Pulkita Soni

Chartered Accountant and a Commerce Graduate with extensive experience leading and managing teams. She has six and half years of experience in the assurance and advisory specializing in IPO advisory, fund accounting, FP&A, financial analysis, and ESG.

Work Experience

Manager, Accounting Advisory | Deloitte India | Bangalore

  • Communicated with different stakeholders for the convergence of IGAAP to INDAS, and prepared financials for the same.
  • Managed a team of over 20+ professionals on the Fund Accounting project for State Street and Goldman Sachs, earning the title of “Extraordinary Manager” from my team.
  • Acted as Project Manager for the audit process of 100+ subsidiaries at a major digital transformation company. Identified process enhancements for all financial controllers and collaborated with the CFO to implement improvements within a tight 2-month timeframe. Worked with the CFO to implement process improvements within a short 2-month timeframe.
  • Led business development for the ESG assurance practice by identifying opportunities, drafting proposals, and presenting value propositions, which generated $13 million in revenue. Successfully secured assignments for Deloitte with three key clients: a top-3 jewelry company valued at $1.1B, a top-3 iron ore producer worth $116B, and a $14M chemical manufacturer. 
  • Served as Project Manager for a leading tech brand, managing daily communications with the CFO and audit departments, as well as coordinating with various cross-functional teams. 
  • Presented weekly steering committee updates to the CFO and stakeholders.  Led the IPO launch for Bluestone by providing IFRS 16 advisory to align US GAAP with Indian Accounting Standards. Published updated 3-year financial statements for investors in compliance with SEBI guidelines, meeting mandatory requirements for the IPO.

 

Financial Analyst, FP&A | JP Morgan & Chase | Bangalore

  •  Conducted variance analysis of JP Morgan securities India Pvt ltd. Worth $40 Billion leading to better internal controls and more accurate financial reporting.
  • Assisted in regulatory reporting such as CAPAD reports, strategized to reduce penalties from Reserve bank of India every week, for the securities amounted to USD 1 million.
  •  Managed international billing and annual returns for JP Morgan’s representative offices, ensuring compliance with local regulatory standards.
  • Prepared weekly MIS reports to CFO to strategies corrective actions for the variances due to security selling, or margin deposits thereby suggesting the changes to the leadership.
  •  Project manager for moving financials from OLD SAP module to new SAP module thereby assisting in smooth transition of financials to a new platform.

 

Finance Lead, Finance | Tesco | Bangalore

  • Led finance reporting initiatives in Monthly, Quarterly, and annual business reviews with CFOs.
  • Conducted ad-hoc MIS reporting and analysis, in conjunction with other members of the team, including annual budget reviews worth $9.6 million, thereby reducing expenses.
  •  Strategized and led a team of 12 to design and implement a business process improvement strategy, collaborating with Tesco UK's Finance Controller to enhance reconciliation and budgeting processes.
  •  Assisted in product development to automate reconciliation of financials from M.S excel to M.S access thereby reduction in weekly reconciliation process from 3 to 1 hours every week.
     
Accomplishments
  • Move the Dot at Deloitte (Individual award)(2021).
  • Live the Dot team award (among 10 teams) Deloitte (2022).
  • Gargi Educational Award: Awarded the Gargi award from Rajasthan government, (given to top 10% of students from RBSE board)
  • Finance controller award: Individual award in Tesco
     
Education

Chartered Accountant, Institute of Chartered Accountants of India

Executive level CS ( company secretary)

Bachelor of Commerce, University Of Rajasthan
 

Certificates
  • Diploma in IFRS, ACCA
  • Certificate in Sustainability, ICAI ( Institute of Chartered Accountants of India)
  • Stock market certification, NSE ( National Stock Exchange) 
  • Financial Modelling, LinkedIn
  • ESG certification, Bloomberg
Co/Extra-curricular
  • Elected member of the consulting club and media & marketing committee at IIMA.
  • Represented the PGPX batch as a cultural head for the cultural event “Manthan” at PGPX 2024.
  • Founded the ART SIG at IIMA- BeyondBrush.
  • Woman of the match in women's cricket match at IIMA
  • Achieved 2nd rank for poster making in Tnite at IIMA
  • Active social media influencer for motivational and emerging finance areas over YouTube and LinkedIn with 10k Followers.
  • Classical Singer - performed at Maharani College, Rajasthan, and in the Sangit Ashram Institute in front of 1000+ people.
  • Mentored young girls and boys from a renowned college as part of Teach for India, providing guidance and direction. Additionally, served as an active mentor on Top Mate. 
  • Collaborated with Skill-Vertex (upskilling platform) to mentor MBA students in finance from Indian colleges.
  • Led 15 people at Deloitte Impact Day in November 2022, teaching underprivileged girls from Grades 2-5.
  • Served as a Mental Health Champion at Deloitte India and as a Secretary to Deejays Toastmasters.
  • Started my own podcast channel on insta “when_a_rebel_creates” successfully running as a media and marketing member.

