Summary
Overview
Work History
Education
Skills
Timeline
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SHIVAM AWAKHALIA

South Amboy,United States

Summary

Highly motivated accounting professional having more than 7+ of experience in Manufacturing, retail, e-commerce and service industries. Detail-oriented Senior Accountant focused on improving company financial operations and streamlining processes using effective leadership, planning and decision-making abilities, analytical approach and day-to-day problem-solving, maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Currently pursuing CPA from New York State. Manage accounting staff in New York City and India.

Overview

13
13
years of professional experience

Work History

Senior Accountant

Paperchase Accountancy Inc.
04.2020 - Current
  • Developed long-lasting client relationships by providing exceptional customer service and support.
  • Trained new employees on accounting principles and company procedures.
  • Completed year-end closing processes with controllers and external auditors for taxes.
  • Partnered with external auditors to track errors and add contributions to maintain accuracy.
  • Recommended strategies to expedite filing projects and annual reporting.

Junior Accountant

Paperchase Accountancy Inc.
06.2016 - 04.2020
  • Prepared bank reconciliations on a monthly basis to identify potential discrepancies between company records and bank statements.
  • Prepared journal entries, complete general ledger operations, monthly, year-end closing entered into system using QB, R365, Compeat, and SAP
  • Prepared annual budgeting/forecasting by providing input on projected revenues, expenses based on historical trends analysis and also help to prepare break even analysis, runway, cash burn rate.
  • Responsible for month-end and year-end end closing procedures, ensuring all Balance Sheet Accounts reconciled on timely manner with roll-forward schedules for external financial reporting.
  • Ensured proper recognition of revenue and expenses for departmental cost center activity.
  • Prepared sales tax returns and remittance
  • Ensured regulatory compliance with GAAP standards by staying current on updates and integrating changes into accounting practices as needed.

Junior Accountant

20 Microns Limited
07.2014 - 01.2015
  • Prepared bank reconciliations on a monthly basis to identify potential discrepancies between company records and bank statements.
  • Assisted month end close processes to senior management.
  • Assisted in budget preparation and monitoring for increased cost control and profitability.
  • Managed complex finance projects under direction of senior management to meet deadlines and budget limitations.
  • Implemented and maintained internal controls and accounting procedures.


Executive Dealer/Investment Advisor

VENTURA SECURITIES LTD
05.2012 - 02.2014
  • Monitored client portfolio closely and recommend stocks by analyzing financial statements as well as charts technical analysis
  • Tracked funds, prepared deposits and reconciled accounts.
  • Successfully identified derivatives strategies to enhance the yield on the underlying portfolio as a whole and for individual stocks
  • Made arbitrage position as per market trend, price and volume
  • Analyzed research reports & trading strategies on daily basis & equity and derivative market for trading recommendations.

Sub Dealer/Investment Advisor

Marfatia stock broking pvt. Ltd
06.2011 - 04.2012
  • Handled investment portfolio for various clients by ensuring compliance to the rules and regulations laid down by NSE & SEBI

Education

MBA (Finance) -

Monroe College
New Rochelle, NY
04.2016

SAP Certification FI -

Lithan Genovate
Ahmedabad, India
03.2014

CFA - Chartered Financial Analyst -

ICFAI University
Vadodara, India
01.2012

NCFM -

NSE's Certification Financial Exam
Vadodara, India
01.2011

Bachelors of Commerce with specialization in Accounting & Finance -

M.S. University
Vadodara, India
01.2008

Skills

  • Financial Reporting/Analysis
  • Budgeting
  • Accounts Payable/Receivable Reconciliation
  • Balance Sheet Reconciliation
  • Tax Reconciliation
  • Revenue Recognition
  • Auditing
  • Proficient in Excel (V lookup, Pivot etc)

Timeline

Senior Accountant

Paperchase Accountancy Inc.
04.2020 - Current

Junior Accountant

Paperchase Accountancy Inc.
06.2016 - 04.2020

Junior Accountant

20 Microns Limited
07.2014 - 01.2015

Executive Dealer/Investment Advisor

VENTURA SECURITIES LTD
05.2012 - 02.2014

Sub Dealer/Investment Advisor

Marfatia stock broking pvt. Ltd
06.2011 - 04.2012

MBA (Finance) -

Monroe College

SAP Certification FI -

Lithan Genovate

CFA - Chartered Financial Analyst -

ICFAI University

NCFM -

NSE's Certification Financial Exam

Bachelors of Commerce with specialization in Accounting & Finance -

M.S. University

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SHIVAM AWAKHALIA