Shefali Shah
UK Accounting Professional
Pune
Summary
Accomplished Account professional with in-depth experience in UK accounting, and data processing (Invoice/ sales import/account payable/account receivable ) using different accounting software and Communicating with UK-based clients and suppliers.
Overview
2026
2026
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Senior Analyst
Paperchase Accountancy India
8 2022 - Current
- Lend-to-end execution of 4 UK-based client projects
- Reviewed invoices, postings and documents for correct entry, completeness and 100% accuracy.
- Supporting clients on queries regarding accounts and any discrepancies.
- Posting bank receipts and payment entries in software, Bank reconciliation
- Prepare accounts receivable ageing report
- Engaged in discussion with the supplier to address payment inquiries and conducted bank verification for new supplier onboarding
- Supplier reconciliation, Preparing Payments list, Preparing Aged creditors report, Process payment on behalf of client
- Preparation of custom reports required by clients
- Used accounting software to prepare weekly and monthly financial reports
- Mentoring new joiners
Assistant Manager
AXIS Bank Pvt. Ltd
01.2021 - 07.2022
- Transaction Authorization
- Customer Management – Communication & Service.
- RTGS/NEFT clearing and CMS – Cash Management services.
- Increasing Cross-sell – Insurance, Credit Card sales, Mutual Funds, Auto Loan and other financial products.
- Oversaw total portfolio worth 1cr
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Assistant Manager
Axis Bank
11.2018 - 12.2020
- Customer Management – Communication & Service.
- Transaction Authorization
- RTGS/NEFT clearing and Teller
- Increasing cross-selling – Insurance, Credit Card sales, Mutual Funds, and other financial products.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
Account Executive
Shree Raj International Pvt.
10.2017 - 11.2018
- Costing and placing apparel orders
- Communicating with brand suppliers
- End- to – end point of contact for suppliers
Education
MBA - Finance
Gujarat University
Ahmedabad 04.2014 - 07.2016
B.Com - Commerce
Sahjanand Arts & Commerce College
Ahmedabad 04.2012 - 01.2014
Skills
SAGE X3
Excel and Power Point
UK Accounting
Banking
Tally ERP 9
Access
Certification
Tally ERP 9 (Udemy)
Timeline
Tally ERP 9 (Udemy)
06-2022
Assistant Manager
AXIS Bank Pvt. Ltd
01.2021 - 07.2022
Assistant Manager
Axis Bank
11.2018 - 12.2020
Account Executive
Shree Raj International Pvt.
10.2017 - 11.2018
MBA - Finance
Gujarat University
04.2014 - 07.2016
B.Com - Commerce
Sahjanand Arts & Commerce College
04.2012 - 01.2014
Senior Analyst
Paperchase Accountancy India
8 2022 - Current
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