Quick Look

  • Work Experience: 6.4 Years
  • Previous Roles

    Manager, Deloitte India

    Financial Analyst, JP Morgan & Chase

    Finance & Brand Lead, Tesco

  • Function : Consulting
    Finance/Accounting
    Strategy
  • Industry/Sector: BFSI
    Consulting
    FMCG/CPG
Work Experience

Manager, Accounting Advisory | Deloitte India | Bangalore

  • Communicated with different stakeholders for the convergence of IGAAP to INDAS, and prepared financials for the same.
  • Managed a team of over 20+ professionals on the Fund Accounting project for State Street and Goldman Sachs, earning the title of “Extraordinary Manager” from my team.
  • Acted as Project Manager for the audit process of 100+ subsidiaries at a major digital transformation company. Identified process enhancements for all financial controllers and collaborated with the CFO to implement improvements within a tight 2-month timeframe. Worked with the CFO to implement process improvements within a short 2-month timeframe.
  • Led business development for the ESG assurance practice by identifying opportunities, drafting proposals, and presenting value propositions, which generated $13 million in revenue. Successfully secured assignments for Deloitte with three key clients: a top-3 jewelry company valued at $1.1B, a top-3 iron ore producer worth $116B, and a $14M chemical manufacturer. 
  • Served as Project Manager for a leading tech brand, managing daily communications with the CFO and audit departments, as well as coordinating with various cross-functional teams. 
  • Presented weekly steering committee updates to the CFO and stakeholders.  Led the IPO launch for Bluestone by providing IFRS 16 advisory to align US GAAP with Indian Accounting Standards. Published updated 3-year financial statements for investors in compliance with SEBI guidelines, meeting mandatory requirements for the IPO.

 

Financial Analyst, FP&A | JP Morgan & Chase | Bangalore

  •  Conducted variance analysis of JP Morgan securities India Pvt ltd. Worth $40 Billion leading to better internal controls and more accurate financial reporting.
  • Assisted in regulatory reporting such as CAPAD reports, strategized to reduce penalties from Reserve bank of India every week, for the securities amounted to USD 1 million.
  •  Managed international billing and annual returns for JP Morgan’s representative offices, ensuring compliance with local regulatory standards.
  • Prepared weekly MIS reports to CFO to strategies corrective actions for the variances due to security selling, or margin deposits thereby suggesting the changes to the leadership.
  •  Project manager for moving financials from OLD SAP module to new SAP module thereby assisting in smooth transition of financials to a new platform.

 

Finance Lead, Finance | Tesco | Bangalore

  • Led finance reporting initiatives in Monthly, Quarterly, and annual business reviews with CFOs.
  • Conducted ad-hoc MIS reporting and analysis, in conjunction with other members of the team, including annual budget reviews worth $9.6 million, thereby reducing expenses.
  •  Strategized and led a team of 12 to design and implement a business process improvement strategy, collaborating with Tesco UK's Finance Controller to enhance reconciliation and budgeting processes.
  •  Assisted in product development to automate reconciliation of financials from M.S excel to M.S access thereby reduction in weekly reconciliation process from 3 to 1 hours every week.
     
Accomplishments
  • Move the Dot at Deloitte (Individual award)(2021).
  • Live the Dot team award (among 10 teams) Deloitte (2022).
  • Gargi Educational Award: Awarded the Gargi award from Rajasthan government, (given to top 10% of students from RBSE board)
  • Finance controller award: Individual award in Tesco
     
Education

Chartered Accountant, Institute of Chartered Accountants of India

Executive level CS ( company secretary)

Bachelor of Commerce, University Of Rajasthan
 

Certificates
  • Diploma in IFRS, ACCA
  • Certificate in Sustainability, ICAI ( Institute of Chartered Accountants of India)
  • Stock market certification, NSE ( National Stock Exchange) 
  • Financial Modelling, LinkedIn
  • ESG certification, Bloomberg
Co/Extra-curricular
  • Elected member of the consulting club and media & marketing committee at IIMA.
  • Represented the PGPX batch as a cultural head for the cultural event “Manthan” at PGPX 2024.
  • Founded the ART SIG at IIMA- BeyondBrush.
  • Woman of the match in women's cricket match at IIMA
  • Achieved 2nd rank for poster making in Tnite at IIMA
  • Active social media influencer for motivational and emerging finance areas over YouTube and LinkedIn with 10k Followers.
  • Classical Singer - performed at Maharani College, Rajasthan, and in the Sangit Ashram Institute in front of 1000+ people.
  • Mentored young girls and boys from a renowned college as part of Teach for India, providing guidance and direction. Additionally, served as an active mentor on Top Mate. 
  • Collaborated with Skill-Vertex (upskilling platform) to mentor MBA students in finance from Indian colleges.
  • Led 15 people at Deloitte Impact Day in November 2022, teaching underprivileged girls from Grades 2-5.
  • Served as a Mental Health Champion at Deloitte India and as a Secretary to Deejays Toastmasters.
  • Started my own podcast channel on insta “when_a_rebel_creates” successfully running as a media and marketing member.