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Kirti sawant

@kirtisawant

Accounts & finance professional specializing in reconciliation, TDS/GST filings, and compliant financial reporting with client-focused support.

India

Message

What I'm looking for

I’m looking for a mid-level accounts & finance role where I can own monthly reconciliations and TDS/GST filings, deliver accurate financial reporting, and support clients through compliance-driven, proactive communication and cross-selling.

I’m an accounts & finance professional focused on turning financial data into clear, reliable reporting. I handle monthly account reconciliation, discrepancy resolution, and financial documentation so reports stay accurate and decision-ready.

In my current role as an Accounts Executive, I manage transaction documentation and resolve discrepancies while preparing financial reports. I also file TDS/GST returns on a monthly basis, with a strong emphasis on compliance and accuracy.

Earlier, I supported insurance and mutual fund client service operations—contributing to portfolio asset allocation and cross-selling. I’ve resolved 95% of discrepancies in monthly reconciliations, increased insurance cross-selling by 20% during my internship, and improved client portfolio asset allocation efficiency by 15%.

Experience

Work history, roles, and key accomplishments

Current

Accounts Executive

Current

Ace Forwarders Pvt Ltd

Oct 2022 - Present (3 years 8 months)

Managed monthly account reconciliation, financial documentation, and TDS/GST return filings while resolving discrepancies for financial reporting. Achieved 95% discrepancy resolution success during monthly reconciliation cycles.

Account Reconciliation Financial Documentation Financial Reporting MS Office client support

Intern

Aditya Birla Sun Life Insurance

Jun 2022 - Aug 2022 (2 months)

Supported financial planning, risk analysis, and client portfolio asset allocation, while contributing to insurance product cross-selling. Increased insurance cross-selling by 20% and optimized portfolio asset allocation efficiency by 15%.

Risk Analysis Financial Planning Asset Allocation Insurance Sales Cross Selling Client Advisory Financial Reporting Data Analysis

Data Operator

Ace Forwarders Pvt Ltd

Aug 2020 - Dec 2020 (4 months)

Supported transaction documentation and reconciled accounts against sales invoices to maintain accurate financial records. Identified and resolved account discrepancies to support monthly reporting needs.

Account Reconciliation Financial Reporting Data Entry MS Office Attention To Detail

Customer Service Executive

SBI Mutual Funds Pvt. Ltd

Aug 2019 - Jun 2020 (10 months)

Supported client service operations and field sales by maintaining product and market knowledge and responding to customer needs. Ensured SEBI compliance and communicated policy and product features to customers.

Customer Relationship Management Product Knowledge client support Field Sales Support Communication Financial Services MS Office