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Accounts Payable Financial Analyst

Location:
Princeton, NJ
Posted:
July 19, 2023

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Resume:

VIKRAM SRIDHAR

* ******** *****, **** *******, NJ

adyebb@r.postjobfree.com 609-***-****

EDUCATION

Rider University, Norm Brodsky College of Business, Lawrenceville, NJ Bachelor of Science in Business Administration, December 2017

Major: Accounting and International Business

HONORS/AWARDS

Member - Beta Alpha Psi Honor Society; VP- Phi Beta Lambda

PROFESSIONAL EXPERIENCE

Cure Auto Insurance, Princeton, NJ

Staff Accountant, May 2022-Present

●Deposit checks for NJ Pure and Cure through TD Digital Express into varying accounts

●Process manual checks by scanning and inserting into Kwiktag

●Facilitate logging deposits, create spreadsheets for accounting department to ensure accuracy and completion of transactions

●Reconciled commissions report and update quarterly prepaid expenses

Comcast-Philadelphia, Philadelphia, PA

Financial Analyst, January-April 2022

●Constructed pivot tables of the total partners and total commissions for marketing team

●Downloaded the raw data from Minitab and performed fiscal and calendar year data pulls

●Maintained projections and budgeted sheets, kept updated

●Collaborated with finance team to brainstorm ways to partner with other companies

NewAge Industries Inc., Southampton PA

Accounts Payable Associate, July 2021-January 2022

●Processed freight invoices (CH Robinson, FEDEX, ARIES, UPS)

●Utilized Microsoft Dynamics NAV to process invoices for payment and produce checks

●Oversaw payment from vendors, collaborated to ensure accurate and timely payment

●Coded freight invoices using Microsoft Dynamics NAV

Bank of America Merrill Lynch-Pennington NJ, March 2018-April 2021

GWIM Senior Operations Rep: Managed Account Platform Support, October 2020-April 2021

●Guided financial advisors and client associates on navigating Merrill Lynch One (ML1) at point of call

●Enrolled client’s brokerage accounts onto ML1; ensured funds met investment strategy, ensured necessary documentation are on file

Financial Analyst - Cost Basis, September 2019-August 2020

●Analyzed date of death (DoD) requests to determine appropriate tax implications

●Inquired tax requests from Merrill Lynch account managers by reporting cost basis

●Utilized GTL (Global Tax Lot software) to perform tax updates on valuations

●Reported tax on different securities such as stocks, bonds and mutual funds

VIKRAM SRIDHAR

Page 2

Credit Union of New Jersey, Ewing, NJ

Staff Accountant, December 2018-February 2019

●Managed different types of general ledger accounts, and posted journalized transactions using Alloya Corp software

●Ensured accounts were balanced correctly, and performed daily reconciliations using Excel

●Recorded journal entries as well as adjusting journal entries from balance sheet

Devereux Advanced Behavioral Health, West Deptford, NJ

Accounts Payable Clerk, June 2018-August 2018(Contract through FirstPro),

●Processed all invoices by coding them, stamping them, and submitting for payment

●Matched PO and the invoice to ensure accurate payment

●Verified status of invoices and followed up to reconcile absent invoices

●Ensured all supporting documentation such as POs were organized

●Collaborated with program managers to track and log purchase orders

SKILLS

●Advanced Excel Microsoft Excel (Pivot Tables, VLOOKUP, SUMIF, Conditional Formatting, Creating absolute and relative referencing)

●Word, Outlook, and PowerPoint

●Financial Edge, Microsoft Dynamics, Global Tax Lot, ML1, Alloya Corp, OmnipayFundamental knowledge in QuickBooks



Contact this candidate