Abhishek Kakkar is a Chartered Accountant with over 10 years of experience. He currently works as an Assistant Vice President at Credit Suisse Services (India) Private Limited, where he manages a team of 11 members and leads the budget transfer and reorganization process. Previously, he worked as a Manager at Punkaj Oswal & Co, handling taxation, statutory audits, and internal audits for various clients. He holds a B.Com degree and is proficient in accounting software like Tally ERP, Essbase, and PeopleSoft.
1. CURRICULUM VITAE
CA ABHISHEK KAKKAR
ABHISHEK KAKKAR
CA, B.Com (H)
Mobile: 07757009967
Email: abhishekkakkar@hotmail.com
OBJECTIVE
Seek a varied role that will allow me to consolidate both my educational and professional background, to be a
part of the team and expand my knowledge and experience for personal and professional growth.
EDUCATIONAL QUALIFICATION
Qualification Institution Year of Passing Percentage
Chartered Accountancy Institute of Chartered Accountants of India 2011 55%
B.com (H) Shaheed Bhagat Singh College 2008 63%
10+2 Bhatnagar International School (CBSE) 2005 90%
10th Riverdale High School (ICSE) 2003 81%
WORK EXPERIENCE
CREDIT SUISSE SERVICES (INDIA) PRIVATE LIMITED (July 2013 to till date) (FP&A)
Department: Accounting Support Function (Group Controlling)
Designation: Assistant Vice President
Key Achievements:
Managing a team of 11 members.
Travelled to Poland, lead the team for transitioning and streamlining the Budget Transfer Process,
Reorganization and Structural Data Process from Poland to India.
Setting up of simplified reconciliation Process for Budget Transfer & Restatement which was very much
appreciated by the Senior Management.
Promoted twice in my tenure in Credit Suisse.
Overall job includes perform and managing the following:
Reorganizations
Managing attributes and structure changes in the system across regions and functions for shared
service finance.
Restatements:
Identifying appropriate methodology of restatement depending on structural and functional
changes
Preparation and posting of restatement journals, pre and post impact analysis of reported numbers
and reconciliation of actual restatement to ensure no change in pre-tax income and externally
reported numbers.
Restated Actual direct and allocated expenses and headcounts for last 5 years to be in line with
updated structure for comparative analysis.
Budget Transfers:
Stabilized a centralized Budget transfer process & reconciliation process.
Execute Budget transfers for changes in budget forecast within the organization.
Reporting and Analysis:
Analyzing, investigating and explaining key movements and trends in major P&L lines and
reporting the same
Monthly variance reporting and reporting of any issues, Flash reporting (pre- month end estimates
2. CURRICULUM VITAE
CA ABHISHEK KAKKAR
of expenses)
Month End Reporting activities:
Assist in key month end activities which provide oversight of completeness and accuracy of
underlying management information.
Support various teams with key Management reporting as appropriate.
Planning and Forecasting :
Responsible for Monthly Rolling Forecast in coordination with Division Finance Controllers for
Global Shared Service Operation.
Involved in Annual Planning / Strategic Planning for Global SHS operation in coordination with
division controllers.
Addressing Multiple Ad-hoc MIS Reporting on HC and Exp Mgt from ShS P&F team as well as from
Controllers.
PUNKAJ OSWAL & CO. (August 2011 to April 2013)
Worked as a Manager with a team of 3 Semi Qualified CA Students
Nature
of Work
Roles & Responsibilities
Taxation Handling Litigation Cases u/s 143(2) and 148 for Company, Individual & Charitable
Trust, Preparing Submissions & Interacting with the Assessing Officer.
Payroll Processing for All India Football Federation.
Filing of TDS Return.
Computation of Service Tax for Companies and Individuals , making payment through
GAR 7 challan & filing returns in form ST 3.
Statutory
Audit
Centre for Fly Ash Research & Management (An NGO spreading awareness towards
the utilization of Fly Ash in the field of Agriculture, Industries, Real Estate etc.)
Synergics Hydro (India) Pvt. Ltd. (SHIPL provides consultancy in all aspects of
hydroelectric and wind power projects, water resources projects including irrigation,
drainage & agriculture projects from concept to commissioning etc.)
Total Integrated Design (India) Pvt. Ltd. (An Interior Decorating Multinational
Company)
Internal
Audit
A division of a 5 Star Hotel JaypeeSiddharth
A pharmaceutical Company Baxter India Private Limited.
A Co-Operative Society cum Trust All India Football Federation
ARTICLESHIP TRAINING AND EXPERIENCE
From Virmani & Associates and Mangla Kataria & Co.
Possess sound knowledge through Articleshipin the field of Accounting, Finance & Audits.
Nature Of Work Major Clients Handled
Statutory Audit & Tax Audit Pratham Motors , Bengaluru
Adhyar Gate Hotels Pvt Ltd.
Triveni Engineering and Industries Ltd ,Branch Bengaluru
Taxation Prepared IT returns of Individuals and companies.
Prepared Case Related papers of a scrutiny notice u/s 143(2)
ACADEMIC ACHIEVEMENTS& EXTRA CURRICULLAR ACTIVITIES
Exemption in 3 subjects in CA PE-I , PE-II & Final as well.
Secured 92% and 91% in Mathematics in 10th and 12th respectively and 90% in Accountancy in
12th
Received Merit Certificate from CBSE in 12th for securing 98% in Economics.
3. CURRICULUM VITAE
CA ABHISHEK KAKKAR
IT PROFICIENCY
Completed 100 Hours of computer training under ICAI.
Knowledge of MS – Office.(Excel, Word & PowerPoint)
Proficient in Tally ERP, Essbase & PeopleSoft
PERSONAL DETAILS
Date of Birth: 13th November, 1987.
Permanent Address: D-28, Jangpura Extension, Second Floor, New Delhi-110014.
Present Address: C-905, Ivy Botanica, Wagholi, Pune-412207.