SIMRANJEET SINGH SAINI

*Conducted thorough credit card and cash balances reconciliations, meticulously matching transactions, resolving discrepancies, and ensuring financial accuracy *Maintained aging report all debtors *Prepared comprehensive Statement of Accounts (SOA) reports detailing insurance payment collections, providing stakeholders with clear insights into financial performance and outstanding balances *Streamlined SOA reporting procedures, enhancing transparency and facilitating informed decision-making *Managed petty cash disbursements and reconciliations, maintaining detailed records and ensuring compliance with company policies and accounting standards *Reconciled petty cash accounts regularly, identifying discrepancies and resolving issues promptly to maintain financial integrity.

*Prepare management dashboards, bookkeeping, invoicing, and credit control *Manage cash, VAT filling, and digital payments *Generate financial reports, prepare dashboard to share with MD *Petty cash handling *Suppliers, customers, query resolution *Process employee expense claims and payments to suppliers monitor company working capital, allocated budgets

*Maintained large databases and used various professional statistical techniques to collect, analyze, and interpret data from customers and partner *Identified and reported any data issues, conducted detailed weekly reports, and pro-actively participated in team meetings with managers *Collaborated with colleagues and executed other duties as assigned by managers *Completed data cleaning and preparation tasks, such as removing duplicates, filling in missing values, and transforming data into a usable format *Conducted data analysis for a client and identified key insights that led to a 10% increase in their sales.

* Assisted with research, data entry, record and maintain accurate and complete financial records * Prepared financial reports, such as balance sheets and income statements, invoices, and other documents * Delivered support in the preparation and analysis of financial statements * Communicated to clients about payments, refunds, and statements * Ensured that all clients receive their financial statements on time * Ensured accuracy of financial statements, making sure that the final figures on statements are correct.

*Discussed with clients their financial information and taxable income during meetings *Determined any possible deductions to which a client may be eligible *Prepared tax returns for individuals, organizations, and businesses using significant knowledge of tax rules and regulations *Gather relevant financial and tax information from clients through interview Information such as clients' taxable income, allowances, and deductible expenses *Prepared annual taxes for clients using the latest tax codes to find the best credits and deduction to save clients an average of $500 on their tax liability *Provided consultations to clients on ways to develop a financial strategy and build a tax plan to lower tax