Summary
Overview
Work History
Education
Skills
Past Experience
Timeline
Generic

Daniyal Iqbal

McKinney,TX

Summary

Professional with strong background in accounting, equipped to drive financial accuracy and efficiency. Skilled in financial analysis, operations, and process improvement. Known for reliable collaboration with teams and adaptability to changing needs. Excel in delivering results through strategic planning and problem-solving.

Overview

5
5
years of professional experience

Work History

Senior Accountant

Prophix Software Inc.
03.2022 - Current
  • Lead the revenue accounting function across multiple entities and currencies. Helped build scalable processes that allowed the addition of 8 new global entities to integrate into our accounting system (Sage Intacct).
  • Manage a team of two accountants, providing mentorship and career guidance while maintaining great relationships with both of them. Enables them to achieve their professional goals and ambitions, leading to an above average employee satisfaction score.
  • Responsible for reviewing the financial obligations in every contract, ensuring my team has the correct information to provide timely and accurate billing. Working closely with the legal team to ensure clarity and completeness on new contract templates as the business grows.
  • Lead the month, quarter and year-end close for all revenue related tasks. Built processes that allowed us to improve our closing time by one day while being able to handle the added work from the acquisitions and added entities.
  • Assist with the interim and year-end audit by working closely with the external auditing team. Managed to get through the last 2 audits with no follow-up questions about revenue from the auditors.
  • Continuously improving operational efficiency by leveraging new tools and building out large-scale projects with internal and inter-departmental teams.

Financial Analyst

Freshbooks Inc
07.2020 - 03.2022
  • Managing the global AP function, treasury, and expense reimbursement processes for the company. Improved the pay run process by creating custom reports in NetSuite that reduced file preparation time from 8 hours to 1 hour.
  • In charge of process improvement and policy/control projects including bank transitions, delegation of authorities for departmental budget owners, credit card/expense reimbursement systems process redesign, and internal education.
  • Creating all cash entries, payroll entries, expense entries, capital lease and fixed asset entries, and various other balance sheet entries. Ensuring timely completion and approvals of all entries in order to facilitate a smooth month- end, quarter-end and year-end close.
  • Leading all the month-end reconciliation processes including bank, payroll, capital lease and fixed asset, and certain revenue reconciliations.
  • Assisting with the preparation of the yearly budget and quarterly re-forecast for each department.
  • Assisting with analysis of financial information and summarizing monthly activities for several departments. Creating the monthly budget versus actual files for budget managers and members of the executive team and updating presentation decks.
  • Treasurer and member of the social committee, a team dedicated to ensuring that all FreshBookers can experience the company culture during COVID by organizing inclusive events for our global workforce.
  • Assisting with interim and year-end financial audits.

Education

Bachelor of Commerce - Accounting

University of Windsor
Windsor, Ontario
01-2017

Skills

  • Sage Intacct
  • Salesforce
  • NetSuite
  • QuickBooks
  • ASPE and US GAAP
  • People Leader
  • Financial Reporting
  • Budgeting and Forecasting

Past Experience

General Accountant - Audienceview (2019 - 2020)

Billing Analyst - Achievers (2018 - 2019)

Various Internships - Gentherm (2016 - 2018)

Timeline

Senior Accountant

Prophix Software Inc.
03.2022 - Current

Financial Analyst

Freshbooks Inc
07.2020 - 03.2022

Bachelor of Commerce - Accounting

University of Windsor

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