TARAKA PHANINDRA ALLURI
Houston
Summary
Detail-oriented Accounting and Finance Professional with over 9 years of experience in full-cycle accounting, financial reporting, and audit support. CPA Candidate (REG Exam Passed) with a Master of Science in Finance. Expert in streamlining inventory workflows and automating financial processes using Zoho Books, Power BI, and Bloomberg. Proven track record of improving data accuracy and delivering high-level financial insights to support executive decision-making.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Accounting Associate
Gdesign LLC
Houston, TX
11.2025 - Current
- Spearheaded the digital transformation of physical stock into a centralized inventory system using Zoho, establishing 100% traceability for outsourced and in-house manufactured goods.
- Architected a multi-tier product categorization strategy, enabling granular reporting on individual sales performance and group-level analytics.
- Engineered a precision tracking model for precious metals, identifying exact 'metal loss' metrics to improve cost accuracy and waste management.
- Manage daily accounting operations including journal entries, general ledger maintenance, and AP/AR using Zoho Books.
- Perform monthly bank and cash reconciliations, resolving discrepancies to ensure financial integrity.
- Support month-end and year-end close processes and maintain organized documentation for audit readiness.
Accounting Officer
AKRG Educational Society
India, India
10.2013 - 05.2022
- Managed daily cash flow and maintained financial records for a multi-departmental organization.
- Prepared comprehensive financial statements and reports in strict compliance with audit requirements.
- Streamlined accounts payable and payroll processing, ensuring 100% on-time disbursement.
- Monitored budget vs. actuals, providing monthly variance analysis to leadership to optimize spending.
- Maintained fixed asset registers and calculated depreciation for diverse institutional assets.
Associate Operations
Fidelity Investments
Bangalore, India
12.2012 - 09.2013
- Supported stock plan services for equity compensation, verifying share and fund movements with high accuracy.
- Managed client service requests and account onboarding, ensuring data confidentiality and regulatory compliance.
Education
Master of Science - Finance
Dallas Baptist University
Dallas, TX12-2024
Skills
- Full-Cycle Accounting
- AP/AR
- Bank Reconciliations
- Payroll Processing
- Financial Statement Analysis
- Budgeting & Forecasting
- Management Reporting
- Tax Compliance
- GAAP
- Audit Preparation
- Fixed Asset Depreciation
- Microsoft Excel (Advanced)
- Power BI
- Bloomberg
- Zoho Books
- Zoho Inventory
- MySQL
- Financial Modeling
- Investment Analysis
- Risk Management
- Corporate Finance
Certification
- CPA Candidate: Passed Regulation (REG) section; currently pursuing remaining sections.
- Advanced Certification in Financial Management: London School of Business Administration.
- Virtual Experience Programs: Internal Audit (Goldman Sachs) & Tax/Accounting (PwC).
Core Skills
Full-Cycle Accounting, AP/AR, Bank Reconciliations, Payroll Processing, Financial Statement Analysis, Budgeting & Forecasting, Management Reporting, Tax Compliance, GAAP, Audit Preparation, Fixed Asset Depreciation
Timeline
Accounting Associate
Gdesign LLC
11.2025 - Current
Accounting Officer
AKRG Educational Society
10.2013 - 05.2022
Associate Operations
Fidelity Investments
12.2012 - 09.2013
Master of Science - Finance
Dallas Baptist University