Summary
Overview
Work History
Education
Skills
Internship Experience
COMMUNITY INVOLVEMENT AND CO - CURRICULARS
Timeline
AccountManager

Yogeshwaran Venkatesan

Etobicoke,ON

Summary

Self-motivated and detail-oriented accountant with over two years of experience ( Canadian and international) in accounting in a high-volume and deadline-driven environment. In the past have handled Payroll Accounts and Financial planning for small businesses. Proven ability to accurately and efficiently handle multiple tasks under pressure & I have helped improve the efficiency and accuracy of accounting projects. Having completed my bachelor's degree, Currently Enrolled in CPA Ontario (CPA - PEP). I draw heavily on my past experience in accounting and tax

Overview

3
3
years of professional experience

Work History

Staff Accountant

Chennai blood centre
Chennai, TN
04.2019 - 05.2021
  • I have prepared reports for Inter-company expenses while executing data entries for inter-company expenses.
  • Had to use microsoft suite, Adobe & Powerbi on a regular basis.
  • Ensured Financial reports match with IAS(Indian Accounting Standards). IAS follows IFRS.
  • Converting Excel spreadsheets to valuable data & using power bi to convert the data to Charts for client meetings.
  • Preparing minutes during the meetings.
  • Developed diverse skill sets, improved processes, and gained the confidence to tackle challenging tasks
  • Handled clients(hospitals) of the North part of Chennai, Approx 15 clients, by assisting in annual reports and tax returns.
  • Attended team meetings, provided input and raised issues, risks, opportunities and recommendations to the team for consideration
  • Handled confidential information while tracking funds, preparing deposits, and reconciling accounts in a fast-paced environment.
  • Monitored accounts receivable, accounts payable, and other account balances to track transactions, avoid discrepancies, and maintain accuracy.

Financial Advisor

HDFC Bank
Chennai, TN
09.2018 - 02.2019
  • Provided Real estate, Home loans & Education planning services to clients.
  • Conducted financial analysis and prepared reports to help clients with their decisions.
  • Collaborated with multiple teams to develop and implement process improvements.
  • Have maintained a successful relationship with over 50+ clients.
  • Observing client portfolios and prepared financial reports (IAS) ensure these meet their advancement and targets.
  • Performed variance analysis to pinpoint trends and areas for improvement
  • Got recognized at the site level and was awarded a spot award for excellent work and delivery method.

Education

Graduate Certificate - Strategic Management

Centennial College of Applied Arts And Technology
Scarborough, ON
09.2023

Graduate Certificate - Accounting And Finance

Humber College
Toronto, ON
12.2022

Bachelor of Commerce - Accounting And Finance

SRM Institute Of Science & Technology
India, Chennai, TN
04.2020

Skills

  • Microsoft office package
  • Abode, Microsoft excel - pivot table, Vlookup
  • Excellent communication skills
  • Rise & quickbooks - payroll
  • Python -Data analytics
  • SQL - DATA base management
  • Tax Preparation
  • Data Research and Analysis
  • Ability to make decisions based on data, professional judgment and common sense
  • Strong analytical and problem-solving skills
  • Knowledge of financial reporting policies and procedures
  • Analytical & critical thinking

Internship Experience

Social Media Intern, 06/2018 - 09/2018

HDFC Bank, Chennai 

  • Planned social calendars.
  • Brainstormed ideas for Instagram & Facebook presence and Youth education expansion program (got recognized for increasing the Social media presence of the company)
  • Promoted Event for public financial literacy (financial education for the public).
  • Was able to sell 2000 passes for a fundraiser through Social media and networking.


Accounting and audit intern,   08/2022 - current

Rakesh professional corporation,4889A Dundas St W #3a, Etobicoke, ON M9A 1B2  

  • Reconciled Financial disparities to maintain records
  • Conducted financial analysis and prepared reports to Controller
  • Handled payroll for small business - Task performed daily.
  • Audit tasks - preparing the legal file and collecting and verifying documents concerned with the audit.
  • Conducted reviews against policies, identifying potential gaps for discussion
  • Processing payments and recording daily.
  • Prepared and maintained Financial reports (IFRS) weekly for small businesses using Excel & Quickbooks.
  • Maintained effective communication between client and Controller.
  • Demonstrated initiative by taking ownership of tasks and driving them to completion

Daily tasks include - Filing Taxes using can tax, Quickbooks & Rise for payroll.

COMMUNITY INVOLVEMENT AND CO - CURRICULARS

  • 2 Time state runner-up - Handball
  • 1 Time National trial attendee - Handball
  • One of student Council heads - Sports department secretary - Organizing sports event inside and outside of school.
  • Member OF RHA & RED CROSS INDIA - Organized various Blood donation Camps.

Timeline

Staff Accountant

Chennai blood centre
04.2019 - 05.2021

Financial Advisor

HDFC Bank
09.2018 - 02.2019

Graduate Certificate - Strategic Management

Centennial College of Applied Arts And Technology

Graduate Certificate - Accounting And Finance

Humber College

Bachelor of Commerce - Accounting And Finance

SRM Institute Of Science & Technology

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Yogeshwaran Venkatesan