Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

SWAPNIL BHATT

Scranton,PA

Summary

Analytical Staff Accountant known for high productivity and efficient task completion. Possess specialized skills in financial reporting, tax preparation, and budget management. Excel in time management, problem-solving, and communication, ensuring smooth workflow and effective collaboration with team members.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Staff Accountant

Bernard A. Fagnani LLC, CPA's
Throop, PA
11.2024 - Current
  • Assisted in the preparation of quarterly and annual budgets.
  • Maintained accurate and comprehensive financial records, supporting audit activities.
  • Provided financial analysis and support for business expansion and projects.
  • Prepared and analyzed financial statements, ensuring accuracy and compliance with GAAP.
  • Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
  • Researched complex transactions to ensure proper classification within the general ledger accounts.
  • Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
  • Maintained fixed asset registers in accordance with GAAP requirements.

Staff Accountant

Willliam Owens & Company, CPA's
Carbondale, PA
01.2024 - 11.2024
  • Prepare and review financial statements for accuracy and compliance with GAAP.
  • Develop and maintain detailed work papers to support financial reports.
  • Create and execute audit programs tailored to client needs.
  • Conduct fieldwork, including assessing internal controls and verifying financial data.
  • Compile and present audit findings to senior staff and clients.
  • Prepare and file personal, business, and HOA tax returns.
  • Ensure compliance with federal, state, and local tax regulations.
  • Draft and finalize various documents, including audit reports and financial summaries.
  • Utilize Excel and Word for preparing reports, managing data, and creating presentations.
  • Manage engagement-related administrative tasks, including client communications and scheduling.
  • Handle election processes and other administrative duties for client associations.
  • Perform on-site visits to client locations as needed for audits and fieldwork.
  • Provide on-the-ground support and liaise with clients to address issues and gather information.
  • Identify areas for process improvement and contribute to enhancing efficiency within the firm.

Auditing Intern

Willliam Owens & Company, CPA's
Carbondale, PA
05.2023 - 12.2023
  • Assisted in conducting financial audits, including data collection and analysis.
  • Supported audit team with preparing reports and documentation.
  • Reviewed internal controls and compliance with regulatory standards.
  • Participated in client meetings and contributed to audit planning.

Income Tax Preparer

VITA-UNITED WAY
Scranton, PA
01.2023 - 05.2023
  • Assist in the preparation and filing of tax returns for low-income individuals and families.
  • Conduct quality reviews of tax returns prepared by other volunteers to ensure accuracy and completeness.
  • Provide exceptional customer service to clients by answering questions and explaining tax preparation procedures.
  • Input client data and tax return information into tax preparation software.
  • Assist in resolving any issues or errors that may arise during the tax preparation process.
  • Other duties as assigned by the VITA program coordinator or supervisor.

Education

Business Degree - Accounting & Finance

PENN STATE UNIVERSITY
Dunmore, PA
12.2023

Skills

  • MS Office Suite
  • Financial analysis
  • General ledger accounting
  • Bank Reconciliation and Transaction skills
  • GAAP compliance
  • Client communication
  • Financial reporting
  • Tax preparation

Certification

  • Google Analytics Certification
  • Foundation of Learning Management Systems (LMS)
  • Consulting Foundations: Client Management and Relationships
  • Certified Public Accountant (CPA) - Candidate

Languages

Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual
English
Full Professional

Timeline

Staff Accountant

Bernard A. Fagnani LLC, CPA's
11.2024 - Current

Staff Accountant

Willliam Owens & Company, CPA's
01.2024 - 11.2024

Auditing Intern

Willliam Owens & Company, CPA's
05.2023 - 12.2023

Income Tax Preparer

VITA-UNITED WAY
01.2023 - 05.2023

Business Degree - Accounting & Finance

PENN STATE UNIVERSITY

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