Alina Jindani
San Antonio,TX
Summary
To obtain a position as a financial chief at one of the country's most outstanding business corporations, to use my financial, analytical, and project management skills in a challenging yet supportive work environment. Professional successful at evaluating and distilling complex financial data. Excels at cultivating and maintaining strong client relationships. Stays current on developments across multiple industries to best serve clients with fresh, accurate and relevant information and mitigate potential impacts. Analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects. Possess specialized skills in market research, risk assessment, and portfolio management. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Commission Analyst
National Company
San Antonio, US
02.2023 - Current
- Monthly commission analyst and commission payout
- Evaluated financial and operational performance of companies facing financial difficulties to determine possible remedies.
- Prepared detailed reports on commissions earned by each employee.
- Analyzed commission statements to ensure accuracy and completeness of data.
- Monitored changes in sales team performance over time and updated relevant records accordingly.
- Monitored bug resolution efforts and tracked successes.
- Simulated software production environments to allow for enhanced testing.
- Facilitated meetings with stakeholders to discuss the progress of UAT testing activities.
- Conducted UAT tests, identified issues, and reported results to stakeholders.
Tax Preparer (Seasonal)
Intuit
Remote
12.2022 - Current
- Tier 4 FS-4 Senior Tax prepared
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
- Reviewed prior year's returns for accuracy and completeness before submitting them.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Created spreadsheets detailing income sources, deductions, credits, estimated payments.
- Filed electronically through approved software programs.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
Treasury Analyst
Visionworks
San Antonio, US
10.2021 - 02.2023
- Daily Cash flow
- Monthly closing
- Daily Cash budget
- Customer relations
- Bank kyc due diligence
Treasury Analyst
Visionworks
San Antonio, US
10.2021 - 02.2023
- Daily cash flow report
- Daily Bank activity and cash management
- Semi-Annual Budget Preparation
- Monthly Closing entries
- Bank Reconciling
Accountant/Tax Preparer
Mai Vu Plumbing & Construction
San Antonio, US
05.2021 - 10.2021
- Helped organized business 5 years backlog with irs
- Daily by accounting
- Invoice billing
- Accounts payable
- Reconciliation of accounts payable
Chief Financial Officer
Millennium PetoCapital Company, Inc
San Antonio, US
05.2019 - 02.2021
- Brought major improvements in Several areas of finance and bookkeeping
- Advice CEO and COO in financial matters
- Keep track of drilling budget: estimate vs
- Actual
- Keep track of Budget and Revenues
- Preparation and distribution of Royalty Owners revenue by using specialized accounting software
- Complete Monthly Reconciliation of General Ledger Accounts in QuickBooks
- Record Monthly oil and gas production and sales
- Handle all AR and AP Vendors
- Receive, Prepare and send weekly production data to all joint venture owners
- Weekly Payroll, filing 941, Monthly Natural Gas Production Tax filing
- Monthly RRC Production Report filing
Financial Analyst/ Manager /Accountant
South Texas Merchants Association
San Antonio, US
05.2015 - 05.2019
- Brought about major improvements in several important functional areas while handling multiple roles as a financial manager, general manager, and Business and Financial Analyst
- Reduced the business' expenses more than $20,000 in less than a year through the application of my knowledge and experience in business management and finance
- Build accurate accounting data for decision-making
- Analyzed financial activities using Excel modeling (Vlookup, Pivot Tables, Formulas, etc) including the monthly close process, balance sheet account valuations and reconciliations, expense budgeting and forecasting, long range planning, and expense allocations to product lines
- Monitored and improved controls and accounting procedures where weaknesses are identified
- Controlled inventory from ordering supplies and merchandise to setting prices
- Provided sound financial advice on budgeting decisions that support business strategies
- Increased revenue by discovering a leakage and contractual loopholes, from vendors
- Financial for many internal Companies
- Monthly bank Reconciliation, and Banking
- Audit and Prepare Vendor's Rebate Report for Distribution
- Monthly Sales Analysis of Sale thru data
- Analysis the offers profitability and after the fact reports
Staff Accountant
Fernandez & Fernandez CPA LLC
San Antonio, US
05.2014 - 05.2015
- Monthly bookkeeping, Payroll, Payroll Taxes, General Entry
- Preparing Monthly Reports; payroll reports
- Basic Audits
- Managing Billing for clients
Bookkeeper
Aspen Chase
San Antonio, US
01.2014 - 10.2014
- Daily bookkeeping on sight
- Setup leasing software for Utility Billing
- Preparing Financial Statement
Accountant and Head-Bookkeeper
Abacus Bookkeeping
San Antonio, US
01.2013 - 06.2014
- Bookkeeping, Payroll, Tax filing (1099, W2/W3,941 filing, TWC Filing, forming a new Corporation, Applying for Licenses and EIN)
- Corporate tax filing, conduct rudimentary audits
Accountant Associate
Nadir Poonawala CPA Firm
San Antonio, US
12.2010 - 08.2011
- Bookkeeping-1099, W2/W3, payroll preparation
- Tax preparation, personal and cooperates
- Loan Projection report
