AVINASH KAKPURE
Account Executive
Vancouver,British Columbia
Summary
Dedicated and trustworthy Compliance Officer / Accounts Receivable/ Billing Specialist with 6 years of experience managing a high-volume portfolio of Government accounts and Public Servant. Skilled in utilizing Canada Revenue Agency Heron Rd Software, Oracle NetSuite, and Microsoft Dynamics 365 to ensure accurate and timely invoicing, reconcile expenses, and apply tax codes. Results-oriented professional with a proven track record of enhancing a company's market position and maximizing opportunities for financial growth.
Overview
2025
2025
years of professional experience
4
4
years of post-secondary education
1
1
Language
Work History
Trust Accounts Payroll Compliance Officer
Canada Revenue Agency
4 2021 - Current
- Collaborating with cross-functional teams to address compliance concerns.
- Overseeing an inventory of approximately 150 Business accounts, ensuring meticulous organization and tracking.
- Conducting an initial review of the account to identify potential compliance issues, including missing remittances, incorrect address and bank details, outstanding debts, and discrepancies between reported taxes on T4s verses remitted source deductions to the CRA. This review will encompass both the current and previous years to ensure balance accuracy.
- Daily Account Actions : Processing 10 to 12 accounts daily to meet operational goals (Production Target) and maintain workflow efficiency.
- Consistently meeting the weekly target of closing 40 accounts, demonstrating effective time management and task prioritization.
- Initiating contact ( Outbound call ) with taxpayers to inform them of filing deadlines and ensure timely compliance with regulatory requirements per Payroll source deductions CPP, EI and Income Tax.
- Assessing taxes ( Notice of Assessment , LRP's - LFP's, Failure to remits, on accounts that fail to meet filing deadlines, and proceed with file closure in accordance with established procedures .
- Transferring misapplied payments to correct year and reviewing GST and Corporate accounts to search payments.
- When initial phone contact attempts are unsuccessful, issue formal letters and allow a 30-day response period before proceeding with file closure.
- I am reviewing and processing taxpayer documentation, responding to taxpayer inquiries, investigating and resolving complaints, and providing fundamental tax information and explanations.
Billing Specialist
PricewaterhouseCoopers LLP
12.2020 - 04.2021
- Issued correct invoices to clients using iPower CRM software of PwC.
- Coordinated with Partners and Managers (Tax, Audit, Deals) for maintaining WIP, job code, export WIP and calculate engagement margin and recovery profit.
- Review budget value, target rate for each portfolio and assist managers for achieving monthly cash-billing target.
- Created new job code, new client setup, new project code, Bill Analysis, Account receivable report, cash allocation details, maintained Partner's portfolio
- Provided excellent customer service and billing support to clients, Partners and Managers.
- Monitored and reviewed WIP (Work in Progress) and followed timely billing.
- Prepared various reports and spreadsheets related to time, billing, receivables etc
- Responsible for initial collection inquiry with external clients.
- Prepared invoices, when necessary, cancelled, and re-issued invoices or created credit notes in accordance with Firm policies
- Researched and resolved billing discrepancies to enable accurate billing.
- Acted as a liaison between CPA's and Finance, provided assistance re-accounting or financial queries to ensure client needs are met
Accounts Receivable Specialist
Geotab Inc.
09.2019 - 12.2020
- Maintained A/R records; prepared statements, invoices; process payments; and reconcile expenses to the general ledger.
- Used Oracle NetSuite and Microsoft Dynamics 365 for creating invoices, Customer Aging reports and issuing credits, Sales order.
- Applied and reviewed correct tax code for each province in Canada and USA.
- I was responsible for 200 plus Government Accounts for creating invoices each month approx 600K each month.
- I was invoicing One-time hardware invoice, prorated invoices and monthly invoices each month for USA and Canada government clients.
- Using Sales force software for analyzing and creating various billing reports as requested by clients for accurate invoicing.
- Analyzing – reading Purchase order – CRO#, Work order for accurate invoicing.
- Was coordinating with Accounts Payable for account related inquiries.
- Providing bank information for EFT payments, W9, GST registration number and follow up for remittance advice.
- Responding to customer emails or phone calls for account related inquiries in a timely manner and making sure to provide accurate information as requested
- Aged Receivables Improvement: Reduced aged receivables from $55K to $10K
- Revamped A/R procedures and filing systems, created spreadsheets to enhance tracking of receivables, followed up on open accounts and negotiated clients during collection calls.
- Monthly Close: Delivering accurate and on-time monthly financial closing for A/R functions.
- Reconcile bank accounts, posting and balancing financial data in different ledgers.
Sales Associate
BC Government Liquor Store
10.2016 - 03.2021
- Do pay in, pay out and cash pickups, Safe transfer in and safe transfer out procedure
- Handle cash transactions, Visa, debit, Amex and MasterCard on POS register and do cash back
- Separate each receipt for closing duties
- Closing seven tills, taking a close session report, counting each float, and reconciling cash the report, making bank deposit envelopes, settling shifts and running EOD reports
- Check inventory level of the store and maintain min level, data entry and do ordering as required
Education
Business Administration Diploma - Credits
Langara College
Vancouver, BC 01.2015 - 12.2015
BSc. - Hospitality and Tourism Management
IASE University
07.2003 - 08.2006
Skills
Accounts Receivable and Payable
Billing , Collections and Invoice Statements
Accounting principles and practices
Financial Records & Reporting
Spreadsheets & Journal Entries
Compliance monitoring
Data privacy, Regulations enforcement
High attention to detail and accuracy
Analytical and Time management Skills
Transaction Processing, GL Reconciliation
Customer Communications
MS Excel, MS Word, Outlook, Dynamics 365
CRM , Oracle NetSuite, Sales Force, G-suite
Timeline
Billing Specialist
PricewaterhouseCoopers LLP
12.2020 - 04.2021
Accounts Receivable Specialist
Geotab Inc.
09.2019 - 12.2020
Sales Associate
BC Government Liquor Store
10.2016 - 03.2021
Business Administration Diploma - Credits
Langara College
01.2015 - 12.2015
BSc. - Hospitality and Tourism Management
IASE University
07.2003 - 08.2006
Trust Accounts Payroll Compliance Officer
Canada Revenue Agency
4 2021 - Current