Dynamic Associate in client advisory services at CohnReznick with 2 years of experience. Proficient in managing non-profit cash receipts and skilled in performing checking account and credit card reconciliations using QBO and QBD.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate
Cohnreznick Professional Services Pvt Ltd
09.2023 - Current
Client Advisory Services (CAS):
Transitioned to family office services, with a focus on credit card reconciliations, brokerage reporting, posting brokerage entries in QBD, and performing 1099 reconciliations.
Conducted account and credit card reconciliations in QBO and QBD for real estate clients, including tasks such as clearing bank feeds, reclassifying transactions, importing bank feeds, creating charts of accounts, and processing invoices via Bill.com.
Managed cash receipts for non-profit organization clients, specifically for events and conferences they organized.
Supported CTUI (Consent to Use India for Client Work) projects by developing time codes for advisory, audit, and tax functions.
Intern
Rajan Chakravarthy & Associates
06.2022 - 07.2022
GST Return
Physical Audit
Education
Master of Commerce -
Patrician College of Arts and Science
04.2023
Bachelor of Commerce - undefined
Ramakrishna Mission Vivekananda College (Autonomous)
04.2019
Std. X - Std. XII - undefined
St. Bede's Anglo-Indian Hr.Sec.School
04.2016
Skills
MS Office
Tally
Sage Intacct
Billcom
QuickBooks
PN3
Certification
CA – CPT (2018)
Bill.com Certification
QBO Certification
LANGUAGES
Tamil: Bilingual or Proficient (C2)
English: Bilingual or Proficient (C2)
Awards
SPOT Award – Cohnreznick - 2023, School Level - Served as ‘Scout Assistant Troop Leader’ (2015 - 2016), Rajya Puraskar Scout Award (2013)
Hobbies and Interests
Playing Cricket, Social and outgoing, Watching Movies
PERSONAL INFORMATION
Age: 26 Years old
DOB: 23/02/1999
Timeline
Associate
Cohnreznick Professional Services Pvt Ltd
09.2023 - Current
Intern
Rajan Chakravarthy & Associates
06.2022 - 07.2022
Bachelor of Commerce - undefined
Ramakrishna Mission Vivekananda College (Autonomous)
DEPUTY TEAM LEADER - US AUDIT AND ASSURANCE at COHNREZNICK PROFESSIONAL SERVICES PVT LTDDEPUTY TEAM LEADER - US AUDIT AND ASSURANCE at COHNREZNICK PROFESSIONAL SERVICES PVT LTD