Gurleen Mehrok
Tracy ,CA
Overview
1
1
year of professional experience
Work History
Fundraiser
Delta Sigma Pi
05.2024 - Current
- Raised funds by developing and executing effective fundraising campaigns.
- Analyzed fundraising data to identify trends and develop strategies for improvement.
- Conducted research to identify and target potential donors for fundraising campaigns
- Provided regular progress reports on fundraising goals to executive board members
Tax Intern
SB CPA INC
04.2024 - Current
- Worked closely with team members to complete tasks efficiently under tight time constraints during peak periods of high workload demands.
- Used Quickbooks to input and track client information.
- Evaluated client records for accuracy, ensuring that all relevant deductions were claimed appropriately on their returns.
- Organized client tax documents to facilitate quick preparation of tax returns.
- Prepared work papers, reconciliations, and schedules for efficient review by supervisors or managers.
Treasurer
Delta Gamma
10.2023 - 10.2024
- Oversaw successful completion of external audits without any major findings or issues raised by auditors.
- Reconciled monthly statements, invoices, and expense accounts, providing executive board with accurate and timely information for decision-making purposes.
- Worked with executives to create annual budget and track actual expenses against projected expenses.
- Investigated delinquent accounts to obtain funds and reduce aging balances.
Education
Bachelor of Science - Accounting
University of The Pacific
Stockton, CA05-2026
Skills
- QuickBooks Software, Smart Vault, Excel, Microsoft Access
- Time Management, Financial Reporting, Critical Thinking, Collaboration
- Languages: Punjabi and Hindi
Timeline
Fundraiser
Delta Sigma Pi
05.2024 - Current
Tax Intern
SB CPA INC
04.2024 - Current
Treasurer
Delta Gamma
10.2023 - 10.2024
Bachelor of Science - Accounting
University of The Pacific
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