Girikumar Yadav C.

Senior Financial Planning Analyst

Role: Senior Financial Executive at AccSource
Location: Bengaluru, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Girikumar Yadav C.

I am a dedicated paraplanner with extensive expertise in both Australian and Canadian…

Experience

Senior Financial Executive
AccSource
Jun 2023 — Present · Bengaluru, IN
Working on the Australian Paraplanning role as an senior financial executive while supporting the financial planners/advisor/investment management firms on drafting the SOA and ROA for the financial plans in line with the Australian regulations and complianceI got good exposure over the tools like Xplan and Adviserlogic while working in this domain

Contact information

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•••••@accsource.net
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Current company

AccSource

Outsourcing and Offshoring Consulting · 585 employees · Founded 2008

AccSource is an ISO27001-certified business process outsourcing company specialising in accounting, operational, administrative and compliance business processes for all small to large enterprises across an array of industries. Some of the clients we serve are accounting firms, mortgage brokers, financial planners, family businesses, manufacturers, and listed companies. Our capabilities include day-to-day bookkeeping, compliance work, SMSF compliance, compiling tax returns, financial and management reporting, budgeting and forecasting, virtual assistant services, customer support services, an inbound call centre, chat support and any business process function that is suited to your specific needs. We are: • Client-focused: Adaptable and understanding to the need for customised outsourcing solutions based on specific functional and business requirements. We are not just a staffing solution. •Highly secured: We utilise an Amazon server environment hosted in Australia, with our projects and jobs managed through a portal workflow system. Access to cloud applications are controlled by an API, without the need for a password by the team members. •Robust in our processes: We pride ourselves on our meticulous systems, quality control and review mechanisms. They are uncomplicated and require only minimum involvement from your business. •Transparent: With fixed & upfront pricing with no cost surprises, no minimum guarantee, no set-up costs & no lock-in period. •Friendly, Professional and Personable: We celebrate and promote a positive and rewarding team culture. In turn, our professionally qualified accountants and support staff consistently deliver world-class service and are always willing to exceed expectations. For more information, please do not hesitate to click the ‘contact us’ button above and fill out the form. One of our friendly team members will be in contact with you as soon as possible.

accsource.net

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About Girikumar Yadav C.

Experience

Senior Financial Executive

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