Preeti Ojha
Thane,MH
Summary
Accomplished Senior Accountant with a proven track record at Datamatics Business Solutions, enhancing financial accuracy through expert ledger accounting and strategic tax preparation. Skilled in fostering intercompany transactions and audit support, I've significantly reduced financial statement errors and streamlined compliance processes. My analytical prowess and meticulous attention to detail have driven successful project management and regulatory adherence.
Overview
7
7
years of professional experience
Work History
Senior Accountant
Datamatics Business Solutions
Mumbai (Remote)
02.2023 - Current
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Reduced errors in financial statements through stringent review procedures and regular reconciliation of accounts.
- Managed quarterly and annual tax filings for the company, ensuring timely submissions and compliance with regulations.
- Successfully managed multiple high-stakes projects concurrently, consistently meeting deadlines while maintaining exceptional attention to detail and quality control.
Accounts and Tax Assistant
Signature Financial And Management Services
Navi Mumbai
06.2021 - 03.2022
- Streamlined tax preparation processes by implementing efficient software and tools.
- Ensured timely filing of sales tax returns, preventing penalties or interest charges for clients.
- Supported budget development and forecasting efforts, contributing to informed decision-making processes within the organization.
- Provided valuable insights into expense reduction opportunities through detailed analysis of client expenditures.
- Assisted in the preparation of year-end closing activities, including adjusting journal entries and account summaries for accurate financial reporting purposes.
- Collaborated with cross-functional teams to maintain accurate financial records and meet compliance requirements.
- Performed bank reconciliations on a monthly basis, identifying discrepancies and taking corrective action as needed.
- Coordinated with external auditors during annual reviews, providing necessary documentation in a timely manner to ensure a smooth audit process.
- Reduced errors in financial reporting through meticulous review and analysis of accounts.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Used accounting software to prepare weekly and monthly financial reports.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Handled day-to-day accounting processes to drive financial accuracy.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
Article Assistant
B.M.S & Associates
Mumbai
05.2017 - 05.2021
- Assisted senior accountants with complex tax filings, ensuring accurate submissions and minimized liabilities.
- Conducted internal audit assignments identifying control weaknesses and providing recommendations for improvement, leading to strengthened financial systems.
- Prepared reports and materials to assist with audits.
- Managed multiple client accounts, maintaining positive relationships and delivering exceptional service.
- Assisted management developing annual budgets by providing historical data insights and projections to support informed decisionmaking.
- Supported clients during tax season by preparing necessary documentation and answering inquiries, reducing stress levels associated with the process.
- Mentored junior staff members in accounting best practices, building their skills and enhancing overall team performance.
- Enhanced client satisfaction by providing timely and accurate financial reports.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Prepared working papers, reports and supporting documentation for audit findings.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Developed financial models to assess and analyze financial performance of clients.
- Reconciled worksheets to verify accuracy of documents or records.
- Collaborated with team members to complete audits in a timely manner, improving overall department productivity.
- Assistance in determining the TDS liability & Preparation of TDS returns (24Q,26Q, 27EQ, Form 15G and 15H) & TDS compliances of various Companies.
- Preparation and filing of income tax returns of various companies, firms & individuals.
- Handled registration related work of assesse like GST, PT and TDS registration.
Education
Bachelor of Commerce - Accounting And Finance
Mulund College of Commerce
Mumbai04.2017
Commerce - Higher Secondary School
Vani Vidyalaya & Junior College
Mumbai02.2014
S.S.C
R.J. Thakur English Medium School
Mumbai03.2012
Skills
- General ledger accounting
- Financial Reporting
- Audit Support
- Bank Reconciliation
- Financial statement review
- Accounts receivable management
- Tax Preparation
- Intercompany Transaction
- Account Reconciliation
- Balance sheets
- Fixed Asset Accounting
- Expertise in CCH, CaseWare, Tally ERP 9, Tally Prime
- International Accounting
Languages
Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Marathi
Advanced (C1)
Gujarati
Elementary (A2)
Timeline
Senior Accountant
Datamatics Business Solutions
02.2023 - Current
Accounts and Tax Assistant
Signature Financial And Management Services
06.2021 - 03.2022
Article Assistant
B.M.S & Associates
05.2017 - 05.2021
Bachelor of Commerce - Accounting And Finance
Mulund College of Commerce
Commerce - Higher Secondary School
Vani Vidyalaya & Junior College
S.S.C
R.J. Thakur English Medium School