
Timeline
About me
Accountant
Education

Certified treasury professional jan 2011
-Association of Financial Professionals Certified Treasury Professional Jan 2011

Cal state east bay- college of business & economics
1999 - 2001Mba accounting and financeRanked at top of MBA class; excelled in all coursework and projects involving: accounting, financial statements, auditing, modeling, forecasting, budgeting, taxes, GL, GAAP, business analysis.Served as team leader on interdepartmental Microsoft case study project with five team members. Responsible for all financial analysis; data analysis; sales analysis; SWOT; research on competitors; profitability comparisons; forecasting; team collaboration; communications. Developed… Show more Ranked at top of MBA class; excelled in all coursework and projects involving: accounting, financial statements, auditing, modeling, forecasting, budgeting, taxes, GL, GAAP, business analysis.Served as team leader on interdepartmental Microsoft case study project with five team members. Responsible for all financial analysis; data analysis; sales analysis; SWOT; research on competitors; profitability comparisons; forecasting; team collaboration; communications. Developed analysis report and gave presentation on findings and recommendations for higher profitability.Led a project on large high tech company. Team conducted extensive financial analysis using ratio and cash flow analysis; determined financial projections; plus noted any forecasting trends. Conducted business case analysis reviewing ROI, NPV, and IRR. Made recommendations, wrote reports and also made formal presentations on the analysis results. Can apply residual income and EVA concepts in evaluating projects. Show less
Experience

Hsbc
Sept 1991 - Dec 1996Banking assistantFive years of experience working for an international bank regarded as one of the largest banks worldwide. Responsibilities included: customer service; wire transfers –worldwide; currency exchanges; payment/settlement systems using CHIPS; currency transfer sweep accounts; cash management; customer account management; opening/closing accounts; letters of credit, plus managed foreign currency accounts. Provided world-class customer service dealing with thousands of people from all over the world in my banking positionCollaborated with various internal cross-functional teams. Trained new hires on processes, procedures, systems operations for bank. Worked with the technical team that was conducting a large systems upgrade. Assisted with upgrade and application process to improve end-user effectiveness and raise productivity level. Show less

Various companies
Mar 2015 - Jun 2017Staff accountant (contractor)Managed 2 accounting books, 5 bank accounts, 2 paypal accounts for $ 1M+ revenue company.Financial statements, Bank reconciliation, Journalization, General Ledger, Break-even Analysis, Budgeting, Sales commission calculation / payment, Input to Tax Accountant.AP/AR tasks for 15 payable and 250 receivable accounts; plus customer/vendor issue resolution.Payroll processing for company; plus transitioned payroll platform from ADP Force to Run.Sales - provided custom quotes and closed 5% of company sales. Process Improvement: Sales website enhancement to improve proforma invoicing and RMA. GL Accounting - Bank reconciliations, Chart of accounts setup, Month-end close, Square payments processing, Reconciling and processing batch payments of credit card accounts, Payroll accruals.AP (50-150 vendors, 40-600 invoices / week, 100-200 checks / week) - 3 way matching, vendor issue resolution, check / credit card processing, wire transfers, ACH, credit / debit memos, expense reimbursement, sales tax payments. AR (8-1200 customers) - collections, cash applications, ACH, aging reports, bank deposits, credit cards processing, customer issue resolution.Process Improvements: (i) Implemented new debit memo entry in accounting system, (ii) Improved operational efficiency three-fold by introducing shipment-invoice matching. Show less
Licenses & Certifications

Certified treasury professional
Association of financial professionals (afp)Jan 2011
Volunteer Experience
Volunteer (Excel Trainer, IT Assessor)
Issued by Hands On Tech on Jun 2013
Associated with Priya Menon
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