Sudarvizhi

• Maintained clean and organized files by keeping accounts payable records up-to-date.
• Processed Biweekly payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
• Prepared and mailed invoices to customers, processed payments, and documented account updates.
• Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
• Contributed to a positive work environment through effective teamwork, communication, and collaboration within the accounting department.
• Coordinating with auditor on GST and Quarterly tax filing, General liability insurance ,WCB clearance and maintaining WCB accounts.
• Used accounting software to prepare weekly and monthly financial reports.
• Generate ROE and Verifying and sending T4 to employees

• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
• Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.

• Collaborated closely with senior bookkeepers to complete complex tasks efficiently while meeting deadlines consistently.
• Continuously improved personal skills through ongoing training programs to stay updated on the latest bookkeeping trends and best practices.
• Improved client relations through timely and courteous communication, addressing inquiries, and resolving issues promptly.
• Safeguarded sensitive information with strict adherence to confidentiality policies when handling personnel records and confidential documents.

Maintaining TAT Every month , collecting Provision detail from the branches and forwarding the consolidation to Head office

Maintaining the branch expenses and consolidating the data to head office for the budget analysis.

Maintaining fixed asset data and Rent payment details and assisting Head office for further payment

Maintaining all branch Petty cash expenses and consolidated data is maintained and forwarded to Head office.

• In warding the bill details (both Employee reimbursement and vendor bills) in the Macros for further process
• Scrutinizing the bills and if any pending occurs the bill will be forwarded to the particular employee or to the branch for clarification and pending document
• Need to assist the department head to approve the bills
• In case of Vendor payment, the Check will be issued and forwarded to the branches
• In case of Employee Payment, the reimbursement amount will be transferred to the employee account
• Petty Cash is maintained in the branch

• Cashiering is done along with delivering the Proposal form details. Examining the Proposal documents and bringing up any outstanding issues with customer and advisor.

• Keep the daily MIS report upto date and send the soft copy to the head office so that the SUC ( Some under consideration) is reviewed.

• Answering the consumer Inquiries and entering , acknowledging renewal payments are completed.

• Need to verify the documents provided by the customer
• On daily basics need to call and verify the details provided by the customer
• Need to maintain good relationship with the customer
• Need to check the document details given by the customer are true
• The status should be marked in the form whether its positive or Negative
• It helps the relationship manager to sanction the personal loan.

• Delivered prepared sales pitch from script and persuaded potential customer to purchase product or service.
• Supported marketing campaigns by conducting targeted outreach efforts via phone calls to prospective customers.
• Built rapport with customers through friendly conversations and active listening for enhanced customer experience.