Imran Qadri
Ocala
Summary
Adept at transforming financial processes and spearheading ERP system implementations, I enhanced decision-making at JB Consulting and Advisory Group LLC through advanced financial modeling and reporting. My strategic planning and change management expertise, coupled with a knack for fostering robust client/vendor relations, have consistently driven organizational growth and efficiency.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Fractional CFO and Client Consulting
JB Consulting and Advisory Group LLC
01.2023 - Current
- Oversaw budgets, payroll, and accounts payable and receivable.
- Increased financial accuracy by developing and implementing complex financial models for various business scenarios.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Spearheaded the implementation of a new financial reporting system, resulting in more accurate and timely data for decision-making purposes.
- Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
- Participated in cross-functional teams to evaluate potential new product offerings, contributing valuable financial modeling expertise to guide strategic decision-making processes.
Finance Manager
Marketplacer
10.2021 - 11.2022
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Collaborated with cross-functional teams for strategic business planning and growth initiatives.
- Spearheaded annual budgeting process, ensuring alignment with strategic goals and facilitating smoother departmental operations.
- Developed financial models for new business opportunities, supporting strategic expansion and portfolio diversification.
Accounting Manager/Controller
Central States Funds
10.2020 - 10.2021
- Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
- Generated monthly and quarterly financial statements for executive review.
- Coordinated efforts between the accounting team and other departments to ensure accuracy in interdepartmental transactions recording and proper cost allocation.
- Ensured compliance with tax regulations by preparing accurate federal, state, and local tax filings on time.
- Led a team of accounting professionals in achieving department goals while fostering a positive work environment.
- Developed and maintained system of internal controls to prevent fraud and ensure compliance with SOX internal control.
- Achieved compliance with all regulatory standards, conducting thorough internal audits and making necessary adjustments.
- Coordinated with cross-functional teams to support strategic planning efforts, providing critical financial insights.
Accounts Payable Supervisor
Central States Funds
12.2016 - 10.2020
- Processed all vendor invoices promptly in accordance with company policy.
- Troubleshot and resolved escalated issues pertaining to vendor disputes, payment discrepancies or delays in a timely manner, maintaining positive relationships with suppliers.
- Maintained accurate records of all financial transactions within the accounts payable department.
- Reduced payment errors by closely monitoring and reconciling vendor statements.
- Developed strong relationships with vendors, resulting in improved communication and negotiation on payment terms.
- Oversaw monthly accounting close process for timely and accurate reporting of financial information.
- Facilitated cross-functional collaboration between finance, purchasing, operations departments to resolve issues impacting cash flow or vendor relations.
- Enhanced internal controls by developing and implementing policies and procedures for the accounts payable function.
- Maintained internal controls over disbursement functions in accordance with strict Sarbanes-Oxley guidelines.
Auditor
Central States Funds
01.2016 - 12.2016
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
- Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
- Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
Office Manager
BF Group INC
12.2011 - 12.2015
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
Audit Intern
PwC
05.2015 - 08.2015
- Assisted in the preparation of high-quality audit workpapers, maintaining attention to detail and organization throughout each engagement.
- Provided assistance in researching complex accounting issues encountered during audits, applying relevant guidance to arrive at appropriate conclusions.
- Assisted in office administration and client communication to help manage auditors' workload.
Accounting Intern
Accusoft Tax & Consulting Inc
05.2014 - 07.2014
- Assisted with month-end closing and reporting duties.
- Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Sage, enhancing overall efficiency in daily tasks.
- Compiled monthly journal entries into general ledger system.
- Demonstrated strong attention to detail when reviewing financial statements for errors or inconsistencies before submission to managementclients.
Education
MBA -
University of Illinois Urbana-Champaign
Urbana, IL08-2022
Bachelor of Science - Accounting
Northeastern Illinois University
Chicago, IL12-2015
Skills
- Cash flow management
- Financial process improvement
- Strategic financial planning
- Financial process improvement
- Change management expertise
- Audit coordination
- ERP system implementation
- Budget management
- Client/Vendor Relations
- Financial reporting
Accomplishments
- Implemented ASC 606, streamlined AP and AR workflows with Bill.com, and enhanced sales tax compliance using Avalara significantly increasing
productivity and compliance. - Identified economical vendors, ensuring compliance with Franchisee standards certification requirements, resulting in 30% reduction in training costs.
- Executed Green Strategy in Business Continuity and Disaster Recovery Planning to digitize AP workflows, cutting carbon footprint by 95%.
- Spearheaded a Power BI Dashboard project, reducing error resolution time by 10% by integrating data from multiple Redshift databases to validate member data mismatches.
Certification
- Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).
Languages
Hindi
Professional Working
Urdu
Full Professional
Timeline
Fractional CFO and Client Consulting
JB Consulting and Advisory Group LLC
01.2023 - Current
Finance Manager
Marketplacer
10.2021 - 11.2022
Accounting Manager/Controller
Central States Funds
10.2020 - 10.2021
Accounts Payable Supervisor
Central States Funds
12.2016 - 10.2020
Auditor
Central States Funds
01.2016 - 12.2016
Audit Intern
PwC
05.2015 - 08.2015
Accounting Intern
Accusoft Tax & Consulting Inc
05.2014 - 07.2014
Office Manager
BF Group INC
12.2011 - 12.2015
- Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).
MBA -
University of Illinois Urbana-Champaign
Bachelor of Science - Accounting
Northeastern Illinois University
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