Amrita Goswami(CPAC
NE, Calgary,Alberta
Summary
Designated Certified Public Accountant with over 13 years of progressive experience in financial analysis, reporting, budgeting and analysis, including 8 years serving U.S. and Canadian corporates and firms. Recognized for delivering high-quality, accurate work under tight deadlines and for strong analytical ability in identifying trends, resolving discrepancies, and adapting to evolving legislation
Overview
19
19
years of professional experience
1
1
Certification
Work History
Intermediate Accountant
Luxuria group of companies
03.2026 - Current
- Led end-to-end accounting functions across multiple entities, partnering with leadership to support strategic financial decision-making
- Oversaw accounting operations and maintained accounting policies, procedures, and internal controls to ensure efficiency, accuracy, and compliance
- Delivered timely and accurate financial statements, cash flow reports, and key operating metrics to support business performance
- Reviewed and analyzed financial statements to ensure compliance with Accounting Standards for Private Enterprises (ASPE)
- Managed intercompany transactions and reconciliations, ensuring accurate consolidation and eliminations across entities
- Led month-end and year-end close processes, including review of journal entries, accruals, and reconciliations.
- Prepared and monitored weekly cash flow reports, optimizing liquidity and working capital management
- Supported monthly and annual budgeting and forecasting processes, including variance analysis and reporting to leadership
- Provided financial analysis and insights to support business decisions, cost optimization, and operational improvements
- Ensured compliance with regulatory requirements, including GST filings and financial reporting obligations
- Supervised, mentored, and developed junior accounting staff, improving team performance and efficiency
- Identified and implemented process improvements and automation, strengthening internal controls and reducing manual effort
- Utilized advanced Microsoft Excel (Pivot Tables, Power Query, SUMIFS, VLOOKUP, HLOOKUP, XLOOKUP) for data analysis and reporting
- Managed accounting functions using Sage 50, including general ledger, AP/AR, reconciliations, and financial reporting
Intermediate Accountant
Central Mountain Air
Calgary, Alberta
08.2024 - 02.2026
- Demonstrated consistent dedication by contributing to operational improvements that increased process efficiency by 20%.
- Engaged with customers to understand financial needs and deliver high-quality service, improving customer satisfaction and retention rates.
- Conducted detailed account assessments and credit checks to evaluate payment terms and credit risk.
- Processed high-volume financial transactions accurately and in a timely manner using Sage 50, improving transaction turnaround time.
- Conducted comprehensive audits of vendor invoices to validate expense allocation, and recoverability of pass-through costs, strengthening internal controls and reducing revenue loss by 30%.
- Conducted financial analysis to assess risk exposure and optimise financial decision-making, strengthening credit control processes.
- Recognised for proactive problem-solving and initiative in identifying operational inefficiencies, and implementing process improvements that enhanced overall workflow efficiency.
- Utilised advanced Excel functions including Pivot Tables, Power Query, SUMIFS, VLOOKUP, HLOOKUP, XLOOKUP, and other financial formulas to automate reports and improve data accuracy by 40%.
Accounts and Tax executive - (Public Accounting)
Manubhai and Shah LLP
India
02.2024 - 07.2024
- Finalisation of accounts by performing full-cycle accounting, financial analysis per US GAAP, and preparing tax returns during tax season for a US-based CPA firm.
- Review and analysis of financial statements, variance analysis, and reporting for a US-based CPA firm.
- Prepared trial balance, profit and loss statements, balance sheet, cash flow statements, aging reports, posted monthly accruals, reclasses and other journal entries, etc. Prepared timely and accurate financial reporting and analysis.
- Prepared and analyzed weekly cash flow reports to monitor liquidity and support financial decision-making, assisted in budgeting and forecasting, including variance analysis and financial planning, supported year-end close process, including reconciliations, journal entries, and financial statement preparation
- During the US tax seasons, I prepared tax returns such as US individual tax returns, US corporate tax returns, and partnership tax returns, including 1040, 1040-NR, 1120, 1120S, 1065, K-1, K-2, K-3, checked for all the required documents, performed tax research, and prepared the workpapers for tax returns such as FBAR, Form 5471, 5472, and 3520.
- Assisted the team in the review of US tax provisions in compliance with US GAAP.
- Researching complex federal and state tax topics.
- Created and maintained journal entries, performed period-end close processes, maintained exceptional accuracy throughout, and analysed the financial statements.
- Software used: QuickBooks Online, QuickBooks Desktop, and CCH Axcess.
Senior Accountant (Public Accounting)
KMK Ventures Pvt. Ltd.
India
11.2022 - 02.2024
- Handled different accounting projects, finalised accounts by performing full-cycle accounting in compliance with GAAP, and prepared financial analyses and reports aligned with US GAAP standards. Conducted financial statement reviews, ad-hoc reporting, investigating any anomalies and variance analysis on a monthly and quarterly basis.
- Generated financial statements and analysis reports, reviewed and prepared budgeting and forecasting reports, performed period-end close processes, posted journal entries such as to reclassify capital and revenue expenditure, month-end journal entries, responded to auditor enquiries, and documented revenue, expenses, assets, liabilities, and their analysis in accordance with US GAAP.
