Yardi
POOJA SHARMA
Mohali
Summary
A confident and purpose-driven professional with unwavering integrity, a strong set of core values, and over a decade of diverse experience—committed to leveraging my knowledge, leadership, and problem-solving abilities to create meaningful impact and long-term value.
Overview
11
11
years of professional experience
Work History
Team Lead
Fincent
03.2024 - Current
- Lead a team of 8–10 accounting professionals delivering end-to-end bookkeeping and accounting services to multiple US-based clients.
- Reviewed and validated financial data prepared by team members, including journal entries, bank reconciliations, AR/AP entries, and general ledger updates.
- Acted as the primary point of contact for client communication, managing expectations, gathering requirements, and resolving queries in a timely manner.
- Ensured compliance with US GAAP and IRS regulations, overseeing accurate and timely monthly/quarterly/annual reporting.
- Managed month-end and year-end closing activities, including reconciliations, adjustments, accruals, and final reporting packages.
- Trained, coached, and conducted regular performance reviews for team members to ensure consistent quality and adherence to deadlines.
- Coordinated with internal stakeholders and cross-functional teams to implement process improvements and ensure workflow efficiency.
- Ensured timely and accurate filing of US tax forms and compliance documents, including 1099s, W-9s, and sales tax filings as applicable.
- Developed and maintained SOPs and checklists to ensure consistency across client accounts and team operations.
- Oversaw client onboarding processes, transitioning books from previous systems or teams and establishing documentation and workflow controls.
- Proactively identified discrepancies and potential financial risks, escalating issues and providing solutions to clients and senior leadership.
- Managed work allocation, capacity planning, and daily operations to ensure TAT (Turnaround Time) and SLA adherence.
Assistant Manager
Exo Edge
03.2022 - 01.2024
- Managing team of 20+ accounting specialists responsible for R2R, construction accounting, payroll and AP processing
- Successfully onboarded and managed one of the biggest property management clients of US with more than 84 different properties
- Prepared process maps and SOP's for client's processes
- Implemented consistent workflow monitoring procedures that reduced the month end closing time
- Coordinate directly with US-based property managers and clients, addressing queries, providing financial insights, and ensuring service quality.
- Collaborate with audit teams during internal and external audits, preparing reconciliations and supporting documentation.
- Review monthly and quarterly financial statements, including P&L, balance sheets, cash flow, and variance analysis for client reporting.
- Reviewing and certifying blackline recons of balance sheet heads and bank account balances being prepared by the team
- Assist in annual budget preparation and forecasting, providing detailed variance commentary and recommendations over Vena software
- Guide, train, and monitor team performance to ensure accuracy, timeliness, and SLA adherence.
- Recruited and built a team of new employees for other processes of the organization
- Ensure providing process training to the new hires
Assistant Manager
Computer System West Pvt. Ltd
04.2020 - 02.2022
- Assist in managing a team of 7 accounting professionals, supporting accurate and timely delivery of property accounting functions for US-based residential and commercial properties.
- Review and validate monthly financial reports, including P&L statements, balance sheets, general ledgers, and cash flow statements.
- Monitor accounts payable/receivable processes, ensuring proper coding, timely payment, and correct allocation of expenses and receipts
- Conduct quality checks on team deliverables, ensuring compliance with US GAAP, internal controls, and client-specific requirements.
- Support internal and external audits by preparing required schedules and documentation.
Sr. Accounts Associate
Escalon Business Services
11.2016 - 03.2020
- Actively handling calls with US controllers and clients from various counties
- Prepare monthly as well as weekly financial reports for clients including Balance sheet and support all areas of responsibility
- Analyze, examine, and interpret account records, compile financial information, and reconcile reports and financial
- Perform process analysis and communicate recommendations to client
- Process journal entries and perform accounting corrections to ensure accurate records
- Contribution in revenue enhancement of the company by advising clients to add integral reports
- Trained and supervised new associate while giving transition of clients
Accounts Executive
Pioneer Agritech Solutions Pvt. Ltd
10.2015 - 10.2016
- Handled all types of records & vendor’s transactions in TallyERP-9
- Prepared Vat & quarterly Vat returns with CA
- TDS calculation and deduction
- Handled cash and maintaining records of receipt, payments and physical cash on hand
- Handled cheques, maintained records of receipt, payment and bank balances
- Banking works RTGS/NEFT
- Provided assistance in recruiting new employees and other administrative work in sudden absence of HR manager.
5. Trainee
Yogesh Kumar & Co.
08.2014 - 09.2015
- Filing of shipping bills for Import, Export
- Digital Signatures
- Other Office administration work.
Education
MBA - Finance
Panjab University
04.2001 -
Bachelor of Commerce - Accounts (Honours)
SGGS College For Women
04.2001 -
Skills
Process improvement
Software
QuickBooks
NetSuite
Xero
Billcom
Priority
MS Office
Interests
Dance
Reading
Travelling
Timeline
Team Lead
Fincent
03.2024 - Current
Assistant Manager
Exo Edge
03.2022 - 01.2024
Assistant Manager
Computer System West Pvt. Ltd
04.2020 - 02.2022
Sr. Accounts Associate
Escalon Business Services
11.2016 - 03.2020
Accounts Executive
Pioneer Agritech Solutions Pvt. Ltd
10.2015 - 10.2016
5. Trainee
Yogesh Kumar & Co.
08.2014 - 09.2015
MBA - Finance
Panjab University
04.2001 -
Bachelor of Commerce - Accounts (Honours)
SGGS College For Women
04.2001 -
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