Vishnu Tej C.
A
Chartered Accountant &(CMA)
Dedicated finance professional with expertise in controllership, business finance, and
strategic planning, seeking a challenging role where I can utilize my skills to drive financial
performance and contribute to organizational growth.
Contact Experience
Phone 1. ACKO Insurance (Sep-2023 to Present)
+91 9963904987
Deputy Manager- Finance
Email Acko is a InsurTech startup which is solving real-world problems for customers,
[email protected] starting with insurance. As India's pioneer digital-native insurer, it has
significantly reshaped the insurance landscape.
LinkedIn Responsibilities managed:
http://linkedin.com/in/ca-vishnu-tej- Finance Controllership:
2731141a1 Orchestrated the preparation of Financial Statements and MIS with
meticulous attention to accuracy and timeliness.
Expertise Managed IRDAI filings and ensured timely submission, meeting all regulatory
deadlines.
Financial Statement Preparation Handled intimations/notices from statutory departments like ESIC, Stamp
Budgeting and Forecasting Duty, etc.
Regulatory Compliance Implemented process improvement initiatives resulting in notable efficiency
Strategic Planning & Risk gains and Ensured compliance with SOP’s and LOP’s.
Management Facilitated smooth closure of Statutory Audit and Internal Audit within
Internal & Statutory Audit stipulated timeframes.
SOP Validation Business Finance (FP&A):
Tax Audit & Bank Audit Analyzed financial data and market trends, forecasting sales against
Process Improvement expenses and creating annual budget plans (AOP).
Stock Audit & Trust Audit Monitored actual sales against projections and implemented controls to
manage business risks effectively.
Prepared comprehensive Float management and commission workings with
Technical Skillset accuracy and transparency.
Held staff accountable for successful performance and optimized resource
MS Office allocation for increased profitability.
Tally
Oracle & SAP
Corporate Strategy (CEO Office):
Winman & Zoho Developed strategies to improve profit, estimating costs and benefits and
exploring new business opportunities.
Contributed creatively and practically to develop, execute, and implement
Strengths new business plans.
Assisted in the development of long-term financial strategies aligned with
overall company objectives.
Time Bound
Avid Learner 2. Navin Nayak and Associates
Leadership skills and Team player Article Assistant (March 2020 - March 2023)
Critical thinker and Solution Leading CA firm headquartered in Bengaluru with other branch office located in
oriented Mangalore, with 3 partners, 300+ clientele.
Analytical Skills
Attention to detail
Assignments handled:
Excellent Communication and INTERNAL AUDIT:
Presentation Skills Led a team of four in conducting internal audits for various companies, actively
collaborating with management throughout the audit process. Developed audit
programs and accounting manuals for internal audits, and reviewed statutory
records, payroll & payment processes, accounting, revenue contracts, and internal
controls. Prepared internal audit reports summarizing findings.
STATUTORY AND TAX AUDIT:
Competencies Prepared consolidated financial statements (CFS) according to accounting
standards.
Compiled financial statements for companies and trusts, and participated in
Financial Analysis Bank statutory audits for two branches.
Team Management Conducted general ledger reviews and reconciliations for various expense and
Financial Modeling revenue accounts, prepared tax audit reports (Form 3CEB and Form 3CD), and
Budgeting Analysis managed GST audits for over ten companies across different industries.
Marketing Planning ASSURANCE:
Task Management Assisted in audit of various organizations including Public and Private
Reporting companies, Banks and Trusts with all round involvement.
Inventory Valuation Key team member for execution of various phases of audit processes including
Year-End Close planning, risk assessment, control testing, substantive testing and analytical
procedures for clients engaged in various sectors.
Presentations
Preparation and presentation of documents for Scrutiny Assessments and
responding to various notices under the Income Tax Act, 1961 on behalf of
various clients.
FINANCE AND OTHERS:
Assisted clients with various tax advisories and tax compliance requirements,
such as CA Certificates (Form 15CA/15CB).
Preparation of Management Letters &transfer pricing documentation including
Language Form 3CEB.
Statutory Return Filings such as ROC, PF, ESI, PT, GST, TDS, FLA Return.
Physical Verification of Inventory and Fixed Assets.
English (Full Professional Maintenance of accounts, computation of tax and filing of returns for
individuals, firms and companies.
Proficiency) Investment proof verifications like 12BB of a Listed Company (whose revenue is
Telugu (Native Proficiency) $58.73 M for FY 2021-22) and some Public Companies.
Kannada (Bilingual Proficiency)
Hindi (Bilingual Proficiency) Academics
Chartered Accountancy Course | ICAI
Cleared CA–Final with 54.75% in May-2023. (First Attempt)
INTERESTS (Remarks:- >= 80% in one subject and >= 60% in two subjects)
Cleared CA–Inter with 53.50% in Nov-2019. (First Attempt)
(Remarks:- >= 75% in one subject)
Photography Cleared CA-CPT with distinction by attaining 61.5% in June-2018. (First Attempt)
Keen in knowing
Mythology Cost & Management Accountancy Course | ICMAI
Playing chess Cleared CMA–Inter with 57.50% in Dec-2019 (First Attempt)
Listening to music (Remarks:- Exemption in four subjects)
Travel Cleared CMA-Foundation with distinction by attaining 69.00% in December-2018.
(First Attempt)
Graduation | 2022
Personal Info B.Com (Specialization in Accounts and Finance) with distinction at IGNOU.
Pre-University | Board of Intermediate Education | 2018
DOB Completed Higher Secondary with aggregate of 94.6%.
03-09-2000
Secondary Education | 2016
Gender Completed 10th Standard with aggregate of 98%.
Male
Permanent Address:
Door No. 4/52, Declaration
Sri Annapurneshwari Pawn Brokers,
Hindupur Road, near Ambedkar Circle, I, Vishnu Tej, hereby declare that all the information mentioned above is free
Madakasira, Andhra Pradesh from error to the best of my knowledge and I bear responsibility for any
Pincode:- 515301 deviation from them at any later stage.
