T. YOGI LAKSHMI
Accounting assistant
Vijayawada
Summary
Driven by a results-focused approach, I leveraged my expertise in financial analysis and problem-solving at Royal Digital Press to enhance financial accuracy and streamline processes. Skilled in QuickBooks and adept at fostering strong customer relations, I successfully implemented cost-saving measures, reducing expenses by over 20%, and significantly improved reporting accuracy.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Accountant
Royal Digital Press
09.2023 - Current
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Used advanced software to prepare documents, reports, and presentations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
- Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Prepared and filed tax forms to meet needs of customers.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Evaluated and improved financial records to make important business decisions.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
- Supported department objectives by participating in cross-functional projects with other departments as needed.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
- Reviewed business operations and obligations to help organization function at acceptable level.
- Leveraged finance knowledge to strengthen controls and improve transparency.
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Increased efficiency by streamlining accounting processes and implementing new financial software.
- Assisted in the development of financial forecasts based on historical trends and current market conditions, supporting strategic planning initiatives within the organization.
- Developed comprehensive budgets that aligned with company goals while ensuring fiscal responsibility.
- Implemented effective cost control measures to minimize overspending without sacrificing quality or service levels.
- Modified comprehensive reporting to reflect changing financial structure.
- Maintained compliance with federal, state, and local tax laws by staying informed about changes and filing all required forms accurately and promptly.
- Conducted thorough internal audits to identify discrepancies, recommend corrective actions, and ensure adherence to established policies and procedures.
- Established strong relationships with banking partners to facilitate access to various financial services and secure favorable lending terms for the organization.
- Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
- Enhanced profitability by identifying opportunities for revenue growth through detailed analysis of customer sales data.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Provided critical support during system upgrades or conversions by working closely with IT staff to ensure minimal disruption to daily operations.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
- Participated in due diligence activities related to mergers and acquisitions, ensuring a smooth transition of acquired assets into the company''s existing financial systems.
- Provided journal entries and performed accounting on accrual basis.
- Collected and reported monthly expense variances and explanations.
- Prepared working papers, reports and supporting documentation for audit findings.
- Maintained integrity of general ledger and chart of accounts.
- Tracked funds, prepared deposits and reconciled accounts.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Trained new employees on accounting principles and company procedures.
- Diminished outstanding debts by analyzing accounts for issues.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Developed financial models to assess and analyze financial performance of clients.
- Identified legal tax savings and recommended ways to improve profits.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Article Assistant
Sunitha and Associates
01.2022 - 11.2022
- Assisted senior accountants with complex tax filings, ensuring accurate submissions and minimized liabilities.
- Prepared reports and materials to assist with audits.
- Enhanced client satisfaction by providing timely and accurate financial reports.
- Supported clients during tax season by preparing necessary documentation and answering inquiries, reducing stress levels associated with the process.
- Conducted internal audit assignments identifying control weaknesses and providing recommendations for improvement, leading to strengthened financial systems.
- Collaborated with team members to complete audits in a timely manner, improving overall department productivity.
- Maintained records and files to furnish reliable documentation.
- Mentored junior staff members in accounting best practices, building their skills and enhancing overall team performance.
- Reconciled worksheets to verify accuracy of documents or records.
- Streamlined audit processes for improved efficiency and reduced errors.
- Prepared detailed journal entries to accurately record transactions, improving internal controls and transparency.
- Reconciled statements to resolve discrepancies.
- Reviewed customer accounts to identify and resolve irregularities.
- Ensured compliance with regulatory requirements through meticulous attention to detail and consistent application of accounting standards.
- Maintained and enhanced internal controls to preserve confidentiality of records.
- Managed multiple client accounts, maintaining positive relationships and delivering exceptional service.
- Collaborated cross-functionally to identify account issues and propose solutions.
- Implemented process improvements to maximize efficiency and reduce costs.
- Assisted management developing annual budgets by providing historical data insights and projections to support informed decisionmaking.
- Reviewed vendor contracts for accuracy and alignment with budgetary constraints, preventing overspending or misallocation of funds.
- Leveraged software system to enter and process data.
- Performed administrative tasks and served as backup to facilitate office operations.
- Identified potential areas of risk through diligent research and analysis, enabling proactive measures to mitigate concerns.
- Conducted thorough financial analyses for informed decision-making by management.
- Analyzed company cash flow trends for better understanding of revenue streams and cost structures, informing strategic planning efforts.
- Evaluated current accounting policies while recommending improvements where needed which increased operational efficiency.
- Implemented new software systems that streamlined financial reporting processes across the organization, reducing manual labor hours required for data entry tasks.
- Developed comprehensive financial models for use in forecasting and budgeting exercises, supporting business growth initiatives.
- Participated in corporate social responsibility programs designed to benefit local communities, demonstrating commitment to ethical business practices.
- Improved interdepartmental communication by organizing regular meetings between finance teams, fostering collaboration on projects and initiatives.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Provided journal entries and performed accounting on accrual basis.
- Prepared working papers, reports and supporting documentation for audit findings.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
- Identified legal tax savings and recommended ways to improve profits.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
- Developed financial models to assess and analyze financial performance of clients.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Trained new employees on accounting principles and company procedures.
- Maintained integrity of general ledger and chart of accounts.
- Tracked funds, prepared deposits and reconciled accounts.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Collected and reported monthly expense variances and explanations.
- Diminished outstanding debts by analyzing accounts for issues.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Assistant Accountant
Heirloom Seedings and Plants Pvt. Ltd
06.2020 - 12.2021
- Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
- Reviewed general ledger entries and assessed accuracy.
- Reconciled company accounts for credit cards, employee expenses, and commissions.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Analyzed and verified employee expense reports for accuracy.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Monitored bank account activity regularly, identifying potential errors or fraudulent transactions for swift resolution.
