Vasanthi Swaminathan

Vasanthi Swaminathan

CA Inter

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location of Vasanthi SwaminathanCalgary, Alberta, Canada

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  • Timeline

  • About me

    Manager, Financial Reporting at Pacific Western Transportation Ltd

  • Education

    • American Institute of Certified Public Accountants

      -
      Cleared CPA
    • Amity University, India

      2018 - 2019
      Post Graduate Diploma in Public Accounting Accounting and Finance
    • The Institute of Chartered Accountants of India

      -
      CA INTER
    • Manonmaniam Sundaranar University

      2006 - 2009
      Bachelor of Commerce - BCom

      Activities and Societies: Red Ribbon Club

  • Experience

    • Articleship

      Jan 2012 - Jan 2015
      CA Inter

      - Carried out Internal audit and Statutory audit for various clients including banks- Prepared financial statements and finalized year-end with the Auditor - Assisted the Auditor for Income Tax hearings- Evaluated and reported audit findings, recommend changes to correct unsatisfactory conditions, improve operations, reduce costs and ensure compliance with applicable requirements.- Helped in continually reviewing and setting up improvements to current procedures- Prepared financial forecasts and financial budget for various client- Filed Income Tax return for various clients (Individuals, Partnership, Trust, Companies, etc)- Prepared various financial statements from posting journal entries to finalising the accounts- Demonstrated leadership, teamwork and collaboration in a professional setting Show less

    • SansPareil Corporate Advisory Group

      Aug 2015 - Jul 2016
      Analyst

      - Developed, Implemented and Monitored the Internal Controls for clients- Trained client's staff to take their accounting processes back in-house- Generated monthly financial statements and facilitated account closing procedures- Processed month end procedures like accruals, depreciation, amortization of prepaid expenses- Checked financial accounting records to assess accuracy, completeness and compliance with policies and reporting standards and performed GL reconciliation- Direct handling of books of accounts up to completion and pass journal entries ensuring zero error tolerance- Upheld awareness of applicable laws to maintain up to date practices- Provided value-added financial management, analysis, and advice to the client engagement team- Assisted in preparation of budgeting and forecasting for various clients- Carried out bank related transactions and conduct monthly reconciliation, Accounts Payable and Accounts Receivable. Carried out invoice preparation and processing financial transactions- Kept track of ageing analysis of receivables and provided to sales head for their necessary action- Provided advisory services to the clients. Assisted in contract compliance tracking- Assisted the auditors during audits by providing necessary information- Classified and maintained monthly balance sheets, financial statements and quarterly reports- Consolidated financial statement and management reports viz. Profit & Loss, Balance Sheet- Carried out cost, pricing and financial analysis and prepared cost accounting reports Show less

    • Accenture

      Apr 2017 - Apr 2018
      Transaction Processing Analyst

      - Mentor and coach a moderately sized team to fulfil contractual requirements of the project- Served as a secondary point of contact besides the team leader for client project manager and segment/regional leads (for cross-segment issues or escalated issues)- Collected and consolidated escalated team issues that remain unaddressed (e.g., technology, target cases, pending onshore requests and escalation) for escalation to the team leader or manager (client) and/or to the Internal Unit Lead- Performed data entry or other client-related tasks in various systems, as required- Performed and/or ensured completion of quality review check on outgoing work (e.g., proof data entry, correspondence, and other tasks) within the immediate team to ensure quality, accuracy, and consistency- Prepared and analyze complex reports/information and formulate conclusions - Ensured that all of the client responsibilities occur in accordance with the statement of work and service level agreement with the client- Acted as a subject matter expert for team members, peers and/or clients as assigned- Performed reconciliations and assisted the client during the month close- Reviewed all incoming work for clarity, provide clear work directions, e.g., receive requests for assistance from the field, determine the level of assistance required and respond appropriately- Worked with the Automation team to automate the process resulting in time-saving- Conducted people engagement activities like Fun Friday and other activities- Recognised by the client for quick learning and attention to detail- Recognised by the Managers and Team Lead for flexibility, adaptability, team work and delivery on time Show less

    • MOVATI Athletic

      Aug 2018 - Jul 2021
      • Senior Accountant

        Jan 2021 - Jul 2021
      • General Accountant

        Aug 2018 - Jan 2021
    • Pacific Western Transportation Ltd

      Jul 2021 - now
      • Manager Financial Reporting

        Mar 2024 - now
      • Senior Financial Analyst

        Jul 2021 - Mar 2024
  • Licenses & Certifications

    • Certified Public Accountant

      Montana Board of Public Accountants
      Sept 2020
    • CPA

      CPA Ontario
      Jun 2021
    • Advanced Financial Modeller

      Financial Modeling Institute (FMI)
      Jul 2019
      View certificate certificate
  • Honors & Awards

    • Awarded to Vasanthi Swaminathan
      Best Student of B.Com College 2009