
Muhammad Umair A.
Customer Service Representative

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About me
Finance Expert | Certified Accountant/Bookkeeper | US Tax Preparer | QuickBooks & Xero Expert | Driving 10X ROI & Accelerating Business Growth
Education

Hailey College of Commerce, University of the Punjab
2021 - 2024BS Accounting and Taxation Accounting A+Activities and Societies: Presenting Ideas, Making Visuals More Attractive using Power BI, Member of Hailey Quiz Society and District Level Player of Badminton As a BS Accounting and Taxation student, I have gained valuable knowledge in financial accounting, managerial accounting, and taxation. My coursework has equipped me with a solid foundation in accounting principles, financial analysis, and tax regulations. In addition to my academic pursuits I am also pursuing a Full time job at US based firm to gain practical experience. I am eager to continue my education and pursue a career in accounting and taxation. I am confident that my academic… Show more As a BS Accounting and Taxation student, I have gained valuable knowledge in financial accounting, managerial accounting, and taxation. My coursework has equipped me with a solid foundation in accounting principles, financial analysis, and tax regulations. In addition to my academic pursuits I am also pursuing a Full time job at US based firm to gain practical experience. I am eager to continue my education and pursue a career in accounting and taxation. I am confident that my academic background, practical experience, and strong work ethic will enable me to excel in this field and make meaningful contributions to any organization I join. Show less
Experience

Mindbridge
Jul 2021 - Oct 2021Customer Service RepresentativeDedicated Customer Service Representative passionate about ensuring customer satisfaction and loyalty. With a focus on building strong relationships and a deep understanding of our product, I work tirelessly to meet and exceed customer needs. I'm committed to driving growth, providing personalized solutions, and delivering exceptional experiences that foster long-lasting partnerships.

Virtuous Bookkeeping Inc.
Oct 2021 - Oct 2022BookkeeperAccurately record day-to-day financial transactions for clients.Enter transactions into appropriate ledgers.Verify accuracy and balance debits and credits.Complete tax forms related to financial transactions.Manage invoices and payments.Maintain precise records.Familiarity with accounting software (Quickbooks & Xero).

Cedar Financial
Oct 2022 - Apr 2024Managing and processing client remittances using platforms such as bill.com, Western Union, and American Express to ensure timely and accurate payments.Handling payment processing for local partners across the globe, ensuring adherence to payment schedules and compliance with relevant regulations.Reviewing vendor invoices for accuracy and authenticity before processing payments to maintain financial accuracy and avoid discrepancies. Generating comprehensive reports to consolidate account payables, providing valuable insights to aid in decision-making and financial planning. Conducting bank account reconciliation for both expense and receivable sides, ensuring accurate record-keeping and financial transparency. Collaborating with the finance team and assisting in the preparation of financial statements, providing accurate and up-to-date data related to accounts payable for accurate financial reporting. Act as an accounting representative to address client queries, manage accounts receivable by resolving disputes, securing invoice payments, and offsetting invoices based on client remittances. Show less I excel in managing and optimizing Accounts Payable operations with a focus on:Client Remittance Processing: Ensuring accurate and timely processing of client remittances.Payment Tracking: Implementing efficient systems for precise cash flow management.Query Resolution: Skillfully resolving client queries and maintaining strong relationships.Client Assistance: Providing dedicated support to larger clients.Public Sector Expertise: Navigating complex regulatory landscapes and ensuring compliance.Local Office Interaction: Facilitating seamless collaboration with local offices.Fraud Detection and Prevention: Actively identifying and addressing fraudulent invoices to safeguard financial integrity. Show less
Senior Accountant
Aug 2023 - Apr 2024Accountant
Oct 2022 - Aug 2023

TCP Software
Apr 2024 - nowBilling SpecialistOperate at a high level of integrity.Create/Renew subscriptions, post invoices, receipts, and credits.Review contracts and make necessary amendments when creating/renewing subscriptions.Resolve customer billing issues across cases, email, phone, and internal escalation channels within SLA.Conduct account audit & research to ensure correct actions are taken with regard to billing, subscription, and invoicing inquiries.Provide and escalate as needed solutions to any relative problems of clients and stakeholders.Familiarity with Business Systems i.e., Salesforce, Zuora, NetSuite etc. Show less

CareerTweakrz
Jun 2024 - nowCo-Founder and CEOCo-founder and CEO at CareerTweakrz, a cutting-edge SaaS platform dedicated to personalized resume building and targeted job alerts. Currently leading the development phase to deliver a comprehensive career-enhancement tool for job seekers.

Numbers Numbers
Jul 2024 - nowDirectorAs the Director of Numbers Numbers Accounting Agency, I provide strategic leadership and oversee the agency's financial health, ensuring sound practices that promote profitability and sustainability. My role involves building strong client relationships, mentoring our team, and fostering a culture of collaboration and continuous learning. Additionally, I focus on business development and innovation, leveraging technology to enhance our service delivery and operational efficiency. Ultimately, my commitment is to drive the agency's success while delivering exceptional value to our clients. Show less
Licenses & Certifications
- View certificate
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Fundamentals of Data Analysis in Excel
Corporate Finance Institute® (CFI)Oct 2023 - View certificate

Introduction to Python Programming
Dataquest.ioJul 2022 - View certificate

Advanced Bookkeeping Techniques
LinkedInDec 2023 - View certificate

Introduction to SQL
SololearnAug 2023 
Xero Advisor Certified
XeroDec 2023- View certificate

QuickBooks Online Proadvisor
IntuitMay 2024
Volunteer Experience
Volunteer
Issued by World Wildlife Fund on May 2019
Associated with Muhammad Umair A.
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