Pallavi Anand
Calgary,Canada
Summary
Dynamic accounting professional with a strong track record in financial consulting, focused on delivering client-centered solutions. Expertise in budget preparation, financial analysis, and compliance, coupled with a commitment to enhancing operational efficiency. Skills include proficiency in multiple accounting software and effective communication across teams.
Overview
11
11
years of professional experience
Work History
Financial Consulting Specialist
RSM Canada LLP
Calgary, AB
12.2022 - Current
- Assisting in budget preparation, financial analysis and cash flow forecasting processes.
- Implementation of process improvements to enhance efficiency in accounting operations.
- Prepare month-end packages and reports, reconciliations for multiple accounts.
- Assisting in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
- Coordinating with external auditors during the annual audit process by providing requested documents and responding to inquiries in a timely manner.
- Providing guidance to other departments regarding accounting policies and procedures.
- Partner with teams to create client-centered solutions and services.
- Collaborating with internal IT and software development teams to design optimal solutions.
Associate Finance & Accounts Manager
Transcounts Services Inc.
CALGARY, Alberta
03.2022 - 11.2022
- Delivered financial services to clients across Canada, improving accuracy and efficiency of accounting practices.
- Processed payroll biweekly, ensuring accuracy in financial reporting.
- Recorded journal entries in software to maintain up-to-date financial records.
- Processed payroll biweekly, ensuring accuracy in financial reporting.
- Posted invoices and managed bank and credit card transactions efficiently.
- Conducted monthly account reconciliations to verify financial integrity.
- Prepared and amortized monthly prepaid expenses, ensuring accurate reporting.
- Filed GST and provincial taxes on CRA portal for clients, ensuring compliance with regulatory standards.
- Assisted firms in setting up accounting systems in software, streamlining operations and enhancing financial reporting.
ACCOUNTING ADMINISTRATOR
The Aurum Group
Calgary, Canada
05.2021 - 03.2022
- Accurately review, code, and process vendor invoices.
- Processed cheque requests and electronic payments weekly.
- Perform monthly vendor reconciliations and resolve vendor queries.
- Participated in weekly cash reporting and managed cash for all bank accounts.
- Process credit card transactions and employees' expenses.
- Worked on inventory invoices and reconciliations.
- Filed GST and PST on CRA portal monthly.
- Answer multiple inquires over phone regarding payment status and internal procedures.
- Assisted in Calgary office operations
SENIOR ACCOUNTS EXECUTIVE
Exo Edge India Ltd
10.2020 - 08.2021
- Perform company accounting operations and determine revenues and expenditures.
- Managing accounting activities to ensure compliance with accounting principles, policies and external audits.
- Generate monthly revenue and expenditure reports to management.
- Oversee financial transactions and process invoices in a timely manner.
- Coordinated with sales and E discovery team related to client billing.
- Performed pre- and post-audits for customer contracts and billing.
- Present account reconciliation summary to management on a regular basis.
- Assist in financial audits and implement audit recommendations.
SENIOR EXECUTIVE, FINANCE AND ACCOUNTS
Zscaler Softech India Pvt Ltd
10.2017 - 03.2020
- Processed monthly journal entries to update all business transactions related to project accounting, fixed assets, and intangible assets.
- Generated month-end reports for managers and directors to facilitate informed decision-making.
- Complete monthly GL account reconciliations including bank and credit cards.
- Prepare and review monthly prepaid schedules for amortization and schedules for accrued expenses.
- Prepare monthly fixed assets schedules for capitalizing assets.
- Process Accounts Payable invoices cheque requests and expense reports.
- Prepared weekly check runs and coordinated with bank team for timely payments.
- Maintaining accounting controls and principles based on US GAAP Standards.
SENIOR ACCOUNTANT
Escalon Business Service Pvt Ltd
11.2014 - 01.2016
- Prepared financial reports, including Profit and Loss Statement, Balance Sheet, and Statement of Cash Flows.
- Managed the monthly close and maintained all accounting ledgers, including monthly reviews of all account reconciliations and journal entries.
- Reviewed and completed balance sheet reconciliations, identifying and communicating discrepancies to ensure accurate financial reporting.
- Managed general accounting processes for inter-company transactions and fixed assets, ensuring compliance and timely financial reporting across all entities.
- Prepared tax schedules and coordinate tax work papers for tax groups.
- Worked on US GAAP Compliance.
- Handled computer payroll of USA, for interstate employees (CA, MO, NY, VA, DC) processed monthly and semi-monthly.
- Prepared monthly and semi monthly payroll entries.
Education
BACHELOR'S - COMMERCE
Panjab University
IndiaSkills
- Budget preparation
- Financial analysis
- US GAAP Standards
- Risk management
- Internal controls
- Audit coordination
- SAP Concur
- Microsoft Excel
- Microsoft Office
- Analytical skills
- Critical Thinking
- Problem Solving
- Adaptable
- Team collaboration
- Effective communication
- Dynamic Work Environment
Awards
- Awarded with various quarterly awards in Zscaler Inc. for outstanding performance and timely submission of reports.
- Trained 3 employees on the current process while being shifted to other high level projects within the team.
- Promoted as Senior accountant from Accounts executive with one year in Escalon Business services.
- Appreciation emails from clients for providing them best customer service.
Languages
English, Fluent
Hindi
Punjabi
French (Beginner)
Timeline
Financial Consulting Specialist
RSM Canada LLP
12.2022 - Current
Associate Finance & Accounts Manager
Transcounts Services Inc.
03.2022 - 11.2022
ACCOUNTING ADMINISTRATOR
The Aurum Group
05.2021 - 03.2022
SENIOR ACCOUNTS EXECUTIVE
Exo Edge India Ltd
10.2020 - 08.2021
SENIOR EXECUTIVE, FINANCE AND ACCOUNTS
Zscaler Softech India Pvt Ltd
10.2017 - 03.2020
SENIOR ACCOUNTANT
Escalon Business Service Pvt Ltd
11.2014 - 01.2016
BACHELOR'S - COMMERCE
Panjab University