Surendra Rao Kadam
Mysore
Summary
Finance professional with 20 years of experience in accounts management and financial reporting at Qualitree Solutions. Achievements include a 50% reduction in vendor reclassification and leadership of a contract closeout team that secured $100M. Expertise in QuickBooks, client communication, and budget administration, with a strong focus on operational efficiency. Proven skills in inventory management, loss prevention, and vendor negotiation, complemented by extensive management experience in staff training and performance evaluation.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Manager- Accounts
Qualitree Solutions Private Limited
01.2023 - Current
- Currently working for Qualitree Solutions Private Limited as Manager Accounts having more than 20 years of experience in Finance and Accounts having all these software’s experiences by using with current company - QuickBooks Desktop, QuickBooks Online, Intuit Full-service payroll, QuickBooks payroll.
- Manage database of 500+ clients, ensuring prompt processing of accounts receivable and accounts payable.
- Collaborate with department managers and vendors to review vendor bills and receive payment approval.
- Maintain bookkeeping records and accounting system files, reconciling transactions with the general ledger in compliance with GAAP and company policy.
- Managing accounting team by entering accounts payable and accounts receivable invoices for 500+ clients into QuickBooks.
- Managed payroll activities and weekly reimbursements for 100+ employees.
- Assisted with reviewing and reconciling financial statements at month-end and year-end close.
- Maintain accurate accounting records, including journal entries, accounts payable, and accounts receivable.
- Deliver support in the preparation and analysis of financial statements.
- Perform monthly bank and account reconciliations to ensure 100% accuracy of company and bank records.
- Skillfully utilize the company’s accounting software to maintain accurate records of daily transactions.
- Work with vendors, clients, and staff to verify transactions valued more than $200K.
- Prevented catastrophic accounting errors through close attention to detail and consistent willingness to double and triple check work to ensure 100% client satisfaction.
- Performed month-end reconciliations of accounting records to resolve discrepancies and ensure compliance and integrity.
- Reconcile processed invoices to ensure 100% accuracy by verifying entries and comparing system reports to balances.
- Reduced vendor reclassification 50%, ensuring the accuracy of vendor coding and accounts payable batch output.
- Managed and streamlined billing and collections processes for over $350M in annual revenues, ensuring accurate, timely invoicing, and effective recovery.
- Developed a 10-member contract closeout team, which closed $100M of contracts.
- Organize regular meetings with operation and division managers to facilitate communications with customers and boost payment process.
- Conduct a detailed review of contracts and proposals to ensure 100% accuracy of all billing terms before execution.
- Played a key role in maintaining less than 5% outstanding receivables over 60 days.
- Successful payroll setup for two companies and online transfer data for tracking accounts for both companies.
- Successfully Business registered of Qualitree Inc licensee– for Delaware State and Chicago office.
- Business registrations with various states for withholding income tax of employees and company unemployment insurance.
- Online Banking checking through Quick books for all companies.
- Setup completed for online entering time sheet of Qualitree Inc for employees directly.
- Cross verified of Quarterly reports received for each & every state we have registered.
- Corresponding to all State and Federal notices.
- Creation of amended LCA’s.
- Maintenance of HR records and Administration overhead records.
- Streamlined HR and Administration records for Delaware Office.
- Eliminated handwritten Manual check for Qualitree Inc. Online Voucher checks printing.
- Newly added one more important responsibility of HR related creation Offer Letter, Employment agreement, Experience letters, Employment letters and for any correspondence letters etc.
- Updating of all records after restructuring in the organizations like Name changing, any legal notices.
- Prepare and review business tax returns (C-Corp, S-Corp, and Partnerships), including multi-state filings.
- Conduct thorough tax planning and ensure compliance with US federal, state, and local regulations.
- Perform year-end closing activities and adjust entries for accurate tax reporting.
- Communicate and collaborate with clients to gather necessary financial statements related data, tax-saving opportunities, and any tax-related issues.
- Assist with IRS and state notices, audits, and correspondence.
- Stay current with changes in tax legislation and regulations.
- Proficiency business tax returns (Forms 1120, 1120S, 1065).
- Advanced proficiency in QuickBooks (Desktop and Online).
- Strong understanding of US GAAP (Generally Accepted Accounting Principles) and IRS regulations.
Internal Auditor and External Auditor
Vishnu Bharat and Co.
01.2003 - 02.2004
- Job Profile: Audit and Finalization of Accounts of Proprietary concerns, Partnership firms, Private, Research & Development Organization and Trusts including.
- Domain Experience: Preparation of budget for each line of business & departments.
- Correlating sales with business finance for Budgeting & Analysis.
- Statutory payments & Returns- PF, Professional Tax, VAT, Service Tax and TDS.
- Foreign travel, cash management, MIS & reporting.
- Budget Vs Actual Variance Analysis for departmental expenses, on a Quarterly basis.
- Quarterly report on Revenue & Profit status, Vs Targets.
- Preparation of Financial Statements (B/S, P/L and Cash Flow Statement) of the Company on a quarterly, half yearly and annual basis.
Marketing Executive & Financial Consultant
ABN AMRO BANK
08.2002 - 12.2002
- Job Profile: Checking financial position of customer & estimating customer’s credibility.
- Analyzing the reports of income proof documents Balance sheets, Tax returns, Credit Card statements, previous availed loan track records.
Education
MBA - Finance
Sri Jayachamaraja College of Engineering
Mysore07.2002
B.com - Finance
D.Banumaih’s College of Commerce and Arts
Mysore03.1999
Skills
- Operating systems: DOS, Windows 95-98, Windows XP, Unix, Sun Solaris
- Software expertise: MS Office (all versions)
- Programming tools: C, C, Oracle, FoxPro, Dbase, SAP FICO Implementation
- Accounting applications: Tally 92 ERP, QuickBooks (online and desktop), ADP payroll solutions, Intuit payroll services, Wave, Xero, Zoho payroll
- Accounts payable/receivable management
- GAAP adherence
- Financial reporting practices
- Payroll administration strategies
- Budgeting and forecasting techniques
- Tax preparation processes
- Vendor management strategies
- Leadership in teams
- Effective client communication
Hobbies and Interests
- Bike Riding
- Swimming
- Traveling
- Playing Cricket
Accomplishments
- Gold Partner for Intuit, QuickBooks
- Partner for ADP - Payroll
Certification
- Certified partner for Intuit, QuickBooks Online, QuickBooks Payroll, Intuit Full Service Payroll
- Certified partner for ADP - Payroll
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Native language
Marathi
Intermediate (B1)
B1
Telugu
Beginner
A1
Tamil
Beginner
A1
Hindi
Intermediate (B1)
B1
Interests
Badminton
Swimming
Software
Operating Systems: DOS, Windows 95-98, Windows XP, Unix, Sun Solaris Software & Applications: MS Office (all versions), Tally 92 ERP, QuickBooks (Online and Desktop), ADP Payroll Solutions, Intuit Payroll Services, Wave, Xero, Zoho Payroll, SAP FICO Implementation Programming Tools: C, C, Oracle, FoxPro, Dbase
Quote
Some people say I have attitude - maybe I do... but I think you have to. You have to believe in yourself when no one else does - that makes you a winner right there.
Venus Williams
Timeline
Manager- Accounts
Qualitree Solutions Private Limited
01.2023 - Current
Internal Auditor and External Auditor
Vishnu Bharat and Co.
01.2003 - 02.2004
Marketing Executive & Financial Consultant
ABN AMRO BANK
08.2002 - 12.2002
MBA - Finance
Sri Jayachamaraja College of Engineering
B.com - Finance
D.Banumaih’s College of Commerce and Arts
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