Geeta Jaria
Westborough,MA
Summary
Knowledgeable and dedicated customer service professional with extensive experience in accounting and financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Customer Service Representative/Treasurer
Pittsburgh Toy Lending Library And Playspace
Pittsburgh, PA
06.2018 - 08.2021
- Maintained member satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered members telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to members, paying attention to special needs or wants.
- Managed business financial affairs, including administration and overall budget.
- Reconciled accounts with statements and invoices on monthly basis and investigating and resolving discrepancies to maintain records accuracy.
Article Internship
Surana Naveen Vikash And Company
Kolkata, West Bengal India
03.2011 - 02.2014
- Audit (Statutory, Internal and Tax).
- Filing of returns (Income Tax, Sales Tax, Value Added tax Service tax, Wealth Tax).
- Company Statutory filing.
- Involved in various case hearings at Tax Department.
- Led a team of Associates and Interns in the 1st year of articleship.
- Verification of revenue, expenses, ledgers, balance sheet and statutory compliances.
- Vouching and Verification of assets, loans, etc.
- Finalization of accounts
- Preparation of audit reports, Form 3CD, 3CA, 3CB.
- Internal audit done for companies.
Accountant Manager
S S Jaria Jewels Private Limited
Kolkata, West Bengal India
03.2009 - 02.2011
- Oversaw client requests and problems and informed client of permits, certificates, applications and documents required by various government agencies.
- Prepared monthly and year-end closing statements, financial documents and invoices and effectively communicated reports to Senior Account Managers.
- Analyzed financial statements and income statements to review company's financial performance. Provided junior financial analyst with first line of support when workloads were high (during Tax season) and where additional experience were required.
- Allocated resources at the beginning and during of the shift to maintain high efficiency and timely completion of all requests.
- Prepared, reviewed financial statements and provided full reports after careful environmental analysis to resolve any issues.
- Assessed accounting accuracy, performing daily cash functions, including A/P and A/R tracking, budgeting, payroll transactions, wage allocation, salary expenses, online donations and bank, credit card and petty cash reconciliations.
Education
Associate of Company Secretaries - Commerce
Institute of Company Secretaries of India
New Delhi12.2010
Professional Competence Course - Accounting And Business Management
Institute of Chartered Accountants of India
New Delhi11.2010
BBA - Accounting And Finance
University of Calcutta
Kolkata05.2009
Skills
- Customer Account Management
- Customer Data Confidentiality
- Responding to Difficult Customers
- In-depth knowledge of bookkeeping and accounting
- Well versed with Microsoft application
- Strong communication and problem solving skills
Certification
University of Pittsburgh
The English Language Institute
- Low Advanced Campus Conversation Course (CCC): - January 18 to April 5, 2018
- Low Advance Semi Intensive Course: - May 04 to August 02, 2018.
Timeline
Customer Service Representative/Treasurer
Pittsburgh Toy Lending Library And Playspace
06.2018 - 08.2021
Article Internship
Surana Naveen Vikash And Company
03.2011 - 02.2014
Accountant Manager
S S Jaria Jewels Private Limited
03.2009 - 02.2011
Associate of Company Secretaries - Commerce
Institute of Company Secretaries of India
Professional Competence Course - Accounting And Business Management
Institute of Chartered Accountants of India
BBA - Accounting And Finance
University of Calcutta
University of Pittsburgh
The English Language Institute
- Low Advanced Campus Conversation Course (CCC): - January 18 to April 5, 2018
- Low Advance Semi Intensive Course: - May 04 to August 02, 2018.
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