Shekhar Gupta
: (+91) 7071770461, 8809282436 |: [email protected]
Senior Business Process Executive in F&A Department with excellent analytical and problem-solving skills. Currently
handling US based CPA firms Finance & Accounts process works for Profit and Non-Profit organisations.
PROFILE SUMMARY
A competent professional with 3+ years of experience in US Accounting and Finance Process, Payroll Accounting
and Budget Preparation
Excellent analytical skills, capable of conducting process works as per client requirements
Knowledge of accounts payable & receivables, financial reports, cash flow, payroll accounting and bank & credit card
reconciliation.
Knowledge of different accounting software
Proficient communication, time management and computer skills
WORK EXPERIENCE
IBN Technologies Private Limited, Pune Since Aug’ 2017
Sr. Business Process Executive | Finance & Accounts Dept.
Roles and Responsibilities:
Doing Accrual and Cash basis accounting for Profit and Non-Profit Organizations
Maintaining a Daily MIS & Publishing a Dashboard
Ensuring the day-to-day activities like client’s works email reviewing and replying, reviewing team members assigned
process works
Daily AP Bills processing.
Daily AR Invoices processing.
Handling queries of clients and team members
Payroll Processing: Updating weekly & bi-weekly payroll work sheets and uploading payroll CSV files in software and
processing entries
Downloading Bank & Credit Card statements and Payroll Reports (Payroll Register, Tax Reports and Payroll Invoices)
Bank, Credit Card and Revenue reconciliations.
Preparing monthly Financial, Cash Flow, Reconciliation and Budget reports
Preparing Quarterly and Board Meeting Reports
Budget upload in software and preparing Monthly Trends reports for Actual v/s Budget department wise.
Working on special projects of clients
Quality Analysis of team members.
Weekly calls with clients and consultants regarding work progress, queries and transition of new projects.
Preparing Daily and Weekly basis Tracking Sheet for each client for all transactions.
Daily reporting to client about process works with complete work status via emails.
Setting-up of new client’s process (transition works) with proper SOP and giving training to team members on it.
Preparing Monthly Billable Reports for billable hours spent on various process works and reporting to consultants and
clients
CURRENTLY WORKING ON CLIENTS/CPA FIRMS
Fiscal Management Associates (FMA): Works for Non-Profit organizations like Charitable Trusts and Schools
The Neve Group, Roman CPA, Kirfan Financials, Montague Street Capital and Meredith CPA: Works for Profit
organisations like restaurants, hospitals, contractors, real estate, etc.
ACCOUNTING SOFTWARE KNOWLEDGE
QuickBooks Online
QuickBooks Premier- 2011, 2013, 2015, 2016, 2017, 2018 and 2019 (Desktop Version)
Intacct
Bill.com
Daxko
Expensify
FundEZ
ACADEMIC DETAILS
2017 B.Com. from Allahabad University (Dept. of Commerce and Business Administration): 57.68%
2013 12th Bihar School Examination Board from M. H. K. College: 67.8%
2011 10th Ministry of Education, Nepal from CWS School: 76.63%
HOBBIES
Painting
Travelling
Music
PERSONAL DETAILS
Date of Birth: 25th August 1995
Languages Spoken: English, Hindi, Nepali and Bhojpuri
Marital Status: Single
Postal Address: Plot No. 36/63 Padmadarshan Society, Shant Nagar, Pune (Maharashtra) – 411009
Declaration: I hereby affirm that all the information in this document is accurate and true to the best of my knowledge.
Shekhar Gupta Place: Pune
