Roopali Mehta

ab8663@r.postjobfree.com 512-***-****

Summary

Extensive experience in full-cycle accounting for multiple entities,

financial statement preparation, financial reporting and analysis,

compliance with GAAP, moth-end account reconciliations, inter-company

reconciliations, managing accounts payable & accounts receivable, bank and

credit card reconciliations, payroll, 1099 & W2 reporting, federal and

state tax payments and reports, insurance renewals and audits.

Education/Training

< MBA (Accounting) (2010)

< Bachelor's Degree in Business Administration (Finance) (1999)

< Six Sigma Quality Assurance & Management Principals

< Leadership Essentials - Program on Managerial Efficiency

< Consumer Compliance Training

< The Service Edge - A Program in Customer Service Excellence

< Coaching Service Quality - Training for Effective Coaching and Key

Coaching Skills

< Proficient in QuickBooks and Microsoft Excel

Experience

Accountant - Sage Environmental Consulting: (Austin, TX) April 2010 -

Current

Accountant - Landstar: (Dallas, TX) September 2008 - February 2010

< Primary accountant responsible for full-cycle accounting for multiple

entities.

< Manage accounts receivable, including invoicing, payments, following up

on outstanding receivables

< Manage accounts payable, including, reviewing bills entered, employee

expense reports, independent contractor/subcontractor payments, managing

corporate credit card account and lease contracts/payments for multiple

office locations.

< Review and record bank and corporate credit card transactions and perform

monthly reconciliations.

< Record revenue appropriately and reconcile company's PayPal account for

online payments.

< Process banking activities such as issuing ACH payments and wires

< Review and process payroll. Ensure accuracy of payroll deductions and

additions.

< Responsible for timely remittance of federal & multi-state payroll taxes

and compliance with their periodic reporting requirements. Issue annual

1099's and W2's.

< Reconcile sales tax liability and ensure timely remittance and reporting.

< Record Fixed Assets additions and dispositions and record monthly

depreciation/amortization

< Ensure inventory items and costs are recorded accurately; Manage and

reconcile inventory

< Record inter-company transactions and reconcile monthly

balances/allocation of inter-company costs

< Ensure business insurance compliance; manage renewals and assist in

audits.

< Monthly reconciliation of balance sheet accounts, including 401K match

accrual, prepaid expenses, prepaid insurance, accrued expenses, deferred

income, long-term loans, inter-company loan/AP/AR balances

< Record journal entries, adjustment entries, reconcile accounts, resolve

any account discrepancies and perform month-end closing.

< Prepare and analyze monthly financial statements and present periodic

financial reports

Senior Bursaries Officer - General Social Care Council: December 2005 -

February 2007:

< Processed and approved loan applications for graduate and post graduate

students. Assessed travel allowance claims and approved reimbursements.

< Ensured payments were processed within permissible deadlines and

calculated monies owed by students for recovery.

Branch Manager - ICICI Prudential Life Insurance: February 2003 - October

2005:

< Managed a team of seven members and was responsible for branch operations

and customer service.

< Conducted monthly audits to ensure compliance with the service standards.

< Responsible for risk management for life insurance policies underwritten

at the branch and analyzed trends of the various productivity metrics

such as policy login, policy issuance.

< Monitored Sigma levels of branch processes and created reports for senior

management to help analyze and improve branch performance. The branch

received an improved audit rating for the period that I was branch-in-

charge.

Office Executive - Trilogix Technologies: May 2001 - February 2003:

< Responsible for managing office administration requirements and

coordinating between customers and internal software development team.

< Maintained relationships with clients by providing customer service and

operations support as needed.

Process Associate - GE Capital International Services: February 2000 -

March 2001:

< Member of inbound call center team providing financial service resolution

to credit card customers of stores like GAP, Old Navy, Home Depot and

Sam's Club.

< Promoted to subject matter expert to assist team members with calls and

responsible for resolving escalated customer complaints.

< Monitored call quality and coached other customer service executives at

the call center for adherence to critical quality requirements as well as

one-call resolution.

Skills

< Strong knowledge of accounting concepts

< Excellent communication and strong interpersonal skills

< Detail oriented and customer service focused

< Able to multi-task

< Adept learner with ability to work well under pressure

< Able to handle confidential material appropriately

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