Shivangi Kohli

CURRICULUM VITAE Name: Shivangi Kohli Mob: - Email:- SKILLS Advance knowledge of MS Office Suite and MS Outlook. Excellent verbal and written communication skills. Team player as well as an independent worker. Attention to detail with high Accuracy in tasks. Strong Time Management and Organization skills. PROFESSIONAL EXPERIENCE Oct 2018 to Present – Senior Associate at Ernst and Young (EY) Assist Onshore ASA / Team with engagement economics matters (e.g., hours/budgets/estimates to complete, fees, billings, reconciliations, Work in process-WIPs); collaborate with Financial Management Associate (FMA). Prepare partner and client dashboards as per the assigned portfolio on a weekly and monthly basis. Work with engagement team to book staff on ARMS or Retain per the bi-annual Resource allocation process. Act as a central point of contact for the assigned engagement(s). Interface regularly with engagement personnel, develop strong working relationships and leverage information gained to anticipate client needs. Be knowledgeable about the services the engagement provides and utilize that knowledge to make suggestions and/or recommendations. Perform non-technical planning and organizational tasks for the account. Ensure that all required documentation is filed and archived. Support efforts to develop and maintain client relationships. Ensure proper and efficient team communications. Assist with ad-hoc project work at the request of the account teams. May 2015 to Mar 2016 – Tax Consultant I at Deloitte. Perform compliance and validate US tax work papers as per the IRS regulations. Escalate any abnormalities / errors/ missing information to the concerned teams. Maintaining the mailbox and filing of mails in appropriate folders. Phone calls to clients in case of queries or information. Print US tax forms as per the updates from the third parties/clients. Liaise with the other teams to ensure the tax forms are filed within the prescribed timelines and free from errors. February 2012 to March 2015 – Customer Service Associate at Fidelity India Services Pvt ltd. Perform timely automated and manual reconciliations of our client’s investments. Regularly communicate with the clients over the phone and emails regarding any queries. Regular maintenance and updation of mailbox along with Documentation of folders. Provide excellent customer service support to our clients in terms of diversification of funds. Provide Training/ Mentoring to new joiners in the team. Update Training and Procedures manuals to ensure that Knowledge of the process is always maintained. Prepare Management reports and collect information from other teams. EDUCATION MBA Finance from Apeejay School of Marketing, Delhi – Grade A+ B. Com (Honours) from KNC, Delhi University – 1st Division I hereby declare that the information given above is true and to the best of my Knowledge. (Shivangi Kohli)