Anjali.P
Cambridge
Summary
Dynamic finance professional with proven expertise in accounts reconciliation and strategic tax planning. Excelled in enhancing client satisfaction and financial accuracy through Microsoft Excel and exceptional customer service. Achieved significant improvements in financial reporting and client management, demonstrating strong problem-solving and multitasking abilities.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Finance Administrator
Avion Tours and Travels
09.2019 - 04.2023
- Reconciled accounts and investigated variances.
- Ensured timely payment of invoices, maintaining strong relationships with partners.
- Updated daily transaction records to assist with payroll and billing administration.
- Supported month-end close processes, ensuring accurate and timely submission of financial statements.
- Prepared and posted receipts and deposits to facilitate standard bookkeeping.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Managing Accounts Receivables/Payables for the services rendered.
Tax Consultant
Acco Tax Solutions
07.2018 - 08.2019
- Implemented effective record-keeping systems for clients, simplifying future tax preparations and improving organization.
- Evaluated client financial records to identify opportunities for reducing taxable income through strategic planning.
- Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
- Prepared accurate federal, state, and local tax returns for individuals and businesses within required deadlines.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
Client Administrator
Santa Monica Study Abroad Consultacy
06.2017 - 06.2018
- Maintained high level of client satisfaction through outstanding customer service and support.
- Resolved customer issues swiftly, fostering a positive client experience and promoting retention.
- Managed multiple clients'' accounts, ensuring accurate records and timely communication.
- Maintained strict confidentiality of sensitive client information while managing large volumes of data accurately.
- Utilized CRM software to track client interactions, improving follow-up strategies and communication efforts.
- Supported company growth by collaborating with colleagues on new business development initiatives.
Education
MBA - Finance & Marketing
Albertian Institute of Management
India05-2017
Bachelor of Commerce - Taxation & Finance
M.G University
India06-2012
Skills
- Microsoft Excel proficiency
- Accounts receivable management
- Invoice preparation
- General ledger maintenance
- Problem-solving abilities
- Multitasking
- Customer service
- Cash handling expertise
Certification
- H & R Block Tax level 1 Certificate
- Tax Study Center Kerala, (Sales Tax Practice Diploma)
- National Center for Labour and Learning, (Sales Tax Practice Diploma)
- Project done at Apollo tyres - Working Capital Management
- Riya Tours and Travels - Industrial training
Timeline
Finance Administrator
Avion Tours and Travels
09.2019 - 04.2023
Tax Consultant
Acco Tax Solutions
07.2018 - 08.2019
Client Administrator
Santa Monica Study Abroad Consultacy
06.2017 - 06.2018
- H & R Block Tax level 1 Certificate
- Tax Study Center Kerala, (Sales Tax Practice Diploma)
- National Center for Labour and Learning, (Sales Tax Practice Diploma)
- Project done at Apollo tyres - Working Capital Management
- Riya Tours and Travels - Industrial training
MBA - Finance & Marketing
Albertian Institute of Management
Bachelor of Commerce - Taxation & Finance
M.G University
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