Rupinderjeet Jassar

Oversaw various accounting functions, including financial data analysis and journal entry preparation.

Calculated monthly commissions and prepared payroll reports, ensuring accuracy in payroll processing.

• Executed regular bank reconciliations and maintained precise fixed asset records.
• Managed filing of sales and use tax returns across multiple states, ensuring timely 1099 submissions.
• Utilized accounting software to input, access, and reconcile financial data, identifying discrepancies.
• Supported tracking and administration of customer rebate programs for accurate financial reporting.
• Generated detailed sales analysis reports for outside sales teams and executives, enhancing decision-making.
• Contributed to strategic decision-making through comprehensive analysis of financial data.

• Responding to financial inquiries by gathering and interpreting data - Developing systems and processes for data gathering and storage - Creating instructions and procedures for accounting tasks - Researching and implementing new online payment and secure software solutions - Conducting internal audits, including wage reviews - Examining financial records for accuracy - Bank and account reconciliations and financial report preparations - Journal entry and reclassifications - General ledger balancing - Handling a variety of financial transactions (AR/AP) - Updating budgets and assets - Responding to IRS notices related to Vendor TIN and other tax notices - Printing checks for Rent Assistance program and Operating Expenses - Daily requisitions entry in MIP Software - Integrating forms and signature requests for credit card holders through Adobe Acrobat - Developing strategies to streamline the accounting process

• Managed daily operations of the accounting department, including accounts receivable, accounts payable, general ledger maintenance, revenue recognition, and expense classification - Developed procedures and systems for data collection and storage - Completed month and year-end closing of the general ledger and prepared financial statements - Ensured timely preparation of monthly financial reporting - Monitored customer invoicing and collections processes - Managed accounting activities, including cash receipts, refunds, and commission payments - Oversaw internal controls, processes, and procedures to verify accounting data integrity - Served as the point of contact for financial audits and other accounting projects - Continually improved knowledge of agency management systems and insurance industry related to accounting functions - Prepared profit and loss statements and reviewed company taxes - Used software such as Agency Pro, Hawk soft, and QuickBooks for accounting tasks - Managed financing policies and collected down payments, enrolled clients in auto payment - Collected past-due agency payments and past-due finance payments - Financed additional premiums for endorsements processed during the policy year - Conducted month-end reconciliations

• Facilitated communication between management and employees - Monitored office supplies inventory and made purchases as needed - Planned in-house events to promote a positive company culture - Hired, developed, and motivated staff members - Created employee schedules and prepared monthly profit and loss reports - Handled accounts receivable and accounts reconciliations in QBO - Billed invoices and tracked payments - Wrote policies and procedures for the company - Implemented efficient scheduling and hiring systems - Applied company licenses and certifications in different states - Handled federal proposals such as GSA - Managed employee scheduling and time and attendance - Provided direction to the team regarding administrative duties and goals - Conducted performance reviews according to company schedules - Handled employee issues - Managed intake and dissemination of information and communications for both emergency and non-emergency situations - Answered customer service-related calls and resolved them personally or referred to the appropriate individual/department - Notarized documents and prepared taxes for employers and employees with CTEC and PTIN certification for extra seasonal income

• Informed clients or employers about the tax preparation process - Collected relevant financial records, including pay stubs and income statements - Entered data from financial records into tax return software or databases - Applied federal, state, and local tax laws to determine deductions and tax liabilities - Completed and filed tax documents with appropriate agencies, such as the IRS and state and local government entities - Acted as a representative for clients with applicable agencies as required - Built and maintained customer relationships to promote and expand the business - Prepared various types of tax returns, including 1120, 1120s, 1040, 1040A, 1040EZ, and 1065 - Handled a maximum of 60 to 80 tax returns per season

• Assisted with audits, legal letters, and other administrative tasks - Reviewed individual, corporate, and LLC tax returns - Demonstrated strong organizational skills - Sent corporation renewal reminders - Processed renewals for LLCs and corporations - Prepared meeting minutes and assisted with various administrative duties - Managed the Secretary of State processes

• Managed office supplies, vendors, organization, and upkeep - Resolved tax issues and responded to tax letters for state and federal authorities - Prepared Power of Attorney (POA) forms for clients and uploaded them to state websites - Ordered and distributed office supplies while adhering to a fixed office budget - Located missing file materials and implemented improvements to file systems and procedures - Prepared tax returns, including amended returns (volume of 100 to 150 returns) - Filed Offer in Compromise (OIC) documents - Reconciled cash payments, charged credit cards, and made daily bank deposits - Billed invoices and received payments through QBO - Collected past-due amounts or assigned them to collections - Assumed increased responsibilities, including outgoing correspondence, handling multiple tasks, providing excellent customer service, Microsoft Office tasks, problem-solving, data entry, incoming mail handling, professional phone etiquette, and more

• Created and posted invoices in SL programming - Balanced invoices based on the job type, such as lump sum, not-to-exceed, and contract sum - Created pre-bills books and recorded changes in the sales journal - Assigned reimbursable expenses under the correct billing line - Prepared unconditional waiver forms and notarized documents - Reviewed all invoices for appropriate documentation and approval before payment - Sorted and distributed incoming invoices by account and subsidiary - Prioritized invoices based on cash discount potential and payment terms - Matched invoices to checks, obtained all required signatures, and distributed checks accordingly - Responded to vendor inquiries - Reconciled vendor statements, researched and corrected discrepancies - Assisted in month-end closing - Maintained files and documentation accurately, following company policy and accepted accounting practices - Assisted with other projects as needed

• Processed accounts payable for 60 employees - Generated invoices upon receipt of billing information and tracked collection progress - Managed and responded to all correspondence and inquiries from customers and vendors - Printed labels and entered product codes in QBO - Performed data entry to calculate mileage from all store locations and employee hours - Streamlined daily reporting information entry for efficient record-keeping - Established a QuickBooks accounting system for accurate financial records - Streamlined bookkeeping procedures for increased efficiency and productivity - Demonstrated strong organizational skills and provided proof of delivered orders