Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Websites
Activities
Timeline
Generic

ARJUN RATAWA

New Haven,USA

Summary

Trainee Accountant with Masters in Accounting Analytics and knowledge, skills and abilities to serve as Simione Macca and Larrow CPA intern performing assignments involving practical application of financial principles, processes and regulations. Demonstrates accounting aptitude through education and picking up tasks and concepts quickly. Results-driven professional passionate about continuous learning and innovation.utilizing analytical thinking and creativity to address challenges and provide high-impact solutions in dynamic environments. Recognized for Compassion, Collaboration Innovation at The Place.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Tax Accounting Intern

Simione Macca & Larrow Accountants
02.2025 - Current
  • Preparing tax returns including forms 1040, 1120C, 1120S, 1065 and 1041. This includes data entry, client inquiry, research to determine proper tax treatment, analytical review and overall assessment of results, and communication with reviewer on return status.
  • Preparing year end forms such as 1099, W-2/W-3, personal property tax and sales tax returns.
  • Preparing compilations/financial statements including entering checks and deposits, preparing bank and credit card reconciliations, making journal entries, invoicing, receiving payments, tracking accounts receivable and accounts payable, and recording after-the-fact-payrolls.
  • Scanning documents and other general office tasks.
  • Uphold the firm's code of ethics and business conduct.
  • Participate in select phases of tax compliance engagements.
  • Proactively seek guidance, clarification and feedback.
  • Demonstrate flexibility in prioritizing and completing.

Senior Accounting Analyst

United Health Group, Optum
08.2021 - 08.2024
  • Analyzed financial statements to identify discrepancies and suggest corrective actions
  • Developed and implemented processes to improve accuracy and efficiency of accounting activities
  • Prepared monthly, quarterly and annual financial reports for management review
  • Reconciled or entered report discrepancies found in financial records
  • Analyzed customer account information to identify discrepancies or trends in payment history
  • Assisted in developing and updating accounts receivable procedures
  • Developed processes and procedures that improved the efficiency of the accounts receivable department operations
  • Collaborated with finance departments to invoice clients and manage account receivables
  • Collaborated with other members of the team in order to complete assigned tasks efficiently
  • Reviewed client's general ledger accounts and reconciled account balances on a monthly basis

Accounting Intern

Synchrony Financial, GE Capital
06.2020 - 05.2024
  • Participated in training sessions to gain knowledge of new systems or procedures related to the department's activities
  • Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances
  • Filed and archived financial statements and accounting files
  • Presented audit results to management teams, delivering information in non-technical terms for easy understanding

Financial Accounting Intern

MOPRA INC
04.2019 - 03.2020
  • Collaborated closely with other departments within the organization
  • Created and revised systems and procedures by analyzing operating practices, recordkeeping systems and forms control
  • Pitched in to help with office tasks during busy periods and staff absences

Education

Master of Science - Accounting Analytics

University of New Haven
West Haven, CT
05-2025

MBA - International Finance

JAIN -DEEMED TO BE UNIVERSITY
India
01.2024

Bachelor of Commerce - Accounting and Finance

OSMANIA UNIVERSITY
HYDERABAD, INDIA
06.2021

Skills

Banking

  • GAAP
  • Microsoft Excel
  • Tax research
  • Invoice processing
  • Bookkeeping
  • Accounts receivable
  • Internal controls
  • Bank reconciliations
  • Audit support
  • Month-end closing

Accomplishments

Received 28+ Bravo Recognition Awards For Compassion , Innovation , Collaboration and Customer Centric.

Certification

Association of Chartered Certified Accountants (ACCA), Pursuing, 09/01/13

CPA - Certified Public Accountant , Pursuing

Activities

Organized and hosted multiple events including Team Bonding Activities, Friday Fun, Town Hall Meetings, and All Hands Meetings for the Finance and Accounting Department

Timeline

Tax Accounting Intern

Simione Macca & Larrow Accountants
02.2025 - Current

Senior Accounting Analyst

United Health Group, Optum
08.2021 - 08.2024

Accounting Intern

Synchrony Financial, GE Capital
06.2020 - 05.2024

Financial Accounting Intern

MOPRA INC
04.2019 - 03.2020

Bachelor of Commerce - Accounting and Finance

OSMANIA UNIVERSITY

Master of Science - Accounting Analytics

University of New Haven

MBA - International Finance

JAIN -DEEMED TO BE UNIVERSITY
ARJUN RATAWA