Summary
Overview
Work History
Education
Skills
Timeline
Generic

Gurdeep (Rani) Saggi

San Jose,CA

Summary

Experienced accountant with over 9 years experience in accounting and finance fields. Strong background in construction accounting, in financial reporting, and budgeting. Known for analytical skills and attention to detail.


Overview

18
18
years of professional experience

Work History

Sr. Project Accountant

XL Construction Inc.
04.2019 - 12.2023


  • Reviewed and set-up new projects and new customers, assisted project teams with project close out process ensuring proper documentation and compliance with project requirements
  • Reviewed and approved vendor and sub-contract invoices, requested changes if needed
  • Managed and supported monthly project billing of multiple projects across various market segments
  • Analyzed and processed cost transfers
  • Reviewed work in process and variance reports with project teams to resolve budget discrepancies
  • Contacted customers and sub-contractors immediately to find resolutions for escalated issues.
  • Accomplished corporate accounting and analysis duties as assigned; Assisted accounting team with internal and external audits
  • Improved cash flow management, ensuring timely invoicing and collection of receivables.
  • Enhanced project profitability with proactive cost management and accurate revenue recognition.

Sr. Staff Accountant

C.H. Reynolds Electric, Inc
11.2013 - 03.2019
  • Processed sub -contract and Purchase order billings
  • Submitted billings to customers via email, Textura, GCpay, fieldglass etc.
  • Processed Accounts Receivables
  • Assisted accounting controller with bank reconciliations
  • Posted month end closing and adjusting entries
  • Analyzed accounts receivables aging reports with project managers
  • Worked closely with Project Teams and customers to resolve billing and payment issues
  • Requested unconditional progress and final lien releases from vendors

Accountant

Roberts Accountancy
03.2007 - 05.2009
  • Inputted Individual tax returns information in Lacerate (Professional Tax Software)
  • Reviewed and analyzed tax paper work and organized tax files
  • Prepared work- paper for business tax returns using QuickBooks and MS-Excel

CRA Loan Audit

Wells Fargo Bank
10.2005 - 02.2007
  • Audited small business and small farm loans to assure compliance with the Community Reinvestment Act.
  • Calculated Gross Annual Revenues by analyzing financial records, cash records, cash statements and tax returns
  • Analyzed Credit Approval Presentation to locate valuable information
  • Updated credit approval based on new analysis

Education

Bachelor of Science - Business Admin -Concentration in Accounting

San Jose State University
San Jose

Skills

  • MS Office, Access, Sage 100 contractor, Viewpoint Vista, Quickbooks, Lacerate
  • Bank reconciliations , Audit preparation, Adjusting and closing entries
  • Complete accounting process from project set-up to project close out,Teamwork and collaboration
  • Project Cash flow and cost variance analysis, Lien waivers
  • Clear communication,Organizational skills

Timeline

Sr. Project Accountant

XL Construction Inc.
04.2019 - 12.2023

Sr. Staff Accountant

C.H. Reynolds Electric, Inc
11.2013 - 03.2019

Accountant

Roberts Accountancy
03.2007 - 05.2009

CRA Loan Audit

Wells Fargo Bank
10.2005 - 02.2007

Bachelor of Science - Business Admin -Concentration in Accounting

San Jose State University
Gurdeep (Rani) Saggi