Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic

Pattabiraman R

Financial Consultant
Chennai

Summary

Chartered Accountant Finalist and aspiring finance leader with practical experience in regulatory compliance across multiple industries, audit, due diligence, ERP implementation and business process automation . Skilled in delivering financial insights, enhancing operational efficiency, and solving complex problems to support strategic decision-making. Eager to contribute to growth-focused initiatives within a CFO Advisory or Virtual CFO team.

Overview

4
4
years of professional experience
6
6
years of post-secondary education
3
3
Languages

Work History

Finance Consultant

JOGO Health Private Limited
05.2024 - Current
  • Performed comprehensive finance and compliance reviews to support strategic decision-making related to Indirect Taxation.
  • Streamlined finance workflows through automation, cutting down manual tasks by approximately 25 hours per week and improving overall productivity.
  • Led the successful implementation of ERP systems, enhancing financial reporting accuracy and efficiency using Zoho Books and Zoho Creator.
  • Provided guidance to senior leadership on planning, internal controls, and ensuring adherence to statutory compliance requirements.
  • Developed and delivered detailed monthly, quarterly, and annual financial analyses, performance metrics, and statistical reports.

Article Assistant – Audit & Indirect Taxation

Mukesh Manish & Kalpesh, Chartered Accountants
03.2021 - 03.2024
  • Executed due diligence engagements across diverse sectors including education, manufacturing, and NBFCs, ensuring comprehensive risk assessment and compliance.
  • Managed GST return filings, refund claims, and departmental audits, maintaining strict adherence to regulatory deadlines.
  • Supported statutory audits and valuation projects with accuracy and attention to detail.
  • Prepared and submitted applications for government scheme benefits, contributing to a benefit of Rs. 2.7 Crores .
  • Assisted managerial decision-making by conducting in-depth research and data analysis to support strategic recommendations.

Education

CA Final -

Institute of Chartered Accountants of India
Chennai
05.2025 - Current

CA Intermediate -

Institute of Chartered Accountants of India
Chennai
05.2019 - 07.2021

Bachelor of Commerce -

University of Madras
Chennai
06.2018 - 09.2021

CA Common Proficiency Test (CPT) -

Institute of Chartered Accountants of India
Chennai
04.2018 - 06.2018

CBSE,12th -

DAV Boys Senior Secondary School
Chennai
05.2017 - 03.2018

Skills

    Interpersonal communication

    Strategic Planning & CFO Advisory

    Financial & Data Analysis

    ERP Implementation & Finance Automation

    Audit, Compliance & Taxation

    MS Office Suite

    Problem Solving & Process Optimization

    Communication & Interpersonal Skills

    Financial statement analysis

    Tax planning

    Zoho creator and Zoho books

Accomplishments

  • Best Presenter – ICAI MCS Batch (Chennai) – 01/2023
  • Star Performer @ M2K for the quarter ended 03/2022
  • Cultural event awards: Mr. Razzmatazz & Mr. Genesis Runner-up
  • Repeated recognition for communication and presentation skills

Interests

Anchoring, Football, Cooking, Gaming, singing and Dancing

Timeline

CA Final -

Institute of Chartered Accountants of India
05.2025 - Current

Finance Consultant

JOGO Health Private Limited
05.2024 - Current

Article Assistant – Audit & Indirect Taxation

Mukesh Manish & Kalpesh, Chartered Accountants
03.2021 - 03.2024

CA Intermediate -

Institute of Chartered Accountants of India
05.2019 - 07.2021

Bachelor of Commerce -

University of Madras
06.2018 - 09.2021

CA Common Proficiency Test (CPT) -

Institute of Chartered Accountants of India
04.2018 - 06.2018

CBSE,12th -

DAV Boys Senior Secondary School
05.2017 - 03.2018
Pattabiraman RFinancial Consultant