KUNJAL CHAVDA
FCCA
Calgary,AB
Summary
A dedicated Finance Professional with 7 years of experience in accounting and financial management. Quickbooks and Xero Certified Professional, Excellent leadership skills with business optimization expertise. Goal-focused, Result Driven Accountant with a record of accurate reporting and budget management.
Overview
10
10
years of professional experience
1
1
Language
Work History
Accounts Manager
Marsh McLennan
Calgary, AB
06.2022 - Current
- Working on Claims activity, loss runs and making sure they are reconciled with policies
- Prepare and review bank recons, reconcile cash and bank activity
- Work on Investment reconciliation and quarterly follow-ups on interest rates etc
- Working on GCMS for updated accounting numbers and Service Tracking and making sure all tasks on hand are completed on time
- Dealing with various team members across Halifax, Vermont and Hawaii and making sure all the meeting deadlines are met
- Signing off the wire payments and making sure they are released from bank on time
- Review and preparation of monthly and quarterly financials in excel workpapers format with all the supportings of control accounts.
- Assisted in audit files and making sure all items are provided to auditors on time.
- Assisted in captive exam documents checklist.
- Prepared Board Book and attending Annual Board Meetings of Directors and Shareholders for all clients.
Senior Accounts Officer
Analytix Solutions
Woburn, Massachusetts, USA
12.2016 - 03.2022
- Managed accounting services for US-based clients
- Accounts Payable Management
- Accounts Receivable Management
- Reconciliation of Cash, Bank and Investment accounts, track and reconcile the claims activity
- Prepare bank deposits and cash disbursements
- Maintain client contacts and files as needed
- Maintain/Be available for special projects as requested by stakeholders
- Reconciliation of all balance sheet accounts, preparation of adjusting and closing entries
- Preparation of financial statements, preparation of workpaper with detailed schedules
- Preparing 1099s
- Working in Oracle from scratch for all accounting functions
- Accounting Software Selection and Implementation
- Integration with Third-Party Applications like Payroll, POS
- Monitor juniors and team activity to prevent and detect errors
- Prepare memos and SOPs for communication with service providers
- Investigate accounting outstanding issues, go through client files and databases and perform job duties as assigned
Accounts Executive
Initor Global Services
London, United Kingdom
12.2015 - 07.2016
- Managed accounting services for US-based clients.
- Preparation and Filing of Full Sets of Accounts.
- Preparing year-end financial reports.
- Communicate and resolve regulatory issues with governance bodies.
- Giving tax planning advice to clients.
- Responsible for maintaining accounting functions which includes, day-to-day bookkeeping, reconciliations and receivables & payables review.
- Examine general ledgers, numerous analysis including P&L variance and inter company accounts.
- Providing inheritance tax planning advice to clients.
- Preparation of Self-Assessment Tax Returns.
- Train new team members about UK accounting standards and make them familiar with accounting software.
Accounts Executive
Affinity Associates
London, United Kingdom
07.2013 - 11.2015
- Managing accounting services for UK-based clients.
- Preparation of Full Sets of Accounts and workpaper.
- MIS reports
- Bank, Credit Card, Loan entries, and reconciliation
- Communicate and resolve regulatory issues with governance bodies.
- Working on VAT, annual return
- Providing Inheritance Tax Planning and other Tax Planning advice.
- Train new team members about the UK accounting standards and make them familiar with the accounting software.
Education
ACCA Member -
ACCA Global
London, United Kingdom 05.2001 -
Bachelors of Commerce -
Saurashtra University
Gujarat, IndiaSkills
Quickbooks, Xero, Freshbook, CCH Central, Sage, Intacct, Billcom, Oracle, Net Suite, Slack, Zoom, Google Drive and Sheets, GCMS, Service Tracking
undefinedAccomplishments
- Technical and Business Expertise
- Ability to use systems productively
- Recognized by stakeholders for timeliness in accounts, Accuracy of information (During tax filing season in USA)
- Worked on Special Projects of License Numbers as requested by clients (Dentist Group of USA)
- Received Awards for "Employee of the Quarter" consistently for three quarters while working with Analytix Solutions
- Recognition of best employee from one of the biggest Genomics companies of USA, for accomplishing an ERP system accurately and taking the company to newest heights
Additional Information
- Volunteered on GYAN initiative for helping unprivileged children to learn better.
- Volunteering in Humanity NGO to regularly donate food, clothing, and other daily necessities to poor and backward class people.
Timeline
Accounts Manager
Marsh McLennan
06.2022 - Current
Senior Accounts Officer
Analytix Solutions
12.2016 - 03.2022
Accounts Executive
Initor Global Services
12.2015 - 07.2016
Accounts Executive
Affinity Associates
07.2013 - 11.2015
ACCA Member -
ACCA Global
05.2001 -
Bachelors of Commerce -
Saurashtra University
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