Rajkot Gujarat, India
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: financial analyst, tax consultant
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Qualified
Languages: English, Hindi, Gujarati
Highlights:Staff Accountant at Notion CPA: worked on QuickBooks, Xero, Asana, HUMI, Harvest, Plooto, Payroll software like Wagepoint, QuickBooks Payroll, Payment Evolution and Payworks. Highly efficient with Power BI and Power Query. Filed taxes for corporates. UBC Tax Clinic: Filed taxes for more than 200 individuals.
Skills:Communication, Team Management, Leadership, Time Management, analytical, Problem-solving, Multi-tasking, bookkeeping, store management, QBO, Xero, Power Query, Power BI, tax, payroll
Goal:To become a certified US CPA, work in tax, audit, and financial services industry. Gain enough experience to be leading a team in less than 5 years, and lead an organization in less than 15 years. To help clients with better solutions every day.
Membership:Certified Xero Advisor
Certification:Certified Xero Advisor Received a certificate through KPMG A&A Simulation on Forage Attained the prestigious distinction of acquiring three Indian Classical Music Degrees at the National Level and one International Music Degree from the Trinity School of London Received University of Michigan's certificate on completion of Financial Decision-Making program Accomplished the rigorous Entrepreneur Program at Santa Clara University and earned a distinguished certificate
Sales Admin and Operations 06/2024 - 10/2024
London Drugs, Richmond, British Columbia Canada
Industry: Retail
Counting and maintaining the store funds, like cash, stamps, gift cards, coupons, store funds and prepare bank deposits
Administering all POS charity fundraising programs, Transit Passes and Lottery Tickets programs
• Excelled at cash operations across the store, using AS/400, oversaw BC Lottery inventory control, and administered AR/AP working papers, thus helped the store in generating a daily revenue of $10,000 on an average.
• Received a “True Blue Star” employee recognition, while showing up and performing well on a bad health day.--
Staff Accountant 01/2024 - 05/2024
Notion CPA, Surrey, British Columbia Canada
Industry: Accounting
Demonstrated expertise in completing monthly bookkeeping tasks using Xero and QuickBooks Online (QBO), Managed payroll using Payment Evolution, Payworks, etc.
• Managed bookkeeping, and month-end for clients using QuickBooks and Xero, generated a revenue of $1500/client
• Processed payroll through Payworks, PayEvo, Wagepoint, and QBO Payroll , generated a revenue of $350-$500/client
• Managed invoicing, AR, and, AP using Plooto and Harvest and supported HR tasks with HUMI and Asana.
• Leveraged advanced Excel (Pivot Tables, Power Query, Power BI) to create financial reports and spreadsheets.
• Exceptional client relationship skills, gained through quality work, punctuality and more.--
General Clerk 08/2023 - 12/2023
Save On Foods, Vancouver, British Columbia Canada
Industry: Retail
Provided an excellent customer service experience and assisted in merchandising and inventory management.
• Delivered exceptional customer service, assisted in merchandising, and supported inventory control, that indirectly led to a revenue generation of $5000-$10,000 on daily basis.
• Championed at communication skills, through customer facing and team management.--
Associate Consultant - Accounting & Finance 07/2022 - 04/2023
Valcreat Industries, Delhi, Delhi India
Industry: Consulting - Professional Services
I was a part of product development process, undergone data of 1000+ listed companies. Assisted Manager in various workshops for clients and provided them with strategic financial and non-financial recommendations.
• Led a team of 15 interns to develop the Financial Health Index, analyzing financial health across 1,000+ publicly listed companies, helped firm in generating the total revenue of $20,000
• Conducted in-depth research on non-financial factors—growth strategies, market positioning, and risk—informing product development and client deliverables, and thus helped in gaining a revenue of $15,000
• Delivered strategic recommendations on cost-cutting, leadership development, and profit planning based on financial assessments, and thus helped the firm in producing the revenue of $8,000--
Saurashtra University 06/2017 - 03/2020
Rajkot, Gujarat, India
Degree: Bachelor's Degree
Major:Statistics
Focused on statistics and created analysis based on that. Gained basic knowledge on commerce and business.
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