Shivani Devgan
Calgary,AB
Summary
Experienced and detail-oriented Project Accountant skilled in managing project accounting for precise financial tracking and reporting. Proven success in budget oversight for multiple projects, with a strong track record of delivering results. Possessing a solid background in project accounting, I bring a high level of organization and expertise to streamline financial processes and drive efficiency.
Overview
9
9
years of professional experience
Work History
Project Accountant
Taza Development Corporation
10.2023 - Current
- Upload contracts into P2P, ensuring accurate and timely setup for seamless invoice processing and compliance with contract terms.
- Process and implement approved budget revisions, updating financial data in P2P and Yardi to reflect changes in project allocations.
- Ensure that invoice processing aligns with contract terms in P2P, verifying that invoices are correct and match contract details before approval.
- Ensure timely and accurate processing of vendor, contractor, and employee payments through P2P and Yardi, in compliance with contractual terms and internal procedures.
- Verify invoices, receipts, and supporting documentation for accuracy and compliance with financial policies before initiating payments.
- Maintain accurate and detailed records of all payment transactions in P2P and Yardi for future reference or audits.
- Manage cash flow by processing payments within budgetary limits and available funds using the monthly bank draw.
- Work closely with project managers to ensure contracts, budgets, and revisions align with project goals and financial targets.
- Send monthly job cost detail reports to the manager, highlighting any discrepancies or variances and recommending corrective actions as necessary.
- Upload accrual entries in Yardi to ensure accurate financial reporting and compliance with accounting principles.
Project Accountant
CANA Group of Companies
01.2023 - Current
- Timely and accurately create monthly client billing and holdback release upon substantial completion
- Process and review subcontract invoices and prepare and complete payments to subcontractors while ensuring compliance with policies and contract terms
- Review AR reports by following up on outstanding invoices from clients
- Create month-end reports showing outstanding subcontractor holdbacks
- Assist in monitoring and gathering data for month-end project accruals
- Set up and review new job contracts
- Coordinate and close finished jobs in the system
- Perform all the AP tasks and responsibilities
- Originally hired as Accounts Payable and then successfully promoted to Project Accountant by demonstrating hard work, efficiency, and ability to learn fast
Accounts Payable Coordinator
CANA Group of Companies
01.2019 - 12.2022
- Review vendor invoices and identify if invoices are compliant with company and government requirements (i.e., GST, POs)
- Route invoices within agreed timelines to the correct reviewer group and maintain un-routed to a minimum (per group targets)
- Able to identify approval requirements for invoices per the delegation of authority: Projects, Overhead, Fleet, G&A, Capital
- Handles complex AP entries such as USD transactions, credits, refunds, finance charges, and disputing invoices
- Daily posting of approved invoices, able to identify and resolve errors that arise in posting
- Review employee and credit card expenses in HFF to ensure compliance with corporate policies
- Basic review of subcontract invoices and identify completeness of backup provided (i.e
- PRF, WCB, Stat Dec), and push from SL Worksheet to Accounts Payable
- Utilizes all features of the accounting software to investigate and resolve issues
- Prepares bi-weekly bottleneck reports, and reviews and understands the results and implications reported on the bottleneck report
- Communicates with approvers to resolve aged unapproved invoices
- Prepares monthly non-compliance and unapproved vendor invoices report distributes to the Accounting
- Daily cash clearing of cash transactions, record cash receipts and ensure all supporting documents are gathered and filed
- Prepares annual T5018 report accurately and timely
- Ensures all vendors that should be subject to reporting are included in the report
- Reconciles the T5018 report against actual cash payment
- Files approved T5018 timely
- Good understanding of common GST rules, and practices and performs monthly GST reconciliation
- Participate in process changes as a user expert, provide ideas, and conduct testing
- Documents new procedures and updates accounting manuals when changes arise
- Provide backup to Accounting Onboarding for new hires
Accounts Payable Clerk
WesternOne
08.2017 - 01.2019
- Process and post invoices in accordance with vendor payment terms and contracts
- Match purchase orders with invoices to avoid any errors while processing
- Identify and review supplier accounts to resolve discrepancies resulting in over and short payments of invoices
- Ensure rush, priority pay, and critical payments to meet a deadline
- Work towards an individual annual target, key performance indicators, and performance targets united with the overall Accounts Payable team and WesternOne's organizational objectives
- Participate in regular meetings with the Accounts Payable team to evaluate business requirements, communicate expectations and evaluate process optimization opportunities
- Contribute, create, and maintain a positive work environment that fosters the success of a high-performing Accounts Payable team
- Keep the documents safe and secure by scanning them into SharePoint and later file copies of all the invoices with check stubs into the vendor's folder
Accounting Assistant/Administrative Assistant
EstateView Real Estate & Property Management
05.2016 - 05.2017
- Recorded day-to-day financial transactions in Excel and QuickBooks
- Assisted in monthly bank account reconciliations
- Assisted in Accounts Receivable, Accounts Payable, and performed general accounting duties
- Organized and maintained historical records by scanning and filing documents
- Answered phone calls, replied to emails, and performed other duties as assigned
- Dealt with tight reporting deadlines
- Ordered and distributed office supplies while adhering to a fixed office budget
- Liaise with vendors and clients to address payment status and billing inquiries
Education
Bachelor of Management - General Management
University of Lethbridge
01.2017
Bachelor of Commerce - Accounting
Guru Nanak Dev University
01.2014
Skills
- Excellent Communication and Organization skills
- Great Time and Stress Management
- Work effectively with customers
- Knowledge of Vista, HFF
- Knowledge of Avid and MRI
- Knowledge of Yardi and P2P
- Knowledge of SharePoint
- ERP Software
- Accounts Payable
- Vendor Record Management
- Bill Payment and Recordkeeping
- Cashflow
- Expense Reports
- Bank Reconciliation
- QuickBooks
- Contract management
- Attention to detail
- Microsoft Excel expertise
- Budget analysis
Languages
Fluent in English
Fluent in Punjabi
Fluent in Hindi
Unsung Hero Award
Received the Unsung Hero Award in 2024 for consistently going above and beyond to support team members and ensure the smooth transition from Avid to Yardi accounting software. Recognized for being always ready to lend a helping hand, taking initiative to troubleshoot issues, and providing timely assistance to colleagues during the transition process. Played a key role in minimizing disruption and ensuring that accounting operations continued seamlessly throughout the software changeover.
Timeline
Project Accountant
Taza Development Corporation
10.2023 - Current
Project Accountant
CANA Group of Companies
01.2023 - Current
Accounts Payable Coordinator
CANA Group of Companies
01.2019 - 12.2022
Accounts Payable Clerk
WesternOne
08.2017 - 01.2019
Accounting Assistant/Administrative Assistant
EstateView Real Estate & Property Management
05.2016 - 05.2017
Bachelor of Commerce - Accounting
Guru Nanak Dev University
Bachelor of Management - General Management
University of Lethbridge
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