Mohit Joshi

Finance Trainee Expertise in Corporate Finance and Reporting @Kbm Chartered Certified Accountants & Registered Auditors

London, GB

Key Skills & Expertise• Advanced Excel: Leveraged advanced functions like SUMIFS, COUNTIFS, IFERROR, and Pivot Tables to perform detailed financial analysis and reporting.• Accounts Preparation: Prepared statutory accounts using Sage Accounts Production Advanced (SAPA). Managed Corporation Tax Returns (CT600), Self-Assessment Returns (SA100), CIS Tax Returns (monthly filings, subcontractor management), and completed bank reconciliations and financial reporting.• Budgeting & Forecasting: Created master budgets, conducted trend analysis, and performed departmental reviews to drive strategic financial planning.• Management Accounting: Compiled variance reports, calculated product costs, and analyzed company performance to inform decision-making and enhance profitability.Software Proficiency• Sage 50 Accounts & Payroll, QuickBooks, Xero, Sage Compliance, Advanced ExcelPractical Experience• Year-End Process: Managed trial balances, reconciled control accounts, and led year-end processes, ensuring compliance and accuracy.• Client Data Management: Maintained client databases and prepared final financial statements, ensuring data accuracy and integrity.• Compliance: Ensured timely and accurate submissions to HMRC and Companies House, maintaining full compliance with regulatory requirements.Specialized Knowledge• Financial Reporting: Prepared compliant financial statements and delivered cash flow forecasts, profitability analysis, and other critical financial insights.• Investment Appraisal: Evaluated investment opportunities using NPV, IRR, and payback period methods, in line with IFRS standards.• Taxation: Managed corporation tax calculations, reliefs, allowable expenses, and self-assessment tax returns, including employment and property income.• Construction Industry Scheme (CIS): Administered CIS registrations, managed subcontractor compliance, and ensured full adherence to industry regulations.