Summary
Overview
Work History
Education
Skills
Interests
Accomplishments
Certification
Timeline
Generic

Megha Varma

Financial Consultant

Summary

Dynamic financial services professional seeking a challenging role within a forward-thinking organization that fosters growth and innovation. Proven ability to engage effectively with clients from diverse backgrounds, building strong relationships through a friendly and adaptable approach. Expertise in wealth management, financial planning, and investment strategies drives a commitment to delivering exceptional client outcomes. Passionate about continuous learning and development, eager to leverage strengths to contribute meaningfully to team success.

Overview

5
5
years of professional experience
1
1
Certification
6
6
Languages

Work History

Financial Consultant

Self Employed Services
01.2019 - 06.2023
  • No. of years: 4

► Actively handled documentation, reporting and filing of Merger and Acquisition.

► Preparation, proof reading and publishing of financial reports.

► Preparing and managing budgets for clients.

►Preparing mandatory accounting, financial and legal registers and reports for clients.

►Financial compliance reporting to Bombay Stock Exchange and National Stock Exchange.

► Monthly, half yearly and annually revising the budgets as per changes in the financial data.

►Digging new financial data through various sources(online & offline)

►Ensuring all legal compliances are followed by our clients.

►Preparing loan documents

►Coordinating with Banks for Loan agreements, sanctions, documentation and reporting.

► Create Budgets, forecast using matplotlib tool.

►Optimizing financial operations, making strategic financial decisions, and aligning financial goals with the client's overall objectives to ensure sustainable growth.

► Review, negotiate and draft a wide range of Customer and vendor financial agreements.

► Coordinated Corporate Annual General meeting, Statutory filings Financials Audits, Corporate Minutes book and Board Resolutions.

► Coordinated and supported all compliance related programs such as management reviews, financial compliance testing, financial reporting and financial trainings to ensure compliance with laws and regulations,

►Reporting and Filing Monthly, Quarterly and Yearly Compliances on Bombay Stock Exchange and National Stock Exchange for listed Companies.

► Monitoring and providing advice on new legislation and regulatory financial developments in relation to areas of Company law, Accounting laws, Banking laws, Corporate governance and Company secretarial practice and Financial Governance.



Company Secretary Trainee

Videocon Industries Limited
09.2018 - 08.2019
  • No. of year: 1

►Book-keeping and accountancy.

► Role in ensuring that Corporate Governance best practice standards are delivered.

► Maintaining minutes book and registers

► Conducted Statutory Audit

► Taxation registration(GST), Company incorporation.

► Trademark registrations

► Supported Food licensing, Fire and health licensing and other registrations required for start ups.

► Filing annual returns for LLP, Private as well as Public company

► Company accounting audit, Statutory secretarial audit, Compliance audit

Education

Certification Course - Data Analysis

Stackfuel
Berlin, Germany
04.2001 -

CS Professional - Legal & Finance

The Institute of Company Secretary of India
Pune, India
04.2001 -

Master of Commerce - Accounting And Finance

Pune University
Pune, India
04.2001 -

CS Executive - Accounting And Finance

The Institute of Company Secretary of India
06.2016

Bachelor of Commerce - Accounting And Finance

Symbiosis College of Arts And Commerce
06.2015

CS Foundation - undefined

The Institute of Company Secretary of India
06.2014

Grade 12 HSC - Accounting And Finance

Pune University – Maharashtra State Board
07.2012

Grade 10 SSC -

Infant Jesus High School
Wakad, Pune
03.2010

Skills

  • Accounting Software – Tally ERP9
  • Advanced Excel
  • Python
  • SQL
  • Visual Data visualisation through Matplotlib
  • Analytical Thinking
  • Credit analysis
  • Financial planning
  • Financial advising
  • Data cleaning, interpretation and forecasting

Interests

Pranic healing and crystal healing, Cooking Indian cuisine and reading theosophical books

Accomplishments

  • Won best participant award in MSOP 2019 organised by Pune Chapter
  • Member of the World Pranic Healing Centre & Institute of Inner Studies, Philippines
  • Participated in research paper competition (2topics) organised by Pune chapter
  • Won 3rd prize in research paper (both the topics) competition organized by Pune Chapter
  • An advanced level Arhatic healer since year 2015.
  • An associate certified Pranic healer.

Certification

Secretarial Practice License

Timeline

Financial Consultant

Self Employed Services
01.2019 - 06.2023

Secretarial Practice License

01-2019

Company Secretary Trainee

Videocon Industries Limited
09.2018 - 08.2019

Certification Course - Data Analysis

Stackfuel
04.2001 -

CS Professional - Legal & Finance

The Institute of Company Secretary of India
04.2001 -

Master of Commerce - Accounting And Finance

Pune University
04.2001 -

CS Foundation - undefined

The Institute of Company Secretary of India

CS Executive - Accounting And Finance

The Institute of Company Secretary of India

Bachelor of Commerce - Accounting And Finance

Symbiosis College of Arts And Commerce

Grade 12 HSC - Accounting And Finance

Pune University – Maharashtra State Board

Grade 10 SSC -

Infant Jesus High School
Megha VarmaFinancial Consultant