Professional Documents
Culture Documents
CAREER PROFILE
A Experienced Chartered Accountant with over 15 years of expertise in the areas of Business Review and
Analysis, Tax Planning, Filings, Settlement Negotiation, Corporate Compliance, Project Management,
Government Relationship Management and Submissions to the Canadian and U.S. Tax Authorities.
Proficient in the computation of corporate, partnership, trust and individual taxes, corporate reorganizations,
surplus distributions, debt/equity financing tax issues, cross border issues, etc.
Proven ability to exercise professional judgment in dealing with disclosure of information in financial reporting
of corporate and personal income taxes with a defensible approach to using the Canadian Income Tax Act
and the U.S. Tax Regulations. Highly skilled in researching sources and identifying solutions or alternatives
to tax issues.
A detail-oriented and resourceful individual with excellent communication and interpersonal skills, combined
with an excellent understanding of complex tax issues.
Tax Returns
• Prepare corporate and personal tax returns for federal, Ontario, Quebec, Nova Scotia, and the
Western Provinces
• Manage federal and provincial tax audits and prepare Notices of Objection
• Negotiate and secure positive outcomes from various federal and provincial tax authorities on behalf
of clients
• Deal with various types of withholding tax issues involving customized software agreements, and
royalty, interest and dividend payments
• Calculate corporate and individual tax installment payments
• Ensure timely completion of returns and any related elections, or designations
• Review issues involving the Canada-U.S. Income Tax Convention and other treaties
SELECTED ACCOMPLISHMENTS
• Obtained a $500 million federal tax refund for a U.S. subsidiary company by identifying and pursuing
a tax savings opportunity
• Secured $108 million investment tax credits from Revenue Canada by preparing claims for scientific
research for Communications, Mining, Electronics, Computer Software, Construction, Agriculture
and Publishing companies
• Successfully planned and dealt with the income and capital taxes for various segments of a $2 billion
company acquisition with tax issues involving divestiture of some of the acquired operations and
integrating the companies kept within the acquiring company's corporate structure
• Recognized by the Chairman and CEO for outstanding work performance and diligence with
quarterly and annual bonuses on a regular basis
• Authored a policy manual for taxable benefits including tax issues relating to employee relocation,
housing and automobile benefits
• Developed and maintained excellent client relationships with Fortune 500 companies resulting in
repeat business and referrals
• Established a corporate-wide reputation of being proficient, engaging and thorough in staff training
and project management
Continues...
Tel: 416.438.3606 – email: info@ResumeWorld.ca www.ResumeWorld.ca
EMPLOYMENT
PRIVATE PRACTICE, Toronto, Ontario 2007 – Present
Tax Advisor to publicly traded corporations
PROFESSIONAL LICENSES/ASSOCIATIONS
CANADIAN TAX FOUNDATION, Toronto, Ontario1990 - Present
Member
PROFESSIONAL DEVELOPMENT
CANADIAN IN-DEPTH TAX COURSE 1990 - 1992
Level One, Level Two
EDUCATION
UNIVERSITY OF TORONTO, Toronto, Ontario 1985
B.A. in Commerce
COMPUTER SKILLS
• Corporate and Individual Tax preparation programs
• Tax research databases
• Advanced Excel; Lotus Suite
• Ability to learn new computer applications quickly and independently
REFERENCES
• Available upon request
Personal details
1976 – 1979, Warwick University, B.A International Business and Economics, Degree class 2.1
Associate Member, Chartered Institute of Management Accountants (CIMA),1983
Fellow, Chartered Institute of Management Accountants (CIMA), 1992
Member of the Chartered Management Institute (CMI)
Work experience
Financial Controller (Head office) - ABC Furnishings Ltd, Oxford (08/2008 – present)
ABC Furnishings has been trading since1998 and has three offices nationwide. The head office is based
in Oxfordshire and supplies office furnishings to trade, having 25 employees and a £4.3 million turnover
end Q4 2009.
Responsible for the day to day management of financial services including bought ledger, financial
and capital accounting, income, credit control, Accounts Payable, Accounts Receivable and other
financial controls. Treasury management and Trust funds, statutory accounts and audit. Management
of the paymaster function and transaction processing SLA’s. Ensuring all financial statements are
accurate, complete and in accordance with generally accepted accounting principles (GAAP) and
other industry standards.
Responsible for risk and contingency analysis and identifying areas of potential risk threatening
assets, earning capacity and organisational success.
Setting and meeting targets for organizational growth.
Monthly preparation of financial reports, budgets, cost reports and financial forecasts to aid strategic
decision making. Ensuring all financial data is well documented within the department and all records
are accurate and up to date. In 2007 I introduced a new strategic growth initiative that that increased
ABC Furnishing competitive standing. Profitability was up by 11% and 15% in 2008 and 2009
respectively.