- Sent monthly financial statements, after thorough review, to various clients to meet deadlines.
- Mentoring new hires to perform various tasks for CPA clients.
- During the US tax season, I prepared tax returns such as Form 1040, 1040NR, 1120S, 1116, FinCEN, 2555, and NY state tax returns, checked for all the required documents, performed tax research, and prepared work papers for tax filing, including Schedule A deductions working papers, Schedule C working papers, workpapers for Form 2555, 1116, and so on, performed tax planning, maintained fixed asset schedules, which included recording acquisitions, disposals, and calculating depreciation entries, and recorded adjusting journal entries for US tax compliance requirements.
- Conducted in-depth research on a wide range of complex tax issues to support the preparation and review of complex tax returns, including detailed analysis, assessment, and recommendations for tax planning.
- Contributed to continuous process improvement efforts that enhanced reporting accuracy and turnaround times.
- Improved work efficiency by suggesting the use of software such as Asana.
- Earned recognition for exceptional accuracy and efficiency of 98%.
- Software used: UltraTax, QuickBooks Desktop, QuickBooks Online, and Bill.com.
Accounts assistant (Public Accounting)
MBAF Pvt. Ltd.(BDO LLP )
India
02.2020 - 10.2020
- Finalisation of accounts by performing full cycle accounting and analysis per US GAAP & IFRS for various clients at a US-based CPA firm.
- Prepared timely and accurate financial statements, analytical reports, and required disclosures in compliance with US GAAP, reducing reporting adjustments by 15%.
- Worked on investment accounting, trust accounting, accounting for athletes, shipping companies, real estate entities, reviewed and prepared budgeting and forecasting reports, prepared work papers for realised and unrealised gains, bank reconciliations, maintained all the documents, performed period-end close processes, prepared trial balance, finalisation of accounts, and reviewed and prepared financial statements as per the standard format of the organisation.
- During the US tax season, I performed various tasks such as return preparation, including 1120, 1120S, 1040, 1040NR, 1041, supporting team in preparing forms 5471, 5472, checking for all the required documents, and preparing work papers for tax filing, including M-1 and M-2 reconciliations, partners' capital accounts, FBAR work papers, part of team for consolidated returns, and the depreciation schedule.
- Supporting the team with US tax compliance and advisory needs for the CPA firm's clients.
- Software used: QuickBooks Online, QuickBooks Desktop, and CCH Axcess Tax Software.
Accounts Officer (Public Accounting)
QX Ltd.
India
09.2017 - 03.2019
- Finalisation of accounts by performing full-cycle accounting and conducting financial analysis.
- Prepared financial statements and analysis reports, sent reports to clients, filed sales tax returns, recorded transactions, completed all accounts reconciliations including payroll tax reconciliations, resolved client queries, etc.
- Maintained comprehensive financial records and established, reconciled, and monitored various accounts using computerised bookkeeping systems (bank, credit card, sales deposits, receipts, payments, running payroll, payroll taxes filing, ADP payroll journal entries, and inter-company accounts), enhancing reconciliation turnaround time by 22%.
- Prepared and analysed weekly cash flow reports to monitor liquidity and support financial decision-making, assisted in budgeting and forecasting, including variance analysis and financial planning, supported the year-end close process, including reconciliations, journal entries, and financial statement preparation.
- Reviewed financial statements to comply with US GAAP.
- During the US tax season, I prepared returns such as Form 1040, 1120S, 1065, workpapers for various schedules, K-1s, and supported the team preparation of returns, US tax compliance, and advisory needs for the CPA firm's clients.
- Rewarded for participating in extracurricular activities.
- Software used: QuickBooks Desktop, QuickBooks Online, Creative Accounting Solutions, Ultratax, and Xero.
Medical Accountant
HIPL
India
03.2013 - 09.2015
- Led team management for company projects, improving workflow coordination and increasing overall team productivity by 30% through structured task allocation and monitoring.
- Analysis of accounts receivable, payment and document verification, and work on ageing reports.
- Payment posting from insurance companies such as UnitedHealthcare, BCBS, and to doctors.
- Worked on denials, follow-up of the claims for payment from insurance companies.
- Auditing of insurance claims.
- Reconciled monthly bank statements and resolved discrepancies.
- Processed all the payments received from insurance.
- Prepared training videos for in-house payment posting, and coordinated training for new members.
- Regular meetings with the clients.
- Rewarded an 8.33% annual salary performance bonus (one-month salary bonus) for being an exceptional employee in mentoring, training, and supporting staff.
- Software used: Practicecare, in-house software.
Senior Accountant
Gayatri Polymers & Geosynthetics
, India
11.2008 - 02.2013
- Maintain accurate books of accounts and record all financial transactions.
- Prepare monthly, quarterly, and annual financial statements.
- Handle accounts payable and accounts receivable.
- Reconcile bank statements, ledgers, and vendor accounts.
