
Timeline
About me
Senior Manager - Business Development at Fidem Financial
Education

La salle university
2012 - 2016Bachelor of science (bs); accounting and finance
Experience

Shiva carriers llc
Jan 2013 - Mar 2015BookkeeperPerform bank reconcilements to make sure expenditures match the books.Take orders from customers and deliver them to drivers accordingly.Keep track of income and expenditure, and present it to owner once a month.Prepares financial reports by collecting, analyzing, and summarizing account information and trends.Deposits accounts receivables into client bank accounts.

Td
Jun 2013 - Feb 2016Teller• Perform open and close audits on cash machines, ATMs, and cash drawers • Met or exceeded quarterly sales goals • Process bank transactions including deposits, withdrawals and payments on loans• Received great feedback from customers thru CWI calls

Pwc
Jan 2015 - Mar 2015Assurance intern - asset managementCompleting evidence-gathering activities to achieve comfort on the accuracy of Financial Statement Line Items.Executed operational audits of various business areas using risk-based audit methodology.Performed procedures to test various financial statement line items including but notlimited to cash, accounts receivable, and accounts payable.Received great formal and informal feedback form senior associates, managers, andpartners throughout the course of employment at PwC.

Rli insurance company
Feb 2016 - May 2016Intern - underwriting
Pwc
Aug 2016 - Oct 2019Senior Associate
Jun 2019 - Oct 2019Experienced Associate - Asset Management
Aug 2016 - Jul 2019

Fidem financial
Oct 2019 - nowSenior Manager - Business Development
Jul 2021 - nowAccountant
Oct 2019 - Jul 2021
Licenses & Certifications

Cpa
NasbaDec 2017
Volunteer Experience
Youth Activity - Lead
Issued by BAPS Hindu Temple - Cherry Hill, NJ on Jul 2009
Associated with Vaibhav Patel, CPA
Languages
- enEnglish
- guGujarati
- hiHindi
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