Uttam Lohani

Euless, TX *****

Cell: 860-***-****

addtmr@r.postjobfree.com

Summary

Results-oriented Accounting Specialist with over 20 years of experience in financial analysis, reporting, budgeting and strategic planning. Adaptable and customer-focused financial leader with expertise in account reconciliations, cash management and company record maintenance. Meticulous team player seeking to leverage background into Managerial position.

Skills

Financial Planning and Analysis

Customer Relationship Management (CRM)

Financial leadership, Supervision and Team work

ERP systems expert

Reporting and documentation

Balance Sheet, Profit and Loss and Cash Flow statement

SEC proficiency

Inventory management and Auditing

MS Office, Excel and Power Point

Quick Book, AppFolio and SAAP Fico

Revenue growth and Cost Control

GAAP

Sarbanes-Oxley regulations

Problem Solving

Due Diligence

Quality Assurance

Product Pricing

Contract negotiation

MD&A Report

Internal controls

Month-end accounting

Inventory management and Auditing

Payroll and Payroll taxes

General ledger accounting

Financial report generation and Forecasting

Budget development and control

Project management

Account analysis expertise

Planning and coordination

Excels in team leadership

Expert in risk management

Experience

Director, Account Management Department, 08/2016 Current

CCO, LLC Rocky Hill, CT

Improved accounting system efficiency and effectiveness by inspecting account books and recording transactions to optimize processes. Helped the owner save costs to the tune of 150,000 USD annually.

Streamlined operational efficiencies, designing company-wide analytics tool for client-specific metrics, financial performance, and site performance management tracking.

Directed daily operations, overseeing 5 states to ensure optimal productivity.

Worked closely with other stakeholders to immediately address issues and implement effective solutions.

Organized and streamlined accounting and tax procedures, increasing profit margin by 30%.

Aided senior leadership during executive decision-making process by generating daily and monthly reports to provide data for consideration of corrective actions and improvements.

Implemented successful strategies for employee management, occupancy and revenue growth, expense control and quality of services.

Drove profit increases by leveraging market knowledge and natural leadership talents and enhanced the annual profit of 2.5 Million USD.

Managed and directed Commercial Real Estate, Franchise, Investment activities and portfolio of multiple business.

Estimated materials and labor requirements to complete jobs within budgetary and timeline requirements.

Managed financial operations, month-end reporting, financial schedules and reconciliations.

Reviewed and reconciled discrepancies in accounts and financial documentation.

Represented clients in communication with tax authorities and provided knowledgeable litigation support to resolve financial issues and owner saved annually more than $125,000 USD.

Eliminated financial discrepancies, accurately reporting figures and account balances to senior leadership.

Supported human resources by certifying and processing payroll, electronic deposits and pay adjustments while distributing checks with zero lag time.

Mitigated annual audit risks, audited financial information utilizing QuickBooks to implement corrective action.

Compiled financial data including compliant ledger and journal records.

Senior Accountant and Analyst, 01/2006 07/2016

CCO, LLC Rocky Hill, CT

Managed financial operations, month-end reporting, financial schedules and reconciliations of 200 Plus locations.

Managed and prepared journal entries and reconciliations to support monthly general ledger closing activities.

Prepared and distributed financial statements and reports, including variance reports, regulatory filings and related schedules.

Managed month-end and year-end close duties, administered additions, and performed maintenance and reporting of all corporate fixed assets.

Worked on 10K and 10Q filing and assigned footnotes to annual report.

Collaborated with Controller and external auditors to conduct year-end close process.

Analyzed files and accounts for discrepancies and resolved variances.

Registered Auditor, 02/2001 11/2001

U N Lohani & Audit Co. Kathmandu, Nepal

Chief Accountant, 12/1999 10/2000

AL-Mansuri 3B Construction LLC Dubai, UAE

CFO, 03/1995 05/1999

Hammam Maintenance and Trading Company Doha, Qatar

Accounting Assistant, 02/1988 03/1995

Nepal Stock Exchange Limited Kathmandu, Nepal

Education and Training

08/2006 Johnson & Wales University Providence, RI

MBA Accounting

12/1996 Tribhuvan University Kathmandu, Nepal

MBA Accounting

12/1990 Tribhuvan University Kathmandu, Nepal

BBA Accounting and Finance

Activities and Honors

President -Hartford Country Everest Centennial Lions Club (NPO), Dist. 23 B, CT/LCIF -Chicago, IL. July 2018-June 2019.

Member of AICPA - July 2007 to Present.

CPA and CMA Candidate

Member of IMA (CMA) - May 2020 to Present.

Accomplishments

Registered Auditor -Certification from Office of the Auditor General of Nepal - 1995

Capital Market and Market Maker - 2 Days Seminar attended In Kathmandu, Nepal on March 1991, UTI ( Unit Trust of India) was conducted the program and was sponsored by UNDP.

Additional Information

Authorized to wok in the US for any employer

Websites, Portfolios, Profiles

https://www.linkedin.com/in/uttam-lohani-813a7831/

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