Store Manager
Axis Inc
Kingston, US
03.2010 - 06.2010
- Analysis Monthly Profitability
- Increased the profit by 75%
- Generate Daily Sales Report, End of the month tax filing, Weekly Payroll
- Daily Banking, Vendor Payment, Inventory Control
Head of Administration and Customer Associate
Diamond Phone Card
Elmhurst, US
06.2007 - 05.2009
- Carry out data entry and order processing
- Responsible for the smooth day-to-day operations, including managing a group of employees
Tax Associate
H&R Block
Rego Park, US
12.2008 - 04.2009
- Advise client on tax related matter
- Specialized in retirement income and multi state tax preparation
Cash Manager
Diamond phone card
06.2006 - 06.2007
- Created a program in Excel which manages daily transactions
- Improved management of accounts by daily bookkeeping
- Administered cash department with large sum of cash
Office Manager
Virtual Telecommunications
Baldwin, US
09.2001 - 12.2002
- Established Customer Service Department for new company
- Engaged in managerial activities such as creating new products--graphic templates, rate plan
Supervisor in Customer Service Department
American Carrier Service
Rockville Center, US
10.1999 - 06.2001
- Trained new employees
- Expanded Customer Service Department, which increased quality of service provided
Education
Certificate -
Tax College
San Antonio, TX01.2014
BBA - Economics
Queens College
Flushing, NY06-2006
Bachelor's - Accounting
Investment Banking Institute
New York, NYBachelor of Business Administration - Corporate Finance
Queens College, City University of New York
Flushing, NYLicense -
Mortgage loan officer
Skills
- Strong communication and interpersonal skills
- Ability to produce desirable results with minimal or zero supervision
- Proficiency in various applications such as MS Word, Excel, and other related applications
- Exceptional analytical and problem-solving skills
- Excellent team worker with solid leadership and management skills
- Highly organized, with a talent for multitasking, while maintaining high quality of work
- Remarkable expertise in almost all company operations and dealings
- Result oriented and driven to excel at each task
- Highly competent in complicated analysis of financial systems
- Financial Analysis
- Financial report writing
- General Ledger Reconciliation
- Financial Statement Preparation
- General Ledger Accounting
- Journal Entries
- Office Management
- Accounts Payable
- Bank Reconciliation
- Account Reconciliation
- Financial Modeling
- Auditing
- Microsoft Excel
- Accounting
- Payroll
- Business Analysis
- Tableau
- Forecasting
- Data analysis skills
- Power BI
- GAAP
- Financial report interpretation
- Tax experience
- Oil & gas
- Accounting software
- Bookkeeping
- Business intelligence
- AI
- Data mining
- Data visualization
- QuickBooks
- Balance sheet reconciliation
- Cash management
- Financial modeling
- Cash handling
Certification
- Certified Bookkeeper, 06/01/24 to 06/01/35
- Enrolled Agent, 06/01/24 to 06/01/35
Assessments
- Spreadsheets with Microsoft Excel, Proficient, 03/01/24
- Analyzing data, Proficient, 04/01/21
- Bookkeeping, Proficient, 06/01/23
- Project timeline management, Proficient, 04/01/21
- Principles of accounting, Proficient, 10/01/21
- Customer focus & orientation, Proficient, 06/01/23
- Managing accounts in QuickBooks, Proficient, 06/01/23
- Attention to detail, Proficient, 03/01/24
Internship
Merrill Lynch, Garden City, NY, 03/01/07, 06/01/07, Handled diverse administrative duties., Discover various aspects of the financial industry.,
Skills
- Financial Analysis, Financial Report Writing, General Ledger Reconciliation, Financial Statement Preparation, General Ledger Accounting, Journal Entries, Office Management, Accounts Payable, Bank Reconciliation, Account Reconciliation, Financial Modeling, Auditing, Microsoft Excel, Accounting, Payroll, Business Analysis, Tableau, Forecasting, Data analysis skills, Power BI, GAAP, Financial report interpretation, Tax experience, Oil & gas (3 years), Accounting software, Bookkeeping, Business intelligence, AI, Data mining, Data visualization, Tax experience, Bookkeeping, Accounting software, QuickBooks, Accounting, Balance sheet reconciliation, Payroll, Corporate finance, Cash management, Financial modeling, Cash handling
Timeline
Commission Analyst
National Company
02.2023 - Current
Tax Preparer (Seasonal)
Intuit
12.2022 - Current
Treasury Analyst
Visionworks
10.2021 - 02.2023
Treasury Analyst
Visionworks
10.2021 - 02.2023
Accountant/Tax Preparer
Mai Vu Plumbing & Construction
05.2021 - 10.2021
Chief Financial Officer
Millennium PetoCapital Company, Inc
05.2019 - 02.2021
Financial Analyst/ Manager /Accountant
South Texas Merchants Association
05.2015 - 05.2019
Staff Accountant
Fernandez & Fernandez CPA LLC
05.2014 - 05.2015
Bookkeeper
Aspen Chase
01.2014 - 10.2014
Accountant and Head-Bookkeeper
Abacus Bookkeeping
01.2013 - 06.2014
Accountant Associate
Nadir Poonawala CPA Firm
12.2010 - 08.2011
Store Manager
Axis Inc
03.2010 - 06.2010
Tax Associate
H&R Block
12.2008 - 04.2009
Head of Administration and Customer Associate
Diamond Phone Card
06.2007 - 05.2009
Cash Manager
Diamond phone card
06.2006 - 06.2007
Office Manager
Virtual Telecommunications
09.2001 - 12.2002
Supervisor in Customer Service Department
American Carrier Service
10.1999 - 06.2001
Certificate -
Tax College
BBA - Economics
Queens College
Bachelor's - Accounting
Investment Banking Institute
Bachelor of Business Administration - Corporate Finance
Queens College, City University of New York
License -
Mortgage loan officer
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