Financial Analyst Accounting

Pooja Gulati BA (Accounting & Finance) Current Position: Accounting and Financial Analyst

Email: ************@*****.***

Page: 1

PROFESSIONAL SUMMARY

Results oriented Senior Accounting and Financial Analyst with strong analytical and database skills with over (8) years of progressive experience in the fields of accounting, business process and financial management. Performed financial statement preparation, funds tracking, burn rate analysis, obligation, commitment and expenditure tracking, budgetary and actual expense tracking, daily cash reconciliation and accruals. Familiar with accountings system such as Deltek CostPoint Accounting domain to include A/P and A/R modules used to analyze costs and revenues realized and future trends to forecast revenues and expenses. Used IS Check application to perform reconciliation of daily workflow in the item processing department in accordance with bank procedures. Successfully coordinated daily routine activities including end of the day operations for reconciling summary and transaction level data for the seven assigned branches.

Skills Summary

Accounting Cash Management Analytics

Budget Accounts Rec/Pay Financial Reporting

Financial Analysis Forecast/Trend Dev PowerPoint/Access

Customer Support Communication Management Status Reporting

PROFESSIONAL EXPERIENCE

Access National Bank (ANB), Operations Center, Leesburg, VA 11/2017 - 08/2018 Sr. Business Operations Process Analyst/ Sr. Accounting & Financial Analyst

Supported key areas in a fast paced business operations environment at the ANB in accordance with established systems, operating procedures to ensure timely and accurate completion of routine and complex items received by ANB for processing and clearance.

Successfully and proactively taken additional responsibilities and fulfilled the roles in the most efficient and professional manner.

Gathered and analyzed financial data sent in batches containing an average of 3000 transaction lines, identify transaction level and badge level errors, provide recommendations to balance data at both transaction and summary levels

Provided financial, accounting and business analytics support in the Operations Department in accordance with established systems and procedures

Created Excel templates to review and analyze batch and summary level data to facilitate forensic accounting via system versus manually identify data, as done in the past.

Created variance and trend analysis reports on a monthly basis to identify revenue, expenses, and incoming sourcing for the business operations center

Primary POC for eight ANB branches for daily closing of branches and perform End Of Day (EOD) operations, sign off, perform branches and Operations Center reconciliation for amounts accuracy, compliance review, close out, and daily cash and other instruments balancing and verification.

Review, identify, and resolve transaction level errors, account balancing and reconciliation as part of routine operations and forensic accounting analysis. United Bank, Chantilly Branch, VA 11/2016 - 11/2017 Senior Sales Associate

Job responsibilities included:

Effectively answered inquiries regarding banking products, services, and other matters.

Processed and handled all routine daily accounting transactions. Received cash and negotiable instruments for deposit, inspection and verified negotiable instruments, verified cash amounts received, accepted/processed withdrawal authorizations, investigated and resolved account holds.

Received and process loan payments ensured payment matching with coupon amounts, and obtained authorization of amounts if more or less than the coupon amounts. Pooja Gulati BA (Accounting & Finance) Current Position: Accounting and Financial Analyst Email: ************@*****.***

Page: 2

Balanced daily transactions, verifying tickets, counting cash and daily balancing of the branch amounts including cash, checks and negotiable instruments.

Responsible for complying with the various rules, regulations, policies and ethical standards governing the financial services industry including compliance with the Bank Secrecy Act. Tech Gurus LLC 08/2012 - 10/2016

Client Relationship Manager/Sr. Accountant

Provided complete accounting, financial, and office management support to a growing small Business IT Tech Support company. Some key responsibilities include:

Maintained Monthly invoicing for Commercials invoicing contracts such as Cost Plus Fixed Fee(CPFF), Time & Materials (T&M), and Firm Fixed Price (FFP).

Created and prepared recurring and adjusting journal entries on a monthly basis. Responsible for daily and monthly funds availability and cash position, modification(s) via Deltek and excel accounting system & off line spreadsheets.

Prepared daily, weekly and monthly general ledger entries to support bank related activity and reconciliation process. Analyze and reconcile cash flow, profitability, invoicing, un-billable, costs on hold, subcontracts invoice and prepare commitment/accrual to validate current project status.

Completed accrual accounting and responsible for company's weekly and monthly revenue projections, based on a service agreements and expiration.

Perform financial and accounting reconciliation, and daily cash management

Preparing balance sheet and cash flow statement for President/CEO for review and finalize statements for filing company taxes

Ensured Monthly labor, (JSR's) job status reports, & financial book to Directors, CFO, & Presidents. Assist with financial audit preparation and audit process.

Maintain issues log, create trouble tickets, arrange technician for resolving the issue, and follow up with customer for service satisfaction and any open issues

Contact vendors for obtaining services and payment of licensing fees

Preparing of invoices, collect payments from the customer, payment of merchant services, and PayPal and credit card processing fees

Self Employed 09/2008 – 08/2012

Home Tuitions (All Subjects)

Christian Weekly Program (CWP), Springfield, VA 09/2005 – 09/2007 Substitute Teacher

JC Penny Inc. and Macy’s Inc. Springfield, VA and Macy’s Inc. 2004 – 2005 Sales Associate

Confederation of Indian Industries (CII), New Delhi India 06/1998 – 10/ 1999 Accounting/Administrative Assistant

Liaison with national and international industry partners

Arranging all the logistics for the national and international seminars

Assist in preparation and distribution of conference and seminar materials

Maintaining the schedule of Director, Foreign Trade.

Preparation and submission of travel authorizations, expense reconciliation, preparing agenda, and meeting minutes.

Assist the Accounting Department during the monthly and quarterly submissions.

Assisted the accounting and financial division in preparing spend plans, budgetary estimates for the HQ and regional offices.

Pooja Gulati BA (Accounting & Finance) Current Position: Accounting and Financial Analyst Email: ************@*****.***

Page: 3

Nahar Spinning Mills Limited, New Delhi India 04/1997 – 05/1998 Accounting Assistant

Assisted the Finance and Accounting Managers in submission and preparation of accounting statements, filing of Income and Sales Taxes.

Maintaining and updating the accounting manual for the Accounting Division of the firm to ensure complete compliance with federal income tax and sales tax law.

Assisted in preparation and reporting of corporate financial statements to senior management, as well as the analysis of budgetary and forecast information.

Maintain the banking and other financial information for all spinning mills information in a database to ensure consistency and accuracy of the data. Toypark International, New Delhi, India 01/1996 – 04/1997 Accounting Assistant

EDUCATION & TRAINING

B.A (Accounting & Finance), University of Delhi, New Delhi, INDIA.

One Year Diploma in Office Management from Y.M.C.A, New Delhi, INDIA.

Attended Intermediate level 2 week Microsoft Office training. The training covered the topics related MS applications such as Word, Excel, Access, PowerPoint, Outlook, and I.E.

Accounting Fundaments Course, Management Concepts, Vienna, VA

Attended 5 Courses at the Fairfax County Office for Children Institute for Early Learning, Fairfax County, VA. The courses covered diverse topics pertaining to Early Childhood Development for children ages 2-5.

EMPOYMENT STATUS & REFERENCES

US Citizen

Available Upon Request

Contact this candidate