Anup Paliwal

Managing the financial portfolio of the employees of listed incorporations. Undertaking transaction in European stock markets on behalf of clients and assisting them in understanding complex employee stock option plans while adhering to strict security procedures. Administrating CRS FATCA forms and addressing the discrepancies in 1099 tax forms for US clients. Creating, managing, keeping track and resolving tickets on JIRA Software for clients’ complaints and issues related to portfolio.

Managed accounting allocation, payables, receivables, payroll reconciliation and streamlined the financial process as a fulltime professional (freelance). While working with the team following skill set was used to effectively perform the tasks- 1) Debtors and Creditor aging analysis. 2) Accounting of transactions in accordance to Indian accounting standard. 3) Financial reporting. 4) Indirect Taxation consultancy. 5) Management of Cash flows

Drafted and reviewed financial statement compilations before being approved by partners. Discovered major instances of fraud, embezzlement and large balances due. Filed tax returns and prepared governmental reports in compliance with strict standards. Compiled general ledger entries on a short schedule with nearly 100% accuracy. Assisted in creating of protected financial statement for clients using NAV and DCF tools.

1) Advance Corporate Finance. 2) Investment Analysis and Portfolio Management. 3) Advanced Management Accounting.