CA Roohi Chawla
Partner at Japneet S & Associates.
Roohi Chawla is a Chartered Accountant (2018) and a Commerce graduate with over 11 years of experience across Financial Management, Reconciliation, Audit Coordination, Tax Advisory, and Financial Reporting. She has worked with reputed organisations in the insurance and logistics sectors, where she managed and executed several high-impact engagements across controllership, compliance, and financial operations.
Known for her structured approach and attention to detail, she consistently delivers accurate, reliable, and insight-driven financial outputs. She is also an early adopter of technology in finance, having earned the AICA Level 1 certification from ICAI in AI for Chartered Accountants, and regularly leverages tools like Power BI, Anaplan, and Advanced Excel to drive efficiency.
Her professional journey reflects strong capabilities in income tax planning, GST compliance, statutory and tax audit coordination, TDS filings, ROC compliance, and data-driven MIS reporting, along with hands-on experience in Anaplan and EBS/HFM to strengthen financial systems and processes.
Core Skills & Expertise
- •Balance Sheet Reconciliation & Controllership.
- •GST Compliance & Advisory.
- •Income Tax Planning & Return Filing.
- •Statutory & Tax Audit Coordination.
- •TDS Return Preparation & Filing (24Q, 26Q, 27Q).
- •Reinsurance Accounting & Premium Booking.
- •Financial Reporting (Ind AS / IFRS).
- •ROC Filings & Company Law Compliance.
- •Data Analytics, Power BI & MIS Reporting.
- •Anaplan, EBS/HFM, SAP & Tally ERP.
- •AI-Enabled Finance Process Automation (AICA Level 1 - ICAI).
- •Team Leadership & Stakeholder Management.
Background & Experience
- •Chartered Accountant (2018) and Bachelor of Commerce from University of Delhi.
- •Over 11 years of experience in Financial Management, Reconciliation, Audit Coordination, and Tax Advisory.
- •Led end-to-end balance sheet reconciliation projects including premium, losses, receivables, and deferred acquisition cost reconciliations.
- •Prepared premium and acquisition cost sign-offs for finance business partners ensuring regulatory compliance.
- •Coordinated quarter-end and year-end close activities with controllership teams.
- •Served as primary liaison for internal and external audit documentation and financial controls reviews.
- •Built interactive Power BI dashboards and MIS reports to support leadership decision-making.
- •Supervised and mentored a team of three professionals, driving operational efficiency.
- •Managed end-to-end preparation of annual financial statements, fixed asset schedules, and income tax computations.
- •Handled TDS and income tax return filings for corporates and directors.
- •Deep understanding of global financial reporting standards and compliance requirements.
- •Recognised for delivering accurate, timely, and well-structured financial outcomes.