Surbhi Subhedar
Cumming,GA
Summary
Detail-oriented bookkeeping assistant skilled in Quickbooks and financial reporting. Proven ability to streamline processes and enhance client financial management. Committed to delivering accurate, timely results that support business growth.
Overview
9
9
years of professional experience
Work History
Bookkeeping Assistant
Self Employed Services
07.2025 - Current
- Manage accounts payable and receivable, ensuring timely payment processing and accurate record-keeping for private small business clients
- Reconcile bank statements with small business records to maintain financial accuracy and integrity.
- Utilize accounting software XERO and Quickbooks to streamline bookkeeping processes, enhancing efficiency and reducing errors.
- Consistently train new clients on bookkeeping best practices and software usage to enhance their financial management skills.
- Prepared monthly financial reports, highlighting discrepancies and providing insights for operational improvements.
Project Manager
AllSource PPS
02.2022 - 06.2025
- Coordinated project timelines and deliverables to ensure alignment with client expectations.
- Facilitated communication between cross-functional teams to streamline project workflows.
- Developed detailed project plans, outlining objectives, tasks, and resource allocation.
- Monitored progress against project milestones, adjusting schedules as necessary for efficiency.
- Implemented risk management strategies to identify potential issues early in project lifecycle.
- Established effective communication among team members for enhanced collaboration and successful project completion.
The Select Group (TSG)
Client Services Project Manager
02.2020 - 05.2021
- Led cross-functional teams to deliver projects on time and within budget.
- Facilitated stakeholder meetings to ensure alignment on project objectives and deliverables.
- Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team''s ability to deliver results.
- Prepared detailed reports on project status for stakeholders, ensuring transparency and alignment with objectives.
- Monitored Cloud Migration project progress and established key performance indicators for success measurement.
Personal Banker
Truist Bank
05.2017 - 02.2020
- Facilitated customer account openings and maintained accurate financial records.
- Guided clients in selecting appropriate banking products based on individual needs.
- Managed daily transactions, ensuring compliance with bank policies and procedures.
- Provided exceptional customer service, resolving inquiries and concerns efficiently.
- Analyzed client portfolios, identifying opportunities for growth and cross-selling services.
- Educated customers on digital banking tools, increasing usage and engagement rates.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Education
Master of Science - Business Administration
Strayer University
Washington, DC12-2014
Bachelor of Arts - Accounting And Finance
University of Mumbai
Mumbai, India06-2009
Skills
- Quickbooks
- Bank reconciliation
- Customer relations
- Strategic thinking
- Team motivation
- Status reporting
- Meeting facilitation
- Coaching and mentoring
- Stakeholder communications
Timeline
Bookkeeping Assistant
Self Employed Services
07.2025 - Current
Project Manager
AllSource PPS
02.2022 - 06.2025
The Select Group (TSG)
Client Services Project Manager
02.2020 - 05.2021
Personal Banker
Truist Bank
05.2017 - 02.2020
Master of Science - Business Administration
Strayer University
Bachelor of Arts - Accounting And Finance
University of Mumbai