Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Riya Kapadia

Sinking Spring,PA

Summary

Insightful and passionate Accounting individual who is preparing her self for CPA exam and looking for a full-time job. Highly-motivated employee with desire to complete CPA. Strong worth ethic, adaptability and exceptional interpersonal skills.

Overview

12
12
years of professional experience

Work History

Accounting Assistant & Tax Preparer

Uditi tax Services
Wyomissing, PA
01.2024 - Current
  • Assisted in the preparation of monthly financial statements and reports.
  • Maintained the general ledger system to ensure accurate recording of all transactions.
  • Reconciled bank accounts on a regular basis.
  • Developed procedures for more efficient workflow in the accounting department.
  • Providing tax services to clients.
  • Monitored inventory levels to ensure adequate supplies are available.

Relationship Banker

First National Bank
Wyomissing, PA
05.2019 - 12.2023
  • Researched customer inquiries regarding account balances, transactions, fees, interest rates.
  • Processed customer requests for withdrawals or transfers from existing accounts.
  • Developed promotional strategies to attract new customers to the bank's products and services.
  • Prepared loan documents for review and approval by bank management.
  • Built long-term relationships with customers by providing personalized service and support.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.

Auditor

M & Mantri.co
Surat, Gujarat
08.2016 - 11.2018
  • Drafted reports summarizing audit results while highlighting any irregularities or inconsistencies found during the process.
  • Analyzed financial data and prepared reports outlining findings and recommendations.
  • Reviewed and evaluated internal control systems, financial records, and accounting systems to ensure accuracy of information.

Accounting Intern

Dmstri.covelopWyomissingWyomissingDms & Vilki Associates
Surat, India
01.2012 - 12.2015
  • Reconcile all credit card statement
  • Prepare financial statement
  • Analyzed accounts and prepare financial ratio.
  • Reviewed and analyzed financial statements for accuracy and discrepancies.
  • Provided support to external auditors during quarterly reviews and annual audits.

Education

Chartered Accountant (CA) - Accounting

Institute of Chartered Accountants of India
India
07-2016

Skills

  • Basic computer knowledge (100 hours of IT training)
  • Proficient in Microsoft Office applications; Word, Excel, PowerPoint
  • Excellent analytical/problem-solving skills
  • Advanced Math Skills / Outstanding numeracy
  • Accounting Ledger Maintenance
  • Reconciling Accounts
  • Inventory Auditing
  • Financial Statement Preparation
  • Financial Reports

References

Available upon request

Timeline

Accounting Assistant & Tax Preparer

Uditi tax Services
01.2024 - Current

Relationship Banker

First National Bank
05.2019 - 12.2023

Auditor

M & Mantri.co
08.2016 - 11.2018

Accounting Intern

Dmstri.covelopWyomissingWyomissingDms & Vilki Associates
01.2012 - 12.2015

Chartered Accountant (CA) - Accounting

Institute of Chartered Accountants of India

Similar Profiles

CREATE PROFILE
Riya Kapadia