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
MS Office Tools, IFRS Reporting
Analytical mindset and Problem Solving Skills, Able to adapt quickly to customized software, strong written and verbal communication skills, strong client relationship management skills
Accomplishments
- 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