Summary
Overview
Work History
Education
Skills
Timeline
Generic

TANVEER CALCUTTAWALA

Ajax

Summary

Well-qualified , Efficient and Detail oriented Finance professional offering demonstrated skill in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Meticulous attention to detail and successful track record of accomplishing projects on time and within budget constraints. Enthusiastic problem solver and talented team player with superior planning and decision-making skills.

Overview

9
9
years of professional experience

Work History

Accounts Receivable Clerk

Lakeridge Health Corporate
Whitby, ON
06.2022 - Current
  • Prepare invoices to customers, processed payments and documented account updates.
  • Respond to inbound inquiries regarding accounts and payments.
  • Proficiency in hospital software like EPIC ,MEDITECH and Tempus Portal.
  • Report financial data and updated financial records in ledgers and journals.
  • Monitor and correct entries that post to various AR clearing accounts including all suspense accounts.
  • Identify variances and unreconciled differences, and document corrective measures.
  • Submit cash and check deposits and generated cash receipts to record money received.
  • Gather, Evaluate and Summarize account data in detail financial reports.
  • Investigate daily variances and corrected errors to resolve discrepancies.
  • Record deposits into EPIC , reconcile monthly bank accounts and track expenses with remarkable accuracy.
  • Track invoices, receipts and deposit slips to generate monthly fiscal statements.
  • Resolve Accounting needs with Patients,law firms,insurance companies and other departments.
  • Create credit card reconciliation report on daily basis and resolve discrepancies when needed.
  • Create payment plans as per the patients requirements and following up with the procedure.
  • Process bill reminders and consult third-party collection agency to resolve past-due customer accounts.
  • Maintain up-to-date filing and document management systems.
  • Assist the manager with special projects, as requested.
  • Acts as a resource and back up support for other AR staff by working from Corporate Head office and Hospital sites.

Customer Service Representative

Wellwise
Whitby, ON
12.2021 - 06.2022
  • Provided primary customer support to internal and external customers.
  • Provided information regarding charge accounts and loyalty programs.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Assisted customers , special order requests, and arranging merchandise pick-up.
  • Processing customer payments through Insurance companies and government funding programs.
  • Creating and keeping track of the purchase orders.
  • Trained new personnel regarding company operations, policies and services.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Foster positive relationship with team members,customers and vendors.

Accounts Administrator

Aquanza Projects Private Ltd
Surat, Gujarat
10.2018 - 09.2021
  • Maintain balance sheets.
  • Documented cash, credit, fixed assets, accrued expenses and line of credit transactions for company.
  • Processed payments , journal vouchers, employee reimbursements and Account statements .
  • Prepared and managed large capital expenditure budgets to effectively handle infrastructure investment and long-term operations.
  • Assist in timely coordination to ensure completion of project activities.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
  • Organized data into multiple spreadsheets to analyse and streamline data.
  • Experience of recordkeeping,estimating,scheduling and contract management.
  • Track financial progress by creating quarterly and yearly balance sheets.
  • Reconciled accounts with large volume of transactions.
  • Updated aging reports based on daily audits.
  • Gathered, evaluated and summarize account data in detailed financial reports.
  • Used accounting software to reconcile accounts, track income and generate invoices.

Administrative Assistant

Seasider Exim Pvt.Ltd
Surat, Gujarat
02.2016 - 07.2018
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Executed record filing system to improve document organization and management.
  • Leveraged accounting software to manage expenses and keep track of finances.
  • Updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Used Ms Word ,Ms Excel and Ms Powerpoint to create reports,spreadsheets and presentation.
  • Edited documents to improve accuracy of language, flow and readability.
  • Interacted with vendors to purchase and set up equipment and services.
  • Recorded meeting minutes to provide historical account of actions, measure progress against strategic plan and drive accountability.

Education

Cerificate - Accounting

Canadian Institute For Health Information
Toronto, ON
04.2024

Certificate - Power Bi Desktop

Coursera
02.2024

Certfifcate - Project Management Foundations

Project Management Institute-Linkedin Learning
01.2024

Bachelor of Commerce in Accounting - Finance

Mumbai University/ Bhavans’ College
Mumbai
2015

Skills

  • Proficiency in EPIC and MEDITECH software
  • Dealing in ODSP, OHIP,WSIB,ADP,IFHP and Insurances
  • Advance in Microsoft Office,Word,Excel
  • Knowledge of MIS Standards
  • Electronic Remittance processing from MOH
  • Invoice Preparation and Processing
  • Knowledge of GAAP and PSAB
  • Vendor Management
  • Bank Statement Reconciliation
  • Financial Recordkeeping
  • P&L Management
  • Month-End Documentation
  • Financial Closing Reports
  • Maintaining Accounting Ledger
  • General Ledger Management
  • Team Leadership and Goal Setting
  • Strong Analytical and Problem Solving Skills
  • Project Management skills
  • Upbeat and Positive Personality
  • Provincial Regulation Compliance
  • General Ledger Management
  • Team Leadership and Goal Setting
  • Strong Analytical and Problem Solving Skills
  • Project Management skills
  • Upbeat and Positive Personality
  • Provincial Regulation Compliance

Timeline

Accounts Receivable Clerk

Lakeridge Health Corporate
06.2022 - Current

Customer Service Representative

Wellwise
12.2021 - 06.2022

Accounts Administrator

Aquanza Projects Private Ltd
10.2018 - 09.2021

Administrative Assistant

Seasider Exim Pvt.Ltd
02.2016 - 07.2018

Cerificate - Accounting

Canadian Institute For Health Information

Certificate - Power Bi Desktop

Coursera

Certfifcate - Project Management Foundations

Project Management Institute-Linkedin Learning

Bachelor of Commerce in Accounting - Finance

Mumbai University/ Bhavans’ College
TANVEER CALCUTTAWALA