PREETHIKA SURESH
Cumming
Summary
Enthusiastic finance education professional, Certified Public Accountant, motivated to support students. Ready to build confidence and skills in struggling learners. Friendly, personable and compassionate.
Overview
16
16
years of professional experience
2
2
Certifications
Work History
Treasurer
Atlanta Metro Malayalee Association
Atlanta
08.2025 - Current
- Managed financial records and maintained accurate accounting data.
- Prepared budgets and forecasts to guide financial planning.
- Streamlined cash flow management processes for operational efficiency.
Tutor - CPA
Varisty Tutors
Atlanta
10.2024 - Current
- Conducted engaging tutoring sessions for students attempting the CPA exam.
- Developed personalized study plans based on the students' needs
- Tutored FAR, AUD and REG subjects
Tax Associate
H&R Block
10.2024 - Current
- Completed the Federal Taxation Advanced course with H&R Block and recruited as Tax Associate for the 2025 tax year
Operations and Closing Manager
My Lending Pal, Inc
Atlanta
11.2021 - 11.2023
- Reconciled 2 years of Revenue details to make a Revenue Report and a Revenue Model- within a turn time of 1 month. The Company had multiple branches, multiple lines of credit, and two different revenue models.
- Team lead for the company's lender licensing.
- Prepared Revenue Report, Sales Report, NMLS Call, and Production Report
- Prepared loan closing documents using Encompass.
- Acted as an internal auditor to maintain checks and balances by double-checking correspondence fee calculations, broker fee amounts, and other expenses.
- Worked with the accounting team to finalize financial statements.
- Worked with external auditors for annual audits.
- Worked with the investor QC team for post-close QA/QC.
- Responsible for NMLS lender licensing, renewals, and filing.
- Responsible for lender applications, approvals, and renewals.
- Warehouse line reconciliation of revenue calculation, and addressing mismatches.
Mortgage Loan Closer
My Lending Pal, Inc
Atlanta
05.2021 - 10.2021
- Responsible for Closing, and Post-closing over 70 loans monthly
- Atlanta, USA
Admin Assistant to the Director (Internship)
Forsyth County Drug Awareness Council
Atlanta
12.2019 - 12.2020
- Worked directly with the Director to prepare $1M Federal Grant for the Council, which was approved and 100% funded
Assistant Auditor
Isaac and Suresh Chartered Accountants
Trivandrum
02.2016 - 08.2018
- Digitized manual accounting of an NGO with 14 branches single-handedly and trained accountants to use software to generate financial reports.
- Led the audit team to conduct internal and statutory audits of 2 educational institutions with over 3500 students.
- Conducted concurrent audit of a branch of the Reserve Bank of India.
- Trivandrum, INDIA
Operations Manager
Housing Development Finance Corporation Limited
Bangalore
07.2010 - 02.2014
- Credit Appraiser of Indian as well as Non-Resident Indian Mortgage Loan
- Responsible for mortgage loan documentation, end-to-end processing, and optimized operations enabling minimum turnaround time.
Education
MBA - Finance and Marketing
Amrita School of Business
IndiaChartered Accountant -
Institute of Chartered Accountants of India
IndiaSome College (No Degree) - Finance
Mar Ivanios College
IndiaSkills
- Tax Regulations
- Revenue Reporting
- Team Collaboration
- GAAP principles
- GAGAS concepts
- GAAS, IFRS, Ind AS
- RESPA, FNMA guidelines
- Tools: Tally and Quickbooks
- Software: Encompass, Calyx
- Microsoft suite
Certification
Certified Public Accountant
Timeline
Treasurer
Atlanta Metro Malayalee Association
08.2025 - Current
Tutor - CPA
Varisty Tutors
10.2024 - Current
Tax Associate
H&R Block
10.2024 - Current
Operations and Closing Manager
My Lending Pal, Inc
11.2021 - 11.2023
Mortgage Loan Closer
My Lending Pal, Inc
05.2021 - 10.2021
Admin Assistant to the Director (Internship)
Forsyth County Drug Awareness Council
12.2019 - 12.2020
Assistant Auditor
Isaac and Suresh Chartered Accountants
02.2016 - 08.2018
Operations Manager
Housing Development Finance Corporation Limited
07.2010 - 02.2014
MBA - Finance and Marketing
Amrita School of Business
Chartered Accountant -
Institute of Chartered Accountants of India
Some College (No Degree) - Finance
Mar Ivanios College