Open to opportunities

Location

India

Authorized to work in

Job categories

Accounting Specialist Auditor Financial Analyst Data Analyst Compliance Analyst Business Intelligence Analyst Senior Accounting Specialist

Skills

financial data analysis Trial Balances Audit Logs Cash Testing SOC 1 Compliance Data Collection Reconciliations Ticket Resolution Process Improvement Cross functional Coordination Power Query XLOOKUP Power BI SQL Python Alteryx Ideas Tally Data Validation

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