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Customer Service Financial Reporting

Location:
Dallas, TX, 75225
Posted:
July 11, 2024

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Resume:

Mahvish Mehkri

215-***-****

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

U.S. Citizen

Core Competencies

• Detailed Accountant with excellent customer service experience in assisting and resolving client issues such as budget discrepancies, financial reporting, payroll tax analysis, and bank reconciliation.

• Strong attention to detail while working in a high pace environment where many client issue cases needed to be resolved in a time sensitive manner.

• Proficient skills in various ERP and bookkeeping software such as SAP, Oracle, QuickBooks, and Microsoft Office.

• Strong communication skills to synergize ideas for positive results among peers and coworkers. Education

Bachelor of Science in Accounting Diploma in Principles of Accounting St. Joseph College, Karachi – Pakistan Stratford Career Institute January 1989 to March 1992 January 2007 to December 2009 Certifications:

SAP Professional Certificate (2023)

Intuit Bookkeeping Professional Certificate + QuickBooks Online Certification (2022) Financial Reporting Specialization Certificate - University of Illinois (2022) Work Experience

Senior Payroll Tax Analyst, Alight Solutions, Remote, TX, September 2022 – October 2023 (Contract)

• Served as subject matter expert for all tax-related project activity for over ten clients at once which included researching and responding to all accounting and payroll questions received from the clients.

• Worked in SAP to understand their issues, designing processes, and then proposing those solutions to the clients.

• Communicated with various agencies to file taxes in over 25 states working with Form 940, Form 941, and in the EFTPS system.

• Worked in Oracle to maintained payroll related general ledger accounts and was responsible for the reconciliation and accuracy of numerous accounts within a complex accounting system.

• Responsible for daily, monthly, quarterly, and annual reconciliations activities as needed including tax panel set ups and audits. Handled year-end project activities including testing, W2 balancing, file validation, and release.

• Collaborated with various departments to anticipate problems and proactively deal with difficult situations while communicating appropriately with all clients.

Accounting & Finance Administrator, 7-Eleven Corporate, Irving, TX, April 2016 – Aug 2022

• Analyzed franchisee store budgets, balance sheets, and projections for accurate financial reporting with the use of Microsoft Excel.

• Provided excellent customer service by communicating with franchisees through email and phone to process their issues efficiently and accurately.

• Investigated, analyzed, and resolved financial management reports for any variances and discrepancies.

• Resolved and troubleshooted complex inquiries involving cash, credit, money order, and check transactions.

• Created cases in multiple areas of accounting such as cash, banking, accounts payable, payroll, sales tax, and property tax.

• Provided strategic recommendations and maintained solutions to business and financial problems.

• Compiled, prioritized, sorted, and processed hundreds of client case information in excel database. Accounting Customer Service Representative, Dell Shared Services, Plano, TX, April 2013 – 2016

• Documented and submitted up to date credentialing information for franchisees, landlords, and vendors.

• Created MS Excel and Word documents for projects and meetings and presented them to upper management.

• Processed and resolved cash related issues, such as lottery variances, damaged money orders, discrepancies in bank deposits and coin orders.

• Utilized cash basis and accrual accounting methods to track income and expenses in accounting.

• Documented and submitted sales tax notices from IRS and treasury to payroll.



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