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Accounts Payable Receivable

Location:
San Francisco, CA
Posted:
June 02, 2024

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Resume:

TONY N. KHURANA

408-***-****

********@*****.***

Client management, Customer relations, Customer Service, Office Administration, Purchases, Inventory Control, Payroll, Accounts Payable Accounts Receivable, Employee Benefits

About Me:

Extensive experience in customer relations focused on financial, insurance and real estate industries. Helped achieve high growth for the organization by understanding and implementing management goals, client needs and staff requirements

Presentation Skills

Experience:

Facility Coordinator, Clean Harbors Environmental Services, Inc., Norwell, MA--Redwood City, CA location (July 2022-present)

Data management requiring high degree of accuracy and intense knowledge of complex custom-made software

Interaction with transporters, ensuring procedures are followed correctly

Approve or refuse loads, preparing, manifests.

Identification and error correction

Key Admin person

Office Assistant/Office Administrator, Bay Homes Network, Pittsburg, CA (October 2020-June 2022)

Office administration

Marketing and Agent support; Management reports

Coordination and communication with salespersons

Interaction with accountant to ensure monthly statements are ready

Data Entry and Virtual file maintenance

Client Services/Office Manager/Administrative Assistant, Sells Financial Services, Inc., Los Gatos, CA (June 2004-April 2020) Furloughed then terminated due to global pandemic

Dedicated client services representative with high—almost unanimous-customer satisfaction

Organize and gather sensitive data to enable government form filings

Liaison between client and 3rd party administrators and financial institutions

Go-To person and initial contact point for employer as well as client

Research on prospects for new business

Respond to and assist clients with excellent service and understanding

Draft, offer suggestions on and proof-read simple legal contracts and documentation

Consult with clients to evaluate needs and determine best options

Resolution of client issues with the Financial Institutions

Assist in pension planning (defined benefit pension plans) and administration—particularly in the accounting area

Assistance in Governmental Accounting including filing in requisite tax form sent

Maintenance of virtual and manual files and data entry

Independent Life Insurance Agent (December 1995-Present)

Includes full range of employee benefits for start-ups and established businesses

Registered representative for retirement plans including 401(k) (previously securities licensed)

Staff Accountant.

Employee benefits, Bookkeeping, Accounts Payable, Accounts Receivable

Clients included Aumcom Inc., (April 1998-Jan 2004) Nestpro, Inc. (Jan 1995-June 1995)

Office Assistant/Staff Accountant, Western Cellular Management Inc.), San Jose, CA (Feb 1990-Oct 1995)

Overseeing various assets including property and stock investments

Interacted with stockbroker and approved/disapproved purchase of individual securities

Prepared qualitative and quantitative reports for regulatory authorities in different cellular markets

Coordinated and managed employee benefits

Set-up and maintained computerized accounting system

Liaison with tax-accountant and outside investors

Analyzed and provided recommendations on viability of new business proposals

Maintained and balanced records of multiple business entities

Business Courses Instructor, SCS, Newark, NJ (July 1986-Feb 1989)

Field Auditor, Manufacturers Hanover Commercial Corp (Sept 1985-May 1986), New York, NY

Customer Relations/Accounts Receivable, Pier Connection, Hoboken, NJ (Nov 1983-May 1985)

Successfully negotiated chargebacks from retail customers

Education

Masters Degree in Business Administration, Ohio University (1981-1983)

Licenses: Life and Health License. Previously held: Series 6 and 63

Bachelors Degree in Business Administration, Accounting, Bombay University

MS-Office Specialist, Campbell Community Education, March 2021

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Contact this candidate