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Professional Summary
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I have had the pleasure of working for Chartered Practiced Accountant firms like Numera Finance,
Gannett, Gordon QCDU and Fountain Gate Group where I handled complex financial projects and got
hands-on with high-level accounting practices.
I am proficient in :
• MYOB & Xero
• Accounting/Book-keeping
• Account reconciliation
• Account Receivable/Payable
• Payroll, BAS, IAS, Tax return
• MS Excel, Word, and PowerPoint
• QuickBooks, Gusto, SAP
My Qualifications:
• Certified Public Accountant (CPA)
• M.B.A (Finance & Accounting)
• QuickBooks Certified ProAdvisor
I have always been interested and enthusiastic to provide financial and consulting services and helping
to solve critical problems.
I feel very confident to expand my freelance career, so I can leverage my broad experience and
knowledge to provide valuable services to your business. My greatest pleasure is to help you make better
decisions and see your business growing
Services Offered
1. Financial Planning and Analysis - Financial Forecasting, Budgeting, Preparing Annual Plan. Variance
Analysis, Ratio Calculation, Analysis of Viable Projects
2. Financial Modeling for any of your potential investments.
3. Preparing Dashboards and Powerpoint presentations to provide analytical support and aid in decision
making.
4. Preparation of Final Accounts for your business: Accounting, Bookkeeping/Balance Sheet/Profit and
Loss
5. Bookkeeping (Quickbooks, Xero, or MYOB) - Includes Accounts Receivables, Payable, entering the
payments, banking and bank Reconciliation, and all GL account reconciliation.
6. Performing any kind of financial reconciliation thereby finding all the differences and highlighting them
and presenting them as per your requirements.
7. All kinds of data entry work - Proficient in MS Excel, Word, and PowerPoint
8. Tax Preparation - Assisting with accurate tax filing, compliance, and maximizing deductions to ensure
your business meets all regulatory requirements while optimizing tax efficiency.
9. Preparation of automated spreadsheets and templates in MS Excel for easy day-to-day operations.
I also have experience in coaching and tutoring CPA students for Financial Accounting and Regulations.
I am a reliable, prompt, quick learner, meticulous, and person who values integrity as the highest element
of being professional. My passion is in building a sustainable and long-term partnership with clients. Your
time is my Money. I strongly believe that my friendly personality, listed skills, and work experience, would
be a great asset to your organization.
Authorized to work in the US for any employer
Work Experience
Senior Accountant
Numera Finance-San Francisco, CA
September 2021 to April 2024
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Prepared for financial audits, internal reviews and tax returns.
Reviewed budget transfers submitted for approval and distribution.
Entered ACH and wire payment information into online banking module for approval.
Filed monthly sales tax returns for operating companies.
Entered data into accounting software accurately to prepare journal entry information.
Interpreted and analyzed complex financial documents and reports.
Identified and resolved accounting discrepancies and investigated apparent irregularities.
Managed schedules for accruals, asset depreciation, and prepaid expenses.
Accurately documented organizational assets, liabilities and income.
Tax Accountant
Compt Financial Consulting LLC-San Jose, CA
December 2018 to March 2021
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Complied with tax accounting controls and documentation requirements for Sarbanes Oxley.
Reconciled discrepancies by collecting and analyzing tax information.
Communicated with clients to provide tax planning and tax savings strategies.
Built special instructions to provide customer specific exemptions.
Compiled and reviewed federal, state and local tax returns and assisted divisions with tax needs.
Implemented process improvements in tax procedures, updating instructions and checklists.
Analyzed client income statements and previous tax returns to calculate taxable income.
Accountant
Armanino LLP-San Ramon, CA
November 2016 to September 2018
• Filed monthly sales tax returns for operating companies.
• Prepared for financial audits, internal reviews and tax returns.
• Reconciled general ledger cash accounts and accounts payable transactions to bank statements.
• Maintained accurate and up-to-date general ledger accounts.
• Discussed financial and regulatory matters with company officials, recommending targeted strategies
to correct problems.
• Filed quarterly tax returns with on-time submissions to meet state and federal deadlines.
• Kept clients in full compliance with payment, reporting and other financial requirements.
• Supported accounts payable activities, contributing to timely and accurate invoice creation and
issuance.
Payroll Accountant
Marcum LLP-Manhattan, NY
August 2015 to July 2016
• Processed payroll, paid taxes and audited time cards weekly to manage payroll for numerous
employees.
• Implemented most effective method for processing and securing employees' information.
• Prepared timely and reliable summaries of accounting records for senior management review.
• Conducted special studies to review payroll and related accounting trends for continuous improvement
purposes.
• Completed quarter- and year-end account reconciliations for multiple accounts.
• Created journal entries and prepared payroll-related accruals.
• Analyzed and resolved accounting questions with GAAP-compliant methods.
Education
Accounting (Master's degree)
University of Pennsylvania-Philadelphia, PA
May 2012 to April 2016
Accounting Licenses
CPA
State: NY
Skills
• Bookkeeping
• QuickBooks and Xero Proficiency
• Tax Preparation
• Accounts Payable
• Proficient in SQL for data management
• Advanced Excel Proficiency
• Business Development Strategist
• Financial Analysis
• Data entry
• Bank Reconciliation
• Time management
• Account management
• Account Reconciliation
• Invoicing
• Forecasting
• Accounting
• Project Management Skills
• SEO and SEM expertise
• Financial Statement Preparation
Certifications and Licenses
Accredited Business Accountant (ABA)
Accredited Tax Accountant (ATA)
QuickBooks Certified ProAdvisor
Asana Certified Pro
Certified Public Accountant
Certified Microsoft Dynamics 365 Finance and Operations Functional
Consultant Associate
Certified Zoho Books Advisor
Certified FreshBooks Accountant
Certified Xero Advisor
Microsoft Office Specialist (MOS)
PCPP - Certified Professional in Python Programming
Oracle Certified Professional (OCP)
