CA Vaishnavi Gupta

Client Financial Oversight: Managed financial aspects of client engagements, ensuring adherence to budgetary constraints and contract terms. Conducted detailed financial analysis and provided insights to optimize client spend and enhance profitability.

• Revenue and Billing Management: Oversaw the end-to-end billing process, from invoice generation to reconciliation. Ensured accurate and timely billing, reducing discrepancies by 15% through improved process controls and regular audits.
• Financial Reporting and Analysis: Developed and delivered comprehensive financial reports and dashboards using tools such as Power BI and Excel. Provided clients with actionable insights and forecasts to support strategic decision-making and budget planning.
• Cost Control and Optimization: Identified opportunities for cost savings and efficiency improvements in client projects. Implemented strategies that resulted in a 20% reduction in project costs without compromising quality or delivery timelines.
• Client Relationship Management: Acted as the primary point of contact for clients regarding financial matters. Built and maintained strong client relationships by addressing concerns promptly and delivering exceptional service, contributing to a 25% increase in client satisfaction scores.
• Contract Management: Reviewed and negotiated contract terms to align with financial objectives and client expectations. Ensured compliance with contractual agreements and managed contract amendments and renewals effectively.
• Budget Development and Monitoring: Assisted clients in the creation and management of project budgets, providing regular updates and variance analyses to ensure alignment with financial goals and project milestones.
• Risk Management: Identified and mitigated financial risks related to client projects. Developed and implemented risk management strategies to protect financial interests and maintain project stability.
• Cross-functional Collaboration: Worked closely with project managers, finance teams, and other stakeholders to ensure accurate financial planning and execution. Facilitated communication between teams to resolve financial issues and support project success.
• Process Improvement: Enhanced financial management processes by identifying inefficiencies and implementing best practices. Streamlined workflows for budgeting, forecasting, and reporting, improving overall financial accuracy and efficiency.

Key Achievements:

• Awarded with Star Performer for the Quarter twice.
• Led a major initiative to revamp the billing process, resulting in a 20% decrease in invoice processing time and a significant reduction in billing errors.

• Collaborated with team members to complete audits in a timely manner, improving overall department productivity.
• Managed multiple client accounts, maintaining positive relationships and delivering exceptional service.
• Supported clients during tax season by preparing necessary documentation and answering inquiries, reducing stress levels associated with the process.
• Analyzed company cash flow trends for better understanding of revenue streams and cost structures, informing strategic planning efforts.
• Conducted internal audit assignments identifying control weaknesses and providing recommendations for improvement, leading to strengthened financial systems.
• Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.

• Conducted efficient audits by utilizing various software tools to analyze financial data quickly and accurately.
• Performed auditing work in accordance with rigorous auditing standards and principles.
• Established audit and internal control procedures and recommended process improvements to address issues.
• Handled planning and budgeting for audit engagements.
• Analyzed trends in financial data to investigate fluctuations.
• Reviewed and assessed accounting systems and business controls.
• Enhanced audit efficiency by streamlining and automating various audit procedures.
• Found tax solutions to complicated tax issues or errors from incorrect tax filings.
• Improved client satisfaction by providing clear explanations of audit findings and recommendations for improvement.