Kuljit Kaur
Woodbridge,Virginia
Summary
Analytical and collaborative accountant with experience in financial reporting, financial improvement plan, and audit preparation. Skilled in streamlining accounting operations and providing financial analysis to support business decision-making. Committed to delivering high-quality work and improving internal processes to support the mission of the organization. High standards of ethics, accuracy, professionalism, and customer service.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Accountant (Finance Division)
Defense Logistics Agency
08.2019 - Current
- Perform weekly and monthly financial analysis of financial data (general ledger accounts/trial balances) to identify changes and explain the business events causing the changes
- Participate in the monthly, quarterly, and yearly closing processes, including the performance of closing journal entries and reconciliations for both DLA HQ's direct appropriation fund and revolving funds
- Monitor HQ operational accounting General Ledger Account Codes (GLACs) for identification of abnormal balances to ensure proper and timely resolution of aging transactions
- Perform HQ quarterly variance analysis of Balance Sheet (BS), Statement of Budgetary Resources (SBR), Statement of Net Cost (SNC), and Statement of Changes in Net Position (SCNP) to identify changes and explain the business events causing the changes
- The financial analysis is used in preparation for agency's annual financial report(AFR)
- Perform HQ operational accounting funding reconciliations for direct appropriation funds and revolving funds and work to resolve any variances identified between HQ budget and accounting systems
- In collaboration with finance division director, worked on providing management responses to notice of findings and recommendations (NFRs) by auditors for corrective action plans (CAPs) developed for accounting issues with business processes
- Led the development of corrective action plans to resolve any material weaknesses or significant deficiencies discovered during the annual financial statement audit
- Provided responses to all audit documentation requests (Provided-by-Client (PBC)) to the audit team without any issues
- Analyze problems identified with accounting transactions and reports to isolate the cause of discrepancies and reconciles differences such as those identified in Tie Point relationships between budgetary and proprietary accounting in support of the monthly submission of the agency's financial reports
- Perform data analysis to identify efficiencies and improvements in agency financial operations
- Support the development and execute financial policies associated with HQ accounting operations
- Developed Whitepapers for Journal Vouchers (JV) recordings
- Assisted in resolving financial discrepancies and issues relating to financial execution.
Senior Associate
Kearney And Company
08.2013 - 08.2019
- Department of the Army (ARMY) - Served on an engagement supporting the Army’s Financial Improvement Plan (FIP)
- Assisting the Office of the Assistant Secretary of the Army Financial Management and Comptroller (OASA(FM&C) in the valuation approach for General Equipment (GE)
- Helped with establishing existing asset values utilizing Budgetary Estimate methodology for General Equipment (GE), in efforts to identify and resolve its financial management weaknesses and achieve financial statement auditability
- Worked to enhance the effectiveness and efficiency of Army’s financial management functions
- Strengthened business processes and risk mitigation activities
- Established key control objectives and risks
- Helped the Army ultimately achieve financial statement audit readiness
- Performed monthly testing of the Existence and Completeness (E&C) of General Equipment (GE) by reviewing associated supporting documentation uploaded into Army Audit data Repository (AADR)
- Overall strategic adherence to Office of the Secretary of Defense (OSD) Financial Improvement and Audit Readiness (FIAR) Guidance and the Army’s existing strategy
- Department of Labor (DOL) - Served on an engagement with the Department of Labor from August 2013 to December 2013
- Assisted the DOL Office of the Chief Financial Officer (OCFO) in handling the Miscellaneous Obligation Record (MOR) Process
- Helped accomplish MOR process end-to-end, checked MOR electronic and physical mailboxes (Government-Wide Accounting [GWA] Pilot Program-NO), logged and tracked the MORs, prepared and reviewed MORs submitted, and contacted Point of Contacts (POC) to resolve any issues as needed
- Verified MORs were processed and approved in the New Core Financial Management System (NCFMS) by appropriate point of contacts (POC)
- Provided daily and weekly status update reports along with the issue logs to the Supervisory Manager
- Provided hands-on training to new staff on the MOR process end-to-end, including tracking, preparing, reviewing, communicating, and verifying MORs in NCFMS
- Helped create Standards of Procedures (SOP) to help develop effective and efficient Miscellaneous Obligation Record Process
- Prepared training logs for each federal staff trained
- Helped team prepare light Journal Vouchers (JV) on the side and complete work to meet given deadlines.
Assistant Manager
Alllines Associates Inc
12.2010 - 02.2012
- Reported directly to the supervisor and assumed responsibility of the office in absence of the supervisor
- Provided quotations for auto and home insurance and prepared insurance certificates using Accord forms
- Contacted insurance wholesalers and companies to follow-up and submit quotations, issue new policies, reinstate policies, and resolve customer problems
- Acted as liaison between adjusters and policyholders for insurance claims
- Supervised and trained new personnel on how to submit quotations, issue new policies, and manage office file records using Excel
- Prepared cash receipts, deposits, disbursements, reconciliation of the data for end of the month reports
- Established and maintained effective relationships with new and existing customers by assessing their needs, advising on suitability of services, and assisting them with inquiries and policy issues
- Responsible for maintaining and organizing office files both manually and electronically.
Assistant Bookkeeper
Income Taxation and Immigration Services
06.2007 - 06.2010
- Assisted the staff by compiling the data and preparing the tax returns for individuals using TurboTax
- Communicated with the clients regarding their tax returns to get more information to have their return processed successfully and in timely manner
- Helped with Accounts Payable and Accounts Receivable Processing
- Reviewed the information to ensure for accuracy and entered journal entries using QuickBooks Pro
- Worked closely with Bookkeeper/Administrative Coordinator on reconciling accounts for monthly financial statements
- Helped clients in immigration services.
Education
Bachelor of Arts in Accounting -
Queens College - City University of New York
NY, 1136702.2009
Skills
- Microsoft Outlook 365
- Microsoft: Excel, Word, Access, PowerPoint, and Visio
- SharePoint
- Turbo Tax Software
- Visio
- QuickBooks Pro
- Enterprise Business System (EBS)
- Army’s Accountable Property System of Record (APSR)
- General Fund Enterprise Business System (GFEBS)
- Army Audit Data Repository (AADR)
- Army’s Audit Response Tool (AART)
- DLA’s Response Center Tool (RCT)
- Financial Reporting
- Financial Management
- Process Improvement
- Risk Assessment Analysis
- General Ledger Reconciliation and Analysis
- Funding Reconciliation
- Budgetary to Proprietary Tie Points Reconciliation
- DoD OMB Circular A-123
- GAAP, SOX, GAAS, GAGAS
- Internal Controls and Auditing
Certification
- Certified Public Accountant, New York, The University of the State of New York Education Department
- Financial Management Level 2, Department of Defense (DoD)
Timeline
Accountant (Finance Division)
Defense Logistics Agency
08.2019 - Current
Senior Associate
Kearney And Company
08.2013 - 08.2019
Assistant Manager
Alllines Associates Inc
12.2010 - 02.2012
Assistant Bookkeeper
Income Taxation and Immigration Services
06.2007 - 06.2010
Bachelor of Arts in Accounting -
Queens College - City University of New York
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