Anjali Bisht
Summary
Adept at managing complex financial processes and enhancing workflow efficiency, I spearheaded key projects at Money Intelligence, showcasing exceptional project management and communication skills. My expertise in Microsoft Excel and office operations management, coupled with a proven track record in improving financial reconciliation accuracy, positions me as a valuable asset to any team.
Overview
6
6
years of professional experience
Work History
Finance Processor
Money Intelligence
Delhi
04.2022 - Current
- Coordinate with all plan administrators to process the 401 K distribution and other withdrawals
- Process the disbursement of funds via Wire, ACH, and Rollover
- Preparation of Forms 1099
- Reconciliation of portfolios of employees' investment
- Create the amortization and disbursement of the loans
- Recordkeeping of Rollovers in Plans (Inbound and Outbound rollover)
- Assist with a team of filling 5500, form 5500- SF, and 5500- EZ
- Set up the new plan in the SAP module for processing the payroll and other distributions.
- Year-End review, adjustment, and worked on annual database
Accounts & Administration
Ishan Surveillance & Security Solutions Pvt Ltd
Delhi
08.2020 - 03.2022
- Liaised between Bank, Party, and Audit departments
- Monitoring day-to-day financial operations (payroll, invoicing, disbursements, and other transactions)
- Tender Bidding on Gem & E-procurement (Prepare the commercial and financial BIDs for tendering)
- Performed various financial functions, including A/P & A/R, expense reports, collections, account reconciliations
- Assist in budget tracking and analysis
- Statutory Payments (GST,TDS, PF & ESI)
- Assist with the audit team for annual return and books finalization (P & L/ Balance Sheet)
- Working with the bookkeeping software
- Ensuring that all supporting schedules are maintained and up-to-date
Accounts Assistant
Sensible Solutions INC
Faridabad
01.2019 - 02.2020
- Bookkeeping & handling day-to-day accounting work
- Prepare annual Income Tax returns of individuals and companies
- Prepare for audits and collaborate on tax reporting of companies
- Prepare monthly tax return summary of GST and TDS
- Maintain monthly Sales and purchase register
- Party Reconciliation
- Bank Reconciliation
- Journal Vouchering
Education
MBA - Banking and Finance
Symbiosis
Skills
- Project Management
- Microsoft Excel
- Tally
- SAP
- Quick Books
- Office Management
- Communication Skills
- Office Operations Management
Languages
- Hindi,
- English,
Timeline
Finance Processor
Money Intelligence
04.2022 - Current
Accounts & Administration
Ishan Surveillance & Security Solutions Pvt Ltd
08.2020 - 03.2022
Accounts Assistant
Sensible Solutions INC
01.2019 - 02.2020
MBA - Banking and Finance
Symbiosis
Similar Profiles
Alfredo Eduardo Vattuone UribeAlfredo Eduardo Vattuone Uribe
Gerente de negócios at Money Money InvestGerente de negócios at Money Money Invest
MARIE DIANE G. MORALMARIE DIANE G. MORAL
SIGINT DAO Branch Chief, GS-14 IAM-III (Federal DOD Position) at U.S. ARMY INTELLIGENCE AND SECURITY COMMAND (INSCOM) GROUND INTELLIGENCE SUPPORT ACTIVITY (GISA) CYBERSECURITYSIGINT DAO Branch Chief, GS-14 IAM-III (Federal DOD Position) at U.S. ARMY INTELLIGENCE AND SECURITY COMMAND (INSCOM) GROUND INTELLIGENCE SUPPORT ACTIVITY (GISA) CYBERSECURITY
Nompumelelo Maude NtimbaneNompumelelo Maude Ntimbane
Investigator / Supervisor / Collector at Security Intelligence; Crime IntelligenceInvestigator / Supervisor / Collector at Security Intelligence; Crime Intelligence
Decoreyan RoseDecoreyan Rose
Finance Processor at VanguardFinance Processor at Vanguard
R L V Akhil KumarR L V Akhil Kumar
Trade Finance Processor at Wells FargoTrade Finance Processor at Wells Fargo