Summary
Overview
Work History
Education
Skills
Extra Curricular Activities
Projects
Timeline
Teacher
Deepika Kalyanakumar

Deepika Kalyanakumar

Birmingham,BIR

Summary

Analytical professional with strong background in taxation and consultation. Passionate about the Financial Services and Banking Industry, made the deliberate choice to pursue a Masters in Investment Analysis to deepen knowledge and proficiency in this field. Seeking an opportunity to acquire valuable experience and expertise.

Overview

3
3
years of professional experience

Work History

Tax Associate II

PwC
07.2022 - 08.2023
  • Worked on financial report analysis and taxable income computation
  • 1065 federal and state tax return preparation, federal return review for financial service groups and E-filing of returns
  • Distinguished as quarter's "Client Champion" for consistently meeting deadlines and exceeding client expectations.

Tax Analyst

CohnReznick LLP
10.2020 - 06.2022
  • Analyzing financial reports and preparing federal and state tax forms for major partner firms specializing in Private Equity, Hedge funds and Corporate entities, covering around 5% of client base.
  • Worked extensively on software such as CCH Access, GOSYSTEM, CCH Engagement and CaseWare

Accounting Intern

UF Media Private Limited
  • Assisted with filing, data entry, recording and maintaining accurate and complete financial records
  • Prepared financial reports, such as balance sheets, income statements, invoices, and other documents

Education

Master of Science - Investment Analysis

Aston University
Birmingham
09.2024

Bachelor of Science - Commerce

SRM Institute of Technology Chennai, India
Chennai
07.2020

Skills

  • Financial Documentation
  • Document Workflow
  • Business Controls
  • Electronic and Paper Filing
  • Financial Management
  • Analyze Financial Records
  • R programming
  • Python for finance

Extra Curricular Activities

  • Team member, SRM Swachh Bharat drive, 09/2018, Planned and organized two successful fundraising events and collected over Rs.45,000 to help the deprived people around the campus
  • Organizer, Commex, 03/2019, Organized a national level commerce fest that saw a footfall of over 200 participants
  • Member, Directorate of Student Affairs, 09/2019, Conducted Counseling sessions for students regarding mental health, physical abuse and rehabilitation issues.
  • Volunteer, SRM Blood Donation camp, 01/2020, Volunteered as part of a team to assist the blood donors by signing them in and out of the blood drive and also assisting the donors with anything they needed after they donated.

Projects

  • A Comparative Study on Mutual fund and ULIP return with special reference to SBI, Focused on analyzing the returns from a Mutual fund investment policy and a ULIP over a period of 5 years. Basic SBI policies were used as assumptive investment structure for the project.
  • A Study on Consumer preference towards Branded and Non-branded cloths, Project analyses the buying pattern of the customers with respect to Branded and Non-branded cloths on a sample size of 50 local teenagers. Identifying the effects of Sales promotion methods and price range variations on consumers
  • A Study on Marketing Strategy at HM Shopping, Project analyses the current market strategies implemented by HM and identifies the impacts on its customers. This project was conducted with the sample size of 120 people, about their awareness on the brand's Marketing Techniques

Timeline

Tax Associate II

PwC
07.2022 - 08.2023

Tax Analyst

CohnReznick LLP
10.2020 - 06.2022

Accounting Intern

UF Media Private Limited

Master of Science - Investment Analysis

Aston University

Bachelor of Science - Commerce

SRM Institute of Technology Chennai, India
Deepika Kalyanakumar