Customer Service Accounting

Poornima S. M.

***** ******** *****, *********, ** 95014

Ph: 408-***-****, email: ********.******@*****.***

Summary

. CPA (Active) with eleven years of total accounting experience.

. 8 years of solid US hands-on accounting experience and strong

technical skills.

. Includes 4 years of extensive and in-depth hands-on public accounting

experience.

. Excellent understanding of GAAP, accounting methods and procedures.

. Individual, Partnership, LLC, S-Corp and C-Corp tax returns, reviews

and compilations.

. Complex Bank and GL account reconciliations, financial analysis and

modeling.

. Accurate, Detailed and Timely external/internal financial reporting.

. Advanced Ms Excel expert-complex macros, pivot tables, v-lookups, VBA.

. Increased efficiency and minimized time required to compile reports

through financial modeling using VBA & Excel and by developing

templates and procedures.

. Complex journal entries, adjusting entries, accruals, Month-end/year-

end closing of GL accounts.

. Payroll, W2s and 1099s, 941, DE6 and year-end reports.

. Supervised and trained employees. Excellent written and verbal

communication skills.

. Ability to interact with all levels of management.

. Demonstrated ability to understand new databases & data structures, to

work independently as well as in a team environment in fast paced,

deadline driven settings.

. Excellent Analytical and problem-solving skills, pro-active and multi-

tasking, quick on the job learner.

Industry Lines - Public Accounting, IT, Banking, Nonprofit/Health Care,

Education, Electronics Manufacturing.

Computer Applications /Skills

Advanced Ms Excel, Baan ERP system, Solomon IV, Report Smith, QuickBooks,

ProSeries tax application, Sage Accpac Plus, 1099-etc, ADP Paynet Plus,

HRIS, Oracle 8, FoxPro, Ms Access, Ms Powerpoint, Ms Projects, Crystal

Reports, Oracle PL/SQL, ADP E-Time, FoxPro, Unix.

Recognitions

. PPMM employee award for excellence, FY03-04

. Nominated for the PPMM employee award for excellence for FY02-03

Summarized Professional Experience

Independent Consultant

2008-Present

. Individual, LLC, S-Corp and C-Corp tax returns.

. GL accounts and bank account reconciliations, journal entries and year

end close.

. QuickBooks account set-up and support.

. IRS/EDD reporting compliance and representations, research tax issues.

Robert Half International, Inc. Senior Accountant/Analyst

2007-'08

Flextronics

. Assist in the timely preparation and review of SJ design consolidated

financial statements.

. Financial Analysis and consolidations with information extracted from

BAAN.

. Analyze actuals against forecast variance, ad hoc analysis, allocate

costs based on headcount reports.

. Assist in month end close activities and book necessary journal

entries.

. Compile and analyze Fixed Asset acquisitions, disposals, depreciation

and physical count.

Extreme Learning Center

. Reconciliations of GL accounts and bank accounts, complex journal

entries and month end close.

. GL accounts analysis, analysis of inventory & actuals to budgets, ad

hoc financial analysis.

Planned Parenthood Mar Monte, Inc. Accountant/Analyst

Mar'07-Nov'07

. Reconciliation of various GL accounts on a monthly basis,

reconciliation of FTO balances.

. Accurate and timely reporting for government agencies and internal

management.

. Monthly journal entries for GL, accruals, prepaids and adjusting

entries as required.

. Creation of new macros and updating the existing macros to increase

efficiency of processes and minimize time required for compiling

detailed accurate large volume reports.

. Supervised and co-coordinated work of junior staff related to FTO.

Naresh Arora, CPA, Inc. & Veenu Prashar, CPA, Inc. Accountant

2005-'07

. Individual, Partnership, LLC, S-Corp and C-Corp tax returns for a

large number of clients.

. Review and compilation of client data as required for preparing and

finalizing tax returns.

. Reviews and compilations of financial data, audit processes for

various clients.

. Reconciliation and preparation of year end reports, W2s and 1099s for

clients.

. Bank Reconciliations and other reconciliations to book data as

required. Research tax issues.

. Fixed Assets and depreciation schedule, accounting in QuickBooks for

small business clients.

. Multi-State payroll for 2 mid-sized business clients including multi-

state monthly, quarterly and yearly reporting compliance.

Planned Parenthood Mar Monte, Inc. Accountant/Analyst

2002-'05

. GL accounts analysis, complex journal entries, accounting for accruals

and prepaids, adjusting entries, month-end close and year-end close.

Research and resolve discrepancies.

. Reconciliation of GL accounts and FTO on a monthly, quarterly and

yearly basis.

. Accurate, detailed and timely reporting for external agencies

compliance and internal management's auditing/budgeting purposes.

. Increased efficiency and minimized time required to compile reports

through financial modeling using VBA & Excel and developing templates.

Documented processes.

. Established procedures for processing high volume detailed fiscal data

for various reports.

. Effective set-up of E-Time at all locations and provided technical

support as required.

. Trained managers/supervisors/employees in E-Time and maintained the E-

Time system.

. Supervised work of junior staff.

Karnataka Bank Ltd. Senior Accountant/Analyst

1997-'99

. General Banking/Accounting, GL account reconciliations, half year and

year end close.

. Detailed financial reporting for Board meetings.

. Trained, supervised and co-coordinated work of junior staff.

. Accounts receivables/payables, match invoices, audit prices, vendor

inquiries and vendor payments.

. Computerized 10 branches of the bank, handled branch savings/current

accounts and DD payments.

. Analyzed accounting systems for possibility of conversion to

computerized accounting.

. In-house software design, development, implementation and

administration.

. Conducted training programs for end-users in the bank.

Business India Information Technology Ltd. Accountant/DBA

1996-'97

. Development of in-house applications, DBA, customer service co-

ordination and problem solving.

. Post business administration - Accounts Receivables/ Reconciliation &

Payroll.

Education

. Joint degree of Bachelor of Science in Business Administration with

concentration in accounting and the Master of Business Administration,

Mangalore University, India (as per ACEI academic credentials

evaluation).

. Honors Diploma in Systems Management, NIIT, India.

Contact this candidate