Naveen Unnikrishnan, CMA profile photo 1 on Tal

Naveen Unnikrishnan, CMA

Certified Management Accountant (USA) (Awaiting License)|| Bachelor’s of Commerce (Computer Application)

Palghat

1+ year of work experience

I P R S
Jul 202511 mosPresent

Chennai, Tamil Nadu, India

• Built long-term financial models (10-year proforma) for real estate assets, including revenue projections, cost assumptions, valuation, and ROl analysis. • Prepared annual P&L forecasts and budgets, supporting strategic planning and decision-making. • Performed detailed variance analysis on revenue, operating expenses, and capital costs (hard & soft), identifying key performance drivers. • Developed and presented monthly investor reporting packages, including financial insights, trend analysis, and variance explanations vs prior periods. • Managed end-to-end Accounts Payable (AP) operations, ensuring accurate expense tracking, timely payments, and alignment with budgeted forecasts. • Monitored and controlled operating expenses through AP data, supporting cost analysis and financial planning. • Conducted monthly financial reconciliations (rent, expenses, interest) to ensure data accuracy for reporting and forecasting. • Collaborated in budgeting, forecasting, and cash flow planning for US-based real estate portfolios. • Managed end-to-end financial operations for multiple entities, ensuring reliable financial data for analysis and reporting. • Assisted in US tax and compliance processes, ensuring financial data integrity. Tools used: Advanced MS Excel, Quickbooks, Yardi Breeze, Appfolio.
Vensure Employer Solutions
May 20253 mosJul 2025

Trivandrum, Kerala, India

• Assist in preparing and filing federal, state, and local payroll tax returns (e.g., Form 941, 940, state income tax, unemployment). • Reconcile payroll tax reports with general ledger data. • Identify and help resolve discrepancies between reported amounts and actual deductions/payments. Tools & Software Used: • Excel (for reconciliation and tracking) • Internal payroll systems (like PrismHR, Mastertax) Learning & Skills Gained: • Understanding of US payroll tax laws and compliance requirements. • Hands-on experience with multi-state payroll processing and reporting.
Energy Future World
Apr 20252 mosMay 2025

1 Kings Arms Yard, London

•Collaborated with founders to develop early-stage product, marketing, and business strategies •Assisted in investor outreach and pitch deck preparation for funding initiatives •Contributed to financial modeling and startup operational planning

Education

Institute of Management Accountants (IMA)

Certified Management Accountant (CMA USA)

Institute of Management Accountants (IMA)

20232 yrs2025
University of calicut

Bachelor of Commerce, Computer Application

University of calicut

20203 yrs2023

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Headline

Certified Management Accountant (USA) (Awaiting License)|| Bachelor’s of Commerce (Computer Application)

About

I am a CMA (USA) qualified finance professional with experience in financial planning & analysis, accounting, and US taxation, currently working as a Taxation and Accounts Executive for US-based clients. My work is increasingly aligned with FP&A functions, where I support business decision-making through financial modeling, forecasting, and performance analysis. I have developed detailed 10-year financial proforma models for real estate investments, including revenue projections, expense forecasting, ROI analysis, and property valuation, enabling stakeholders to assess long-term profitability and investment viability. I also prepare annual P&L statements and conduct variance-style analysis to evaluate financial performance against expectations. Alongside this, I manage end-to-end accounts payable processes, ensuring accurate cost tracking and supporting budgeting and cash flow planning. With strong proficiency in Advanced Excel, I build dynamic financial models and automate reporting workflows to improve efficiency and accuracy. I also work with tools such as QuickBooks, Yardi Breeze, and AppFolio, giving me hands-on exposure to real estate and fund accounting environments. My core competencies include: • Financial Planning & Analysis (FP&A) • Financial Modeling & Forecasting • Budgeting & P&L Management • ROI & Investment Analysis • Variance Analysis & Performance Tracking • Real Estate Financial Analysis. Skills & Tools: Financial Analysis and Reporting | US Payroll Tax | Financial Reporting | US GAAP and IFRS | Cost Management | Yardi Breeze | Financial Modelling | Appfolio | Google Sheets | Quickbooks | ProConnect | US Tax regulations | Budgeting and Forecasting | Advanced MS Excel | Risk Management | Investment Analysis.

Location

Palghat

Work experience

Accounts and Tax Executive at I P R S, Jul 2025 - Present · 11 mos, Chennai, Tamil Nadu, India, • Built long-term financial models (10-year proforma) for real estate assets, including revenue projections, cost assumptions, valuation, and ROl analysis. • Prepared annual P&L forecasts and budgets, supporting strategic planning and decision-making. • Performed detailed variance analysis on revenue, operating expenses, and capital costs (hard & soft), identifying key performance drivers. • Developed and presented monthly investor reporting packages, including financial insights, trend analysis, and variance explanations vs prior periods. • Managed end-to-end Accounts Payable (AP) operations, ensuring accurate expense tracking, timely payments, and alignment with budgeted forecasts. • Monitored and controlled operating expenses through AP data, supporting cost analysis and financial planning. • Conducted monthly financial reconciliations (rent, expenses, interest) to ensure data accuracy for reporting and forecasting. • Collaborated in budgeting, forecasting, and cash flow planning for US-based real estate portfolios. • Managed end-to-end financial operations for multiple entities, ensuring reliable financial data for analysis and reporting. • Assisted in US tax and compliance processes, ensuring financial data integrity. Tools used: Advanced MS Excel, Quickbooks, Yardi Breeze, Appfolio.

US Payroll Tax Intern at Vensure Employer Solutions, May 2025 - Jul 2025 · 3 mos, Trivandrum, Kerala, India, • Assist in preparing and filing federal, state, and local payroll tax returns (e.g., Form 941, 940, state income tax, unemployment). • Reconcile payroll tax reports with general ledger data. • Identify and help resolve discrepancies between reported amounts and actual deductions/payments. Tools & Software Used: • Excel (for reconciliation and tracking) • Internal payroll systems (like PrismHR, Mastertax) Learning & Skills Gained: • Understanding of US payroll tax laws and compliance requirements. • Hands-on experience with multi-state payroll processing and reporting.

Associate Founder at Energy Future World, Apr 2025 - May 2025 · 2 mos, 1 Kings Arms Yard, London, •Collaborated with founders to develop early-stage product, marketing, and business strategies •Assisted in investor outreach and pitch deck preparation for funding initiatives •Contributed to financial modeling and startup operational planning

Education

Certified Management Accountant (CMA USA), Institute of Management Accountants (IMA)

Bachelor of Commerce, Computer Application, University of calicut