Sneha Nagpal
Finance Professional
BC
Summary
Experienced finance professional with 7+ years of expertise in budgeting, forecasting, accounting, financial modeling, and process improvement across diverse industries. Proficient in preparing work papers for tax returns, sales and property tax (US and Canada), tax provisions, and extensions. Detail-oriented with a proven ability to build strong client relationships, driving long-term business success.
Overview
9
9
years of professional experience
2
2
Languages
Work History
Business Associate
Luther Court Society
09.2023 - Current
- Preparing budget, generating financial models, and managing departmental submissions
- Generate the monthly and annual financial reports along with year-end adjustments
- Reconcile and review subledgers: AR, AP, and tenant ledgers
- Conducted comprehensive reviews of budgets and forecasts to identify cost-saving opportunities
- Managed accounts receivable/payable, payroll, and tax filings (GST/PST, WCB, T1, T2, estate returns)
- Supported financial reporting for external audits and compliance with LSBC accounting rules
- System used – Sage 50, Sage 300, QuickBooks, Active Net and office 365
US Tax Associate
Kroll Inc.
01.2022 - 08.2023
- Preparation of Federal and State tax returns for individuals (Form 1040), corporations (Form 1120), partnerships (Form 1065)
- Preparation of working paper with US tax research at federal and state level for compliance and consulting engagements
- Preparing and filing Canada tax returns for individuals, and corporate
- Learning and leveraging tax technology to produce client deliverables efficiently
- Conducted detailed analysis of complex tax regulations and communicated findings to clients, increasing their understanding of tax implications and enabling them to make informed decisions
- Staying updated on emerging technologies to offer automated solutions to clients
- Providing timely and responsive client deliverables that meet or exceed expectations
- Proficiency in working on platforms such as One source, Tax Prep, checkpoint
Accounts Analyst
Kroll Inc.
08.2020 - 12.2021
- Managed high-volume invoice processing efficiently, maintaining consistent record of timely payments
- Monitored expense trends to identify cost-saving opportunities within the organization's budget constraints.
- Conducted a thorough analysis of financial statements, aiding senior management's strategic initiatives.
- Initiating the payment process efficiently by reducing errors in payment by 95%
- Streamlined accounts payable processes by implementing efficient systems and reducing processing time
- Managed accounts payable and receivable processes, optimizing cash flow management and minimizing errors.
- Facilitated cost savings by identifying duplicate payments and preventing overpayments through diligent invoice reviews
- Maintained 100% accuracy while processing high dollar value payments
- Reorganized accounts payable processes, decreasing supplier payment delays from 50 to 25 days
- Assisted in the creation of annual budgets, providing valuable insights into revenue generation strategies.
- Coordinated month-end closing activities to ensure timely completion while adhering with GAAP and IFRS standards.
- Reduced account discrepancies by implementing an automated reconciliation system that increased overall efficiency.
- Evaluated current accounting software solutions, recommending upgrades that ultimately improved efficiency and reduced manual tasks throughout the department.
Finance Executive
General Mills
10.2018 - 07.2020
- Preparing work papers for Canada and US Sales, and excise tax.
- Developed financial models for pricing trends and promotion allowances
- Ensured compliance with all relevant regulations, maintaining accurate records of financial transactions and reporting requirements.
- Enhanced company cash flow with diligent accounts receivable management and timely collections.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Initiated process improvements that reduced month-end closing times, increasing the efficiency of the finance department's reporting functions.
- Adherence to all audit internal control requirements and SOX requirements
- Introduced innovative solutions for working capital management, leading to an optimized cash conversion cycle time frame.
- Systems used – SAP ERP, Trade planner
Treasury Analyst
Trafigura Global Services
01.2018 - 10.2018
- I was part of the US treasury team where I was responsible for cash management and reconciliation for the APAC and EMEA regions, responding to trade finance inquiries, and completing month-end operations and internal audits
- It also comprises assigning unresolved items to appropriate departments, delivering reconciliation reports to management, and handling aging items
- The responsibilities also include assessing withholding tax, processing letters of credit, and verifying compliance
Associate
Willis Towers Watson
05.2016 - 01.2018
- I was a part of a team which handled construction claims settlement, and as a claims broker, I was responsible for managing the whole lifespan of a claim, from initiation to settlement, while ensuring seamless communication and resolution
- Key responsibilities include gathering all essential paperwork, guaranteeing legal compliance, and adhering to the company's customer quality standards
- Coordination with UK advocates is an important part of this duty, ensuring that the claim is handled successfully within the legal framework
- Furthermore, the function entails arranging payments in accordance with valuation dates and helping with the efficiency of internal audits
- Systems used - Eclipse and SharePoint
Education
Master of Global Management - Management
Royal Roads University
Victoria, BC 05.2001 -
Master of Finance Management - Accounting And Finance
Welingkar School of Business
Mumbai, India 05.2001 -
Bachelor of Commerce - Commerce
University of Mumbai
Mumbai, India 05.2001 -
Skills
Tax research
Certifications
- French, Intermediate, Level A2
- KPMG Tax job simulation on Forage, 07/01/24
Timeline
Business Associate
Luther Court Society
09.2023 - Current
US Tax Associate
Kroll Inc.
01.2022 - 08.2023
Accounts Analyst
Kroll Inc.
08.2020 - 12.2021
Finance Executive
General Mills
10.2018 - 07.2020
Treasury Analyst
Trafigura Global Services
01.2018 - 10.2018
Associate
Willis Towers Watson
05.2016 - 01.2018
Master of Global Management - Management
Royal Roads University
05.2001 -
Master of Finance Management - Accounting And Finance
Welingkar School of Business
05.2001 -
Bachelor of Commerce - Commerce
University of Mumbai
05.2001 -
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