Summary
Work History
Education
Skills
Profile Synopsis
Personal Information
Languages
Timeline
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Anjali Geetha

Brampton,Ontario

Summary

Meticulous Accountant polished in reconciling invoices and expense reports. Brings advanced abilities in multiple accounting software and systems. Versatile and methodical professional with 6+ years of vast experience supporting financial services paired with outstanding organizational and leadership abilities.

Work History

Administrative Assistant

Aarya Real Estate Corporation
  • Communicating continuously with buyers and sellers for documenting listing and buying
  • Frequent follow ups with the clients for upgrading the services provided
  • Coordinating and timely follow up of assigned work and reviewing them
  • Preparation and compilation of weekly and monthly report and timely submission
  • Data collection and converting leads to clients
  • Analyzing market by comparing properties recently sold in the market
  • Evaluating the financials of clients and understanding their budget in buying the property
  • Making appointments for property viewing for the clients
  • Attending training sessions regularly for updating knowledge in administrative skills
  • Clerical duties such as calling and coordinating regularly with clients answering their queries, responding to emails, preparing documentations, office correspondence etc
  • Documentation of entire Sales process from listing the property till the completion of closing.

Operations Officer

TD Wealth
  • Ensure accuracy of the prepared documents while being consistent with relevant regulations and business intentions
  • Identify issues, complete investigations and report risks when required
  • Build positive working relationships with customers, partners and vendors by responding to their concerns as well as processing transactions accurately and in line with established guidelines
  • Maintain high service level by providing optimal customer and partner service
  • Find opportunities to improve service delivery, operations, processes and procedures
  • Support the team by participating in personal performance management and development activities and promote team effectiveness and positive work environment
  • Accountable to ensure all regulatory filings are completed and mailed prior to the prescribed mail dates
  • Participate in personal performance management and development activities, including cross training within own team
  • Keep others informed and up-to-date about all relevant or useful information related to day-to-day activities
  • Works within generally defined guidelines, accountable for completing a range of transactions or activities that involve single to multiple steps and several systems or applications characterized by a combination of manual and automated processes.

Audit Associate

Lab Scientific llc
  • Setting up of Accounting procedure, review and supervision of accounts at regular intervals
  • Organize work schedules and set priorities to meet critical deadlines
  • Budget preparation in accordance with operating plans
  • Identify performance improvement opportunities
  • Assist in planning audit works performed
  • Ensure the assigned audit procedures are completed within the time limit
  • Assist the departmental administration tasks such as filing and updating files
  • Preparation of financial reports and critical analysis
  • Work under a high degree of confidentiality to maintain integrity of audit procedures.

Article Assistant

R. Krishna Iyer & Co
  • Finalization of accounts
  • Co-ordinate with auditors
  • Compliance with company law matters including filing of forms and returns with Registrar of Companies
  • Maintenance of books and accounts
  • Statutory and tax audit
  • Internal audit
  • Performing analytical procedures
  • Examining accounting records and preparation of financial statements
  • Preparation of budgets and variance analysis
  • Analysis of costs and preparation of cost sheet.

Education

LLQP Licence(Ontario) -

FINANCIAL SERVICE REGULATORY AUTHORITY OF ONTARIO
01.2023

PROFESSIONAL ACCOUNTING -

SHERIDAN COLLEGE ONTARIO
01.2022

CMA -

INSTITUTE OF MANAGEMENT ACCOUNTANTS
01.2020

MCOM -

MAHATMA GANDHI UNIVERSITY
01.2013

CA Inter -

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
01.2012

BCOM -

SACRED HEART COLLEGE
01.2011

12Th -

BOARD OF HIGHER SECONDARY EXAMINATIONS
01.2008

10Th -

COUNCIL FOR THE INDIAN SCHOOL CERTIFICATE EXAMINATION, NEW DELHI
01.2006

Skills

  • Acquired Post Graduation in Finance and Taxation
  • Capabilities to meet tight deadlines & targets
  • Self-starter-quick learner-flexible personality
  • Dynamic – Goal-oriented – Vibrant Personality
  • General Accounting & Office Administration Skills
  • Astute in Reconciliation/Cash & Accounts Management
  • Adoptable to work within a team or Independently
  • Strict Adherence to set policies and procedures
  • Proficient in MS Office application (Word, Excel, PowerPoint, Access)
  • Email application and Internet
  • Workflow Optimization
  • Appointment Scheduling
  • Office Administration
  • Phone Call Answering

Profile Synopsis

Versatile, Dynamic, and Goal-oriented professional offering formal education, valuable experience, skills and attributes for a solid career foundation in a progressive enterprise with key significant contributions towards companies’ continued business growth. Desirous for continuous learning with good analytical, problem solving, decision making, organization, coordination, time management, communication and interpersonal skills; Seeks a solid career foundation within a forward-thinking organization which offers challenging and broad training to use and develop skills.

Personal Information

  • ReferenceAvailable upon request
  • Nationality: Indian

Languages

  • English
  • Hindi
  • Malayalam

Timeline

Administrative Assistant

Aarya Real Estate Corporation

Operations Officer

TD Wealth

Audit Associate

Lab Scientific llc

Article Assistant

R. Krishna Iyer & Co

LLQP Licence(Ontario) -

FINANCIAL SERVICE REGULATORY AUTHORITY OF ONTARIO

PROFESSIONAL ACCOUNTING -

SHERIDAN COLLEGE ONTARIO

CMA -

INSTITUTE OF MANAGEMENT ACCOUNTANTS

MCOM -

MAHATMA GANDHI UNIVERSITY

CA Inter -

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA

BCOM -

SACRED HEART COLLEGE

12Th -

BOARD OF HIGHER SECONDARY EXAMINATIONS

10Th -

COUNCIL FOR THE INDIAN SCHOOL CERTIFICATE EXAMINATION, NEW DELHI

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