Angira Singh
Toronto,ON
Summary
Results-oriented individual with over 8 years of experience in accounting, banking and customer service related settings. Quick and eager learner with acute attention to detail and consistent track record of identifying process improvements to drive quality, accuracy and efficiency.
Overview
11
11
years of professional experience
Work History
Senior Accountant
Pandey & Pandey Chartered Accountants
Mumbai , Maharashtra
2019.08 - 2023.09
- Maintained detailed records of account transactions, including invoices, payments, and journal entries and prepared monthly financial reports for management review.
- Ensured compliance with all applicable laws, regulations, policies, procedures, and standards of generally accepted accounting principles.
- Provided guidance to junior articled assistants in preparing tax returns for filing with government authorities.
- Explained complex concepts such as stocks, bonds, mutual funds, ETFs, commodities and derivatives in an easy-to-understand manner.
- Provided comprehensive financial advice on retirement planning, estate planning, tax strategies, insurance coverage and other areas of personal finance.
- Monitored the performance of existing portfolios and recommended changes when necessary.
Articled Assistant
Velankar & Associates
Mumbai , Maharashtra
2015.06 - 2017.09
- Researched complex accounting topics as needed to ensure accurate reporting of financial data.
- Conducted financial statement analysis and prepared financial statements in accordance with Generally Accepted Accounting Principles.
- Assisted in preparing tax returns, budgets, forecasts, and other financial documents as needed.
- Analyzed complex financial data to identify discrepancies or errors in bookkeeping entries.
- Conducted internal audits for banks and private limited companies.
- Assisted senior staff members with compiling detailed reports for internal use or external presentations.
Phone Banking Officer
Citi Bank North America
Mumbai , Maharashtra
2013.07 - 2014.07
- Provided customers with accurate information about products, services, features, and benefits.
- Ensured compliance with established procedures for each type of transaction processed over the phone.
- Provided complaint resolution through root cause analysis and service recovery to retain existing clients and increase customer satisfaction.
- Capitalized on cross-selling and upselling opportunities to consistently exceed quotas.
- Facilitated exceptional customer service by meeting customer needs and recommending products to promote financial success.
Customer Service Representative (Barclays Bank)
Intelenet Global Services
Mumbai , Maharashtra
2012.05 - 2013.06
- Provided account information and answered customer inquiries in a timely manner for Barclays Bank, UK.
- Cross-sold bank products such as credit cards, loans, and insurance policies.
- Monitored account activities for suspicious patterns that could indicate fraudulent activity.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
Education
Master Of Commerce - Accounting And Finance
University of Mumbai
Mumbai12.2020
Skills
- Financial Analysis
- Financial Reporting
- Investment Research
- Portfolio Management
- Tax Law Expertise
- Internal Bank Audits
Timeline
Senior Accountant
Pandey & Pandey Chartered Accountants
2019.08 - 2023.09
Articled Assistant
Velankar & Associates
2015.06 - 2017.09
Phone Banking Officer
Citi Bank North America
2013.07 - 2014.07
Customer Service Representative (Barclays Bank)
Intelenet Global Services
2012.05 - 2013.06
Master Of Commerce - Accounting And Finance
University of Mumbai
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