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
Punjab05.2020
Bachelor of Commerce - Accounting And Finance
Himachal Pradesh University
Una03.2012
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
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