Bharti Mathur
Fullerton,CA
Summary
Resourceful Financial Analyst with progressive financial industry experience across auditing, financial controls, budgeting, accounting and tax specialties. Strong leader with excellent motivation and communication skills to build and manage high-performing teams.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Analyst
ATS Tax LLC
Placentia, CA
08.2022 - Current
- Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
- Analyzed trends in financial performance to identify areas for improvement.
- Evaluated complex financial information from multiple sources to make sound recommendations.
- Prepared monthly balance sheets, income statements, cash flows statements, budgets.
- Utilized statistical, economic and financial principles and techniques to prepare reports and other requests.
- Summarized financial information to clearly relay concepts and drive understanding of non-financial leaders.
Senior Accountant
Rancho Tax & Accounting Services
Rancho Cucamonga, CA
01.2022 - 07.2022
- Maintained detailed records of account transactions, including invoices, payments, and journal entries.
- Analyzed complex financial documents such as bank statements, ledgers, and accounts.
- Assisted Payroll Manager with payroll processing and auditing tasks.
- Assisted with payroll processing and reconciliation of accounts related to payroll activities.
- Analyzed financial records to ensure accuracy of tax documents.
- Created reports on client's income, expenses, capital gains. for filing purposes.
Accounting Assistant Intern
California Preparatory College
Colton, CA
07.2021 - 12.2021
- Performed month-end closing procedures including preparation of trial balance sheets.
- Participated in special projects as assigned by the Accounting Management.
- Provided accounting assistance with payroll, AP, AR and expense tracking support.
- Reconciled company credit cards, expense accounts and other expenses and financial records.
- Reconciled computer reports with manually maintained ledgers.
- Performed bookkeeping and accounting consulting services.
Recruitment Coordinator
DaSH Technology
Ahmedabad, Gujarat
01.2019 - 07.2019
- Developed job postings to ensure they were accurate and attractive to potential candidates.
- Organized and maintained applicant tracking systems, including entering data into the system and updating information as needed.
- Coordinated with hiring managers to determine staffing needs, create job descriptions, and identify ideal candidate criteria.
- Scheduled in-person interviews with hiring managers and coordinated travel arrangements as needed.
- Led advertising campaigns, grassroots marketing efforts and high-impact presentations to promote recruiting strategies.
Education
MBA - Accounting
California Baptist University
Riverside, CA04-2021
Master of Commerce - Accounting And Business Management
GLS University
India04-2017
Bachelor of Commerce - Commerce
KSKVKU University
India04-2015
Master of Science - Finance
University of Cumberlands
Williamsburg, KYSkills
- Account Reconciliation
- Report Preparation
- Comparative analysis
- Project Management
- Bookkeeping
- Advanced computer skills
- Monitoring expenditures
- Tax planning
- Quickbooks
- Organization and Time Management
- Training & Development
- Recordkeeping
- Leadership
- ERP accounting
- Microsoft Excel
Certification
California Tax Education Council License which allows me to file Individual and Business Tax returns.
Timeline
Financial Analyst
ATS Tax LLC
08.2022 - Current
Senior Accountant
Rancho Tax & Accounting Services
01.2022 - 07.2022
Accounting Assistant Intern
California Preparatory College
07.2021 - 12.2021
Recruitment Coordinator
DaSH Technology
01.2019 - 07.2019
MBA - Accounting
California Baptist University
Master of Commerce - Accounting And Business Management
GLS University
Bachelor of Commerce - Commerce
KSKVKU University
Master of Science - Finance
University of Cumberlands
California Tax Education Council License which allows me to file Individual and Business Tax returns.
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