Open to opportunities

poonam belekar

@poonambelekar

Chartered Accountant specializing in US Federal Tax compliance and cross-border financial automation for multinational operations.

India

Message

What I'm looking for

I’m looking for a role where I can own cross-border tax compliance and reporting automation, strengthen audit-ready controls, and support multinational teams with accurate, timely filings and data-driven financial insights.

I’m a results-driven Chartered Accountant with 1 year of post-qualification experience supporting US-based and global corporate financial operations. I specialize in US Federal Tax and Australian regulatory compliance, and I work to keep reporting both audit-ready and operationally efficient.

In my current role as a Financial Analyst, I spearheaded end-to-end preparation and technical review for IRS Forms 1040, 1065, 1120, 941, and 940 for 40+ multinational corporate clients, aiming for full compliance and timely filing cycles. I also engineered a custom VBA-driven extraction engine to automate structured data retrieval from IRS tax transcripts and source PDFs, cutting manual processing time by 45% and reducing structural human error.

I’ve driven finance and audit impact through automation and tighter controls—managing the Employee Retention Credit (ERC) lifecycle for US clients for a portfolio valued at $1.2M+ and reducing working capital cycle lag by 14 days through AR/AP Aging and Budget vs. Actual dashboards. Previously, I executed 15+ Australian statutory audits and supported ATO/ASIC reporting through BAS lodgments, ICA/ITA reconciliations, and internal control improvements; earlier, I completed 100+ Income Tax Returns, 50+ TDS Returns, and GST compliance filings.

Experience

Work history, roles, and key accomplishments

Current

Financial Analyst

Current

Occams Advisory

Feb 2025 - Present (1 year 5 months)

Led end-to-end preparation, technical review, and data extraction logic for US IRS forms (1040, 1065, 1120, 941, 940) for 40+ multinational corporate clients. Built a VBA-driven automation engine that reduced manual processing time by 45%, managed the US ERC lifecycle for a $1.2M+ portfolio, and improved AR/AP aging and variance reporting to reduce working capital cycle lag by 14 days.

1040 1065s 1120 941 Tax Compliance Tax Automation VBA Excel Data Extraction Employee Retention Credit Working Capital Management Commission Reconciliation

Assistant Auditor

Auzin Advisory Pvt Ltd

Jul 2024 - Jan 2025 (6 months)

Executed 15+ general and special purpose statutory audits for trusts, real estate entities, and ACNC-registered charities under Australian accounting frameworks. Managed BAS lodgments and Income Tax Account (ICA/ITA) reconciliations, supported ASIC compliance reporting, and documented internal control and risk assessment findings.

ACNC Compliance ATO Reporting ICA Income Tax Account ASIC Reporting Internal Controls Risk Assessment

Articled Assistant

SNK & Co.

Performed 10+ end-to-end statutory and tax audit assignments across textile, manufacturing, and medical sectors to ensure compliance with ICAI standards and Ind AS. Prepared and filed 100+ income tax returns, 50+ TDS returns, and managed GST compliance including 25+ filings, and supported financial statement finalization and disclosure notes for private limited companies and public charitable trus

Tax Audits ICAI Standards IND Income Tax Return Filing TDS GSTR 1 GSTR 3B