Pooja Batwal
Frisco,TX
Summary
Experienced and driven Accountant & financial data Analyst with background of managing Business & Financial Operations, Reconciliation, Strategic Planning, analytical modeling while providing analysis and account support within finance department.
CPA Candidate - 2025
Overview
5
5
years of professional experience
Work History
Control and Reporting Accountant
PepsiCo (Rose International)
10.2022 - Current
- Complete process ownership of Monthly Relocation billing, relocation statements generation, invoice generation.
- Preparing recurring formal and ad hoc reporting for Finance Leaders and Management
- Periodic communication with International trading partners to ensure international cross charges are correctly recorded and inter-company balances are reconciled based on Counterparts' confirmation
- Perform validation and data quality checks on internal and external data.
- Maintaining reconciliation system by performing variety of data inputs and ensuring accuracy of processes by analyzing data outputs
- Work on inter-company netting & apply quantum payments on invoices, if required
- Monthly inter-company Reconciliation with different trading partners
- Bonus accruals, relocation, and balance sheet Journal entries based on monthly calendar timelines
- Withholding tax statements based on current tax applications and reconcile them with International counterparts
- Prepare monthly Blackline reconciliation.
Financial Analyst
HiTech Graphics
08.2019 - 08.2022
- Leading monthly financial close process and reporting different key metrics to business.
- Identifying potential problems and following established mechanisms for reporting (Periodic & Ad hoc) and escalations and making alternative recommendations to Management
- Responsible for periodic & Ad hoc financial reports.
- Continuous improvements done by supporting initiatives, taking complete ownership in areas of key responsibilities, and meeting various department Service Level Agreements, goals, and objectives
- Review monthly payments, confirm calculations by reconciling data to source systems, and sign-off on payment integrity
- Conduct formal and ad-hoc finance trainings
- Performed cost-benefit analysis for different processes.
Financial Accountant
Firstsource Solutions Limited
- Created financial reports, worked with underwriters, and created a preliminary prospectus to support company's IPOs.
- Assisting with period-ending close procedures including preparation of journal entries and account reconciliations.
- Review financial reports for accuracy and compliance within guidelines & SOX.
- Supported external audit request, working with KPMG & E&Y external auditors.
- Developed and automated processes using advanced MS-Excel Functions for internal reporting team that increased accuracy by 20% and helped deliver early reports
- Saved $1 million in service tax for organization after analyzing and reporting new service-tax amendment introduced in that year
- Developed reports on ad-hoc analysis, annual operating plan budgets, monthly cash forecasts, and revenue forecasts.
Education
Master's Degree - Chartered Accountant (CA)
Institute of Chartered Accountants of India (ICAI)
Bachelor's degree - Finance (Accounting & Finance)
Devi Ahilya University
Skills
- Advanced Microsoft Excel
- Financial Reporting & Accounting
- Data Analytics
- Blackline Reconciliation
- SAP ERP
- SOX
- Microsoft Office
- Cash flow analysis
- Hyperion
Timeline
Control and Reporting Accountant
PepsiCo (Rose International)
10.2022 - Current
Financial Analyst
HiTech Graphics
08.2019 - 08.2022
Financial Accountant
Firstsource Solutions Limited
Master's Degree - Chartered Accountant (CA)
Institute of Chartered Accountants of India (ICAI)
Bachelor's degree - Finance (Accounting & Finance)
Devi Ahilya University
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