Tejal Soni

Invoicing and Financial Reporting:

• Prepared and issued invoices, maintaining a discreet and professional approach.
• Tracked business revenue and expenditures, reconciling accounts to uphold accuracy.
• I compiled various reports related to sales and inventory, contributing to informed decision-making.

Maintained and Updated Accounting Records:

• Recorded and posted transactions in journals and the general ledger for accounts payable and receivable.
• Processed ACH, checks, credit card postings, and deposits, ensuring accurate financial documentation.

Bank Reconciliation:

• Conducted monthly bank account reconciliations, ensuring precision in financial reporting.

Tax Compliance and Reporting:

• Spearheaded monthly and quarterly sales and use tax compliance activities.
• Prepared and reviewed state sales tax returns, demonstrating expertise in tax regulations.
• Managed transaction tax compliance through the AVALARA platform.
• Assisted the finance controller in audits by providing comprehensive information to auditors and researching relevant tax laws.

Financial Data Management:

• Reported financial data and updated records in ledgers and journals, ensuring compliance with GAAP standards and regulations.
• Reconciled accounts and facilitated monthly closure procedures with meticulous attention to detail.

Leadership and Training:

• I trained and coached junior team members in invoicing procedures, contributing to team development.

Auditing and Confidentiality:

• Conducted audits on various agreements with city governments and organizations.
• Maintained strict confidentiality to uphold data integrity and protect client information.

Proactive and Efficient Task Execution:

• Consistently demonstrated a talent for quickly learning new tasks and completing assignments ahead of schedule, maintaining a high degree of accuracy.

Client Relationship Management:

• Strengthened customer relationships with a proactive and collaborative approach to managing client needs.

Led comprehensive bookkeeping functions, overseeing accounts payable, receivable, payroll, and inventory audit preparation. Contributed to seamless financial operations by generating and submitting invoices on established schedules. Presented detailed reports on various metrics and account information to facilitate informed decision-making. Managed daily cash flow, prepared bank deposits, and maintained sufficient on-hand cash for operational needs. Proactively addressed customer concerns related to products, services, and charges, ensuring prompt resolution. Ensured data accuracy by collecting, organizing, and entering information into computer databases. Provided extensive clerical and administrative support, enhancing overall operational efficiency.

Maintained current knowledge of GAAP guidelines, ensuring adherence to industry standards. Conducted timely general ledger reconciliations for accurate financial records. Efficiently collected, organized, and inputted precise information into the database. Monitored cash flows and created weekly projections to support effective financial planning. Demonstrated proficiency in financial documentation through invoice generation. Enhanced transparency by tracking monthly investments and banking activities in Excel. Filed tax and governmental reports in strict compliance, ensuring regulatory adherence. Prepared ad hoc analyses and presentations as needed, showcasing adaptability. Provided high-quality administrative support for efficient accounting operations.