Jasmeet Kaur
Coventry,UK
Summary
Results-driven Qualified Chartered Accountant with 12+ years of specialized expertise in accounting and finance. Demonstrated ability to deliver customized solutions, manage tight deadlines, and provide strategic insights that support business growth and financial objectives.
Overview
17
17
years of professional experience
9
9
years of post-secondary education
Work history
Accounts Manager
LDP Luckmans
Coventry, UK
09.2024 - Current
- Prepared detailed management accounts, including profit and loss statements, balance sheets and variance analysis, ensuring accuracy within key performance indicators (KPIs).
- Managed bank reconciliations, accruals, prepayments, and quarterly VAT returns as part of year end processes.
- Prepared full sets of accounts for companies, sole trader, partnerships and properties, including financial statements and cash flow reports.
- Prepared and reviewed personal tax returns for a diverse portfolio of over 100+ client base, including high-net-worth individuals, sole traders, and partnerships.
- Provided advisory services on income tax, capital gains tax, inheritance tax, and tax-efficient investments.
- Assisted clients in optimizing their tax position by utilizing allowances, exemptions, and reliefs effectively.
- Supported clients during HMRC inquiries and audits, providing necessary documentation and clarification.
- Prepared and reviewed corporation tax computations and returns for SMEs and large companies across various industries.
- Provided tax planning advice to optimize corporate structures and minimize tax liabilities.
- Assisted in managing tax compliance processes, ensuring adherence to UK GAAP, IFRS, and HMRC regulations.
Accounts Assistant
SKS Justa & Co.
Coventry, UK
02.2024 - 09.2024
- Successfully completed and submitted all tax returns 3 months prior to deadlines.
- Managed and retained a diverse portfolio of over 40+ clients, including limited companies, partnerships and sole traders.
- Prepared and reviewed 100+ annual financial statements with turnovers exceeding 50 million, ensuring compliance with UK GAAP and IFRS.
- Maintaining accurate financial records for more than 80 clients, providing management accounting, including budgeting, forecasting, and financial planning.
- Preparing and submitting 150+ corporate and personal tax returns, including self-assessment tax returns, with strategic tax planning to minimize liabilities.
- Managing VAT registrations, returns and compliance for clients including conducting VAT audits and ensuring adherence to Making Tax Digital (MTD) requirements.
- Staying updated with changes in UK tax laws and regulations, ensuring client compliance and effective advisory services.
- Committed to continuous professional development and staying current with industry changes.
- Using Various software such as Sage, Xero, QuickBooks, Auto Entry, IRIS and Gamma.
Finance and Tax Manager
Abhishek Dixit & Associates
Delhi, India
05.2018 - 12.2022
- Led the financial planning and analysis process, developing budgets and forecasts for multiple industries, improving budget accuracy by 35%.
- Directed and enhanced cash flow management for a portfolio of over 100 clients, maintaining liquidity and boosting operational efficiency.
- Developed tax planning strategies and compliance measures, reducing tax liabilities by 15% with effective tax-saving tactics.
- Completed daily and monthly VAT and bank reconciliations and noted any discrepancies.
- Reviewed and certified official financial statements for presentation to shareholders by using SAP, Quick books, Auto Entry.
- Executed audits of financial statements to verify accuracy, compliance, and adherence to regulatory requirements.
- Used spreadsheet software to compile and analyze financial data.
- Provided training and mentorship to junior staff, enhancing team performance and professional development.
Assistant Manager - Costing
Bikanervala Foods Private Limited
Delhi, India
08.2014 - 04.2018
- Conducted detailed analysis of financial statements, identifying key trends and areas for improvement, which led to a 15% increase in financial performance.
- Improved overall profit by increasing MRP and reducing the cost with a planned budget.
- Implemented cost accounting processes, including deriving MRP from Profit & Loss statements, enhancing cost accuracy and product pricing.
- Developed and forecasted various MIS reports, providing actionable insights that supported strategic decision-making.
- Played a pivotal role in the month-end close process, ensuring timely and accurate financial reporting.
Finance Manager
Swadeshi Civil Infrastructure Pvt. Ltd
Delhi, India
10.2013 - 08.2014
- Direct and indirect taxation and compliance, Manage and guide finance team, Reporting, planning and helping to drive key commercial decisions, MIS Reports (including Accounting, Cash flow statement and Profit MIS Reports), Directing the work to junior staff and facilitating them in making the decisions.
Internship/Apprenticeship
Andros & Company (Chartered Accountants)
Delhi, India
09.2008 - 09.2013
- Trainee and Article Assistant until Mar 2011 & as a tax & audit Assistant afterwards.
- Made positive contributions to team and workplace, consistently exceeding expectations.
Education
The Institute of Chartered accountants of England and Wales (ICAEW)
MSc Finance and Management -
Birmingham City University
Birmingham, UK 01.2023 - 01.2024
Qualified Chartered Accountant (ACA) -
The Institute of Chartered accountants of India (ICAI)
09.2008 - 05.2013
B. Com (Bachelor of Commerce) - Accounts
Delhi University
05.2006 - 04.2009
Higher Secondary College - undefined
Secondary School Certificate - undefined
Skills
- Strong knowledge of accounting softwares (ie, IRIS, Sage, Xero, Quickbooks, AutoEntry, Gamma, SAP)
- Proficiency in advanced MS Excel (Pivot tables, VLookup etc)
- Understanding of financial reporting standards (IFRS, UK GAAP)
- Managements Accounts
- KPI Analysis
- Bank Reconciliation
- VAT returns
- Cashflow analysis
- Accounts reconciliation
- SAP/ERP implementation
- Accounts Payable and Receivable
- Bookkeeping
- Financial data analysis
- Project budgeting
- Internal controls and audits
- Cost Accounting
- Income tax filing
- Tax compliance knowledge
Timeline
Accounts Manager
LDP Luckmans
09.2024 - Current
Accounts Assistant
SKS Justa & Co.
02.2024 - 09.2024
MSc Finance and Management -
Birmingham City University
01.2023 - 01.2024
Finance and Tax Manager
Abhishek Dixit & Associates
05.2018 - 12.2022
Assistant Manager - Costing
Bikanervala Foods Private Limited
08.2014 - 04.2018
Finance Manager
Swadeshi Civil Infrastructure Pvt. Ltd
10.2013 - 08.2014
Internship/Apprenticeship
Andros & Company (Chartered Accountants)
09.2008 - 09.2013
Qualified Chartered Accountant (ACA) -
The Institute of Chartered accountants of India (ICAI)
09.2008 - 05.2013
B. Com (Bachelor of Commerce) - Accounts
Delhi University
05.2006 - 04.2009
Higher Secondary College - undefined
Secondary School Certificate - undefined
The Institute of Chartered accountants of England and Wales (ICAEW)
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