Manali Lakhani
Toronto,Ontario
Summary
Experienced accounting professional transitioning to a banking advisor role, with a strong focus on client service and financial strategy. Looking to leverage the skills into financial analysis and personalized client support to enhance the banking experience and provide valuable financial guidance to customers at Scotia Bank.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Accounting and Schedulling Coordinator
ParaMed Home Health Care
10.2022 - Current
- Preparation of reports and Services on billing and payroll on a computerized recording system ( Workday, Elmo)
- Perform bi-weekly payroll audits to validate pre-payroll accuracy and closing on time.
- Analyzes approximately 500 rejected billing lines by analyzing the required documentation, bill code errors, and funder code errors to avoid write-offs and reversals and meet the submission deadlines.
- Conducted training and guidance to new personnel on accounting reports and billing processes.
- Implementing departmental policies and standards in conjunction with management to streamline internal processes.
- Communicating efficiently with funders, staff, patients, and families regarding billing, Invoices, and scheduling services.
- Improved customer satisfaction scores through the application of superior conflict resolution and problem-solving skills.
Accounts and Customer Service
Surya Ethnics
07.2020 - 07.2021
- Administered customer inquiries and complaints related to billings, orders, and services
- Assisted in organizing trade events on a seasonal basis, supported customers with the new trends, and placed orders as per customer requirements
- Recording and reconciling accounts payable and receivable every month.
- Preparation of financial statements quarterly to calculate advance tax payments and file tax returns annually.
- Preparation of MIS report of Investment summary of the proprietor every month to evaluate the Portfolios performance.
- Record all buy/sell transactions, bonus shares, Stock-split, and dividends regularly.
Accounts Executive and Sales Co-ordinator
Doyen Infosolution Pvt Ltd
08.2016 - 07.2020
- Strengthened financial management process to bring errors near to "0" in reporting, payroll, and general bookkeeping.
- Maintained cash flow by monitoring bank balance and cash requirements.
- Payment follow-up with Clients and Coordinated with all departments for quotations, orders, and milestones completion.
- Prepared reports to summarize operational results and financial performance.
- Filed Tax returns such as TDS, GST, and Professional Tax and assisted in filing Income tax and Audit Reports.
Education
Post Graduate Diploma - Business Management
Canadore College
Scarborough, ON01.2022
Masters of Financial Management -
University of Mumbai
Mumbai, India01.2020
Bachelor of Commerce -
University of Mumbai
Mumbai, India01.2014
Skills
- Business Development
- Financial Analysis
- Technical Analysis
- Microsoft Office Suite
- Analytical Skills
- Client Relations
Certification
- Canadian Securities Course (CSC)- Part 1 Cleared ( Pursuing Part 2)
- NISM VIII Series - Equity Derivatives Certification, SEBI
- Information Technology Training (ITT)
- General Management and Communication Skills (GMCS)
Languages
English
Gujarati
Hindi
Timeline
Accounting and Schedulling Coordinator
ParaMed Home Health Care
10.2022 - Current
Accounts and Customer Service
Surya Ethnics
07.2020 - 07.2021
Accounts Executive and Sales Co-ordinator
Doyen Infosolution Pvt Ltd
08.2016 - 07.2020
- Canadian Securities Course (CSC)- Part 1 Cleared ( Pursuing Part 2)
- NISM VIII Series - Equity Derivatives Certification, SEBI
- Information Technology Training (ITT)
- General Management and Communication Skills (GMCS)
Post Graduate Diploma - Business Management
Canadore College
Masters of Financial Management -
University of Mumbai
Bachelor of Commerce -
University of Mumbai
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