SHAUNAK KARYEKAR
Cincinnati,OH
Summary
Dynamic accounting professional with a proven track record at Fidelity Investments, specializing in fraud detection and internal controls. Expert in tax preparation and financial analysis, I excel in enhancing compliance and operational integrity. My leadership in nonprofit initiatives showcases my commitment to community impact and effective data management.
Overview
5
5
years of professional experience
Work History
Accounting Associate
A. P. Schweitzer Tax Service
Cincinnati, USA
01.2025 - Current
- Prepared corporate tax returns, organizing financial records to ensure compliance with federal and state regulations and mitigate audit risks.
- Maintained client documentation to support audit trails and fulfill filing requirements, ensuring regulatory compliance.
- Generated insurance quotes using structured financial inputs, enhancing pricing accuracy and supporting client decision-making.
Inbound Operations & Fraud Review
Fidelity Investments
Cincinnati, USA
06.2025 - 12.2025
- Reviewed high-volume financial transactions for accuracy and compliance with fraud indicators and internal controls, ensuring integrity of financial operations.
- Escalated suspicious activity per regulatory and firm risk protocols, enhancing overall fraud prevention measures.
- Corrected check discrepancies by validating endorsements and amounts, ensuring supporting documentation met compliance standards.
Accounting Associate
Terry and Associates
Cincinnati, USA
04.2024 - 12.2024
- Filed federal, state, and local tax returns accurately while adhering to tight deadlines.
- Categorized transactions and payroll activity to enhance financial reporting accuracy.
- Transformed legacy accounting data for large cap clients into a functional internal database, improving data accessibility.
Founder & Digital Officer
The Eudemonia Society
Pune, India
04.2021 - 03.2022
- Founded and led nonprofit organization, overseeing planning and execution of initiatives that addressed community needs.
- Coordinated donation campaigns that provided 800+ items and 1,000 meals, overcoming logistical constraints to meet urgent demands.
- Developed and published organization’s website to enhance outreach and improve transparency in operations.
Education
Bachelor of Business Administration - Accounting & Information Systems
University of Cincinnati, Carl H. Lindner College of Business
Cincinnati, OH05-2026
Skills
- Tax preparation
- Audit procedures
- Financial analysis
- Budget forecasting
- Risk assessment
- Excel and SQL
- Data governance
Leadership Initiative
The Eudemonia Society, Pune, India, Founder & Digital Officer, 04/21, 03/22, Founded and led a nonprofit organization, overseeing planning, execution, and coordination of initiatives., Coordinated donation campaigns delivering 800+ items and 1,000 meals under logistical constraints., Developed and published the organization's website to support outreach and transparency.
Timeline
Inbound Operations & Fraud Review
Fidelity Investments
06.2025 - 12.2025
Accounting Associate
A. P. Schweitzer Tax Service
01.2025 - Current
Accounting Associate
Terry and Associates
04.2024 - 12.2024
Founder & Digital Officer
The Eudemonia Society
04.2021 - 03.2022
Bachelor of Business Administration - Accounting & Information Systems
University of Cincinnati, Carl H. Lindner College of Business