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Financial Planning Professionals
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9+ Years, Certified Financial Planner, Master Financial Professional, FIII, Chartered Asset Manager: A Passionate Six-Sigma Certified freelance trainer and content developer. Automation Expert, MS Excel, VBA, Finance, Insurance, Content Development, Training & Digital Editing & Roadies
MFP®, CFPCM, CAM™, A US General Securities Principal (FINRA Series 6, 7, 24 & 66), Underwriter (Life), Retirement & Employee Benefits, Risk & Insurance Planner. With Mid-Lev...
MFP®, CFPCM, CAM™, A US General Securities Principal (FINRA Series 6, 7, 24 & 66), Underwriter (Life), Retirement & Employee Benefits, Risk & Insurance Planner. With Mid-Level Assignments in: ~Investment Banking ~ Assets Management/Mutual Funds ~ Brokerage Service ~ Insurance & Annuity. Passionate financial trainer and content developer specialized in BFSI domain (Focused on USA Financial Market). Consistently receive high ratings from participants for knowledge and material. Equipped with over half a decade's of national/international financial industry experience specialized in area of operation, Learning & Development. Proven skill and track of over 500+ hours of class room delivery“ *********************************************************************************** SKILLS FINRA, Investment Banking, Financial Analysis, Six-Sigma, MIS Advance Excel & Macro, MS Access, Management Reporting, Business Excellence, Asset Management, Advance Lean, Brokerage Services, Compliance & Supervision, Insurance & Annuity, KYC-AML. Working knowledge in VBA, RDBMS & SQL. Highly self motivated writer with a high level of philosophical inclination. Can write both from mind and heart. Specific to target audience or target product. ************************************************************************************* Specializes in providing relevant content for : Websites / Blog Content News Media Academic Writing Financial Contents Motivational Contents Spiritual & Philosophical Contents Developing Thesis or Research reports Product Review Service Review Profile Review Copy writing Web content Development Learning, Training Material Developments Question Bank Preparation ************************************************************************************* NB: PLEASE DO NOT RESPOND TO MY BID IF YOU ASK FOR WORKING OUTSIDE WORKNHIRE OR NOT OPEN FOR ESCROW. If need quality & timely work have an open mind to escrow and lets work together for mutual objective and benefit.
< Proven Financial Professional by Virtue of CFA LEVEL-3 ,CA , B.COM (HONS.) >
I am a qualified Chartered Financial Analyst (CFA, USA) & Chartered Accountant (CA) and currently being groomed for practical expertise i.e intern in the world's best accounting & f...
I am a qualified Chartered Financial Analyst (CFA, USA) & Chartered Accountant (CA) and currently being groomed for practical expertise i.e intern in the world's best accounting & finance company viz. KPMG Interantional. Have hands on experience in all matters pertaining to Tax planning, solutions to accounts & finance be it reconciliation or finalization. Am here to be friend's of benefit i.e providing you the best services with quality in work & time employed, and in return expecting to widen my horizon of learning in this great world of finance.
CA firm firm offering services in accounting, tax compliance and auditing
Hi, We are a CA firm in Delhi, India. We offer the below services. 1. Income tax compliance 2. Accounting and book keeping 3. Payroll Management 4. Company compliance 5. Auditing 6. VA...
Hi, We are a CA firm in Delhi, India. We offer the below services. 1. Income tax compliance 2. Accounting and book keeping 3. Payroll Management 4. Company compliance 5. Auditing 6. VAT compliance 7. Service Tax compliance 8. GST compliance Thanks, CA Manish Behl Owner Manish Behl & Company
Chartered Accountant by profession. Having 8 years experience in taxation, finance, accounting, compliance under various laws including income tax, company law and finance law. Also having exper...
Chartered Accountant by profession. Having 8 years experience in taxation, finance, accounting, compliance under various laws including income tax, company law and finance law. Also having experience in preparation of project reports, financial forcasting, MIS, etc.
