Pooja Jain

Semi-Qualified Chartered Accountant with articleship experience in audit, financial reporting, taxation, and financial analysis. Hands-on experience in preparing and updating CMA Data by integrating audited, provisional, and projected financial information, including Profit & Loss Statements, Balance Sheets, Cash Flow Statements, Fund Flow Statements, and financial ratio analysis for banking and credit-related reporting. Strong foundation in financial statement analysis, accounting standards, and Microsoft Excel.

Seeking opportunities in Finance, Financial Analysis, Corporate Finance, or related domains while pursuing CA Final Group 2.

Article Assistant at D.K. Saklecha & Co. (2022-04 – 2024-09)

• Prepared CMA reports for bank finance proposals, including projected financial statements, cash flow, fund flow, ratio analysis, and loan repayment schedules for Term Loan, Cash Credit, and Working Capital facilities.
• Conducted ratio and trend analysis to assess liquidity, profitability, leverage, and operational performance for lending and bank finance proposals.
• Prepared budgeting, financial forecasting, cash flow management, and working capital assessment to support funding requirements and business planning.
• Prepared supporting financial schedules and reconciled audited, provisional, and projected financial information for bank credit appraisal.
• Finalised financial statements for Individuals, Proprietorships, and Private Limited Companies with full accountability for accuracy and compliance and executed end-to-end bookkeeping, ledger scrutiny, reconciliations, and financial data validation across diverse client engagements.
• Independently executed Tax Audit assignments (Forms 3CA, 3CB & 3CD), ensuring completeness of documentation and regulatory compliance.
• Independently handled GST Audit, reconciliations, and compliance-related assignments.
• Prepared and filed Income Tax Returns (ITRs) and assisted in responding to income tax notices.
• Contributed to IPO-related documentation and compliance review for E-Factor, gaining exposure to capital market processes.
• Executed audit procedures as part of the statutory audit of an insurance company, including financial verification, compliance testing, and preparation of audit working papers.

Article Assistant at Amit Aanand Jain & Co. (2021-10 – 2022-03)

CA Final in Chartered Accountancy

B. Com in Commerce (2021-07)