- Completed financial reports, providing insight into performance, operations, and cash flow.
- Assisted with timely month-end closing procedures, resulting in accurate financial reporting.
- Developed strong relationships with vendors, fostering an environment of trust and enabling prompt resolution of any billing discrepancies.
- Reduced invoice processing time with efficient data entry and verification of accounts payable transactions.
- Facilitated month-end and year-end closing processed to support accuracy and completeness of financial reports.
- Improved financial accuracy by conducting thorough account reconciliations and adjusting journal entries.
- Processed payroll by validating work hours and attendance of employees.
- Enhanced cash flow management through prompt invoicing and effective accounts receivable follow-up procedures.
- Collaborated with team members on special projects, leading to improved interdepartmental communication and understanding of accounting processes.
- Participated in cross-functional team meetings, providing valuable financial insights to inform strategic decision-making by business leaders.
- Strengthened internal controls through regular review of policies and procedures, identifying areas for improvement or clarification.
- Evaluated and improved financial records to make important business decisions.
- Increased profitability by identifying cost-saving opportunities and recommending adjustments to expense allocations.
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
- Prepared accurate financial statements for management review, aiding in informed decision-making processes.
- Managed fixed asset records, ensuring proper capitalization and depreciation calculations in accordance with company policy and tax regulations.
- Supported audit preparation efforts by compiling relevant documents and addressing auditor inquiries promptly.
- Reviewed business operations and obligations to help organization function at acceptable level.
- Maintained up-to-date knowledge of GAAP guidelines, ensuring compliance in all financial reporting tasks.
- Assisted in the implementation of new accounting software, leading to more efficient workflows and reduced manual input errors.
- Contributed to annual budget development and quarterly forecasts to support continuous adherence.
- Leveraged finance knowledge to strengthen controls and improve transparency.
- Supervised accounting staff to provide feedback and evaluate progress.
- Provided excellent customer service to both internal departments and external clients while addressing inquiries related to invoices or payments promptly.
- Continuously sought professional development opportunities, staying current on industry best practices and applying new knowledge to enhance the effectiveness of accounting processes.
- Streamlined accounting processes for increased efficiency by implementing new software solutions.
- Contributed to the annual budgeting process by providing accurate forecasts and analysis of expenses.
- Facilitated smooth payroll processing by accurately entering employee data and verifying tax withholdings based on current regulations.
- Provided journal entries and performed accounting on accrual basis.
- Prepared working papers, reports and supporting documentation for audit findings.
- Collected and reported monthly expense variances and explanations.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Trained new employees on accounting principles and company procedures.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Identified legal tax savings and recommended ways to improve profits.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Diminished outstanding debts by analyzing accounts for issues.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Tracked funds, prepared deposits and reconciled accounts.
Education
MBA - Finance
Nimra Collage
Vijayawada, India 04.2001 -
Certified Management Accountant (CMA) Inter - Certified Management Accountant
Modern Academy
Vijayawada, India 04.2001 -
B Com - Commerce
Krishna University
Vijayawada, India 04.2001 -
MEC - MEC
Master Minds Junior Collage
Eluru Road, Vijayawada 04.2001 -
SSC - SSC
Ravindra Bharathi Public School
Vijayawada, India 04.2001 -
Skills
Bookkeeping
Data inputting
Financial Reporting
Financial Analysis
Accounting and bookkeeping
Bank Reconciliation
Tax Preparation
Cash Flow analysis
Accounts Payable and Receivable
MS Office Suite
Funds Management
Budget Analysis
Tax Return Filing
Calculating liabilities
Auditing
Account Reconciliation
Payroll Administration
Tax accounting specialization
Invoice balancing
General Ledger Entries
Accounts Payable
Statutory Reporting
Variance Analysis
Account reconciliation processes
Finance
Regulatory Compliance
Customer Relations
GAAP Accounting
ERP systems proficiency
Payroll Processing
Management accounting
General Ledger Management
Financial Management
Cash Flow Management
Payroll Management
Administrative Support
Cost accounting
Financial Planning
Quickbooks
Account reconciliation specialist
Financial Auditing
Auditing procedures
Partnership accounting
Internal Controls
Project Accounting
Full-cycle accounting
Strategic Planning
Superior attention to detail
Financial statements expertise
QuickBooks expert
Tax law understanding
GAAP understanding
Revenue Recognition
Business Tax Planning
Great Plains
Cloud accounting
Nonprofit Accounting
Grant Management
Intuit QuickBooks specialist
Analytical research
Fiscal budgeting knowledge
PeopleSoft
Enterprise Resource Planning Software
Certified Public Accountant (CPA)
Estate Tax Returns
Proposal Review
Bookkeeping and Reconciliation
General accounting
Problem-Solving
Time Management
Accounting Processes
Data Analysis
Report Preparation
Cash Analysis
Time management abilities
Languages
English
Intermediate (B1)
Hindi
Intermediate (B1)
Telugu
Bilingual or Proficient (C2)
Certification
CMA inter
Interests
Playing badminton
Reading books
Listening music
Timeline
Accountant
Royal Digital Press
09.2023 - Current
Article Assistant
Sunitha and Associates
01.2022 - 11.2022
Assistant Accountant
Heirloom Seedings and Plants Pvt. Ltd
06.2020 - 12.2021
MBA - Finance
Nimra Collage
04.2001 -
Certified Management Accountant (CMA) Inter - Certified Management Accountant
Modern Academy
04.2001 -
B Com - Commerce
Krishna University
04.2001 -
MEC - MEC
Master Minds Junior Collage
04.2001 -
SSC - SSC
Ravindra Bharathi Public School
04.2001 -
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