Munish Guleria
Mohali
Summary
Dynamic Sr. Accounts Associate with proven expertise in financial analysis and data migration at Scale Healthcare Management. Recognized for enhancing account management processes and fostering strong client relationships. Proficient in QBO and Excel, demonstrating exceptional recordkeeping and analytical skills to drive timely service delivery and operational efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sr. Accounts Associate
Scale Healthcare Management
Mohali
05.2024 - Current
- Managed client accounts and built strong relationships with healthcare providers.
- Coordinated project timelines and resources to ensure timely service delivery.
- Financial analysis for mergers and acquisitions for the different projects.
- Developed training materials for new staff on account management processes.
- Review the AP invoices, and approve them.
- Migrate the data from one software to another software.
Accounts Associate
Escalon Business Services Pvt. Ltd.
Mohali
01.2022 - 05.2024
- Awarded Employee of Month.
- Managed accounts payable and accounts receivable functions, ensuring timely and accurate processing of invoices, payments, and collections.
- Prepared and analyzed monthly, quarterly, and annual financial statements in accordance with US GAAP, ensuring accuracy and completeness.
- Preparing month-end schedules, Fixes Assets, Intangible Assets, Depreciation, Prepaid, Deferred, Cash flow Statements, Trail Balance, Profit and loss, and Balance Sheet.
- Demonstrated proficiency in various accounting software systems, including QuickBooks Online, QBD, Net Suite, and Excel for data analysis and reporting.
Accounts Associate
Cogneesol Pvt. Ltd.
01.2017 - 09.2020
- Reconciled bank statements and performed periodic audits to identify discrepancies and resolve financial discrepancies.
- Reconcile the bank, credit card, and loan accounts in QBD.
- Bookkeeping, bank Posting, and Bank Reconciliation in QBD.
- Expense Report and Reimbursement report posting and approval in Expensify.
Education
MBA - Finance
Himachal Pradesh Technical University
Hamirpur01.2016
Skills
- QBO
- QBD
- Net Suite
- Billcom
- Expensify
- Ramp
- SPS Commerce
- ADP
- Gusto
- MS Excel
- Sage intact
- Stampli
- Mineral tree
- Financial analysis
- Data migration
- Invoice approval
- Recordkeeping proficiency
Certification
- Certification in Bill. Com
- Certification on Expensify
- Telly
- Sage Intact
Languages
Hindi
First Language
English
Proficient (C2)
C2
Affiliations
- Employee of the Month. (11/2022) Escalon Business Services Pvt. Ltd.
- KCC Bank Dharamshala (2016) 45 Days of training related to banking work system.
VOLUNTEER EXPERIENCE
- Commercial Assistant, Hindustan Unilever Limited, 2016 RM Chemical Pvt. Ltd.ERP ,Store Keeping and Material Handling
Timeline
Sr. Accounts Associate
Scale Healthcare Management
05.2024 - Current
Accounts Associate
Escalon Business Services Pvt. Ltd.
01.2022 - 05.2024
Accounts Associate
Cogneesol Pvt. Ltd.
01.2017 - 09.2020
MBA - Finance
Himachal Pradesh Technical University
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