Financial Reporting Data

KARMA LAMA

New York, NY P: 929-***-**** **************@*****.*** LinkedIn: www.linkedin.com/in/karmalama1111 PROFESSIONAL PROFILE

Results-oriented financial professional, holding a Bachelor's degree in Accounting from Queens College, with over two years of experience in financial reporting and analysis. Demonstrated expertise in leveraging advanced Excel and Tableau functionalities to derive data-driven insights, supporting strategic decision-making. Proven ability in fostering cross- functional collaboration, I am committed to applying my analytical acumen and problem-solving capabilities ensuring financial accuracy and contributing to business growth. EDUCATION

Queens College, City University Of New York, Queens, NY Class of 2020 Bachelor of Science in Accounting

WORK EXPERIENCE

Global Atlantic Financial Group (New York, New York) Investment Accounting – Intern 01/2024 - Current

• Conducted detailed monthly and quarterly Ivy trust holding reports, achieving 100% accuracy and punctuality through rigorous financial data and trend analysis.

• Initiated and led a partnership with the IT department to augment data accuracy and system compatibility, achieving a 20% enhancement in data processing efficiency.

• Directed cross-functional teams, encompassing reinsurance and treasury, across various projects, markedly enhancing strategic financial decision-making and operational efficiency. Americare (Brooklyn NY)

Patient Account Coordinator 08/2022 – 12/2022

• Meticulously documented patient accounts, ensuring comprehensive support for outstanding balance collection, demonstrating exceptional attention to financial detail and accuracy.

• Surpassed productivity standards by completing 100 cases, exceeding the requirement by 55 cases, and showcasing unparalleled efficiency and capability in managing high-volume financial tasks.

• Proactively engaged in follow-up on outstanding claims with payers, patients, and providers, facilitating timely resolutions and exemplifying strong cross-functional collaboration skills. BM Tax & Accounting Services (Queens, NY) 05/2022 – 06/2022 Tax Associate – (part-time / seasonal)

• Coordinated with an enrolled agent to resolve complex tax issues and correct filing errors, showcasing analytical prowess and attention to detail, directly supporting the accuracy of the company's tax database.

• Spearheaded the preparation of tax provisions schedules, returns, and payments, ensuring 100% compliance and accuracy, thereby reinforcing the financial integrity of tax filings.

• Enhanced the accuracy of tax filings by proficiently extracting and cleaning client financial data, preventing filing errors and optimizing the tax database's reliability.

Edward Song CPA (Queens, NY) 03/2017 - 06/2017

Internship

• Demonstrated meticulous attention to detail by collecting and verifying client's income, deductions, and allowable credits in consultation with CPAs, enhancing the accuracy of more than 30 tax filings daily.

• Leveraged advanced Excel skills to optimize the tax filing process, achieving a 20% improvement in data processing efficiency and contributing to the reliable execution of tax return filings for over 30 clients daily. SKILLS AND QUALIFICATIONS

• Google Data Analytics Professional Certificate (In-progress) o Foundations: Data, Data, Everywhere Certificate (Coursera) - Completed o Ask Questions to Make Data-Driven Decisions Certificate (Coursera) - Completed

• Excel Skills for Business: Essentials Certificate (Coursera) – Proficient Office365

• Bilingual: English/Nepali/Hindi/Tibetan

• Knowledge of Account Receivable (Home Care Home Base management system) ACTIVITIES & INTERESTS

Himalayan Club:

• Founding Member (2018) – Helped set up Himalayan club at Queens College

• Organized cultural showcase by collaborating with Himalayan club from Baruch college

• Fostered a sense of community among Himalayan people and promoted Himalayan culture on campus

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