Prashanta Uprety
Gangtok, Sikkim-| -
Professional Summary
Qualified Accountant and Bookkeeper with a degree in Accounting and over 4 years of experience in Australian bookkeeping. Proven expertise as a PeopleSoft Technical Consultant with specialization in CRM modules. Skilled in PeopleTools, Application Designer, Data Mover, SQL, and middleware tools (Tuxedo, WebLogic, WebSphere). Strong leadership, problem-solving, and organizational capabilities with high proficiency in American English. Adept at translating unstructured data from PDF reports into clear, organized formats suitable for databases. Highly proficient in Microsoft Word and Excel, with a keen eye for detail and a strong analytical mindset to interpret and extract insights from complex, text-based data sources.
Key Skills
**ZOHO CRM Specialist**
Freelance / Project-Based | 2019 – Present
- Over 5 years of hands-on experience with ZOHO CRM, including Standard CRM, Bigin CRM, and ZOHO One CRM Suite.
- Customized and automated workflows, blueprints, and sales pipelines for diverse business needs.
- Integrated ZOHO CRM with third-party tools such as Mailchimp, Google Workspace, and Slack.
- Designed and deployed dashboards, analytics, and reporting tools for real-time business insights.
- Provided end-user training and documentation to clients across different industries.
5 years of experience in P&L analysis, business operations, or finance
Proven experience with managing or leading a team
I have good proficiency in tools like Excel, QuickBooks, ClickUp, and Google Sheets with hands-on experience with AI platforms such as ChatGPT, Gemini, or other LLM-based tools
Strong analytical, communication, and decision-making skills
Self-starter, detail-oriented, and performance-driven
Data interpretation and transformation, PDF-to-database mapping, Structured data organization, Advanced Microsoft Word and Excel, Textual data analysis, Detail orientation
Work Experience
AppFolio Property Manager (2+ years hands-on experience)
Property Management, Leasing, or Property Accounting (Prior experience)
Experience in both Residential or Commercial Real Estate Operations.
**PeopleSoft Technical Consultant**
Freelance / Project-Based | 2023 – Present
- Customized and implemented PeopleSoft CRM modules.
- Developed solutions using PeopleTools, PeopleCode, and Application Designer.
- Configured Integration Broker for seamless third-party integrations.
- Administered PIA, Process Scheduler, and middleware tools.
- Authored technical documentation and collaborated with functional consultants.
**Virtual Assistant**
Marvel Realtors – Texas City, TX | Feb 2018 – Nov 2024
- Handled administrative tasks, emails, scheduling, and client interactions.
- Conducted real estate market research and managed property listings.
- Used CRM tools to track communications and improve efficiency.
**Bookkeeper / Accountant (Freelance)**
Various Clients – Australia (Remote) | Jan 2020 – Present
- Performed full-cycle bookkeeping using Xero.
- Managed BAS, payroll, A/R, A/P, and reconciliations.
- Generated financial reports and ensured compliance with Australian standards
**Teacher**
Private School – Gangtok, Sikkim | Mar 2015 – Dec 2023
- Taught English and Math; developed lesson plans and assessed student progress.
Education
**Diploma in Elementary Education**
State Government, Gangtok, Sikkim | Apr 2018 – May 2019
**Bachelor’s Degree in Accounting**
[Institution Name Placeholder]
Technical & Core Skills
PeopleSoft CRM, PeopleTools, Application Designer, Data Mover
PIA, Integration Broker, Process Scheduler
Tuxedo, WebLogic, WebSphere
Microsoft SQL Server
Xero, Cloud-based Platforms
Teaching, Lesson Planning, Communication, Tutoring
Languages
English – Native
Hindi – Fluent
Nepali – Native
Certifications & Licenses
**TestDome: Attention to Detail**
February 2025 – Present
- Ranked in the top 25%
[Download Certificate](https://your-link-here.com)