Functional Skills

Accounting
Accounting Software Implementation
Finance Transformation
Variance Analysis
Corporate Finance
Financial Management
Financial Planning & Analysis (FP&A)
Regulatory Compliance
Regulatory Filings
Technical Accounting
Financial Statement Preparation
Forecasting / Projections

Software Skills

Alteryx
Xero
Microsoft Office
Peoplesoft

Sector Experience

Financial Services

Languages

English
Hindi
Punjabi
Big 4 Accounting
Top Consulting Firms

Experience

Pooja Sachdeva And Associates Finance
Founder
8/2024 - Present
• Established and operate a finance and accounting outsourcing firm serving clients primarily in Australia, Singapore and India.
• Provide comprehensive services including bookkeeping, financial reporting and regulatory compliance.
• Collaborate with small and medium size businesses, CPA firms to streamline offshore accounting processes and enhance efficiency.
• Ensure adherence to international accounting standards (IFRS) and local compliance regulations.

Macquarie Group Management (India) Private Limited Finance
Funds Lead
4/2019 - 7/2024
Finance lead of funds with net worth of more than USD 2.5bn set up in Asia and Australia region. Role included the following areas:
• Managing the financial statements process including reviewing the financials, co-ordinating with administrators, liasoning with auditors etc.
• Managing the investor communications like preparing quarterly Investor reports of funds on Workiva and getting reviewed by multiple senior stakeholders, managing other investor facing activities like release of NAV statements, capital call process, distribution process,
• Managing the day to day tasks of the fund like review of monthly, quarterly books of accounts of funds including reconciliations, external reporting and submissions, tax return submissions etc.
• Preparation and presentation of board papers to board of directors of manager entity for distribution, financial statements etc.
• Managed a team of 3-4 staff, guided them on their career path, provided timely feedback to team on their performance.

Macquarie Group Management (India) Private Limited Finance
Assistant manager
4/2016 - 3/2019
• Legal Entity controller of regulated and other complex entities of Singapore and Hongkong region.
• Prepared their financial statements including notes to accounts, variance analysis, board papers and liasoning with external auditors;
• Performed daily, weekly & monthly regulatory reporting to Singapore Exchange for securities trading company situated therein;
• Reviewed monthly, quarterly books of accounts including reconciliations, external reportings, surveys and submissions.

Macquarie Group Management (India) Private Limited Finance
Executive
8/2013 - 11/2014
• Worked in the Group consolidation team and prepared half yearly and annual consolidated financial statements of Macquarie Group including hardclose, notes to accounts, liasoning with external auditors;
• Handled Investments database of the company and provided guidance on complex accounting issues to other internal teams.

Deloitte Other
Assistant Manager
10/2010 - 8/2013
• Conducted statutory audits and tax audits of listed and other public companies;
• Conducted limited review of listed entities.
• Trained junior staff to ensure quality and consistency in audit deliverables.

V.K. Dhindra & Co. Finance
Articled Assistant
9/2007 - 10/2010
• Conducted statutory audits, internal audits, tax audits of listed and other public companies;
• Conducted limited reviews, compliance reviews of corporate governance of listed entities as per Listing agreement;
• Prepared financial statements including notes to accounts;
• Preparation and lodgement of Income Tax returns of Companies and Individuals.