LLB TAX CONSULTANT WITH 10 YEARS OF EXPERIENCE
Ideal Solutions Services we offer are:- • Accounting Book Keeping and Accounting for Individuals, Firms, NGOs and Companies. Design, implementation and review of accounting man...
Ideal Solutions Services we offer are:- • Accounting Book Keeping and Accounting for Individuals, Firms, NGOs and Companies. Design, implementation and review of accounting manual Advice on various Accounting Standards, Ind AS & IFRS. • Auditing & Assurance Services Statutory audit Internal audit Internal Financial Control (IFC) over financial reporting Audit Bank Concurrent audit Bank Statutory audit Stock audit Due diligence Certification work Audit of Form 15CB of Income Tax Act • Income Tax Preparation of Income Tax Return Assessment of Tax Returns Consultancy in Income Tax matters & Tax Planning Ex-patriate Taxation Analysis of implications on pending transactions on cut over date Drafting specimen communication to be circulated to vendor group and customer Drafting of sample documents including but not limited to invoices, stock transfer note, credit/ debit note etc. Filing of GST transitional return (in Form Tran-1) within the prescribed timelines to carry forward existing tax credit eligible as input tax credit in the GST Regime Regular Routine work Filing of monthly and quarterly GST returns and annual compliance return Assistance in deposit of GST to electronic cash ledger Consultancy on GST on regular basis Refund of GST from GST Department Bond and Letter of Undertaking (LUT) related work for Exporters • Company Law Matters Consultancy Formation of company in India, viz. Private Limited, Public Limited, wholly owned subsidiary company, One Person Company (OPC), Limited Liability Partnership (LLP), etc. All matters related with Registrar of Companies (ROC), Regional Director (RD) & National Company Law Tribunal (NCLT) Maintenance & compliance of Statutory Records Merger & acquisitions Company Registration U/s 12A and 80G of Income tax Act. Registration under Foreign Contribution Regulation Act (FCRA) Filing of Returns under Foreign Contribution Regulation Act (FCRA) Consultancy in above matters Foreign Exchange Management Act (FEMA) and Reserve Bank of India (RBI) related Services FEMA related consultancy FDI (Foreign Direct Investment) related matters Filling of FIRMS & FC-GPR Forms with RBI Filling of FLA (Foreign Liabilities & Assets) Return with RBI ECB (External Commercial Borrowing) related matters & consultancy ODI (Overseas Direct Investment) related matters & consultancy NRI & PIO related matters & consultancy All types of Reserve Bank of India approval Formation of Liaison office, Project Office & Branch Office Registration of Non-Banking Finance Companies (NBFC) with Reserve Bank of India Import-Export, Technology Park Accounts Receivables and Payables reconciliation International taxation consultancy Transfer Pricing matters-TP Study, TP Audit, TP Assessment & Objections with DRP TDS & Withholding tax compliance Lower or No TDS Deduction Certificate related consultancy Income tax Appeals before Commissioner of Income Tax (Appeals) Income tax Appeals before Income Tax Appellate Tribunal (ITAT) Survey, Search & Seizer Consultancy Appearance before Investigation Wing of Income Tax Department Appearance before Central Board of Direct Taxes (CBDT) and before Ministry of Finance Goods & Services Tax (GST) Migration and Registration GST Migration and Registration for existing Assessee GST Registration for new Assessee GST Advisory and Training Understand current business model of your business in discussion with management Undertaking GST Impact Analysis for your business transactions and specific activities Delivering focused group training workshop for the management and key executives GST Transitional Support Advisory with regard to strategic disclosures and transitional reporting requirements Review of Key agreements expected to continue under the GST Regime Corporate restructuring Valuation of Equity Shares Consultancy in above matters
Skills: Tax Preparation
CMA (Expertise in Accounts and Tax)Forensic accountS, Entrepreneur,SEO,ADMIN WORK
Accounts (love this word ) quite challenging but due to lots of practice in this field. I don't use word expertise I USED WORD FORENSIC Accounting ." that why hire me simple ". ...
