Customer Service Financial Analyst

ANKIT SHARMA

*** **** ***** ****** **, New York, New York - 100031- 516-***-**** – ******@*****.***

PROFILE

Graduated with a Master of Science in Finance and Global Economics from CUNY

Brooklyn College. Have experience as Financial Analyst, Bookkeeper, Charity/Tax Analyst and VITA Tax Preparer with proficiency in MS Office Suite, Salesforce and QuickBooks Pro/Online.

EDUCATION

Master of Science, Finance and Global Economics May 2015

CUNY Brooklyn College (Internship at Better Business Bureau) Brooklyn, NY

Bachelor of Science, Finance January 2013

University of New Haven West Haven, CT

COMPUTER/ LANGUAGE SKILLS

●Proficient in written and spoken English and Hindi.

●Microsoft Office Suite, SharePoint, Jewels 2000, Blender Box, Qualtrics, SmartVault, Salesforce, Lacerte and QuickBooks Pro/Online.

WORK HISTORY

Dirad Technologies New York, NY

Customer Service Representative April 2021- June 2021

●Helped New York City residents with Section 8 HCV housing lottery program.

●Answered in depth questions pertaining to the lottery, and New York City Housing Authority.

●Used Telephony, Amazon Workspace, Microsoft Outlook, Housing Portal Website.

INOR LLC Queens, NY

Financial Adviser January 2018- March 2021

●Process accounts receivable/payable, and handle payroll in a timely manner.

●Helped with logistics and solve any customer service-related issues.

●Assisted customers with filling information from various tax documents such as W2, W4, W-8BEN, W9, 1099NEC/B/C/G/INT/DIV/K, 1098T, 1098, 1095A/C etc.

●Transferred customer’s tax information from E-trade into the tax software Drake.

●Setting up QuickBooks Pro from scratch by using data stored in Microsoft Office suite.

Yael Designs San Francisco, CA

Bookkeeper/Financial Assistant December 2016-July 2017

●Analyzed and managed the companies’ chart of accounts on a weekly and monthly basis.

●Created the prepaid sales tax and retail sales tax paid accounts, according to the state and county sales tax requirements.

●Researched and helped with tax line mapping by finding out the appropriate deductions, income, assets and liabilities accounts.

●Reconciled, analyzed and edited four years of financial data in QuickBooks Pro and Microsoft Excel.

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