Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Ratan Sharma

Toronto,ON

Summary

Highly accomplished finance professional with a diverse skill set encompassing Financial Analyst, Financial planner( completed Canadian Securities Course), Tax Accounting, Accounts Payable Risk Analyst, Assistant Accountant, Business development and customer service roles. Proficient in evaluating financial data, identifying trends, and providing strategic recommendations to drive business growth and optimize performance. Skilled in financial modeling, budgeting, forecasting, and variance analysis.

Overview

11
11
years of professional experience

Work History

Accountant and Financial Analyst

Om And Co
02.2021 - 06.2023
  • Analyzed financial statements to assess financial health of client’s business through ratio analysis and variance analysis related to business revenue, expense, asset and liabilities and identify trends in financial data to help businesses make informed decisions. This enhanced problem-solving skills through strong research and critical thinking.
  • Communicated findings of my research to clients in person and delivered detailed reports to clients.
  • Managed Accounts Payable process, which involved reviewing and processing invoices. Ensured accuracy, completeness, proper coding, and supporting documentation. Maintained vendor database, communicated with vendors to resolve issues, processed payments after obtaining approvals, and handled reconciliation and reporting to address discrepancies.
  • Recording day to day transactions, maintaining general ledger, analyzing bank statements and reconciling them with general ledger entries.
  • Setting up Accounts for various organization and businesses after carefully examining their needs
  • Trained new recruits on verbal, written communication, and teamwork, also on process of being client focused which is being able to understand needs of clients and provide them with excellent service, building rapport with clients for long-term relationship.
  • Examined the structure of businesses for the purpose of financial planning to save tax and advised clients on the appropriate business structure based on the business activities to reduce their tax expense.
  • Advised clients on tax laws and helped them to be compliant with the tax laws and various legal obligations. Prepared tax returns for partnership firms, companies, and individuals, kept clients records safe and informed them to pay advance tax whenever required. Prepared Financial statements for clients.

Team Leader and Senior Accountant

Etax Accountants
06.2020 - 11.2020
  • Training new graduates in customer service, tax knowledge and written communication. Managing, supervising, and allocating tasks to Accountants.
  • Mentoring and helping tax reviewers with their queries in relation to tax knowledge.
  • Advisory services to clients and businesses on tax law and statutory regulations. Liaising with Australian Tax Office and other regulatory bodies when required.
  • Assist company with additional business development roles that include managing and retaining relationships with existing clients, negotiating with dissatisfied clients, solving their problems, understanding their needs, and providing feedback to the supervisor.
  • Identifying and mapping business strengths and customer needs.
  • Risk assessment in relation to the client dealings and the company’s operations complying with the Australian tax law and guidelines set by the tax office.
  • Risk analysis and Auditing in relation to fraudulent documents, personal information, and compromised matters.
  • Supervised team members to confirm compliance with set procedures and quality requirements.

Accountant

Etax Accountants
05.2019 - 06.2020
  • Preparing tax returns pertaining to income from all sources (rent, capital gains, salary, Business etc) for individuals.
  • Reviewing client’s legal documents related to sale of property, shares, Income statements of rental properties, loan documents and finalizing the return within the promised deadlines.
  • Identifying areas where clients and businesses can reduce tax by claiming the deductions they are entitled to.
  • Advisory services to clients and businesses on tax law and statutory regulations. Liaising with the Australian Tax Office and other regulatory bodies when required.
  • Assist the company with additional business development roles that include managing and retaining relationships with existing clients, negotiating with dissatisfied clients, solving their problems.
  • understanding their needs and providing feedback to the supervisor. Identifying and mapping business strengths and customer needs.
  • Risk assessment in relation to the client dealings and the company’s operations complying with the Australian tax law and guidelines set by the tax office.
  • Fraud analysis in relation to fraudulent documents, personal information and compromised matters.

