Swapna Emmadi
Director of Finance and Accounting @Ptl Consultancy
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WORK HISTORY
Director of Finance and Accounting @Ptl Consultancy
o Serve clients in IT, healthcare, CPA firms, real estate, and professional services, delivering tailored financial solutionso Manage full-spectrum financial operations for U.S. and India-based clients, including bookkeeping, financial reporting, payroll, and statutory complianceo Helped clients reduce operational costs by up to 30%, boosting net margins through streamlined financial workflows and compliance improvementso Provide strategic guidance on budgeting, cash flow management, and financial planning to support sustainable business growtho Oversee U.S. tax processes, including 1099 filings and preparation of forms 1040, 1065, 1120, 1120S, and 990o Execute bank reconciliations, AP/AR oversight, vendor management, and monthly financial closingso Calculate commissions for sales, account managers, and recruiters using structured performance-based modelso Handle end-to-end domestic and international payroll through platforms such as ADP Run, ADP Workforce, Gusto, SurePayroll, QuickBooks, Zoho, Keka, and Razorpayo Lead internal delivery teams and maintain strong client relationships to ensure service excellence and complianceo Known for transforming financial complexity into clarity through scalable systems and proactive communicationo Implemented automation and process improvements that reduced manual errors and improved reporting accuracyo Supported system migrations and tool integrations to streamline payroll and compliance workflowso Lead and mentor cross-functional teams across world, managing both boutique clients and enterprise accounts with precisiono Primary POC for clients and their end customers, ensuring seamless communication, trust, and delivery excellenceo Recognized for building strong financial ecosystems that scale with business growth and adapt to evolving compliance landscapeso Known for a hands-on, client-first approach that blends strategic foresight with operational execution earning long-term partnerships and referrals
EDUCATION
Osmania University
BCom - Bachelor of Commerce, Commerce
Jawaharlal Nehru Technological University, Hyderabad
Master of Business Administration - MBA, Accounting and Finance
ABOUT SWAPNA EMMADI
I am an experienced financial professional specializing in accounting, bookkeeping, and taxation services worldwide. With a B.Com and an MBA in Finance, I have strong proficiency in multiple accounting and financial software solutions.Core Competencies:Comprehensive Accounting & BookkeepingGlobal Taxation ServicesStrategic Financial ConsultingClient Handling & Team ManagementPayroll, Invoicing, Collections, and Cash Flow ManagementBudgeting & ForecastingI am passionate about delivering high-quality financial insights and solutions that support organizational growth and stakeholder success. My collaborative approach ensures compliance, accuracy, and timeliness in all financial data and transactions. Additionally, I manage and mentor teams of finance professionals, empowering them to achieve their objectives and advance their careers.I am always eager to learn new skills and technologies to enhance my performance and add value to the organization.Let’s connect to explore how I can support your financial objectives and drive efficiency and growth.
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