Summary
Overview
Work History
Education
Skills
Resourcebackground
Roles And Responsibilities
Timeline
Volunteer

Preetha Varshini Anantharaman

Katy,Texas

Summary

Experienced administrative assistant with a strong background in customer service, data entry, and office management. Professional and knowledgeable office clerk with several years of experience providing administrative support and exceptional customer service. Highly efficient in planning, problem-solving, and communication skills. Detail-oriented team player with strong organizational abilities, capable of handling multiple projects simultaneously with a high degree of accuracy.

Overview

33
33
years of professional experience

Work History

Volunteer at Scout Troop 1103

Boys Scout Troop 1103
10.2023 - Current

a) Facilitate the early planning and logistics of the outdoor events. This includes making reservations well in advance of the event like campouts for the scouts. Hand over early planning arrangements to a separate adult leader (usually an ASM) for each event to manage the execution.

b) Having meeting with the Leaders of the Troop weekly to discuss about the updates and choices of places for each campout.

c) Renew the Youth Group Annual Texas Parks Pass by applying and contacting the Texas Parks.

d) Communicating with my team and making them ensure that the relevant training for each campout is completed by adults well in advance and making them ensure the relevant medical forms completed and submitted by scouts and adults for each campout.

e) Dealing with the scouts incase of late registration and convincing them to join for the next campout.

f) Identifying drivers for each campout and contacting parent volunteers asking them to volunteer for each campout and also idenfying a trailer hauler for each campout .Preparing Drivers’ List and organising seating arrangements for the scouts in volunteers’ cars and making sure the scouts and adults have adequate space for baggage and seating before each campout.

g) Encouraging parents’ to sign up as a volunteer for campouts and thereby providing and guiding them with relevant information.

h) Attending Committee meeting and giving updates about the events planned under my purview.

Volunteer

SDSV Temple
01.2019 - Current

a) Helping with general maintenance and functioning of the temple.

b) Have been an EVENT PLANNER for organising,planning, and executing the contests for kids,by conducting meeting with the team on deciding on the type of contests, choosing topics for each contest, categorising according to the age group, getting logistics arranged for each event at the venue, preparing the list for each contests, ensuring the appropriate evaluation done for each contestant under various categories, preparing final prize list, organising and conductinga a Master of Ceremony for contetants and the Judges and ensuring final prize distribution to all the contestants.

Customer Service Executive/Audit Executive

HSBC Electronic Data Processing INDIA PVT Ltd
07.2004 - 01.2008

· Worked under Automated Consumer Dispute Verfication in Retail for Verifying and correcting the consumer dispute with reference to any discrepancies in payments and transactions of an HSBC customer in US against the reports from the credit bureaus.

· Attending the written customer requests and processing if necessary and sending the requests to the relevant queues for futher processing for HSBC UK customers.

· Activating, initiating standing orders and direct debits and cancellation of the same upon the customers’ request

· Proud to have worked in CL State Legacy Audit (now known as Centralized Refund Function) in Vishkapatnam, India which was the Center of Excellence for the Compliance Department.

· Worked under State legacy Audit for conducting general compliance reviews/checks for all Mortgage & consumer lending Loans under HSBC North America as per Federal Guideline.

· Understanding the intricacies of the project and supporting the team in resolving the procedural understanding of the auditors.

· Quality check reviews on need basis according to quality check guidelines.

· Involved in Researching/reviewing the records processed by the auditors for ensuring 100% quality output.

· Assissting team lead in preparing MI reports for updating TCS system.

Audit Executive

Sree Gopal & Co
06.2002 - 06.2004

.In Accounts and Audit, led a team for Individual tax returns in India.

· Responsible for verifying, auditing and computation of Individual Tax returns and of Firms in India.

· Collecting the relevant accounts and all the expenses and income details and proofs for the same from the client by having a detailed interaction with the client.

· Preparing and computing Advance Taxes for Individuals and firms and advising the clients for the amount to be paid to avoid the fines and penalities for non payment.

· Maintaining accounts for Non Profit Organisations.

· Successfully assisted with the verifying, auditing accounts and validating the supporting documents which helps for successful book keeping for firms.

· Verified and assisted with auditing the supporting documents which helps for successful book keeping for indidvuals.

· Assissted with the Preparation of Profit and Loss account and Balance sheets for firms.

