Microsoft Excel
Priyanka Poojari
Udupi
Summary
A go getter with high level of dedication and integrity; Persuasive and Persistent towards goals. A person with a sound acumen for finance and accounts, excellent communication skills , offering strong analytical and abstract reasoning skills honed with 10 years of experience in Retail and Finance. Proven ability to work with complex data in a team environment. Savvy in use of spreadsheets, accounting and financial management software. Well versed in business operations and management strategic planning and market analysis.
Objective is to obtain and excel with working experience in the field of Finance & Accounts, gaining a strong experience on business issues and achieve overall client and employer satisfaction. Be an asset to the organization in terms of a skilled and dependable workforce in regards to the tasks assigned. Work for the overall Personality Development and efficient utilization of the same for the organization.
Overview
17
17
years of professional experience
3
3
years of post-secondary education
6
6
Languages
Work History
Managing Partner
Muditaa Group
09.2019 - Current
- Established and implemented business procedures and process improvements
- Analyzed and presented financial standings and cost effectiveness to other partners and investors
- Complete data management
- Sales Monitoring
- New product Development
- Product Sourcing
- Product Placement
- Institutional Sales and Services
- All Bank , Investors , Debtors , Creditors correspondence
- Making Presentations and Reports for meetings and execution of Work Plan
- Account Finalization and Correspondence with CA
- Complete Management of Firm, Accounting Purchases Sales, Product Acquisitions
- Sourcing, Decision Making, Client Meets, Corporate Appearances with entire responsibility of survival of firm.
- Scheduled five restaurant workers daily and filled in for shifts
- Increased revenue with successful promotional strategies and reductions in costs
Business Development Officer
Kemmale Food and Beverages
07.2019 - 07.2023
- Built relationships with colleagues to facilitate teamwork, cooperation and success
- Completed and submitted monthly and yearly reports to support executive decision making
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor
- Selected correct products based on customer needs, product specifications and applicable regulations
- Generated new business with marketing initiatives and strategic plans
- Collaborated with sales and marketing departments to support client acquisition
- Delivered campaigns to solidify new client opportunities and generate new business
- Strategized with sales team to prospect and qualify potential customers within assigned geographic territories
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends
- Kept detailed records of daily activities through online customer database
- Trained new employees on customer service, money handling and organizing strategies
- Presented professional image consistent with company's brand values
- Complete data management
- Sales Monitoring
- Hosting Sales Review Meet
- New product Development
- Product Sourcing
- Product Placement
- Institutional Sales and Services
- All Bank , Investors , Debtors , Creditors correspondence
- Making Presentations and Reports for MDs reference and assisting in meetings and execution of Team Work
- Account Finalization and Correspondence with CA
- Complete working knowledge of daily operations of Retail Outlet , Stocks maintenance and Debtors Receivable & Creditors Payables.
Accounts Manager
Guruprasad Trading
03.2012 - 03.2022
- Maintaining Accounting Entries and maintaining Books of Accounts in Tally
- Filling of VAT / GST Returns monthly and payment of VAT / GST online
- All Bank correspondence
- Making necessary arrangements for VAT/GST Audit presentations
- Finalization of Accounts (Trading, Profit and Loss A/c,and Balance Sheet.)
- Shabbir and Ganesh Chartered Accountants.
Article Assistant
07.2013 - 04.2015
- Trained in following fields:
- Vouching and Verification and Finalization of Accounts and VAT Audits
- Filing of VAT Returns and Income Tax Returns of Individuals, Firms and Companies
- Maintaining Books of Accounts and Audit of Individuals, Firms and Companies
- Working on various Software's of firms, mainly Tally.
Accounts Executive
AGS Transact Technologies Ltd
01.2011 - 03.2012
- Built strategic relationships with key account personnel
- Maintaining Bank Position for Bank Accounts on Daily Basis
- Bank Account Reconciliation on daily Basis
- Preparation of Bank Pipelines for CFOs Reference
- Preparing Stock and Debtors Reports with Debtors Aging for Banks Reference monthly
- Updating and maintaining INTERCOMPANY RECONCILIATIONS weekly
- Assisting CFO by updating any debits or credits in bank accounts and
- Monitoring balances and fund requirements
- Carrying out all RTGS / NEFT procedures for fund transfers as per CFOs instructions
- All bank correspondence for bank advice/swift copies/clarifications/ etc and maintaining healthy relation with RMs of every bank for getting work done at any point of time
- Fair knowledge of finalization of Accounts
- Passing receipts / payments / journal entries in TALLY ERP and Navision ERP
- Knowledge of raising Sales and Purchases Invoices in TALLY and NAVISION.
