Overview
Work History
Education
Skills
Timeline
Generic

BHAVI JOSHI

Edison,NJ

Overview

11
11
years of professional experience

Work History

Senior Accountant and Tax Assistant

SAI CPA Services
East Brunswick, NJ
10.2024 - Current
  • Maintained detailed records of account transactions, including invoices, payments, and journal entries.
  • Performed general ledger account reconciliations and generated updated financial documents.
  • Developed strategies to improve accounting systems and processes.
  • Managed accounting department staff members and workload.
  • Delivered superior level of customer service to small business clients.
  • Generated ad hoc reports as requested by executive management team.
  • Reviewed and analyzed financial statements to identify potential discrepancies.
  • Reviewed and reconciled discrepancies in accounts and financial documentation.
  • Analyzed tax regulations and updated knowledge regularly to stay compliant with changes in tax laws.
  • Assisted customers with any questions they had about their taxes or filing status.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Reconciled bank statements and financial documents to ensure accurate tax reporting.
  • Calculated quarterly estimated tax payments for self-employed clients and small businesses.
  • Problem-solved accounts payable questions on behalf of internal team members, management and vendors.
  • Conducted regular audits of accounts payable transactions to identify and correct errors, reducing discrepancies.
  • Identified opportunities for cost savings and efficiency improvements within the accounts payable function.
  • Ensured all payments were made in accordance with contract terms and conditions.
  • Monitored daily accounts payable activities and ensured compliance with established internal control procedures.
  • Completed in-depth examinations of financial information to detect compliance issues.
  • Ensured compliance with applicable laws, regulations and internal policies.

Head of Finance

House of Masaba Lifestyle Private Limited
Mumbai, Maharashtra
02.2020 - 08.2022
  • Led the preparation and presentation of monthly, quarterly, and annual financial reports to board members and stakeholders.
  • Ensured compliance with corporate governance policies relating to finance and accounting procedures.
  • Coordinated preparation of external audit materials and external financial reporting.
  • Liaised with banks regarding financing options for new projects or investments.
  • Developed and implemented financial strategies to maximize profits and reduce costs.
  • Supported efficient accounting operations with high-quality administrative support.
  • Collaborated with Controller and external auditors to conduct year-end close process.
  • Designed internal control policies to improve audit scores.

Accounts and Finance Manager

Finkurve Financial Services
Mumbai, Maharashtra
07.2014 - 11.2019
  • Managed expense reports and processed invoices related to real estate operations.
  • Assisted in the identification and resolution of financial discrepancies and irregularities.
  • Assisted in the preparation of monthly financial statements, including balance sheets, income statements, and cash flow statements.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
  • Prepared regular financial reports and presentations for senior management and stakeholders.
  • Conducted analysis of financial performance against budgets or forecasts.
  • Maintained accurate and up-to-date financial records and documentation for audit purposes.
  • Reconciled bank statements on a regular basis.

Education

Chartered Accountant - Accounts, Tax And Audit

Institute of Charted Accountants of India
Mumbai, India
05-2013

Bachelor of Commerce - Accounting And Finance

Mumbai University
Mumbai, India
06-2008

Certified Public Accountant - Accounts, Audit And Taxation

American Institute of Certified Public Accountants

Skills

  • Tax preparation
  • Financial statement review
  • Internal controls implementation
  • GAAP compliance
  • Financial reporting
  • Bank reconciliation
  • Cash flow management
  • Month-end closing
  • Sales tax compliance
  • Revenue recognition
  • Year-end closing

Timeline

Senior Accountant and Tax Assistant

SAI CPA Services
10.2024 - Current

Head of Finance

House of Masaba Lifestyle Private Limited
02.2020 - 08.2022

Accounts and Finance Manager

Finkurve Financial Services
07.2014 - 11.2019

Chartered Accountant - Accounts, Tax And Audit

Institute of Charted Accountants of India

Bachelor of Commerce - Accounting And Finance

Mumbai University

Certified Public Accountant - Accounts, Audit And Taxation

American Institute of Certified Public Accountants

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