Kawaljeet Ramgharia
Dallas,TX
Summary
Detail-oriented accounting professional with extensive experience in managing vendor relationships, auditing financial documents, and ensuring ledger accuracy. Proven track record of enhancing system efficiency and minimizing errors through strong problem-solving skills and adaptability to evolving procedures. Committed to fostering effective communication channels with management and team members to drive organizational success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Accounting Assistant
Secure Collateral Management
Dallas , Texas
10.2024 - Current
- Import, export, and manipulate financial data using QuickBooks and Excel for maintaining accurate records and improving data integrity.
- Managed vendor relationships by ensuring timely payments and resolving disputes.
- Performed bookkeeping and accounting consulting services.
- Checked figures and postings for correct entry and proper codes.
- Monitored and recorded company expenses, ensuring adherence to budget guidelines.
- Assisted with accounts receivable activities such as invoicing, collections, and deposits.
- Entered data into accounting software programs such as QuickBooks or Sage 50 Accounting Software.
Internship Student
Hall Group / Hall Structured Finance.
Dallas, TX
01.2023 - 04.2025
- Managed daily loan origination and compliance tasks, including financial analysis, structuring, and underwriting of prospective deals.
- Focused on commercial real estate lending with emphasis on financial analysis, excel modeling, investment presentation, compliance, and asset management.
- Analyzed performance metrics, identified discrepancies, conducted scenario tests, and forecasted financial outcomes using ARGUS Enterprise Software.
- Conducted detailed audits of rent rolls and lease abstracts in various settings.
Student Proctor
Richland College Developmental Math Testing Center
Richardson, Texas
06.2019 - 12.2019
- Maintained order and discipline among students during the testing process.
- Resolved disputes between students over seating arrangements or other issues arising during exams.
- Liaised with team of professionals to implement comprehensive educational action plans for special needs and at-risk students.
- Assisted in the preparation of student examination materials and rooms for proctoring sessions.
- Promptly reported any suspicious behavior or rule violations observed during test administration to supervisors.
- Managed multiple tasks simultaneously while meeting tight deadlines.
- Provided assistance with technical issues related to online exams.
- Developed detailed reports summarizing results from proctored tests administered at various locations.
- Verified student identity before allowing them access to the exam room.
Seasonal Retail Team Member
Follett.
Dallas, Texas
07.2019 - 08.2019
- Created visual merchandising displays that showcased product features effectively.
- Stocked shelves and supplies and organized displays to focus customer attention on specific items.
- Handled returns and exchanges according to company policies.
- Operated equipment such as scanners, computers, registers, wrapping machines. safely and efficiently according to instructions provided by management team members.
- Monitored sales floor to identify customers in need of assistance and merchandise requiring replenishment.
- Engaged customers, found requested items and explained sales promotions to deliver pleasant shopping experiences.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Drove sales by effectively upselling and cross-selling products to maximize profitability.
- Contributed ideas for improving customer service standards based on feedback from shoppers.
Education
BBA - Finance
University of North Texas
05-2024
Associate of Science -
Dallas College
01-2021
Skills
- Budgetary Analysis Expertise
- Excel Proficiency
- Data Oversight
- Regulatory Standards Knowledge
- Core Accounting Concepts
- Effective Team Participation
- Strategic Issue Identification
- Customer service
- Accounting software proficiency
- ERP system experience
- Collections and invoice processing
- Cost accounting
- Invoicing and collections
Certification
- QuickBooks Pro 2020 Essential Training
- • Accounting Clerk Certificate. May 2019
- • Kevin Mitnick Security Awareness Training.
- • Google: Google Analytics for Beginners.
- • LinkedIn: Market Research Foundations
Education and Training
other,other
Timeline
Accounting Assistant
Secure Collateral Management
10.2024 - Current
Internship Student
Hall Group / Hall Structured Finance.
01.2023 - 04.2025
Seasonal Retail Team Member
Follett.
07.2019 - 08.2019
Student Proctor
Richland College Developmental Math Testing Center
06.2019 - 12.2019
BBA - Finance
University of North Texas
Associate of Science -
Dallas College
Similar Profiles
Ashley PriceAshley Price
Accounting Clerk at Secure Collateral Management, LLCAccounting Clerk at Secure Collateral Management, LLC
Tara CousarTara Cousar
Skip Trace Investigator at Secure Collateral ManagementSkip Trace Investigator at Secure Collateral Management
Pannia Pannia null
Customer Service Representative at Collateral Management SolutionsCustomer Service Representative at Collateral Management Solutions