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

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.

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 - current
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
- Managed daily cash operations for the store, overseeing the cash handling of 14 lanes across various departments. Utilized AS/400 to track and manage cash flow, performing daily cash reconciliations and ensuring all discrepancies were resolved in a timely manner. -Administered working papers for credit card payments processed at each lane and self-checkout station. Ensured proper documentation and reconciliation of transactions, with data entry and reporting handled through AS/400. - Oversaw the management and inventory control of BC Lottery and other lottery tickets. Ensured accurate ticket tracking, reporting, and compliance with regulatory requirements. - Responsible for the daily reconciliation of the Post Office ledger, ensuring all transactions, including postal services and money orders, were recorded accurately. Addressed any discrepancies promptly to maintain accurate financial records. - Coordinated the management of in-store cash, including daily deposits to the bank and processing of money orders. Ensured that all deposits were made in a timely manner, and records were updated accordingly in the system. - Conducted regular pricing audits for all products in the store. Collaborated with the pricing team to update pricing on shelves and point-of-sale system. - Managed AR working papers, ensuring accurate tracking of outstanding invoices. Assisted in the invoicing process and worked closely with the finance team to ensure timely payments from customers. - Oversaw daily billing and invoice management, ensuring timely processing of all customer transactions and resolution of any billing discrepancies. Worked with cross-functional teams to ensure all invoicing and billing activities were completed accurately and on schedule. - Leveraged AS/400 to streamline daily operations, including cash management, credit card payments, lottery ticket inventory, and reconciliation processes.--
Staff Accountant 01/2024 - 03/2024
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 day-to-day bookkeeping, including reconciling bank statements and credit card transactions for multiple clients using QuickBooks and Xero. Ensured accurate financial records, resolving discrepancies in a timely manner. - Prepared month-end working papers, including trial balances, financial statements, and balance sheet reconciliations. Assisted in the preparation of comprehensive month-end closing reports, providing senior accountants with accurate data for review and decision-making. - Administered payroll for clients using Payworks, Payment Evolution, Wagepoint and QuickBooks Payroll, ensuring timely and accurate payments to employees, compliance with payroll tax regulations, and proper deduction tracking. - Oversaw invoice management, accounts receivable, and accounts payable for clients through Plooto and Harvest. Managed the full AR/AP cycle, ensuring prompt invoice issuance, collections, and payments to vendors. - Utilized HUMI and Asana for HR management, supporting the organization of employee records, tracking leave balances, and assisting with onboarding processes. Ensured seamless coordination of HR tasks and enhanced team productivity. - Processed and tracked client invoices and bills, ensuring accurate billing cycles and payment schedules. Coordinated the documentation of financial information in Excel and Word for month-end closings, maintaining organized and clear financial reports for client meetings. - Utilized advanced functions in Microsoft Excel to create and manage financial spreadsheets, pivot tables, and reports. Drafted detailed financial summaries and communications in Microsoft Word for client presentations and reports.--
General Clerk 08/2023 - 12/2023
Save On Foods, Vancouver, British Columbia Canada
Industry: Retail
Collaboratively engaged in multifaceted responsibilities including merchandising and assisting customers in providing them an unwavering experience, thereby cultivating an environment of customer satisfaction.
- Contributed to creating a customer-friendly shopping environment by providing exceptional service in the grocery department, addressing customer inquiries, and ensuring a welcoming atmosphere. - Assisted the store manager with merchandising tasks, including product placement, shelf organization, and promotional displays to optimize sales and improve customer visibility of key products. - Supported inventory control processes, including stock replenishment, shelf rotation, and conducting regular inventory audits to ensure accurate stock levels and prevent out-of-stock situations. - Worked closely with team members to maintain store cleanliness, ensure product quality, and meet operational goals, enhancing the overall customer shopping experience. - Gained extensive knowledge of store products and sales techniques, assisting customers with product selection and promoting in-store deals, contributing to a positive shopping experience and increased sales. - Helped maintain efficient store operations by managing backstock, assisting with inventory tracking, and ensuring timely product restocking, helping to minimize stockouts and improve store performance.--
Associate Consultant - Accounting & Finance 07/2022 - 03/2023
Valcreat Industries, Delhi, Delhi India
Industry: Consulting - Professional Services
Pioneered proactive product development by collecting, sorting, and analyzing data of 1000+ listed companies and thus helped the firm generate sales of $15,000. Elevated revenue benchmarks of $50,000 by developing and executing a growth strategy, cost-cutting strategy and high-impact leadership webinars, in expanding the client's operational foot. Demonstrated proficiency in Microsoft Office Applications, particularly Excel and Microsoft PowerPoint to methodically document and classify data, and adeptly craft presentations catering to the needs of clients.
- Led a team of 15 interns in the development of the Financial Health Index, a data-driven product analyzing financial health across 1,000+ publicly listed companies. - Utilized advanced Excel techniques to manipulate large datasets, perform statistical analysis, and generate insights through financial ratios, trends, and predictive modeling. Conducted in-depth analysis of financial statements and non-financial metrics to evaluate company growth strategies and predict future performance. - Researched and analyzed the non-financial components of 1,000+ companies, assessing their growth strategies, market positioning, and risk factors. This research informed product features and client deliverables. - Provided strategic recommendations to clients on cost-cutting strategies, leadership workshops, and profit planning based on financial health assessments and predictive modeling. Collaborated closely with senior leadership to tailor solutions for each client's specific needs. - Assisted Chartered Accountants (CA) in the budgeting and month-end closures to forecast and plan financials for Valcreat Industries, ensuring alignment with business objectives and financial sustainability. - Drafted detailed reports on macroeconomic trends such as inflation, stock market analysis, and sector-specific developments. Presented findings and recommendations to clients in clear, concise PowerPoint slides, integrating data-driven insights from Excel and narrative summaries from Word. - Created compelling PowerPoint presentations for clients, translating complex data and financial analysis into actionable insights. Delivered crisp and visually engaging slides that effectively communicated key messages, improving client understanding and decision-making.--
Summer Intern 05/2021 - 07/2021
RNSB, Rajkot, Gujarat India
Industry: Banking
Demonstrated customer-centric excellence by assisting 800+ customers in opening their bank accounts and effectively addressing a spectrum of bank-related inquiries. Additionally, exhibited the establishment of Fixed Deposit accounts, enhancing the institution's portfolio of tailored financial solutions and adroitly administering the filing process for a diverse array of loans for more than 150 clientele.
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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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