Open to opportunities

Shilpa Gupta

@shilpagupta

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Experienced finance professional specializing in accounting & taxation.

India

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What I'm looking for

I am looking for a role that offers opportunities for growth, a collaborative culture, and the chance to leverage my financial expertise to drive strategic initiatives.

I am a dedicated finance professional with extensive experience in financial reporting, accounting, and taxation. My career has been marked by a proven track record in optimizing the Record-to-Report (R2R) process, enhancing financial reporting accuracy, and driving operational excellence. I have successfully managed financial statements for multiple international entities, utilizing tools like Xero and Oracle NetSuite to ensure accuracy and compliance.

Throughout my career, I have led significant process improvements, including a 25% reduction in month-end close time and a 15% cut in company expenditures through diligent cost analysis. My ability to analyze financial variances and implement effective workflow optimizations has been instrumental in achieving organizational goals. I am passionate about leveraging my skills in data analysis and financial planning to contribute to a company's success.

Experience

Work history, roles, and key accomplishments

Associate Manager, Accounting

IMMO Digital Solutions India Private Limited

Dec 2022 - May 2025 (2 years 5 months)

Managed monthly financial statements and daily bookkeeping for UK and Luxembourg entities using Xero and Oracle NetSuite. Optimized workflow to reduce month-end close time by 25% and cut company expenditures by 15% through cost-saving initiatives.

Xero NetSuite Financial Reporting Data Analysis Expense Management

Deputy Manager

Innova Solutions

Nov 2021 - Nov 2022 (1 year)

Customized MIS reports for US clients to optimize financial strategies and managed monthly Fund Planning Reports with Variance Analysis. Assisted in implementing Internal Control over Financial Reporting (ICFR) and ensured compliance with Ind AS and Schedule III.

IndAS Funds Financial Planning Expense Management

Finance Manager & Branch Head

SKS Business Services (India) Private Limited

Jan 2019 - May 2021 (2 years 4 months)

Managed end-to-end accounting and bookkeeping, preparing financial statements for UK, Canada, and Australia-based companies using QuickBooks and Xero. Handled indirect taxation, including GST and VAT liability determination and return preparation, and managed direct taxation for various entities.

Quickbooks Xero Financial Reporting GST IRIS Personal Tax Module

Accountant

Elegant Business Solutions Pvt. Ltd.

Jun 2018 - Nov 2018 (5 months)

Prepared accounts for Dubai and Africa-based companies based on international tax laws, including monthly Profit/Loss Statements, Balance Sheets, and Cash Flows using Navison Software. Performed weekly reconciliation of bank accounts, accounts receivables, and accounts payables.

Navison Software Financial Statements Financial Reporting Bookkeeping Bank Reconciliation Accounts Receivable Accounts Payable

Manager

NPT Pvt. Ltd.

Feb 2016 - Jan 2018 (1 year 11 months)

Prepared accounts and records in TALLY.ERP9, finalized annual accounts, and prepared Income Statements and Balance Sheets. Determined GST liability, prepared invoices as per GST Laws, and managed monthly GST payments.

TALLY.ERP9 Financial Reporting Annual Accounts Service Tax Tax Planning Tally.ERP 9

Article Assistant

N.D. Gupta & Associates, Chartered Accountants

Mar 2012 - Feb 2015 (2 years 11 months)

Prepared audit plans and ensured their completion, including analysis of debtors and creditors and verification of crucial expenses. Computed taxes, prepared tax returns, and filed e-returns, along with preparing tax audit reports.

Tax Audits Audit Plans Debtors Analysis Creditors Analysis Tax Filings E Filing ROC Filings

Education

Degrees, certifications, and relevant coursework

ICAI

CA Final, Chartered Accountancy

2016 - 2017

Grade: 52%

Activities and societies: Achieved a score of 62% in Advanced Management Accounting & 60% in Indirect Tax Laws. Secured 59% score in Financial Management.

Completed Group 2 in November 2017, achieving 52% overall, with notable scores of 62% in Advanced Management Accounting and 60% in Indirect Tax Laws. Completed Group 1 in May 2016, scoring 50% overall and securing 59% in Financial Management.

ICSI

CS Professional, Company Secretaryship

2012 - 2015

Grade: 50%

Activities and societies: Successfully passed both modules on the initial attempt.

Completed CS Professional in June 2015, scoring 50%. Successfully passed both modules of CS Executive in December 2012 on the initial attempt, scoring 59%.

University of Rajasthan (Maharani College)

B.Com, Commerce

2010 - 2013

Grade: 67%

Activities and societies: Achieved 96% marks in Management Accounting.

Completed B.Com from the University of Rajasthan (Maharani College) in March 2013, securing 67%. Achieved 96% marks in Management Accounting.

ICAI

CA IPCC, Chartered Accountancy

2011 - 2011

Grade: 55%

Activities and societies: Cleared both groups in the first attempt & secured more than 60% marks in Accounts & Costing.

Completed CA IPCC in November 2011, scoring 55%. Cleared both groups in the first attempt and secured more than 60% marks in Accounts & Costing.

ICSI

CS Foundation, Company Secretaryship

2011 - 2011

Grade: 70%

Activities and societies: All India Rank (AIR) – 40

Completed CS Foundation in December 2011, scoring 70%. Achieved an All India Rank (AIR) of 40.

ICAI

CA CPT, Chartered Accountancy

2010 - 2010

Grade: 85.50%

Activities and societies: All India Rank (AIR) – 20

Completed CA CPT in June 2010, scoring 85.50%. Achieved an All India Rank (AIR) of 20.

CBSE (SVM Public School)

Senior Secondary (10+2), Commerce

2008 - 2010

Grade: 92%

Activities and societies: Scored 95% marks in Accountancy, Business Studies, Economics & Mathematics.

Completed Senior Secondary (10+2) from CBSE (SVM Public School) in March 2010, securing 92%. Scored 95% marks in Accountancy, Business Studies, Economics & Mathematics.