Overseeing a team of ten accounting staff and four financial analysts to ensure their accounting
duties meet organisational objectives.
Working across departments to enable joined up decision making based upon financial data.
Ensuring that the decision makers in the firm understand the financial implications of the missions
they set for their company in a specific period.
Training and coaching accountants for purposes of ensuring that their accounting and analysis duties
are done well.
Senior Financial Analyst - Brookes and Brookes Haulage Ltd, Oxford (02/2006 – 08/2008)
Brookes and Brookes Haulage Plc was established in 1976. It has a fleet of 35 trucks that distribute fast
moving consumer goods nationally and internationally. It has approximately 180 employees with an
annual turnover of around £7.6 million.
Preparation of financial analyses and models to assist in the evaluation of business initiatives, capital
investments, new services and programs within Brookes and Brookes business units. Analysis
includes pricing, cost-benefit analysis, forecasting and expense analysis based on identifying
expense drivers and allocations, net present value analysis.
Produce timely and effective financial analysis of SME, Corporate and Institutional customers to
support the credit decisioning process.
Pricing for new and existing products and services. Selecting and create appropriate pricing models
based on client's desired asset mix, selection of plans, fee schedules, payroll services and size.
Whilst there I developed new and effective techniques for financial planning which rendered better
service to the clients and contributed to key client management and retention.
Development of financial and non-financial measures of business performance for evaluation and
control of projects and investments.
Assisting business units in their budgeting and planning process.
Preparing and disseminating timely and accurate financial information to allow for efficient use and
control over financial resources of a business unit, project or service.
Cross train as back-ups for other staff in the case of emergencies
Boots Ltd, London has a finance department of 20 staff. It is divided into small teams who manage the
finances of particular products and services.
Managing a team of four accountants in the finance department for Boots healthcare range. Develop
financial reports for trending, forecasting and results analysis. Providing financial advice and support
to the Director of purchasing and sales to enable sound business decisions.
Ensuring all financial practices are in line with all statutory legislation and regulations and formulating
strategic and long term business plans.
Reporting to the Head of Finance with the responsibility to review the monthly management accounts
ensuring they are delivered in an accurate and timely fashion. Fully responsibility for both the budgets
and forecasts and working closely with the Cost Controllers and General Managers.
Taking the finance lead in ad-hoc projects and project managing one major project in particular to
identify cost reduction activities. The project was delivered on time and under budget and the final
result saved Boots an average of 50K per annum.
Recruiting, training and conducting staff appraisals.
Core competency
I.T skills
Microsoft Office, Access and PowerPoint (competent user). Advanced Excel skills (pivot tables, Vlookups
and spreadsheet creation).
OBJECTIVE
EDUCATIONAL QUALIFICATIONS
ACHIVEMENTS
Ø Secured All India 43rd Rank in ICWA Final
Ø Awarded with C.V.Chandra Mouli All India Best Paper Award in Mathematics in
CA Foundation
Ø Completed CA final and ICWAI final in single sitting
Ø Secured more than 60 % Marks in Accounts paper in C.A Foundation (83), C.A
Inter (63) & as well in C.A Final (65) examination too
Ø Secured 78% Marks in Management Accounting & Financial Analysis in CA
Final which is one of the critical & deciding subject for CA Final students
Ø Secured 60% marks in Direct Taxes in CA Final which one also the critical &
deciding subject for CA Final students
Ø Secured third prize in public speaking competition conducted by SIRC
Vijayawada Br
WORK EXPERIENCE:
From Jan 2011 to till date: In Full Time practice worked as Partner & Associate of M/s
Mahesh, Virender & Sriram Chartered Accountants, Involved in handling Internal audits,
Statutory Audits, Tax Audits, Project Finance and tax representations for varios clients
before various tax authorities. Few Major clients handled are given below:
Govt. Bodies:
Ø Andhrapradesh Roads & Buildings Development Corporation
From Aug 2008 to Dec 2010: Working with Indian Immunologicals Limited.,
Hyderabad
Responsibilities handled:
I have worked in as SAP environment and handled the following areas:
Nov. 2005 to Aug 2007: Worked as Articled Assistant with B.SRINIVASA RAO & CO,
Chartered Accountants, Hyderabad.
Responsibilities handled
ACCOUNTS
AUDIT
BANKING
INCOME TAX
COMPUTER KNOWLEDGE
Ø End User Knowledge of FI and SD module in SAP 4.7 and MY SAP ver 6.0
Ø Working Knowledge of Tally
Ø MS-OFFICE
PERSONAL DETAILS
Sex: Male
I do here by confirm that the above stated information is true and correct.
SD/-
Place: Hyderabad. P.Vamshi Krishna Reddy
Date: