Summary
Overview
Work history
Education
Skills
Languages
Timeline
Generic

Jasmeet Kaur

Coventry,UK

Summary

Results-oriented Chartered Accountant with over 12 years of specialized expertise in accounting, auditing, financial planning, modelling, investment appraisal, and regulatory reporting.

Overview

17
17
years of professional experience
8
8
years of post-secondary education

Work history

Accountant

LDP Luckmans
Coventry
09.2024 - 08.2025
  • Preparing comprehensive management accounts, ensuring accuracy of profit and loss statements and balance sheets within KPIs.
  • Managing bank reconciliations, accruals, prepayments, and quarterly VAT returns for year-end processes.
  • Compiling thorough account sets for companies, partnerships, and sole traders, generating financial statements for peak turnover of 100M.
  • Reviewing personal tax returns for over 100 clients, including high-net-worth individuals.
  • Delivering advisory services on income tax, capital gains tax, inheritance tax, and tax-efficient investments.
  • Optimising client tax positions by effectively utilising allowances, exemptions, and reliefs.
  • Establishing expertise in UK PAYE and national insurance systems.
  • Preparing personal & corporation tax computations and returns for SMEs and large companies under UK GAAP and HMRC regulations.

Assistant accountant

SKS Justa & Co.
Coventry
02.2024 - 09.2024
  • Submitted all tax returns three months ahead of deadlines.
  • Led preparation of monthly and quarterly management accounts, ensuring timely delivery and variance analysis.
  • Produced financial forecasts, budgets, and long-term business plans with operational finance and leadership teams.
  • Developed financial models for P&L, Balance Sheet, and Cashflow to support strategic planning.
  • Oversaw month-end and year-end close processes, including reconciliations for stock and intercompany balances.
  • Managed team of accountants, facilitating coaching and performance reviews.
  • Maintained accurate financial records for over 80 clients, covering management accounts, budgeting and forecasting.
  • Handled VAT registrations and compliance, conducting audits to align with Making Tax Digital requirements.

Finance Manager

Swadeshi Civil Infrastructure Limited
Delhi
05.2018 - 12.2022
  • Delivered full-cycle financial planning and analysis across multiple business units, including budgeting, forecasting, and monthly management reporting.
  • Oversaw compliance with statutory, tax, and audit requirements, ensuring all obligations were met accurately and on time.
  • Managed and improved cash flow, implemented credit control policies, and advised on grant and funding applications.
  • Developed detailed budgets and financial forecasts aligned with long-term strategic goals (1–5 years).
  • Generated comprehensive financial reports and dashboards employing advanced Excel functions such as Power Query, Pivot Tables, and conditional formatting.
  • Partnered with senior leadership and cross-functional teams to provide actionable insights, identify cost savings, and support business growth initiatives.
  • Directed finance team operations, including coaching, recruitment, and performance development.
  • Identified and mitigated financial risks through internal controls, policy development, and scenario planning.

Finance Manager

Bikanerwala Foods Private Limited
Delhi
08.2014 - 04.2018
  • Conducted comprehensive analysis of financial statements, identifying key trends that resulted in 15% financial performance improvement.
  • Supervised month-end and quarter-end closing operations, handling journal entries, reconciliations, and revenue schedules.
  • Reviewed customer and distributor contracts, collaborating with sales and legal teams for accurate revenue recognition.
  • Prepared and reviewed financial statements, management reports, and tax submissions with attention to accuracy and timeliness.
  • Partnered with FP&A and Commercial Finance to ensure precise revenue reporting supporting pricing strategies.
  • Provided audit-ready data and served as primary contact for external auditors, enhancing internal controls.

Client manager

Abhishek Dixit and associates
Delhi
10.2010 - 08.2014
  • Directed finance team of 10 to enhance compliance with direct and indirect taxation regulations.
  • Facilitated reporting and planning processes to support key commercial decisions.
  • Generated Management Information System reports, including accounting and cash flow statements.
  • Implemented new billing system, significantly reducing late payments from over 150 clients.
  • Managed client relationships, fostering trust and loyalty among stakeholders.
  • Guided junior staff in decision-making processes to improve team performance.

Internship trainer

Andros & Company (Chartered Accountants)
Delhi
09.2008 - 09.2013
  • Contributed positively to team dynamics and workplace morale, consistently exceeding expectations.
  • Served as Trainee and Article Assistant until March 2011 before transitioning to Tax and Audit Assistant.

Education

Qualified Chartered Accountant - ACA

The Institute of Chartered accountants of India (ICAI)
Delhi, India
01.2009 - 05.2013

ICAEW - All exams completed; awaiting results (expected Sep 2025).

ACA
UK

MSc - Finance and Management

Birmingham City University
01.2023 - 01.2024

B. Com (Bachelor of Commerce) - Accounts

Delhi University
05.2006 - 04.2009

Higher Secondary College - Accounts and Maths

GGSS School
01.2004 - /2006

Level 7 - CMI Level 7 Qualification in Strategic Management & Leadership

Chartered Management Institute (CMI)
UK
/2023 - /2024

Secondary School Certificate - Mathematics

GGSS School
04.2003 - /2004

Skills

  • Accounting softwares extpertise (ie, IRIS, Sage, Xero, Quickbooks, AutoEntry, Gamma, SAP, Power BI)
  • Proficiency in advanced MS Excel (Pivot tables, VLookup etc)
  • Understanding of financial reporting standards (IFRS, UK GAAP)
  • Cashflow analysis
  • Financial Forecasting
  • Project budgeting
  • Internal controls and audits Financial data analysis
  • Capital Budgeting
  • Tax compliance knowledge

Languages

Hindi
Proficient (C2)
Punjabi
Native
Urdu
Upper intermediate (B2)

Timeline

Accountant

LDP Luckmans
09.2024 - 08.2025

Assistant accountant

SKS Justa & Co.
02.2024 - 09.2024

MSc - Finance and Management

Birmingham City University
01.2023 - 01.2024

Finance Manager

Swadeshi Civil Infrastructure Limited
05.2018 - 12.2022

Finance Manager

Bikanerwala Foods Private Limited
08.2014 - 04.2018

Client manager

Abhishek Dixit and associates
10.2010 - 08.2014

Qualified Chartered Accountant - ACA

The Institute of Chartered accountants of India (ICAI)
01.2009 - 05.2013

Internship trainer

Andros & Company (Chartered Accountants)
09.2008 - 09.2013

B. Com (Bachelor of Commerce) - Accounts

Delhi University
05.2006 - 04.2009

Higher Secondary College - Accounts and Maths

GGSS School
01.2004 - /2006

Secondary School Certificate - Mathematics

GGSS School
04.2003 - /2004

ICAEW - All exams completed; awaiting results (expected Sep 2025).

ACA

Level 7 - CMI Level 7 Qualification in Strategic Management & Leadership

Chartered Management Institute (CMI)
/2023 - /2024

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