Accounts Executive
Furtados Music India Pvt. ltd
11.2010 - 01.2011
- Checking and reconciling accounts/billing of stores
- Cash billing
- Credit Card billing
- Cheque billing
- Petty Cash - verification of vouchers
- Advance from Customer
- Credit Customer
- Gift vouchers redeemed at stores on daily basis
- Preparing Cash Flow for Bank Accounts on Weekly Basis
- Filling all documents store wise(Invoices/vouchers/deposit slips/gift vouchers redeemed)
- Ensuring that every month Petty Cash Verification is done for all the Store on monthly basis
- Overall Reconciliation of Advances recd from Customers at Store Level on monthly basis
- Bank Reconciliation on daily Basis
- Assisting in preparation of sales reports
- (for MDs reference)
Cashier cum front desk
Furtados Music India Pvt. ltd
06.2009 - 10.2010
- Store
- Handled all cash transactions and billing
- Ensuring daily deposits of cash and cheque
- Maintaining MIS report and reporting to Head Office on daily basis
- Handling all customer correspondence and couriers
- Assisting storekeeper by providing Inventory data and generating barcodes
- Maintaining inward registers for Inventory management
- Handling front office and reception calls
- Handling voucher payments
Carmel Classes Pvt Ltd
01.2007 - 08.2009
- Worked as Faculty and assisted in Administration
- As Faculty for Accounts (S.Y.J.C and T.Y.B.Com)
- Developed and maintained courteous and effective working relationships
- Demonstrated respect, friendliness and willingness to help wherever needed
- Developed strong organizational and communication skills through coursework and volunteer activities
- Resolved problems, improved operations and provided exceptional service
- Assisted Accounts Department with daily accounting chores.
Customer Relation Executive
Wheels Sales and Services
03.2006 - 05.2006
- Worked as Customer Relation Executive
- Reached out to customers after completed sales to suggest additional service or product purchases
- Developed and updated databases to handle customer data
- Created and maintained detailed database to develop promotional sales
- Organized daily workflow and assessed appropriate staffing to provide optimal service
- Preparation of Bills and vouchers
- Checking and Updating of Stocks.
Education
IPCC - IPCC [CA Inter]
ICAI
Udupi SICASA 09.2013 - 05.2014
Bachelor of Commerce - Accounts And Economics
N.M.College of Commerce And Economics
Vile Parle, Mumbai 04.2008 - 03.2009
HSC - Accounts And Economics
N.M.College of Commerce And Economics
Vile Parle, Mumbai 04.2005 - 03.2006
SSC -
Carmelite Convent English High School
Maharashtra , India 04.2003 - 03.2004
Skills
Communication Skills
Affiliations
Cleared IPCC exam(Both Groups) in May 2014 in the First Attempt. Passed B.Com exam in March 2009 from Mumbai University (N.M.College of Commerce and Economics) secured 82.28%. Passed HSC exam in March 2006 from Mumbai University (N.M.College of Commerce and Economics) secured 79.50%. Passed SSC exam in March 2004 from Maharashtra State Board secured 83.06%.
Software
Tally ERP
Internet
Interests
Product Detailing and Innovation
Timeline
Managing Partner
Muditaa Group
09.2019 - Current
Business Development Officer
Kemmale Food and Beverages
07.2019 - 07.2023
IPCC - IPCC [CA Inter]
ICAI
09.2013 - 05.2014
Article Assistant
07.2013 - 04.2015
Accounts Manager
Guruprasad Trading
03.2012 - 03.2022
Accounts Executive
AGS Transact Technologies Ltd
01.2011 - 03.2012
Accounts Executive
Furtados Music India Pvt. ltd
11.2010 - 01.2011
Cashier cum front desk
Furtados Music India Pvt. ltd
06.2009 - 10.2010
Bachelor of Commerce - Accounts And Economics
N.M.College of Commerce And Economics
04.2008 - 03.2009
Carmel Classes Pvt Ltd
01.2007 - 08.2009
Customer Relation Executive
Wheels Sales and Services
03.2006 - 05.2006
HSC - Accounts And Economics
N.M.College of Commerce And Economics
04.2005 - 03.2006
SSC -
Carmelite Convent English High School
04.2003 - 03.2004
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