SANCHAITA CHOUDHARY

Liaising with the front office and clients during front office hours.

• Quality review of the work of other accountants in the team
• Coaching and guiding junior resources as a team leader as part of the day-to-day operations
• Creation of financial and management reporting templates and generation of such reports on an ongoing basis by Shifsuite , Xero and Quickbook
• The setup and maintenance of General Ledger accounts
• The recording of all daily account transactions
• Management of accounts receivable aged accounts with corresponding client collection calls and detailed call recordings.
• Payment processing for accounts payable, payroll, and associated corporate and VAT tax balances via check, online wires and or other methods as required
• Reconciliation of all accounts every month to supporting supplier statements, bank statements, tax statements, payroll accounts and inventory count or other as required
• Preparation of all tax compliance reporting
• Supplier and customer standing data maintenance
• Prepare Miscellaneous Reports I.e. Standing, Cash flow, FCR report, and all other reports as per requirement
• The recording of sales transactions and the issuance of invoices by proper revenue recognition principles and client-preferred formats and the reconciliation of payments received to outstanding invoices
• The coding of VAT taxes and the preparation of vat tax remittances and returns and a quarterly and annual basis
• The monthly and annual financial statement close process
• Assistance with the determination of reserves, allowances, accruals, and application of the proper cut-off methodology
• The preparation of monthly, quarterly, and annual financial statements
• Assistance with MD & A when required

• Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
• Improved customer satisfaction by promptly answering inquiries and providing accurate information.
• Managed incoming calls professionally, directing callers to appropriate personnel or taking detailed messages when necessary.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.