Sijo Saju

• Sales and Use Tax Process

Monthly reporting and file preparation

The process begins with importing and obtaining various reports required for the month. These reports are essential for updating the records of sales, purchases, and taxes in the respective files for different states.

Electronic Tax filing

After preparing the necessary files for each state, the next step is to conduct sales and use tax filing electronically for the month across multiple states. This digital approach streamlines the filing process and ensures timely submissions.

Payment verification and documentation

During the tax filing, ACH (Automated Clearing House) payments made are checked using the JP Morgan bank login for relevant states. If the payments are cleared, payment files, and bank files are prepared accordingly. Additionally, payment PDF files are backed up securely for record-keeping and future reference.

Reconciliation and upload

Following payment completion, reconciliation for sales and use tax is prepared. This reconciliation is then uploaded to Oracle under the Account Reconciliation section on the client site, ensuring that records are transparent, and easily accessible for audits and reviews.

• Unclaimed Property Research

Monthly Research Activities

Unclaimed Property Research is conducted as a monthly activity. The process involves importing the relevant file for the month from Oracle and analyzing various checks and electronic payments. The objective is to determine which payments have been voided and canceled, or voided and reissued. The findings are compiled and provided to the client, and the data is maintained for auditing purposes.

Outstanding cheques

Preparation and review of Outstanding Cheque Reports are also undertaken as part of the monthly responsibilities. These reports help in monitoring and managing unreconciled transactions effectively.

• Accounts Payable Responsibilities

Team Involvement and mailbox management

An active role was maintained in the Accounts Payable team. Daily operations included handling different mailboxes for routine activities, and invoice processing. The process also involved performing merge and bookmark operations for various mailboxes to keep communications organized.

Managing queries and communication

The Accounts Payable mailbox was managed by distributing emails to appropriate individuals or groups, addressing queries, and resolving issues efficiently. This ensured a smooth workflow and a prompt response to client and internal requests.

• Client Details

The clients served in these roles were Trinity Industries, Inc. and Arcosa Inc., both of which are US-based companies.

• Worked on different MIS reports for different products and circulated to the Top Management, Finance Team, Sales and Marketing Team.
• Managed the Region wise sales reports which includes all India Branch performance.
• Prepared Daily, Weekly, Monthly, Quarterly and Yearly sales reports for different analysis by which the top management can take meaningful decisions.
• Coordination with the IT Team for the successful implementation and updating of software.
• User acceptance testing of upcoming product related software and suggesting changes.
• Vendor coordination for manufacturing and timely delivery of all products.
• Updating the daily rates of all the products.
• Coordination with the accounts team for the timely settlement of vendors.
• Precious Metals Division of Muthoot Pappachan Group

• Three months internship on the topic 'A study on fundamental analysis of 5 major players in IT sector India'.

• One-month internship on the topic 'Organisation Study'.