Minu Khadria

• Analyzed data to support business decisions and reporting
• Created KPI dashboards and performance reports
• Performed financial analysis, reconciliation, and expense tracking
• Improved workflows and strengthened internal controls
• Ensured data accuracy, compliance, and policy adherence
• Evaluated community data organizations as they onboard into coordinated networks, ensuring alignment with operational goals and standards.

• Effectively managed key accounting functions, including the maintenance of the general ledger, accounts payable, and accounts receivable, ensuring accuracy and compliance with financial regulations.
• Conducted in-depth analysis of financial data, presenting comprehensive financial reports that supported strategic decision-making.
• Communicated monthly, quarterly, and annual financial statements, actively monitoring progress and changes to provide actionable insights.
• Diligently monitored and reported on deviations from credit standards, contributing to improved financial oversight and risk management.

• Managed trust and estate accounting for high-net-worth clients, ensuring US GAAP and UPIA compliance
• Prepared court and beneficiary accountings, financial statements, and asset schedules across multiple states
• Managed portfolios including cash, securities, real estate, and investment assets
• Performed complex investment calculations, tax reporting, and transaction analysis
• Prepared IRS Forms 990, 1040, 1041, and 706 filings
• Developed ledgers and annual reports for trusts, estates, committees, and guardianship accounts
• Ensured accuracy, transparency, and regulatory compliance in financial reporting

• Prepared 650+ expatriate and repatriate tax returns for Singaporean and Australian clients
• Ensured compliance with local and international tax regulations
• Developed tax equalization strategies and calculated hypothetical tax liabilities
• Performed tax reimbursement calculations and optimized client tax positions
• Conducted foreign tax credit, double tax treaty, and tie-breaker calculations to minimize tax liabilities

• Received and processed cheques, withdrawal forms, demand drafts, and bankers’ cheques, ensuring all instruments were accurately drawn.
• Verified customer account details, operational instructions, and endorsements to maintain transaction integrity.
• Verified customer account details and operational instructions to ensure accuracy and prevent fraud.

• Production planning and control – Accounts Payable/Receivable, p2p-o2c cycle, LIFO|FIFO

Pursuing the CMA designation with a focus on financial management, strategic decision-making, and management accounting. Passed CMA Part 1 (Financial Planning, Performance, and Analytics) and awaiting results for Part 2 (Strategic Financial Management).

GPA: 4.0 / 4.0