Charu Baldwa
Dubai
Summary of Career
1. Increased efficiency by 30% and accuracy by 90% for partners’ profit allocation by developing and managing process improvement workstream
2. Increased the number of incoming tax assignments by 20% into the team from other international PwC locations by developing expertise on Foreign Tax Filings
3. Increased capacity of undertaking assignments, increased delivery of Zero-Defect returns, and reduced quality check and review time by supervising and mentoring 4 associates and analysts
4. Collaborated with Senior leadership to define project timelines, budget, scope and expected deliverables
5. Managed engagements for private equity clients, performed tax analysis and research, reviewed Federal and State Tax returns, Workpapers, and K-1 Allocations for financial clients and provided advisory which resulted in added revenue for the firm
6. Ensured compliance with all operational, legal, security, and regulatory requirements by establishing and monitoring standard operating procedures
7. Worked on tax compliance and analysis for 30+ clients that included one of the world’s largest private equity firms and investment banks
8. Facilitated and implemented quality and operational improvement initiatives for organization-wide processes to improve business productivity
9. Supported Management and leadership teams by providing data driven insights for decision making
10. identified L&D needs of the team and organized trainings for the same
Experience as Associate
05 May 2014
09 December 2016
Developed client engagement budgets in accordance using pricing and competitor analytics
? Managed, trained, and motivated team of analysts and new hires, with a strong focus on optimizing their productivity and performance
? Facilitated and implemented quality and operational improvement initiatives for organization-wide processes to improve business productivity
? Prepared Business, Individual, Federal, and State tax returns; specialized in Partnership Tax Returns (Fund of funds and Private equity firms)
Experience as Associate II
PricewaterhouseCoopers SDC Kolkata Pvt Ltd
19 December 2016
30 March 2018
Increased efficiency by 30% and accuracy by 90% for partners’ profit allocation by developing and managing process improvement workstream
? Increased the number of incoming tax assignments by 20% into the team from other international PwC locations by developing expertise on Foreign Tax Filings
? Increased capacity of undertaking assignments, increased delivery of Zero-Defect returns, and reduced quality check and review time by supervising and mentoring 4 associates and analysts
? Collaborated with Senior leadership to define project timelines, budget, scope and expected deliverables
? Managed engagements for private equity clients, performed tax analysis and research, reviewed Federal and State Tax returns, Workpapers, and K-1 Allocations for financial clients and provided advisory which resulted in added revenue for the firm
? Ensured compliance with all operational, legal, security, and regulatory requirements by establishing and monitoring standard operating procedures
? Worked on tax compliance and analysis for 30+ clients that included one of the world’s largest private equity firms and investment banks
Master 11 November 2019
MBA from The University of Hong Kong and London Business SchoolMaster 31 July 2014
MBA in Finance from the School of Business, Alliance University (Bangalore, Karnataka, India)