Suhani Soni
Ahmedabad
Summary
A dedicated and enthusiastic professional with 7+ years of extensive experience in Finance and Accounting gained from working in diverse multinational organizations. Also an adaptable professional skill with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
US Accounts Executive
Paperchase Accountancy Pvt Ltd
Ahmedabad
10.2022 - 10.2024
- Generated and distributed accurate and timely invoices to customers based on contractual terms, ensuring proper recording with all necessary details including payment terms, due dates, and itemized charges.
- Allocated received payments to appropriate customer accounts, ensuring accuracy and maintaining clear audit trail while applying payments to outstanding invoices and updating account balances.
- Reconcile customer accounts by comparing balances and transactions between the organization's records and customer statements. Investigate and resolve any discrepancies or issues identified during the reconciliation process.
- Generated reports and analyzed accounts receivable ageing, collections status, and cash flow, providing insights on trends and identifying areas for improvement in financial reporting processes.
- Evaluate the creditworthiness of new and existing customers by analysing financial statements, credit reports, and payment history.
Mortgage Advisor Assistant
AC Financial Associates LTD
Ruislip
11.2019 - 09.2021
- Collected and organized client information and documentation for mortgage applications, including income verification, credit reports, and bank statements.
- Prepared and submitted mortgage applications to lenders and underwriting departments, ensuring all documents were complete and accurate.
- Prepared mortgage-related documents, including loan estimates and disclosures, for the loan process using specialized software.
- Communicated with clients on mortgage inquiries and applications, managing phone calls, emails, and appointment scheduling to enhance client experience.
- Researched mortgage products, interest rates, and lending policies to provide updated information to clients and mortgage advisors. Analyzed different loan options based on client needs.
- Provided administrative support to mortgage advisor, maintaining organized files and paperwork while efficiently scheduling appointments.
- Followed up with clients, lenders, and other parties in mortgage process to ensure smooth progression, promptly addressing client concerns and inquiries.
- Analyzed financial documents to assess loan eligibility and risk.
- Educated customers on various mortgage products and options available.
- Assisted in resolving customer inquiries regarding loan status and terms.
- Guided clients through mortgage application processes and requirements.
Finance Assistant
Maxim Tubes Pvt. Ltd
Ahmedabad
08.2017 - 09.2019
- Processed invoices, verified purchase orders, and prepared payments to suppliers or vendors.
- Managed employee expense reports, ensuring compliance with company policies by verifying receipts, tracking expenses, and reconciling with bank statements.
- Assisted in the preparation of budget plans and forecasts by gathering data and organizing information in financial models, monitoring budget performance, and reporting significant deviations.
- Contributed to the preparation of financial reports by gathering data, analyzing information, and formatting monthly, quarterly, and annual statements for management and stakeholders.
- Maintain organized and up-to-date financial records, including filing documents, reconciling statements, and archiving records by retention policies.
- Provide support during internal or external audits by gathering requested financial documents, assisting auditors with information, and addressing any queries or concerns.
- Accurately enter financial transactions into accounting systems or spreadsheets. This includes recording invoices, payments, expenses, and other financial data.
Education
Master of Science - Business Management
Oxford Brookes University
Oxford, UK05-2021
Bachelor of Business Administration -
ASB Patel Business Administration
Unjha, India03-2015
Skills
- Client relationship building
- Market analysis
- Account reconciliation
- QuickBooks (Online)
- Finance & Accounting
- Interest Rate Calculation
- Negotiation
- Effective communication
- Client documentation
- Mortgage processing
- Mortgage documentation
- Cash flow analysis
- Financial reporting
- Financial forecasting
- Mortgage plan advising
- Complete loan applications
- Credit history review
Accomplishments
• Received Silver Medal for excellence in academics, 05/01/17
• Participated in overseas study
• Achieved Certificate of the Personality Development from Dipti Shah's Institute
• Certified QuickBooks Online
• Participated in overseas study
• Achieved Certificate of the Personality Development from Dipti Shah's Institute
• Certified QuickBooks Online
Certification
Certified in QuickBooks(Online)
Preparing for CeMap exam (Online)
Preparing for CeMap exam (Online)
Timeline
US Accounts Executive
Paperchase Accountancy Pvt Ltd
10.2022 - 10.2024
Mortgage Advisor Assistant
AC Financial Associates LTD
11.2019 - 09.2021
Finance Assistant
Maxim Tubes Pvt. Ltd
08.2017 - 09.2019
Master of Science - Business Management
Oxford Brookes University
Bachelor of Business Administration -
ASB Patel Business Administration