Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
AdministrativeAssistant
SANJEEV SHARMA

SANJEEV SHARMA

Mohali

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading, and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring, and morale-building abilities to enhance employee engagement and boost performance.

Overview

13
13
years of professional experience
3
3
Certification

Work History

Assistant Manager

Escalon Business Services
11.2023 - Current
  • Supervised day-to-day operations to meet performance, quality, and service expectations.
  • Used industry expertise, customer service skills, and an analytical nature to resolve customer concerns and promote loyalty.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Collaborated with the management team to develop strategic plans for business growth and improvement.
  • Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
  • Increased employee performance and job satisfaction to strengthen retention and engagement.
  • Improved financial processes by implementing new software and streamlining workflows.
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Checked payroll, vendor payments, commissions, and other accounting disbursements for accuracy and compliance.
  • Executed vendor setup and payment, administration of bank accounts, and account reconciliations.
  • Comply with established internal controls and policies.
  • Enhanced financial reporting accuracy with thorough data analysis and reconciliation.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Gained extensive knowledge in data entry, analysis, and reporting.
  • Self-motivated, with a strong sense of personal responsibility.
  • Provided professional services and support in a dynamic work environment.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Managed more than 60 clients, and interacted with most of them.
  • Managed a team of 12 members with 1350 hours of clients
  • Email assignments and follow up with the team.

Assistant Team Lead

Escalon Business services Pvt Ltd
12.2019 - 10.2023
  • Managed three associates and 450 hours of clients (approximately 10 to 15 clients).
  • Review working on XERO, QBO, NetSuite, Bill.com, and Anybill.com accounting software.
  • Reviewing annual/monthly financial reporting.
  • Preparing, 1099 workings for vendors.
  • Check ledgers, statements, and accounts to identify errors.
  • Maintain accurate financial records, including data input to the computer.
  • Maintenance of bank accounts and reconciliation.
  • Intercompany Reconciliation.
  • Balancing accounts on a weekly and monthly basis.
  • Process payments and invoices accurately and according to closely defined procedures.
  • Check ledgers, statements, and accounts to identify errors.
  • Maintenance of bank accounts and reconciliation.
  • Maintaining accounts receivable & payable.
  • Preparing MIS Report.
  • Enhanced team productivity through effective communication, cross-training, and feedback sessions.
  • Streamline team workflow by optimizing task delegation and time management strategies.
  • Resolved escalated issues quickly and professionally, ensuring customer satisfaction while maintaining company standards.
  • Led regular team meetings to discuss progress, challenges, and opportunities for growth, fostering an atmosphere of continuous learning.
  • Managed daily operations efficiently by monitoring task completion rates, and allocating resources strategically as needed.
  • Implemented process improvements to reduce errors and increase overall efficiency.

Senior Account Executive

Escalon Business Services Pvt Ltd
08.2017 - 12.2019
  • Working on XERO, QBO, NetSuite Anybill, and Bill.com, Anybill.com Accounting software.
  • Reviewing annual/monthly financial reporting.
  • Preparing, 1099 workings for vendors.
  • Check ledgers, statements, and accounts to identify errors.
  • Maintain accurate financial records, including data input to the computer.
  • Maintenance of bank accounts and reconciliation.
  • Intercompany Reconciliation.
  • Balancing accounts on a weekly or monthly basis.
  • Process payments and invoices accurately and under closely defined procedures.
  • Check ledgers, statements, and accounts to identify errors.
  • Maintain accurate financial records, including data input to the computer.
  • Maintenance of bank accounts and reconciliation.
  • Accounts receivable & payable.
  • Preparing MIS Report.
  • Helping the team with their tasks.
  • Streamlined the financial reporting process by implementing new accounting software and automating tasks.
  • 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.
  • Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Compiled general ledger entries on short schedule with 100% accuracy.

Senior Account Executive

Kiran Foreign Trade Pvt Ltd
06.2016 - 07.2017
  • Working on MAS and MYOB accounting software.
  • Annual financial reporting.
  • Preparing GST Reconciliation and GST Returns.
  • Preparing BAS (Business Activity Statement) and BAS Returns.
  • Preparing income tax returns for companies, partnerships, individuals, and trusts.
  • Preparing a Fringe Benefit Return.
  • Check ledgers, statements, and accounts to identify errors.
  • Maintain accurate financial records, including data input to the computer.
  • Maintenance of bank accounts and reconciliation.
  • Preparing MIS Report.
  • Presentation in OneNote.
  • Bookkeeping and annual audits for Australian CA entities.

Assistant Accountant

Ind-Swift Laboratories Ltd
06.2014 - 10.2015
  • Working on SAP on the FI Module regarding consumable goods, capital goods, raw materials, capital, and packing materials.
  • Purchase MRN entry (Import & Domestic) for capital, raw material, consumables, and packing material.
  • Processing of service and maintenance bills.
  • Processing of freight expenses for capital goods, consumables, and utilities.
  • Processing of debit note journal voucher
  • Reconciliation with customers and vendors and handling their payments.
  • Excise duty reconciliation.
  • Intercompany reconciliation.
  • Balancing accounts on a weekly or monthly basis.
  • Process payments and invoices accurately and according to closely defined procedures.
  • Check ledgers, statements, and accounts to identify errors.
  • Maintain accurate financial records, including data input to the computer.
  • Maintenance of bank accounts and reconciliation.
  • Maintaining accounts receivable & payable.
  • Preparing the MIS Report (Creditors Report).

Lower Division Clerk

Indian Army
06.2012 - 05.2014
  • Two years of experience in Head Quarter Western Command as a clerk.
  • Maintained filing system and organized customer documents for easy retrieval of information.
  • Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
  • Fostered operational efficiency and compliance with company policies through effective coordination of office activities.
  • Supported staff on special assignments and ad hoc projects.
  • Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.

Education

MBA - Finance And Internal Business Management

Lovely Professional University
Punjab
05.2020

Bachelor of Commerce - Accounting And Finance

Himachal Pradesh University
Una
03.2012

Skills

  • Team-building coordination
  • Quick learner
  • Strong work ethic
  • QuickBooks
  • NetSuite
  • Microsoft Excel

Accomplishments

  • Enhanced work processes, implementing them across departments for increased productivity and profits.
  • Streamlined workflow by consolidating lengthy processes and redundant documentation that resulted in more effective and timely completion of deliverables

Certification

  • Expensify certified.
  • Bill.com Certified.
  • QBO Certified.
  • Lean Six Sigma Black Belt.
  • Lean Six Sigma Green belt.
  • Accounting Documents Assessment
  • Financial Accounting Assessment certificate
  • Controlling Assessment certificate
  • Time Management.

Languages

English
Professional Working
Hindi
Bilingual or Proficient (C2)

Timeline

Assistant Manager

Escalon Business Services
11.2023 - Current

Assistant Team Lead

Escalon Business services Pvt Ltd
12.2019 - 10.2023

Senior Account Executive

Escalon Business Services Pvt Ltd
08.2017 - 12.2019

Senior Account Executive

Kiran Foreign Trade Pvt Ltd
06.2016 - 07.2017

Assistant Accountant

Ind-Swift Laboratories Ltd
06.2014 - 10.2015

Lower Division Clerk

Indian Army
06.2012 - 05.2014

MBA - Finance And Internal Business Management

Lovely Professional University

Bachelor of Commerce - Accounting And Finance

Himachal Pradesh University
SANJEEV SHARMA