Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Timeline
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Neethu Sankar

Montreal,Canada

Summary

Candidate for the Practice of the CPA Profession



Ambitious and self-motivated accounting professional with a proven ability to solve complex problems. Enthusiastic about embracing challenges and acquiring additional skills. An effective communicator with exceptional analytical abilities, committed to going the extra mile to ensure team success.

Overview

13
13
years of professional experience

Work History

Client Accountant

Maples Group
09.2023 - Current
  • Managing client accounts: - Overseeing and maintaining client financial records.
  • Preparing invoices: -Handling accounts payable and receivable invoices.
  • Financial reporting: -Creating financial statements and reports for clients, adhering to US GAAP and IFRS standards.
  • Basic accounting functions: -Performing essential accounting tasks like data entry and reconciliation.
  • Analyzing financial records: -Reviewing and interpreting client financial data.
  • Correcting inaccuracies: - Identifying and fixing errors in financial records.
  • Monthly, quarterly, and yearly management accounts: -Preparing regular management accounts to assist with business planning and decision-making.
  • Preparing Private Equity Holding Company accounts: -Managing accounts specific to private equity holdings.
  • Preparing aggregator year-end accounts: -Ensuring accurate and timely year-end financial statements for aggregators.
  • Generating accounts receivable and chasing clients: -Managing receivables and following up with clients to ensure timely payments.
  • Maintaining Client Databases: -Ensuring all relevant Maples databases are complete and contain accurate information for the client portfolio.
  • Annual Administration Compliance: -Completing all annual administrative tasks for clients in accordance with Maples policies and procedures, in a timely manner.
  • Client Relations: -Developing effective working relationships with the assigned portfolio of clients, responding promptly and professionally to client requests.
  • Preparing and Reviewing FARs accounts: -Handling the preparation of Fund Annual Returns (FARs) accounts of Cayman Islands-registered investment funds
  • Assisting Auditors: -Helping auditors with their queries regarding accounts.
  • Bank Reconciliation: -Performing bank reconciliations for clients and reporting any discrepancies.
  • Consolidated Financial Statements: -Preparing consolidated financial statements for parent companies in different currencies.
  • Maintaining Trackers: -Ensuring all trackers are updated on a timely basis.
  • Additional Administrative Tasks: -Performing any additional administrative tasks required for the client portfolio.

Tax Preparer

Crowe BGK
01.2023 - Current
  • Preparing Individual Tax returns
  • Experience in dealing with T3,T4, T4A, T4AP, T4OAS, T5, T5008,T1135, T2202s,T777S, T776, RL24, RL31,Self Employment income, Senior Tax Credit, Principal residence disposal etc

Junior Accountant

Levy Yetnikoff, CPA s.e.n.c.
01.2021 - 01.2022
  • Assisted with preparation of monthly financial statements
  • Completed general ledger entries on short schedule with 100% accuracy
  • Reconciled month end totals to ensure timely and accurate reporting of financial information
  • Audit committee team member, Performed auditing of Sales and Accounts Receivables
  • Full cycle bookkeeping
  • Experience with Excel, QuickBooks, and Sage 50
  • Experience in T1 & T2 tax preparation
  • Maintenance of accounting records for various clients
  • Preparation and filing of government return's such as GST/QST and DAS
  • Ability to independently interact with clients and government agencies

Administrative Accounts Assistant

A.R Engineering Works Pvt Ltd.
01.2014 - 01.2015
  • Responsible for all general ledger entries and their comprehensive accuracy
  • Reconciled bank statements at the end of each month and generated reports for executives
  • Organize Staff Schedules each week
  • Answered Multi line phone system & directed calls appropriately
  • Worked on a team that was responsible for accuracy of all general ledger entries for the entire company

Intern

South Indian Bank
01.2013

Intern

Terumopenpol
01.2012

Education

Graduate Diploma in Chartered Professional Account -

Concordia University
Montreal, QC
09.2024

Diploma in Accounting -

McGill University
Montreal
09.2020

B.COM -

Mahatma Gandhi University
India
10-2014

MBA -

Mahatma Gandhi University
India
01.2014

Skills

  • Excel
  • Word
  • Milogic - Accounting Software
  • PowerPoint
  • DT Max - Tax Software
  • Taxprep
  • CaseWare
  • QuickBooks
  • SharePoint
  • Datasnipper
  • Aderant - Billing Software

Accomplishments

  • Art secretary in college, 08/01/2008 - 05/01/2011, India

Hobbies and Interests

  • Adobe photoshop
  • Travelling
  • Yoga
  • Video creator
  • Puzzles
  • Baking

Timeline

Client Accountant

Maples Group
09.2023 - Current

Tax Preparer

Crowe BGK
01.2023 - Current

Junior Accountant

Levy Yetnikoff, CPA s.e.n.c.
01.2021 - 01.2022

Administrative Accounts Assistant

A.R Engineering Works Pvt Ltd.
01.2014 - 01.2015

Intern

South Indian Bank
01.2013

Intern

Terumopenpol
01.2012

MBA -

Mahatma Gandhi University

Graduate Diploma in Chartered Professional Account -

Concordia University

Diploma in Accounting -

McGill University

B.COM -

Mahatma Gandhi University
Neethu Sankar