- Prepared and analysed weekly cash flow reports to monitor liquidity and support financial decision-making.
- Improved accounts receivable collections, reducing outstanding receivables by 15%.
- Support in filing income tax returns, and other statutory compliance.
- Assist in budgeting, forecasting, and cost control.
- Maintain inventory, and production cost records.
- Ensure compliance with accounting standards, and company policies.
- Monitor cash flow and manage payment schedules.
- Use accounting software such as Tally for reporting and records.
- Managed financial accounts, reconciling bank statements, and monitoring cash flow to maintain accurate records.
- Prepare MIS reports for management review.
- Recognised by management for strong analytical skills and timely MIS reporting.
Accounts Payable Associate
Collabera Technologies
India
03.2007 - 10.2007
- Prepared vendor invoices for a US-based client, processed incoming payments, prepared payment payable reports, conducted bank reconciliations, performed payment reconciliations of all accounts, processed all payments, and maintained client relationships.
- Produced accurate financial statements for internal management, customer review, and regulatory reporting, reducing reporting discrepancies by 20%.
- Handled all invoices, purchase orders, and properly entered them into the system.
- Charged expenses to accounts by analysing expense reports.
- Processed vendor payments via e-checks, improving payment accuracy and reducing delays by 25%.
- Reconciled bank records and statements by verifying transactions, and resolving discrepancies.
- Processed invoices and payments quickly and accurately, maintaining precise, up-to-date company finances.
- Ensured timely and accurate processing of invoices and payments, maintaining up-to-date financial records, and enhancing overall accounting efficiency by 25%.
- Achieved Top Performer of the Month recognition for exceptional accuracy, productivity, and client service excellence.
- Software used: Citrux Software.
Education
Certified Public Accountant
AICPA
Washington Board01-2026
Post Graduate Certificate Programme in Management (Public Accounting)
All India Management Association
01-2025
Master of Commerce - Professional Accounting and Finance
Jain Online University
Bangalore01-2025
Enrolled Agent
IRS(US)
01-2025
Diploma in Chartered financial analyst course from ICFAI University India - Finance
ICFAI University
India01-2012
Diploma in Business Finance - Finance
ICFAI University
India01-2010
Post Graduate Dip. in Banking, Finance & Insurance - Finance
ICFAI University
India01-2008
Bachelor of Commerce - Accounting and Auditing
MS University
India01-2006
12th -
GHSEB
01-2003
10th -
GSEB
01-2001
Skills
- Strong written and verbal communication
- Team-building skills
- Self-motivation
- Leadership
- Mentoring
- Teamwork
- Problem-solving
- Creativity
- Communication
- Financial reporting
- US GAAP Financial Reporting
- Corporate and Partnership Tax Compliance
- US Federal and State Tax Research
- Full-cycle accounting
- Variance and Financial Analysis
- Tax Provision and Workpapers
- CPA Firm Client Support
- Internal Controls and Reconciliations
- Advanced Excel (Pivot Tables, Power Query, and XLOOKUP)
- QuickBooks (Online & Desktop), CCH Axcess, UltraTax, and Sage
- Training and Development
- Financial management
- Financial reconciliation
- Financial modelling
- MS Office Suite
- Financial analysis
- Research abilities
- Superior time management
- Verbal communication skills
- Business development
- Financial data analysis
- US Corporate Tax
- Specialist, US Corporate Tax
- Advanced MS Excel
- Power BI
- SAP SAC
Designation
- Certified Public Accountant(US AICPA, Washington Board)
Certification
- Enrolled Agent(IRS)
- QuickBooks ProAdvisor
Hobbies and interests
- Reading
- Travelling
- Cooking
Timeline
Intermediate Accountant
Luxuria group of companies
03.2026 - Current
Intermediate Accountant
Central Mountain Air
08.2024 - 02.2026
Accounts and Tax executive - (Public Accounting)
Manubhai and Shah LLP
02.2024 - 07.2024
Senior Accountant (Public Accounting)
KMK Ventures Pvt. Ltd.
11.2022 - 02.2024
Accounts assistant (Public Accounting)
MBAF Pvt. Ltd.(BDO LLP )
02.2020 - 10.2020
Accounts Officer (Public Accounting)
QX Ltd.
09.2017 - 03.2019
Medical Accountant
HIPL
03.2013 - 09.2015
Senior Accountant
Gayatri Polymers & Geosynthetics
11.2008 - 02.2013
Accounts Payable Associate
Collabera Technologies
03.2007 - 10.2007
Certified Public Accountant
AICPA
Diploma in Chartered financial analyst course from ICFAI University India - Finance
ICFAI University
Diploma in Business Finance - Finance
ICFAI University
Post Graduate Dip. in Banking, Finance & Insurance - Finance
ICFAI University
Bachelor of Commerce - Accounting and Auditing
MS University
12th -
GHSEB
10th -
GSEB
Post Graduate Certificate Programme in Management (Public Accounting)
All India Management Association
Master of Commerce - Professional Accounting and Finance
Jain Online University
Enrolled Agent
IRS(US)