Darshan Shah
Dahisar East- Mumbai
Summary
Detail-oriented Senior Accountant focused on improving company's financial operations and streamlining process using effective leadership, planning and decision-making abilities. Offering 6+ years of experiences handling finances. Processed payroll, budgets, reports, expenditures and payments.
Overview
11
11
years of professional experience
Work History
Senior Account Associate
UNISON GLOBUS ALLIANCE PVT LTD. (Direct Client Model & CPA Model)
03.2023 - Current
- Handling new clients onboard with the implementation team, and ensuring a successful transition to the operations teams.
- Mentored junior associates, improving team performance and fostering a collaborative work environment.
- Enhanced client satisfaction by effectively managing and resolving complex account issues and handling client communication and escalations independently.
- Conducted regular client meetings to review account status, discuss progress, and address concerns proactively.
- Developed strong relationships with key clients, leading to increased business opportunities and revenue growth.
- Calculating and filing state and county tax returns.
- Coordinating with U.S. client service representatives to handle client queries.
- Reconciling bank and credit card accounts, and loan documents for monthly closure procedures.
- Reconcile customer accounts, vendor review, correcting the possible discrepancies in A/P and A/R entries, managing the bi-weekly payroll process to ensure correct salaries and wages are posted in the P&L account.
- Handling inventory reconciliation monthly.
- Quarterly reconciliation of 941 and 940 annually.
- Working on preparing and filing for the 1099.
- Facilitate communication between the client and the Tax Department to ensure the collection of all necessary documents for tax filing, and to guarantee timely submission of tax returns.
- Quality check review for bookkeeping work done by junior teammates.
- Develop and implement a variety of Standard Operating Procedures (SOPs) to ensure smooth and efficient process management.
- Handling 15 direct clients and 1 CPA client, and its 51 sub-clients.
- Handling a team of 4-5 team members includes a trainee, a staff accountant, and account associates
Senior Accountant
Pacific Global Solutions
Mumbai
08.2021 - 02.2023
- Assist in the new client onboarding process. This process includes verifying the old accounting done by client and / or creating and setting up new books of accounts, set up tasks in our workforce management system and documentation of client specific processes.
- Reconciling accounts and documents for monthly closure procedures.
- Reconcile Customer Accounts, Vendor review, correcting the possible discrepancies in A/P and A/R entries, managing the Bi-weekly payroll process to ensure correct salaries and wages are posted in P&L Account.
- Calculating and filing state and county tax returns.
- Contributed to training and development of accounting teams.
- Assisting new team members with extensive training and one-to-one support.
- Co-ordinating with US client service representatives to handle client queries.
Accounts Executive
Dhruva Advisors LLP
Mumbai
04.2021 - 08.2021
- Filing of GSTR3B & GSTR1.
- TDS Working and Challan Payment.
- Bank Reconciliation and handling vendor, vendor payments & ledger reconciliations.
- Daily updating collection received from vendors.
- OPE (Traveling Reimbursement) Payment.
- Reconcile of Accounts Payable, GSTR2A with books.
- Preparing weekly and monthly MIS Reports.
- Reconciliation of 26 AS with company's book.
- Preparation of 26Q for TDS Return.
- Creation of Matter Code and Maintaining the record from practice league.
- Daily updating in Tally the record from practice ledger.
- Assist in Preparation of VAT Return for Dubai Location.
- Preparation of realization and debtors report and reconciling it.
Accounts Executive
Haribhakti and Co LLP
Mumbai
07.2019 - 04.2021
- Filing of GSTR3B & GSTR1.
- TDS Working and Challan Payment.
- Bank Reconciliation and handling vendor, vendor payments & ledger reconciliations.
- Daily updating collection received from vendors.
- OPE (Traveling Reimbursement) Payment.
- Reconcile of Accounts Payable, GSTR2A with books.
- Disbursement of partner remuneration & employee salary.
- Co-ordinating with banker for day-to-day routine.
Staff Accountant
VDH & Co.
Mumbai
07.2015 - 06.2019
- Maintaining the Book of Accounts of Proprietors, Partnership Firms, and LLPs.
- Representing clients in front of government authorities (sales tax, income tax, and service tax officers).
- Filing of Income Tax Returns for Individuals, Proprietors, and Partnership Firms.
- Handling clients' sales tax, service tax, income tax notices, and orders.
- Filing of VAT Returns.
- Assisting in sales tax and VAT audit.
- Filing of GSTR3B & GSTR1.
- Taking care of client's income tax scrutiny and sales tax assessment.
- Reconciliation of Financials and GST Returns.
- Debtor and Creditor ledger scrutiny.
Education
Master of Commerce -
Mumbai University
Mumbai03-2017
Bachelor of Commerce -
Viva College
Mumbai03.2015
HSC -
Viva College
Mumbai03.2012
SSC -
Little Flower English High School
Mumbai03.2010
Inter CA Group I -
Institute of Chartered Accountants of India
MumbaiSkills
- Business development
- Microsoft Office
- Edge
- QuickBooks Online & QBD
- Tally
- HUB
- Administrative
- Problem solving
- ADP
- Gusto
- BillCom
- Zero
- Client onboarding
Personal Information
- Date of birth: 10/18/94
- Nationality: Indian
- Status:Unmarried
Languages
- Hindi
- Marathi
- Gujarati
- English
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Gujarati
Upper Intermediate (B2)
B2
Declaration
I hereby declare that the information given by me is true and to the best of my knowledge
Darshan Shah (Mumbai)
Timeline
Senior Account Associate
UNISON GLOBUS ALLIANCE PVT LTD. (Direct Client Model & CPA Model)
03.2023 - Current
Senior Accountant
Pacific Global Solutions
08.2021 - 02.2023
Accounts Executive
Dhruva Advisors LLP
04.2021 - 08.2021
Accounts Executive
Haribhakti and Co LLP
07.2019 - 04.2021
Staff Accountant
VDH & Co.
07.2015 - 06.2019
Master of Commerce -
Mumbai University
Bachelor of Commerce -
Viva College
HSC -
Viva College
SSC -
Little Flower English High School
Inter CA Group I -
Institute of Chartered Accountants of India