· Assissted in the preparation of Profit and Loss account and balance sheet for individuals.

· Identification of expenses and income under their respective category in the ledger and correcting for any errors in book keeping for firms and business entities

· Identification of expenses and income under their respective category and correcting for any errors in the ledger of the individuals.

· Assisited in auditing for goods received and goods supplied for firms.

Free Lancer

Bloom Advertising Agency
01.1992 - 03.1997

· Worked as a free lancer child and youth voice recorder for advertisements broadcasted in All India Radio when studying in primary and secondary schools.

· Worked on offering radio advertisements by precisely voicing the scripts with breath control,timings and intonation.

Education

Bachelor Degree Of Commerce -

Annamalai University
TamilNadu

Skills

  • Tax Return Preparation
  • Financial Statements
  • Tax audit procedures
  • Relationship Building
  • Auditing processes
  • Documentation Review
  • Information confidentiality
  • Event Coordination
  • Process Improvement
  • Customer Service
  • Document Preparation
  • Documentation And Reporting
  • Report Generation

Resourcebackground

Preetha Varshini Anantharaman has 5+ years of experience in the accounting, Tax computation, customer service, bank operations and management spanning multiple industries such as Banking, Retail, and Audit. She has worked in Tax Computation, audit, preparation of income tax, prepaid taxes, retailing for bank with cross verification and correction and updation of credit reports for US customers, identifying the customer requests which are to be channeled to specific queues and redirecting the same and approving standing orders and direct debits for UK customers, conducting general compliance audit reviews/checks for all mortgage & consumer lending loans under HSBC North America as per Federal Guidelines. She has worked on assisting and leading the teams to successful audits. She holds a bachelors’ degree in commerce.

Roles And Responsibilities

Facilitate the early planning and logistics of the outdoor events. This includes making reservations well in advance of the event like campouts for the scouts. Hand over early planning arrangements to a separate adult leader (usually an ASM) for each event to manage the execution. Having a meeting with the Leaders of the Troop weekly . Renew the Youth Group Annual Texas Parks Pass . Communicating with my team and making them ensure that the relevant training for each campout is completed by adults well in advance and making them ensure the relevant medical forms completed and submitted by scouts and adults for each campout. Dealing with the scouts in case of late registration and convincing them to join for the next campout. Identifying drivers for each campout . Preparing Drivers’ List and organizing seating arrangements for the scouts in volunteers’ cars and making sure the scouts and adults for each campout. Encouraging parents to sign up as a volunteer for campouts and thereby providing and guiding them with relevant information. Attending Committee meeting and giving updates about the events planned under my purview.

Helping with general maintenance and functioning of the temple. Have been an EVENT PLANNER for organizing, planning, and executing the contests , by conducting a meeting with the team , preparing the list for each contest, ensuring the appropriate evaluation done for each contestant under various categories, preparing the final prize list, organizing and conducting a Master of Ceremony for contestants and the Judges and ensuring final prize distribution to all the contestants.

·  Responsible for verifying, auditing and computation of Individual Tax returns and of Firms in India.

·  Collecting the relevant accounts and all the expenses and income details and proofs for the same from the client by having a detailed interaction with the client.

·  Successfully assisted with the verifying, auditing accounts and validating the supporting documents which helps for successful book keeping for firms. Verified  and assisted with auditing.·  Assisited in auditing for goods received and goods supplied for firms.

·  Verifying and correcting the consumer dispute with reference to any discrepancies in payments and transactions of an HSBC customer in US 

against the reports from the credit bureaus..Attending the written customer requests and processing if necessary and sending the requests to the relevant queues for futher processing for HSBC UK customers. Conducted general compliance reviews/checks for all Mortgage & consumer lending Loans under HSBC North America as per Federal Guideline

Timeline

Volunteer at Scout Troop 1103

Boys Scout Troop 1103
10.2023 - Current

Volunteer

SDSV Temple
01.2019 - Current

Customer Service Executive/Audit Executive

HSBC Electronic Data Processing INDIA PVT Ltd
07.2004 - 01.2008

Audit Executive

Sree Gopal & Co
06.2002 - 06.2004

Free Lancer

Bloom Advertising Agency
01.1992 - 03.1997

Bachelor Degree Of Commerce -

Annamalai University
Preetha Varshini Anantharaman