Ashna Geogy

Qualified professional with over 3 years of experience managing financial planning of companies and individuals. Expertise in taxation law, administration, financial reports, billing, planning, customer service and compliance. Ethical and honest professional with great grasp of accounting and bookkeeping procedures paired with strong numeracy abilities, administration skills and customer service expertise.

Gifted with ability to build and manage teams and people, manage high-volume tasks and projects with consistency and accuracy. Able to work on strict deadlines without compromising on the quality of work.

Retail Assistant - Woolworths Group - Auckland, AUK

(2025-10)

• Provided exceptional customer service, addressing inquiries and resolving issues promptly.
• Assisted in inventory management, ensuring accurate stock levels and timely restocking of products.
• Engaged with customers to build loyalty, fostering a welcoming shopping experience through personalized service.
• Collaborated with team members to accomplish sales goals and improve overall store performance.
• Boosted customer satisfaction by providing exceptional service and addressing inquiries efficiently.

Tax Consultant II – Business Tax Services - Deloitte Tax Services India Pvt Ltd (Deloitte USI) - Bengaluru, India

(2023-06 - 2025-02)

• Involved in reviewing US tax returns, preparing complex returns, financial statements and electronically filing federal and state tax returns.
• Contacted the IRS and other relevant non-government organizations through calls and E-mails on behalf of the client to address issues related to Tax preparation.
• Assisting and reporting to the managers & senior managers in India and in the US.
• Providing training and assistance to new hires and preparers.
• Involved at a significant capacity in organizing and planning activities, administration and scheduling events and calls.
• Facilitated effective communication between clients and taxing authorities during inquiries, striving for favorable outcomes.
• Streamlined tax preparation process using taxation software for increased efficiency and accuracy.

Tax Consultant I – Business Tax Services - Deloitte Tax Services India Pvt Ltd (Deloitte USI) - Bengaluru, India

(2021-11 - 2023-05)

• Involved in US Tax return preparation and electronic filing for federal and state returns for rental real estate, operating partnership, Corporate, and HNI Clients.
• Developed spreadsheet models using MS Excel to accurately track tax information.
• Experience on Go systems, Corptax, CCH Access, Bloomberg BNA, K-1G, IPACs and other tax software.
• Prepared written responses and emails to clients, IRS and within the organization.
• Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Developed strong knowledge to provide informed recommendations based on individual client needs.

Marketing Internship - CAPED INDIA - Delhi

(2020-09 - 2020-10)

• Marketing Internship with CAPED INDIA (Cancer Awareness, Prevention and Early Detection) by providing insights of the programme to prospective clients.
• Supported mangers with their daily tasks, reducing workload and allowing for increased focus on higher-priority assignments.

Finance Internship - FINLATICS

(2020-05 - 2020-08)

• Finance Internship at Finlatics in Equity research and portfolio management

Accounts Administrator - Enarch Group - Trivandrum, India

(2018-04 - 2019-05)

• Managed project budgets to ensure financial control and alignment with organizational goals.
• Tracked and monitored expenses to keep projects within set financial parameters.
• Generated comprehensive cost reports to facilitate informed financial planning and strategic decision-making.
• Coordinated with procurement teams to manage vendor payments, negotiate favorable terms, and enhance cost efficiency.
• Managed Administrative duties and tasks like managing e-mails and coordination.

Retail assistant - Op shop - Royal Oak, Auckland

• Engaging with customers on products, purpose, greeting and helping them with products.
• Billing invoice at the shop.
• Arranging and organising the items and keeping the shop welcoming.

MBA - Finance and Marketing - Rajagiri Centre For Business Studies (2021-06)

Bachelor of Commerce - Taxation - Mar Athanasius College (Under Mahatma Gandhi University) (2018-04)

Year 12 - Vimalagiri Public School (CBSE) (2015-03)