SIMRAN PATEL
Katy,TX
Summary
To enhance in-depth expertise in accounting
Overview
3
3
years of professional experience
Work History
Operations Accountant
MUFG Investor Services
Dallas, USA
07.2023 - Current
- Special projects assigned in response to business needs and may include such work related tasks as financial statements, capital calls, distribution notices and contacting fund managers/clients to follow up on cash operations
- Morning Tasks/EOD Tasks that include: Bank Balances, Daily Cash Reconciliation, FTP Email, WM11, Dashboard, EOD Cash Flow Reconciliation and CA-V
Bookkeeper
Devesh Pathak CPA
Houston, USA
03.2023 - 07.2023
- Maintain financial records including all receipts, invoices, and bank statements
- Prepare payroll and direct deposit accounts
- Draft monthly financial summaries and reports in Quickbooks
- Reconcile and balance all accounts
- Prepare taxes on Drake Tax Software
Financial Advising Intern
Mutual of Omaha
Lakewood, USA
05.2022 - 08.2022
- Conducted 20 financial surveys, assembled 300 potential contacts directory in Excel
- Worked with variety of financial advisors on day-to-day cases in office
- Contacted clients and reviewed Financial Planning guide
Seasonal Tax Preparer
Jackson Hewitt
Colorado Springs, USA
01.2022 - 04.2022
- Provided IRS audit support and additional tax services and products
- Prepared client taxes and reviewed tax documents
- Adhered to client confidentiality policies and maintained effective communication to provide understanding of tax processes
Education
Bachelor of Science - Business, Finance
University of Colorado at Colorado Springs
12.2022
Skills
- Microsoft Word
- PowerPoint
- Excel
- Power BI Desktop
- Cash reconciliation
- Tax preparation
- Microsoft Excel
- Quickbooks proficiency
- Client communication
- Attention to detail
- Time management
- Team collaboration
- Analytical thinking
- Variance analysis
- Bank reconciliations
- Organizational skills
- Communication skills
- Verbal and written communication
- Problem solving
Awards And Activities
- Indian Student Alliance
- Lean Six Sigma (White Belt/Yellow Belt)
- Phi Theta Kappa Honor Society
- Peak Scholarship
- Chancellor's List Blinn
Timeline
Operations Accountant
MUFG Investor Services
07.2023 - Current
Bookkeeper
Devesh Pathak CPA
03.2023 - 07.2023
Financial Advising Intern
Mutual of Omaha
05.2022 - 08.2022
Seasonal Tax Preparer
Jackson Hewitt
01.2022 - 04.2022
Bachelor of Science - Business, Finance
University of Colorado at Colorado Springs
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