Vishal Puri
Richmond,BC
Summary
A detail-oriented and highly motivated Professional Accountant with over eight years of experience in financial reporting, tax preparation, and auditing. Skilled in using accounting software (e.g.,Tally ERP, Visual CATPRO, QuickBooks and advance Excel )functions to ensure accuracy and efficiency in financial transactions and reporting. Known for a strong analytical mindset and a commitment to maintaining compliance with financial regulations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
PART-TIME Customer Service Cashier
Petro-Canada
01.2025 - Current
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Maintained a clean and organized workspace, promoting a welcoming environment for customers.
- Met customer service goals and exceeded customer expectations.
Accountant
Shrimann Super-Specialty Hospital
06.2021 - 12.2024
- Coordinated the year-end audit process, Full Cycle Accounting, working closely with external auditors to ensure timely and accurate reporting
- Bank Reconciliation, credit card and statement reconciliation, bookkeeping duties
- Developed and managed annual and monthly financial reports, ensuring alignment with company goals and performance expectations
- Prepared tax filings and compliance documents for both state and federal requirements
- Monitored accounts receivable, accounts payable, and other account balances to track transactions, avoid discrepancies, and maintain accuracy.
- Managed customer disputes, quickly resolved issues, and ensured continued positive relationships with clients.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Handled day-to-day accounting processes to drive financial accuracy.
Accountant
Apex Hospital
06.2018 - 06.2021
- TDS Reconciliation (year-end report), maintained aging reports, follow-up reports form TPA department, MIS reports And Doctor Share Calculation
- Processed daily accounting transactions including journal entries, reconciliations, and payroll
- Assisted in month-end closing processes, ensuring accuracy of all accounts and proper categorization
- Conducted bank and account reconciliations, resolving discrepancies and ensuring accurate records
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Handled day-to-day accounting processes to drive financial accuracy.
- Gathered financial information, prepared documents, and closed books.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
Staff Accountant Internship
Vasu Aggarwal & Associates (Chartered Accountants)
05.2015 - 06.2018
- Processed daily accounting transactions including journal entries, reconciliations
- Maintenance of accounts for clients and audit accounts for big companies
- Learned comparison of balance sheets for future forecast
- Learned about government taxation policies by observing and analyzing tax procedures and policies
- Enhanced team collaboration by fostering a positive work environment and promoting open communication among staff members.
Education
Certified Management Accountancy - Accounting And Finance
IMA
Vancouver, BC01.2025
Bachelor’s -
Guru Nanak Dev University
JALANDHAR 04-2021
Skills
- Quickbooks
- Microsoft Excel proficiency
- GAAP accounting
- ERP systems
- Accounting and bookkeeping
- Tax return filing
- A/P and A/R
- Teamwork and collaboration
- Customer service
- Problem-solving
- General ledger accounting
- Microsoft Excel proficiency
Accomplishments
- Generated a [Number]% reduction in month-end close.
- Handled and resolved the largest Number of reporting discrepancies in [time period].
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Websites
Affiliationsandcredentials
- QuickBooks
- Excel Advance
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Native or Bilingual
Certification
: Understanding the GAAP (Generally Accepted Accounting Principles)
QuickBooks Online Essential Training
Microsoft Excel
Generative AI
Timeline
PART-TIME Customer Service Cashier
Petro-Canada
01.2025 - Current
Accountant
Shrimann Super-Specialty Hospital
06.2021 - 12.2024
Accountant
Apex Hospital
06.2018 - 06.2021
Staff Accountant Internship
Vasu Aggarwal & Associates (Chartered Accountants)
05.2015 - 06.2018
Certified Management Accountancy - Accounting And Finance
IMA
Bachelor’s -
Guru Nanak Dev University
Similar Profiles
Shajjad ShameemShajjad Shameem
Customer Care Executive at Petro-Canada Gas Station & Petro-Pass Truck StopCustomer Care Executive at Petro-Canada Gas Station & Petro-Pass Truck Stop
Dustin ZahorejkoDustin Zahorejko
Fuel Station Attendant at Petro-Canada Gas Station & Petro-Pass Truck StopFuel Station Attendant at Petro-Canada Gas Station & Petro-Pass Truck Stop
Shubreet KaurShubreet Kaur
Customer Service Representative at Petro-CanadaCustomer Service Representative at Petro-Canada