Shubha Joshi
@shubhajoshi
Chartered Accountant with WNS Global Services and Ernst & Young experience in financial reporting and Anaplan models.
GermanyWhat I'm looking for
At WNS Global Services, I recognized revenue under IFRS during monthly and quarterly close, reviewed operating P&L, and prepared process-wise forecasts.
At Ernst & Young LLP, I supported global S&OP activities and maintained client Power BI reports and dashboards using Anaplan models as a data source. I also worked on data integration and automation using Anaplan Connect, Azure Data Factory, AWS Server, and GCP Server.
At Surmount Business Advisors Pvt. Ltd. (SBAPL), I prepared funding information memorandums and assessed project viability through cash flow projections and financial analysis. I also handled audits, financial statements, tax returns, and legal agreements for clients.
Earlier, at S. H. Sane & Co. and Mittal & Associates, I worked on audits, tax returns, and financial statements. I’m a Chartered Accountant, hold Level 1 Anaplan Certification, and am based in Germany with a valid work permit.
Experience
Work history, roles, and key accomplishments
Recognized revenue per IFRS at monthly and quarterly closings, performed analytical reviews of operating P&L, tracked operating metrics, and prepared process-wise P&L forecasts.
Handled S&OP activities for global markets, communicated with clients for change requests, automated data processes using AWS/GCP/Anaplan Connect, and maintained Power BI dashboards.
Manager
Surmount Business Advisors Pvt. Ltd.
Mar 2016 - Jul 2018 (2 years 4 months)
Prepared information memorandums for equity funding, assessed financial viability, handled statutory and tax audits, and prepared financial statements and tax returns.
Audit Manager
S. H. Sane & Co.
Dec 2014 - Mar 2015 (3 months)
Performed statutory and internal audits, prepared income tax returns and internal audit reports, and created process flowcharts for manufacturing companies.
Audit Manager
Mittal & Associates
Mar 2009 - Jul 2012 (3 years 4 months)
Conducted compliance and internal audits for brokers per SEBI guidelines, audited treasury and clearing departments, and prepared financial statements and tax returns.
Article Assistant
Mittal & Associates
Mar 2006 - Mar 2009 (3 years)
Assisted in compliance and internal audits, prepared tax returns, and supported financial statement preparation.
Education
Degrees, certifications, and relevant coursework
Institute of Chartered Accountants of India
Chartered Accountant, Accounting
Qualified as a Chartered Accountant from the Institute of Chartered Accountants of India in 2017.
Amravati University
Bachelor of Commerce, Commerce
Completed a Bachelor of Commerce degree from Amravati University in 2005.
Anaplan
Level 1 Certification, Anaplan
Earned the Level 1 Certification of Anaplan.
Udemy
Training, Power BI
Completed Power BI training on Udemy.
DOMO
Training, DOMO
Completed Student Training on DOMO.
Ernst & Young
Certification, US GAAP
Completed the US GAAP Certification course at Ernst & Young.
Availability
Location
GermanyAuthorized to work in
Salary expectations
Job categories
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