Ineet Kaur Walia

Delivered comprehensive financial advisory to diverse clients, including technology startups and digital-first companies.

• Lead day-to-day accounting operations for 30+ clients, managing diverse portfolios, including tech startups and digital service firms.
• Perform advanced forecasting, budget variance analysis, and cash flow modeling in fast-changing financial conditions.
• Collaborate with executives and business owners to guide strategic financial planning, helping early-stage companies reduce operating costs by up to 20%.
• Prepare engaging and data-rich presentations for clients using PowerPoint, including budget health summaries, tax planning recommendations, and scenario-based projections.
• Implement automated month-end processes, reducing reporting cycles by 40% through optimized Excel-based tools and journal entry automation.
• Provide audit support and manage CRA correspondence, with a 100% success rate in HST, T1, and payroll-related resolutions.
• Advise clients on creative cost-saving measures, helping to maximize return on investment, and maintain budgetary balance.

Highlights:

• Reduced average client operating expenses by 15–20% through cost restructuring strategies.
• Successfully led CRA audit defense strategies, with 100% issue resolution and zero financial penalty.
• Implemented a real-time financial tracking system adopted by more than five technology clients.

• Managed independent audit planning and execution for large institutional pension clients, including Barclays, Howden Joinery, and Loughborough University.
• Evaluated complex actuarial balances, and assessed risks related to pension funding, assumptions, and control environments.
• Conducted high-volume data testing using Excel and IDEA, streamlining datasets of thousands of entries into usable formats for audit analytics.
• Created automated testing frameworks for sampling pension contributions, reducing the workload for manual test procedures by 50%.
• Delivered audit results to senior stakeholders and UK-based client teams, using tailored presentations and walkthrough to explain findings and strategic implications.
• Supervised and trained junior staff across multiple engagements, improving review efficiency and documentation quality.

Key Accomplishments:

• Reduced audit cycle time by 25% through process improvements and client engagement protocols.
• Enhanced internal control evaluation procedures, adopted as a best practice by the UK audit team.

• Managed the complete accounting cycle, including the general ledger, receivables/payables, bank reconciliations, payroll, and financial statement preparation.
• Provided monthly management reports with cash position, gross profit margin, and balance sheet metrics to over 10 small business clients in the tech and retail sectors.
• Led financial system implementations in Tally and QuickBooks, including chart of accounts setup, data migration, and user training.
• Conducted year-end closing procedures, ensuring full compliance with applicable accounting standards, and tax regulations.
• Implemented internal controls and transaction workflows, increasing accounting accuracy and audit readiness.

Notable Contribution:

• Created a reconciliation model that automatically flagged transaction mismatches between the subledger and the general ledger, reducing reconciliation errors by 70%.