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ANJALI SHARMA
E-Mail: ca.anjali@gmail.com
WORK
CHRONICHLE
HSBC
Global Resourcing, Kolkata
Designated as Fund Accountant –
Since April 2011
Deliverables
ð
Preparation
and review of financial statements for Funds under Standalon or Umbrella
structure using applicable accounting standards with good quality in proper
time.
ð
Besides
the preparation and reviewing, involoved in handling the query resolution for
both the team and auditors.
ð Involved in Book Closing
activities for all the Funds at year– end.
ð Identification and
investigation of reconciliation breaks and allocation to the business area for
corrective actions.
ð
Involved
in the end-to-end process trining to new joiners and cross-train resources.
ð Performing Root Cause Analysis
for errors and setting-up corrective measures and plans for the same.
ð Expertise in providing error
free products to the clients.
ð Co-ordination with Business
Partner, understanding their requirements and take immediate decisions to cater
the same.
Project
Handled
ð One of the key participants in
the OPERATION MODEL REVIEW (OMR),
also known as HOT HOUSE which was undertaken for more efficient processing of
funds. The project will result in better quality of output, timeliness in
preparation, optimum utilization of resources and savings of cost. The project
involved participation of Business Partners, Subject Matter Experts and tenured
Fund Accountants across jurisdiction.
ð The
Data Sheet Project across all set of funds helps in saving the preparation time
of fund and increasing the quality of
fund.
Data Collation
& MIS Reports
ð
Preparing
MIS reports for the purpose of reporting and Decision making,
ð
Preparation
of reports (MI) for observation of team performance and business requirements.
ð
Responsible
for preparation of Training Manuals for the Team.
Achievements/Recognitions
ð
Awarded
as the Rising Star for Q1 2013 among 700 employees.
ð
Awarded
as the Star Performer in recognition
of Outstanding Performance for January 2013
ð
Co-Led
the team in getting the OSC Best Team
for Q3 2012.
ARTICLESHIP TRAINING
Sanjay Agarwal & Co.
Chartered Accountant
(April
2007 to October 2010)
Work Done:
ð
Audit - Statutory Audit, Tax Audit,
Internal Audit, Stock Audit
ð Preparing
audit program in consultation with client
ð Ensuring
compliance with Companies Act, Tax Laws, Accounting and Auditing standards,
etc.
ð Working paper
review, Ledger Scrutiny and Finalization of accounts
ð Vouching of
various books like Purchase Book, Cash Book, Journal, etc.
ð Preparation
of books of account and return filing.
EDIFICATION
2010 Chartered
Accountant from Institute
of Chartered Accountants of India
2011 Company Secretary
from Institute of Company Secretaries of India
2009 B.Com.
(Hons.) from
St. Xavier’s College, Kolkata Secured 63%
2002 12th from Shree Jain Vidyalaya, Kolkata under WBCHSE Secured 80%
2000 10th from Shree Daulatram Nopany Vidyalaya, Kolkata under
WBSE Secured 79%
Achievements
ð
Cleared
all levels of CA and CS in first attempt.
ð
Secured
distinction in Financial Reporting in CA Final (Nov 2010)
ð
Secured
9th rank in Higher Secondary
Examination in school.
IT KNOW HOW
ð
Proficient in working
with MS Excel, Word, PowerPoint.
ð
Conversant with IMS
platform and Bloomberg.
EXTRA-CURRICULAR ACTIVITIES
ð
Organised
the Annual Team Outing for Statutory Reportting Department.
ð
Like
to travel.
PERSONAL VITAE
Date
of Birth: 14th
February, 1989
Address: 14/1 N S Road, Kolkata - 710001.
Languages
Known: English, Hindi and Bengal i.
Passport
No. L10101010
Marital
Status: Single
(ANJALI SHARMA)
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