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, India05-2013
Bachelor of Commerce - Accounting And Finance
Mumbai University
Mumbai, India06-2008
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