Umang Bharwani

• Checking and delegating work to team members.
• Coached team members in techniques necessary to complete job tasks.
• Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
• Increased customer satisfaction by ensuring timely completion of projects and adherence to high-quality standards.
• Conducted regular progress reviews with individual team members to identify areas for improvement and provide guidance on career development opportunities.
• Assisted in recruitment to build team of top performers.
• Book Review: Internal Audit.

Taxation & Compliance

• Responsible for Sales Tax Working across different states and client structures.
• Oversee 1099 tax-related activities including data gathering, filing prep, and compliance.
• Prepare and file Sales Tax returns periodically with accuracy and documentation.
• Ensure timely compliance with federal/state tax filings and coordinate for year-end closings.

Accounting Platforms & Book Management Inventory & Report Management Banking, Payroll & Reconciliation Client Communication & Team Coordination Operational Support & Ad-Hoc Work

• Proficient in QuickBooks, Systematic Dynamic Corporation (SDC), and Rent Manager for comprehensive bookkeeping and client data management.
• Experience in Bill.com for updating bills, reviewing entries, and handling bill payments.
• Regular handling of monthly closing of books with all adjustment entries and ledger accuracy checks.
• Worked extensively on Rent Manager for entering bills, applying payments, performing reconciliations, extracting reports, and reviewing bills.
• Maintain and update inventory records per client requirements and shipping stages.
• Regular preparation and extraction of reports such as:
  Item Not Received Report
  Inventory In-Transit Report
  Commission Report
  Weekly D3i Order Activity Report
  Sales Reports – by flag, product, order type, etc.
• Generate AP/AR aging reports, unclear transactions, and invoice-based reports in SDC and QuickBooks.
• Perform detailed reconciliation of banks, credit cards, merchant accounts, and loan accounts.
• Manage payroll processes, payroll entries, and reconciliation for various client structures.

Taxation & Compliance

• Responsible for Sales Tax Working across different states and client structures.
• Oversee 1099 tax-related activities including data gathering, filing prep, and compliance.
• Prepare and file Sales Tax returns periodically with accuracy and documentation.
• Ensure timely compliance with federal/state tax filings and coordinate for year-end closings.
• Handle direct client communication for updates, clarifications, report discussions, and resolving accounting issues.
• Support team members by resolving internal accounting and reconciliation queries.
• Assign responsibilities, delegate daily tasks, and manage team operations effectively.
• Prepare BOL (Bill of Lading) invoices using SDC Software.
• Maintain prepaid tracking and adjustment entries on an ongoing basis.
• Conduct monthly internal audits / book reviews for client records.
• Take up custom or ad-hoc tasks based on ongoing client requests and project requirements.

• Daily Vendor Due Payments & Bank Portal Payments
• Unhedged Certificates
• Funds Planning
• MIS Reporting (P&L, Budget)
• Govt. Dues: PF, ESIC, TDS, GST, PT
• Monthly Budget vs Actual, Cash Flow working
• 26AS, Customer, Vendor, Bank Reconciliations
• Export Documentation & Banking
• Interest and Salary Working,
• PCP Costing
• Inter-unit Branch Accounting