Risk and Compliance Analyst

Amazon Development Center (India) Pvt Ltd
08.2015 - 05.2016
  • Helping the management to develop and implement policies to protect sellers and buyers on Amazon platform.
  • monitor compliance by conducting audits, reviewing transactions, patterns of returns, refunds, quantity limit of purchase and communications between buyers and sellers.
  • · Investigating compliance violations and taking appropriate action by reporting the violations to the higher management and taking appropriate actions such as blocking sellers and buyers from the Amazon platform.
  • advise management on compliance matters and help them to develop strategies for smooth business on Amazon platform.
  • Handle Appeals from the violators who have been blocked and analyze the case keeping the policies in mind and take appropriate actions.

Financial Analyst

Berkadia Services India
06.2014 - 07.2015
  • Conducted research and financial statement analysis on various portfolios such as Multifamily and commercial properties related to CMBS.
  • Also performed financial and variance analysis on other portfolios such as FANIE MAE.
  • Performed financial analysis to assess the credit risk of the various portfolios (CMBS & FANIE MAE) by arriving at a Debt Service Coverage Ratio
  • Performed variance analysis by comparing the figures with the previous year, if there is an abnormal increase contacted the borrower to confirm if the expenses are capital in nature. Also wrote detailed notes of the analysis for reporting purposes.
  • Worked on various ERP’S like McCracken (Client server & Green Screen) and Asset Surveillance.

Assistant Accountant

B.D SABOO & Associates
05.2012 - 06.2014
  • Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
  • Maintained accurate and complete documentation to facilitate accounting and filing functions.
  • Assisted in Accounts Payable process by following the process and processing the payment.
  • Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
  • Processed payroll by validating work hours and attendance of employees.
  • Recording day to day transactions, maintaining general ledger, analyzing bank statements and reconciling them with the general ledger entries.
  • Setting up Accounts for various organization and businesses after carefully examining their needs.
  • Preparation of Financial statements and analyzing financial statements to determine the position of the businesses and generating reports.
  • Generating reports on profit, equity and cashflow and advising clients.
  • Providing advice to business and individuals addressing various topics including Tax. Preparation of tax returns for various organizations and individuals.
  • Advising clients on various business structures and recommending the structure that suits Liaising with clients on a day-to-day basis through phone calls, emails and face to face.
  • Adhering to tax law and all accounting guidelines issued by authorities.
  • Monitoring day-to-day work and meeting deadlines.

Education

Canadian Securities Course - Portfolio Mangement And Financial Planning

Canadian Securties Institute
Toronto, ON
02.2023

Masters in Professional Accounting - Accounting And Finance

Charles Sturt University
Brisbane, Australia
07.2018

Bachelors of Commerce (Computers) - Commerce, Finance, Accounting And Business

Bhavans Vivekananda College (Osmania University)
Hyderabad, India
03.2012

Skills

  • Accounting Software: MYOB, Xero, Sage 300 Great Plains and Quick Books
  • Advanced Excel- Pivot tables, charts, Macros, data analysis, what if analysis
  • MS office
  • Financial Analysis
  • Accounting
  • Accounts Payable
  • Data Analysis
  • Oral and Written communication
  • Data Analysis
  • Financial reporting understanding

Timeline

Accountant and Financial Analyst

Om And Co
02.2021 - 06.2023

Team Leader and Senior Accountant

Etax Accountants
06.2020 - 11.2020

Accountant

Etax Accountants
05.2019 - 06.2020

Risk and Compliance Analyst

Amazon Development Center (India) Pvt Ltd
08.2015 - 05.2016

Financial Analyst

Berkadia Services India
06.2014 - 07.2015

Assistant Accountant

B.D SABOO & Associates
05.2012 - 06.2014

Canadian Securities Course - Portfolio Mangement And Financial Planning

Canadian Securties Institute

Masters in Professional Accounting - Accounting And Finance

Charles Sturt University

Bachelors of Commerce (Computers) - Commerce, Finance, Accounting And Business

Bhavans Vivekananda College (Osmania University)

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Ratan Sharma