About Candidate

An experienced Finance/Accounts executive with 5+ years of industry experience. Showcased ownership while
conducting MIS reports, data modelling, external audits, managing client accounts and dashboarding skills to drive
business decisions and company’s financial strategy while displaying excellent team and stakeholder management
skills.

Skills
Technical: Accounts Receivable & Payable, Invoice & Expense Booking, Prepaid & Provision Expense, Bank & Ledger Reconciliation, Cash Flow, Data Visualization, MIS, QuickBooks, MS Excel, Power BI

Location

Education

D
Diploma in Financ 2015
GURU NANAK INSTITUTE OF MANAGEMENT STUDIES
M
Master of Professional Accounting 2017
LA TROBE UNIVERSITY

Work & Experience

S
Sr Associate July 2021 - February 2022
MARSH MCLENNAN

Building and maintaining relationship with clients, brokers and market to understand issues, resolve problems & queries and review accordingly. • Interacting with client local offices and markets regularly to secure the collection of outstanding fiduciary balances. • Work alongside fiduciary markets, bureau market and client team on routine to assists on collection of funds. • Ensuring all time bound activities are addressed within defined parameters i.e., following up for the funds and coding the outstanding balances to increase efficiency. • Drive personal cash processing and fiduciary targets with the help of KPI’s for accounts managed and report it with help from B64 dashboard and other system tools. • Communicating with processing team and making sure all the policies are booked under correct regulation, taxes and amount agreed in endorsement. • Preparing weekly/monthly P&L and MIS statement for all 50-accounts and presenting the outstanding status & AR Aging with respect to invoices and balances pending.

F
Freelance Accountant August 2020 - July 2021
CONSULTANT

Supervising and coordinating in accounting tasks to settle accounts receivable and accounts payable as per credit policies. • Reviewing, verifying and booking daily tax invoices & PO, Including refunds, discounts and write-offs. • Creating dashboards to provide insights and proposals to support business improvements. • Reconciliation of bank entries and Ledgers and resolving the discrepancies. • Assisting in year-end audit and month end closing.

S
Sr Executive Finance and Accounts October 2017 - July 2020
MOBIKON

Managed monthly revenue & expense booking, accounts receivable & payable, collection of revenue & cost closing, prepaid & provision expense and preparing cash flow. • Collaborated with multiple departments for ensuring consistent reporting. • Organizing the preparations for external audits & banking activities. • Established a documentation hub for the reporting and partnership agreements. • Preparing MIS reports for monthly quarter & yearly closures. • Interpreting, Analyzing & Cleaning of data.

A
Accounts Executive / Office Support May 2016 - September 2017
ACCOUNTANCY INSURANCE

Responsible day- to- day accounting bookkeeping. • Ensuring all office utilities, bills contracts are paid and up to date. • Processing and preparing client bulk mail out letters on daily basis.

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