Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Affiliations
Timeline
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SANIKA INAMDAR

Toronto,ON

Summary

Finance professional with a proven track record in managing diverse aspects of financial operations, client relations, and team leadership. My forte lies in building and nurturing strong relationships, streamlining financial processes, and developing robust reconciliation and cash flow forecasting models. Demonstrated exceptional problem-solving skills in investigating complex customer issues, fostering strong client relationships, and meeting business targets through effective sales pipeline management. Adaptable and thriving in fast-paced environments, I'm dedicated to achieving organizational goals through effective teamwork and strategic financial management. Looking forward to leveraging this diverse skill set to contribute to the success of dynamic organizations.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Accountant

Meital Studios
05.2023 - Current
  • Perform daily and monthly reconciliation of receivables, payables, bank, and general ledger accounts to ensure financial accuracy.
  • Auditing invoices, and employee expenses and preparing journal entries and accruals.
  • Filing monthly US sales tax.
  • Maintaining and creating daily spreadsheets to monitor cash flow movements and projections of ACH, Zelle, and Wire payments, ensuring threshold requirement and liquidity standards are met using Microsoft Excel.
  • Processing vendor payments via Wire transfers, ACH, and Zelle.
  • Resolving and handling credit card payment discrepancies and disputes on behalf of the company.
  • Preparing employees' biweekly salary reports to ensure accurate cost allocation.
  • Handling payroll for employees based in the US.
  • Preparing monthly, quarterly, and yearly Profit and Loss account statements.
  • Managing yearly business tax requirements.
  • Extensive involvement in audit preparation, including documentation for successful audits.

Customer Success Manager/Team Leader

K2V2 Technologies Pvt Ltd
03.2020 - 01.2022
  • Demonstrated expertise in investigating & solving complex customer problems received through local support teams while maintaining a clear vision of delivering exceptional client-facing interactions and stakeholder management
  • Successfully managed and nurtured client leads and sales pipelines to ensure strong business relationships in order to achieve their business targets
  • Conducted on-site meetings with clients to gain a deep understanding of their needs, and requirements and trained them on Customer Relationship Management software
  • Handling end-to-end account management of allotted large scale to low scale revenue generating clients, streamlining their Business Processes as well as working under pressure while handling escalations to abide by deadlines by clients if any
  • Mentored and led team of 7-8 individuals to focus on solving clients' problems and providing exceptional customer service in order to increase sales
  • Utilized innovative approaches to understand client's issues and translate them to product requirements
  • Improved business direction by prioritizing consumer requirements and implementing changes based on collected feedback via software such as JIRA
  • Worked under pressure and in fast-paced environment where multiple escalations were to be handled to retain clients
  • Focused on teamwork in order to achieve company's goals and targets
  • Prepared onboarding presentations and documentation for clients, incorporating pivot tables to ensure application's correct and productive usage.

Trainee Treasury and Banking Operations

Sigma Electric Manufacturing Corporation Pvt Ltd
07.2018 - 08.2018
  • Managed forward contracts and import payments, ensuring timely and accurate financial transactions
  • Forecasted daily cash position to optimize adequate available cash supply in order to reduce financial risk
  • Established and nurtured strong relationships with financial services banking partners through regular visits and effective communication, facilitating smooth and efficient financial transactions
  • Developed and maintained bank reconciliation and cash flow forecasting models to track financial performance and inform decision-making.

Education

Postgraduate Degree Certificate - Global Business Management

Humber College
Toronto, ON
04.2023

Master of Science - Finance

University of Strathclyde
Glasgow, UK
11.2019

BBA - Financial Management

Savitribai Phule Pune University
Maharashtra, India
06.2018

Skills

  • MS Office Suite- Excel, Word, PowerPoint
  • Customer Relationship Management
  • JIRA
  • Accounts Payable and Receivable
  • NOVA POS Solutions
  • Cash Management
  • Payroll Processing
  • Profits and Losses Tracking
  • Bloomberg
  • Team Management & Communication
  • Problem-Solving and Detail Oriented
  • Excellent Verbal and Written communication skills

Certification

  • Advanced Microsoft Excel (Pearson) 2022
  • Bloomberg market concepts & portfolio management (Bloomberg) 2019

Languages

English
Hindi
German

Affiliations

  • Certified Financial Modelling and Valuation Analyst from Corporate Finance Institute (CFI)
  • Bloomberg market concepts and portfolio management

Timeline

Accountant

Meital Studios
05.2023 - Current

Customer Success Manager/Team Leader

K2V2 Technologies Pvt Ltd
03.2020 - 01.2022

Trainee Treasury and Banking Operations

Sigma Electric Manufacturing Corporation Pvt Ltd
07.2018 - 08.2018

Postgraduate Degree Certificate - Global Business Management

Humber College

Master of Science - Finance

University of Strathclyde

BBA - Financial Management

Savitribai Phule Pune University
SANIKA INAMDAR