MONIKA CHAUHAN
Ahmedabad
Summary
Results-driven accounting professional with over 9 years of experience in managing cross-functional teams and delivering strategic financial solutions in US, UAE, and Canadian markets. Expertise in team leadership, SOP documentation, process optimization, and global client management. Proficient in advanced ERP systems and project management tools, ensuring operational excellence. Committed to driving organizational success through effective strategic planning and leadership.
Overview
10
10
years of professional experience
Work History
Team Leader- Quickbooks Online
KMK Ventures
01.2025 - 02.2026
- Certified QuickBooks Online Advanced ProAdvisor with hands-on experience in Level 2 setup and optimisation.
- Set performance expectations for the team, monitor progress towards goals, and provide constructive feedback as needed.
- Increased customer satisfaction ratings by closely monitoring service quality standards and addressing any issues promptly.
- Expert in setting up and customising QuickBooks Online (QBO) to meet diverse business needs and workflows.
- Helping customers prepare insightful financial reports, including profit and loss accounts, balance sheets, and cash flow analyses to support strategic decision-making.
- Support tax preparation by organising financial data, reconciling accounts, and assisting with necessary documentation (as per local compliance).
- Provide one-on-one QBO coaching sessions.
- Partner with local communities, small business groups or incubators to run training sessions.
- Evaluated customer needs and feedback to drive product, and service improvements.
- Built and maintained strong client relationships, leading to repeat business, and referrals.
MANAGER- PROJECT
Fincirc Consulting India Pvt Ltd
07.2024 - 01.2025
- Directed a team in executing UAE-based projects, ensuring timely deliverables and adherence to quality standards.
- Resolved operational challenges through proactive identification and addressing of critical issues.
- Managed cross-functional team dynamics to optimise workflows and achieve set goals.
- Delivered quarterly and monthly financial reports with impeccable accuracy for management review.
- Ensured compliance with SLAs by maintaining a 95% on-time delivery rate for financial reports and reconciliations.
- Conducted performance evaluations of team members, offering constructive feedback to enhance individual capabilities.
- Mentored and coached team members, fostering professional growth and skill enhancement.
- Facilitated conflict resolution within the team through mediation efforts, promoting a collaborative work environment.
- Supported VAT team to ensure accurate VAT filings.
ACCOUNTANT
OneSky Offshore Pvt Ltd
08.2023 - 06.2024
- Supported multiple clients across US markets, ensuring accurate financial reporting.
- Managed the full cycle accounting process, including accounts payable, accounts receivable, and payroll.
- Documented SOPs for every client's activity and trained new members on them.
- Prepared US sales tax and filed it.
- Preparation of adjustment entries and maintaining depreciation, loans, and prepayment schedules.
- Facilitated an efficient review of books with intercompany settlements, and variance analysis.
- Defined and implemented SLA parameters for accounting deliverables, including timelines, accuracy, and compliance standards.
ASSISTANT MANAGER
Genpact India
05.2021 - 07.2022
- Led the virtual transition of intercompany accounting activities across North America, ensuring a 100% process success rate without disruptions.
- Developed SOPs for each and every activity set up in the process.
- Conducted training sessions on inter-company processes and ERP.
- Delivered accurate and comprehensive quarterly and monthly financial reports, facilitating data-driven decisions for senior management.
- Analysed and reconciled complex financial statements, ensuring compliance with GAAP standards.
- Partnered with external auditors during the annual audit process, reducing discrepancies by 15%.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Spearheaded a process improvement initiative that streamlined reporting timelines by 10%.
- Coordinated with the treasury department to ensure timely hedging of foreign currencies, mitigating exposure to exchange rates.
- Managed month-end activities, including cash and bank transfers, ensuring seamless reconciliation of accounts across multiple currencies.
ACCOUNTS ASSOCIATE
Optimus Information Inc
02.2019 - 03.2021
- Enhanced financial operations by preparing accurate GAAP-based financial statements.
- Collaborated with external auditors, ensuring compliance and timely documentation.
- Supported internal audits by providing SLA performance documentation, and adherence evidence.
- Maintained consistent communication with clients to ensure alignment with SLA expectations and updated scopes as needed.
- Monitored Key Performance Indicators (KPIs) to measure SLA compliance and reported deviations to stakeholders.
- Prepared and analysed financial statements, including income statements, balance sheets, and cash flow statements for management review.
- Oversaw month-end and year-end closing processes, ensuring all financial records were complete and compliant with GAAP and IFRS standards.
- Prepared GST and PST returns quarterly.
TEAM LEAD
Ebix Software India Pvt Ltd
02.2018 - 02.2019
- Handled the Order to Cash process for the travel industry.
- Supervised a team handling invoice processing and payment reconciliations.
- Verification of daily payments via wires, ACH, cheques, and cards.
- Customer Management.
- Coordinated with the operations team and emailed regarding client payments.
- Achieved a 20% improvement in on-time deliverables through effective process management.
ACCOUNTS EXECUTIVE
GATP Solutions
07.2016 - 02.2018
- Handled end-to-end accounting processes, including AP, AR, and payroll management.
- Performed inventory reconciliations.
- Ensured accurate and timely recording of financial transactions, from invoice generation to payment reconciliation.
- Implemented and documented standard operating procedures (SOPs) for streamlined accounting operations.
- Prepared MIS reports on a monthly basis.
- Increased client satisfaction by effectively managing accounts receivable and payable processes.
- Conducted thorough account reconciliations.
Education
Post Graduate Diploma Executive - Finance
IMT CDL
Ghaziabad, Uttar Pradesh12 2023
Bachelor of Commerce -
University of Delhi
12 2016
Senior Secondary & High School -
K.V. No. 2, Hindan
GhaziabadSkills
- Training and Development
- Process Improvement
- Financial analysis
- SOP development
- Process optimization
- Team leadership
- Mentorship and coaching
- Customer satisfaction
- Client support
- Contract management
Accomplishments
- Successfully led the virtual transition of intercompany accounting for North America, achieving a 100% process success rate.
- Implemented process improvements that increased efficiency by 20% in multiple roles.
- Documented SOPs from scratch and provided trainings to remove learning gaps.
- Recognized for exceptional team management and delivering projects ahead of deadlines.
Technical Skills
GAAP compliance, Financial reporting, Intercompany reconciliations, Payroll management, Xero, QuickBooks, Dynamics 365, Sage, Advanced Excel, Click Up, Asana, Zoho Expense, Expensify, Bill.com, Coupa,
Timeline
Team Leader- Quickbooks Online
KMK Ventures
01.2025 - 02.2026
MANAGER- PROJECT
Fincirc Consulting India Pvt Ltd
07.2024 - 01.2025
ACCOUNTANT
OneSky Offshore Pvt Ltd
08.2023 - 06.2024
ASSISTANT MANAGER
Genpact India
05.2021 - 07.2022
ACCOUNTS ASSOCIATE
Optimus Information Inc
02.2019 - 03.2021
TEAM LEAD
Ebix Software India Pvt Ltd
02.2018 - 02.2019
ACCOUNTS EXECUTIVE
GATP Solutions
07.2016 - 02.2018
Post Graduate Diploma Executive - Finance
IMT CDL
Bachelor of Commerce -
University of Delhi
Senior Secondary & High School -
K.V. No. 2, Hindan