US CPA (Awaiting License) - Accounting
AICPA
2020 - 2021
PRANAVI MAKAM
Oakville,ON
Summary
Result-oriented & attention to detail finance professional with 4 years of experience in providing key analytical support to the senior management and the executive team in financial decision-making. Demonstrated enthusiasm and initiative to play a vital role in adding significant value to the business processes. Proven ability to work well under pressure, consistently delivering timely and accurate output.
Timeline
Teaching Assistant
The University of Texas at Dallas
2016 - 2016
Master of Science - Accounting
The University of Texas At Dallas
2016 - 2019
Financial Analyst
HSBC Electronic Data Processing India Pvt. Ltd
2010 - 2014
Audit Intern
Druga Shyam Sundar & Co
2006 - 2009
CA Intermediate -
The Institute of Chartered Accountants of India
2005 - 2006
Bachelor of Science - Commerce
Acharya Nagarjuna University
2002 - 2005
Work History
Teaching Assistant
The University of Texas at Dallas
Dallas, Texas
2016 - 2016
- Partnered with teacher to plan and implement lessons following school's curriculum, goals and objectives.
- Delivered personalized educational, behavioral and emotional support to individual students to enable positive learning outcomes.
- Supported classroom activities, tutoring, and reviewing work.
- Recorded grades of about 60 students from 3 classes for coursework and tests in online reporting system.
Financial Analyst
HSBC Electronic Data Processing India Pvt. Ltd
Hyderabad, India
2010 - 2014
- Posted month-end closing journal entries (32 reports) & generated trial balance for financial statement preparation
- Prepared monthly & quarterly financial statements and analyzed average monthly contribution of £12m with periodical forecasts
- Developed financial models to analyze & create insightful and actionable trend & variance analysis reports (36k clients) for senior management decision making.
- Produced financial analysis reports and special schedules (46 reports) for purpose of allowing management to make data driven decisions using Access & Excel-based financial models.
- Consolidated monthly commentaries on financial reports & analysis to highlight KPIs for senior management in achieving their financial goals.
- Led meetings with business partners & executive teams to present contribution margin analysis at segment level (7) and provided them with cause & effect recommendations at significant client level (36k).
- Coordinated with department leaders for annual budget planning activities & developed monthly & quarterly forecasts at each segment level (7 segments).
- Designed ad-hoc queries & reports to provide requested information to internal & external auditors during annual audits.
- Evaluated and streamlined Cumulative GL data base updating process & reduced total processing time by one-third.
- Redesigned Conversions excel based model to capture any currency trading errors & reduced error impact on business by approximately £15k - £20k per annum.
- Collaborated with accounting & reconciliation teams for timely & accurate financial reporting.
- Point of contact for Invoice finance – Financial Control team in absence of manager & delivered daily & monthly activities efficiently
- Tested new GL system (UAT) as single contributor for Invoice Finance business
Audit Intern
Druga Shyam Sundar & Co
Vijayawada, India
2006 - 2009
- Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors.
- Managed various categories of clients like sole proprietors, partnerships and private limited companies in finalizing and closing books of accounts.
- Participated in monthly internal audits of 4 commercial banks & verified loan documentation, physical stock verification for over drafted business loans, gold loans (approx 5,000 loans) and mortgage loans (approx 1,500 loans).
- Proofread audit and tax reports and year-end financial statements to verify accuracy.
- Used Excel to create and manage budgets, balance sheets and other related financial statements.
- Prepared, analyzed and verified annual financial reports and financial statements to assess financial condition and facilitate financial planning.
- Compiled general ledger entries on short schedule with 100% accuracy using IAS.
- Used accounting software to issue tax returns and prepare consolidated reports.
Education
US CPA (Awaiting License) - Accounting
AICPA
2020 - 2021
Master of Science - Accounting
The University of Texas At Dallas
Richardson 2016 - 2019
CA Intermediate -
The Institute of Chartered Accountants of India
Chennai 2005 - 2006
Bachelor of Science - Commerce
Acharya Nagarjuna University
Guntur 2002 - 2005
Skills
- Microsoft Excel & Office Suite
- Power BI
- Oracle People Soft - FTP - UAT Testing
- Intuit QuickBooks
- Financial Modeling
- Financial Statement & Variance Analysis
- Month-End Closing
- GL Account Reconciliations
- US GAAP
- Financial Reporting
- Audit Support
- Process Optimization
- Communication
Academic Projects
Team Leader, 01/2016 to 05/2016
The University of Texas at Dallas - Dallas, TX
- Set up accounting model using QuickBooks online for FY 2015 & 2016.
- Created Excel based periodical demand analysis reports and daily inventory report at flavor level (30 flavors) to implement efficient working processes.
- Educated client with accounting & book keeping concepts related to business
- Built strong relationships with client through positive attitude and attentive response.
- Established open and professional relationships with team members to achieve quick resolutions for various conflicting issues.
Accomplishments
- During the tenure at HSBC Awarded Matador for 2 years in a row (2011 & 2012) as a star performer & Ambassador award in 2013 for leading the team in manger absence
- Achieved Accounting & MS Excel skills badge on LinkedIn in March 2022
Additional Information
Open work permit (Canada) eligible to work for any employer & doesn’t require any future sponsorships
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
ASCEND, UT Dallas
Phi Kappa Phi, UT Dallas
Quote
Don't judge a book by it's cover
Edwin Rolfe
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