Gurpreet Kaur

Sacramento

C: 916-***-****

adm73h@r.postjobfree.com

Summary:

Over Five years of experience as a Business Analyst in Finance/Accounting/Taxation domains and an in-depth understanding of the business process models underlying these domains.

Experience working with diversified portfolios, due diligence scenarios, market interest rates and investment product risk factors.

Experience in sales tax filing for several states [AR, NY, CT]

Great understanding of e-Commerce, Commercial Lending, Real Estate, Retail and Insurance Industries

Experience in creating “AS IS” and “To BE” business process.

Extensive experience in analyzing and documenting business requirements and system functional specifications including Use Cases, Data and GAP Analysis.

Good Knowledge and application of U.S. GAAP

Experience in evaluating and documenting internal controls, preparing narratives, performing risk assessment and analysis. Experienced in Financial Budgeting, Analysis and Forecasting including expense report preparation.

Experience in conducting Joint Application Development (JAD) and Rapid Application Development (RAD) sessions.

Proficient in Microsoft suite of products including MS Word, MS Excel, MS PowerPoint and MS Visio.

Expertise in the role of Scrum Master, facilitating/organizing daily scrum sessions, sprint planning meeting and sprint review meeting and preparing/analyzing burn down charts.

Experience in conducting UI reviews of the prototype and the final end product.

Effective in planning and executing business re-engineering solutions to take advantage of current market trends.

Experience working on Excel Pivot tables, and Macros for Data Analysis.

Good understanding of AGILE, RUP methodology.

Sound knowledge about enterprise planning and budgeting, cost management.

Good hands-on experience in QB, CCH (Tax), RIA Checkpoint, e-Commerce, Microsoft Excel, Microsoft Power-point, and Word Press (Website Management)

Efficient work experience in Microsoft Office package, MS Project

Outstanding interpersonal and communication skills with strong attention to detail. Flexible to new challenges and adaptable to changes

Highly innovative, result-oriented and quick learner. Excellent team player and strong management skills

Skills:

Business Analysis: Requirement Analysis, Business Rules, Data Flow Diagrams, Business Process Modeling Re-engineering, Gap Analysis, Prototyping, Cause Effect Analysis, BRD, SRS, UAT, Test Scripts, UML

Operating Systems: MS Windows, Linux, Unix, Sun Solaris

Methodologies: Spiral/Waterfall, RAD, RUP, Agile, E2E

PROFESSIONAL EXPERIENCE:

Client: State Street Corporation, Remote Jan 2020 to April 2021

Role: Business Analyst

Responsibilities:

Translated the business needs into system requirements, communicating with the business on a non-technical level, and with the System Analyst on a more technical level.

Used Visio to carry out the Business Use Case Modeling and Business Object Modeling effort to develop the business architecture for rapid and controlled application development.

Reconciling book and bank balances on a monthly/ yearly basis in QuickBooks

Passing beginning of the year, month end and year ending Adjusting Journal Entries and Year End Journal Entries QuickBooks

Creating Invoices and make payments as well as working on accounts receivable ledger on receiving payments as well as making adjustments with bad debts in QuickBooks

Creating and analyzing financial reports along with working with the financial advisors with the Revenue Recognition principles stated in US GAAP

Running payroll, recording and paying payroll liabilities along with generating and filing quarterly and annual payroll forms and with generating employee W-2 in QuickBooks

Maintaining a documented system of accounting policies and procedures along with maintaining a system of controls over accounting transactions in SSCS (Service Station Computer Systems)

Assisting in the production of annual company budget and financial forecast

Automated the sales tax filing system along with generating and submitting monthly sales tax report for each location including tax exempt sales

Calculating variances from the budget and report significant issues to the top management

Worked towards integrating CRM solution to automate the payroll for employees worldwide along with paying payroll liabilities, filing quarterly and annual form

Coordinating the provision of information to the Financial Firm for tax reporting purpose

Provided recommendations to senior management to dissolve the problems. Identified and escalated problems to senior management.

Client: Peter Advani CPA, NYC NY Oct 2018 to Nov 2019

Role: Business Analyst

Responsibilities:

Entered and reconciled bank statements and credit cards for 53 companies in a monthly/ yearly/ weekly basis into QB

Responsible to analyze results and provide financial observations to upper management.

Mentored new hires with any accounting related questions

Passed year end Adjusting Journal Entries and Closing Journal entries.

Made adjustments with Revenue Recognition principles according to US GAAP

Created financial (P&L, Balance Sheet) reports at year end and compared reports with previous year. If any discrepancies found then contacted and interrogated client (s) to find out reason for discrepancy.

Worked towards automation of scheduling payroll (both direct deposits & manual checks) for clients on weekly/ bi-weekly/ monthly basis on a web based interface for time management system. Also accounting for 401-K deductions. Kept records of payroll liabilities and paid online to IRS and State (Promp Tax: NYS-45, NJ-927, WR-30 etc) on a weekly, bi-weekly or monthly basis. Filed quarterly and annual payroll forms.

Automated the filing of monthly and quarterly sales tax for multiple states

This job also included going to the client’s site and doing bookkeeping for them such as creating invoice, keeping track of the vendors, making bill payments on time, running payroll, entering and reconciling bank statements every month.

Attended phone calls, communicated directly with clients and solved their accounting related issues according to their demand.

Client: Wells Fargo, NYC NY March 2016 to Sept 2018

Role: Business Analyst

Responsibilities:

Identified and validated high potential business opportunities for stakeholders and developed customized business strategies that are aligned with corporate strategic objectives.

Coordinated work plan between project manager and business area with Microsoft Project.

Worked on Agile methodology in the process of System Development Life Cycle.

Prepared Business Process Models that includes modeling of all the activities of business from conceptual to procedural level.

Provided analysis, understanding and business perspectives on many financial and operational issues.

Gathered Business Requirements, analyzed data/workflows. Defined the scope, financial projections and Cost/benefit analysis. Progressed from Problem Statement to well-documented Designs.

Actively involved in validating the requirements and applying the RUP framework throughout the SDLC.

Defined and performed the test strategies and associated scripts for the verification and validation of all defined business requirements and associated functionality.

Reviewed and analyzed the use cases and came up with system design and test plan templates.

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