Rupinderjeet Kaur
New Palestine,IN
Summary
- Dedicated and knowledgeable Office Manager, Tax Preparer, and Accounting Manager with extensive experience in financial management and accounting practices. Proficient in various accounting software, including QuickBooks, with a strong ability to develop and implement efficient processes. Seeking a challenging position to utilize my skills and contribute to an organization's success.
- Knowledgeable of accounting practices and procedures
- Expertise in developing systems and processes for data gathering and storage
- Proficient in using QuickBooks and other accounting software
- Strong ability to grasp new accounting software functionality
- Effective multitasker with excellent organizational skills
Focused Accounting professional with 6 years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with Many different Software. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.
Overview
11
11
years of professional experience
Work History
Financial Accountant
John Boner Neighborhood Centers
11.2021 - Current
- 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
Accounting Manager
Biba Insurance Services
09.2019 - 10.2021
- 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
Office Manager/Administrative
10.2018 - 04.2021
- 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
Tax Preparer Technician
Peter Holtz CPA
07.2019 - 11.2019
- 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
Admin Assistant
API Accounting
06.2018 - 09.2018
- 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
Office Manager/Tax Preparer
Accounting Associates
01.2016 - 06.2018
- 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
Accounting Clerk
Kiers & Wright Inc
08.2017 - 11.2017
- 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
Assistant Manager
DSD Merchandisers Inc
11.2016 - 04.2017
- 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
Certified Notary Signing Agent
The UPS Store
02.2016 - 10.2016
- Greeted customers and assisted with printing and faxing - Managed day-to-day operations and opened/closed the center - Packed and shipped packages - Handled cashier duties and daily bank deposits - Monitored costs and expenses - Provided weekly and monthly reports to the owner - Printed brochures, books, pamphlets, and more - Provided notary services and live scan
Assistant Manager
Taco Bell
03.2013 - 01.2016
- Supervised daily team operations - Managed schedules and payroll hours for the store - Hired new staff and provided training - Balanced daily cash deposits and tills - Adhered to safety and food regulations
Education
High School Diploma -
Dougherty Valley High School
San Ramon, CAMBA - Accounting And Business Management
Capella University
Minneapolis, MN11.2023
Bachelors - Accounting
Capella University
Minneapolis, MN06.2022
Skills
- Data Entry
- Financial Reconciliations
- Financial Verification
- Financial Efficiency
- Accounting and Bookkeeping
- Corporate Tax Filings
- Account Reconciliation
- Tax Return Preparation
- A/P and A/R
- Budget Development
- Microsoft Office
- Time Management
- Employee Training
- Computer Hardware Knowledge
Timeline
Financial Accountant
John Boner Neighborhood Centers
11.2021 - Current
Accounting Manager
Biba Insurance Services
09.2019 - 10.2021
Tax Preparer Technician
Peter Holtz CPA
07.2019 - 11.2019
Office Manager/Administrative
10.2018 - 04.2021
Admin Assistant
API Accounting
06.2018 - 09.2018
Accounting Clerk
Kiers & Wright Inc
08.2017 - 11.2017
Assistant Manager
DSD Merchandisers Inc
11.2016 - 04.2017
Certified Notary Signing Agent
The UPS Store
02.2016 - 10.2016
Office Manager/Tax Preparer
Accounting Associates
01.2016 - 06.2018
Assistant Manager
Taco Bell
03.2013 - 01.2016
High School Diploma -
Dougherty Valley High School
MBA - Accounting And Business Management
Capella University
Bachelors - Accounting
Capella University
Similar Profiles
Oumou SamakeOumou Samake
Cares Eligibility Specialist EAP at John Boner Neighborhood CentersCares Eligibility Specialist EAP at John Boner Neighborhood Centers
Galyn HartungGalyn Hartung
Volunteer Income Tax Assistant at John Boner Neighborhood CenterVolunteer Income Tax Assistant at John Boner Neighborhood Center
Levia HeffnerLevia Heffner
EAP Specialist at John Boner Neighborhood CenterEAP Specialist at John Boner Neighborhood Center
Katie GalliganKatie Galligan
Customer Service Representative at GBC BankCustomer Service Representative at GBC Bank
Krista ReedKrista Reed
Public Health Registered Nurse at Marion County Public Health DepartmentPublic Health Registered Nurse at Marion County Public Health Department