Accounts (love this word ) quite challenging but due to lots of practice in this field. I don't use word expertise I USED WORD FORENSIC Accounting ." that why hire me simple ". Now due to above expertise am capable to do all types of work related to accounts , tax , costing ,management .PLEASURE To work like book keeping , Bank Reconciliation , financial statement and Financial Analysis ,many more .''INVESTMENT RELATED PROBLEM SOLVED'' strategic planning for companies who need help in improving their Quality Management Systems As a person flexibility work as may changes on your project .Patience ;Teamwork Communication most important communication is very necessary ..my communication skill is best ,Problem Solving Abilities . Most important your work is mine .work is done on time with accurately or efficiently
Certified Chartered Accountant ~ Accounting and Tax Expert ~ 9 year experience
As a professional, my areas of work are Accounting , Bookkeeping , Finance , Tax consultancy , Auditing and Legal compliance. I prefer working in Excel , ZOHObooks , Xero and Quickbooks. Expe...
As a professional, my areas of work are Accounting , Bookkeeping , Finance , Tax consultancy , Auditing and Legal compliance. I prefer working in Excel , ZOHObooks , Xero and Quickbooks. Experience - Accounting ~Bookkeeping ~ Taxation I have been working in M/s TVA &Co. , a renowned accounting firm of India for 9 year and achieved vast working experience in accounting, bookkeeping & taxation areas. I am a specialist in the followings : Transactions Categorization, Entries posting in Excel and other accounting Software, Preparation of the ledger accounts, Preparation of the Trial Balance, Preparation of Bank Reconciliation Statement, Preparation Balance Sheet, Preparation of the Profit & Loss statement, Preparation of the Cash flows statement, Computation of Income Tax liability in India & compliance matter , Computation of GST & Custom liability in India & compliance matter, Filing of India Income-tax Return (ITR), Filing of TDS (India) return, Filing of GST (India) return, Tax Treaty issue, Tax Accounting. Education - I am a graduate in Commerce from Delhi University and a qualified Chartered Accountant holding degree of Chartered Accountancy awarded by Institute Of Chartered Accountant Of India which is considered one of best institute of accounting profession. Also I am persuading LLB from Delhi University. I am extremely flexible, reliable, honest and organised and you will not find a more dedicated freelancer than myself. I pride myself on my accuracy and ability to meet deadlines with time to spare! I am also not your usual stick in the mud boring accountant, I am young and eager to learn more and to get to know my clients
Accounting Manager, 7 Year Exp. IT MNC.
Preparing Management reports and financial statements such as Balance sheet, Profit and Loss account and cash flows. Preparing budgets and forecasting the profitability on the basis of h...
Preparing Management reports and financial statements such as Balance sheet, Profit and Loss account and cash flows. Preparing budgets and forecasting the profitability on the basis of historical data analysis and rightful assumptions. Accounting check for TDS, service tax, RCM, GL coding, work order etc for all transaction before posting in ERP. Posting all bank transactions including inward remittances in ERP for weekly bank reconciliation. Customer and Inter-company invoicing (Travel & Cost), Receipts from ICO & customer, Matching all FIRC, MIS for Invoicing & Receipts. Weekly cash overview and cash forecast reporting to HQ. MIS for all statutory including TDS, Service Tax return & refund, UP Vat, Softex and payment of all taxes. Monthly reconciliation of Balance sheet items and uploads them into Blackline system. All foreign travel management including issuance of foreign currency, forex card management & Final settlement after return, Managing Internal, Statutory audits & Govt. inspections. Managing Employee medical insurance and single point of contact. Preparation of all MIS and providing all support for Income Tax assessments and cases. Conversion of all inward forex and rate negotiation with Banks. Dealing withal banks, auditors, consultants and Govt. authorities.