profile-images

Harvey P.

Accounting & Finance

call   (214) GO-RELAY / (214) 467-3529

email   Careers@RelayHumanCloud.com

home   Ahmedabad, India


SKILLS

  • Xero
  • Advanced Excel
  • QuickBooks
  • Brava Systems
  • Communication Skills 
  • Problem Solving 
  • Quick Learner

EDUCATION

Master of Commerce

Gurukul College of Commerce (2023)

Bachelor of Commerce

Gurukul College of Commerce (2017)

LICENSES & CERTIFICATIONS

    Xero Advisor Certified | Xero

RELAY METRICS

Assessments

0

Personality Type - INTJ-A

Extraverted Introverted Intuitive Observant Thinking Feeling Judging Prospecting

People with INTJ as a personality type are intellectual and curious. They value innovation, logical reasoning, and personal growth, striving to master areas of interest and enhance their intellectual capabilities.

PROFESSIONAL SUMMARY

Highly motivated and adaptable accounting professional with over five years of experience in financial operations and client management. Demonstrated expertise in managing accounting processes, including bank and credit card reconciliations, cash applications, and intercompany transactions. Proven track record in leading teams, resolving complex client queries, and enhancing operational efficiency. Adept at utilizing accounting software and technologies, with a strong foundation in US accounting principles. Committed to personal and professional growth within a reputable, customer-focused financial institution.

PROFESSIONAL EXPERIENCE

Staff Accountant 

Pacific Global Solutions Ltd | Mumbai, India | Nov 2022 - Feb 2024

  • Prepared comprehensive books of accounts based on US accounting standards, ensuring accurate financial reporting. 
  • Reconciled bank, credit card, and loan transactions, maintaining precise financial records and resolving discrepancies. 
  • Operated, supported, and reviewed daily accounting operations for designated clients, enhancing process efficiency and accuracy.
  •  Managed and reviewed financial reporting for assigned clients, delivering timely and accurate insights. 
  • Resolved client queries and addressed open items, effectively communicating with US clients via email and chatbot to ensure prompt issue resolution. 
  • Identified and implemented necessary corrections in store accounts, ensuring data accuracy and operational effectiveness.

Senior Accounts Receivable 

WNS Global Services | Mumbai, India | Jan 2019 - Aug 2022

  • Processed cash applications for payments received through ACH, Lockbox, commercial deposits, and wire transfers, ensuring accurate and timely allocation. 
  • Conducted bi-weekly bank reconciliations, maintaining account accuracy and identifying discrepancies for resolution. Executed AD fund settlements, managing fund transfer instructions between banks efficiently. 
  • Oversaw intercompany transactions, ensuring accurate recording and reconciliation of financial activities. 
  • Managed store setup, transfers, and closures, streamlining operational processes and data accuracy. 
  • Imported weekly sales data into the system, facilitating accurate billing and reporting. Prepared debit and credit memos, ensuring correct financial adjustments and documentation. 
  • Led a team of three Accounts Receivable Assistants, set daily targets, evaluated performance, and provided training to enhance team efficiency and process improvements.
  • Addressed and resolved client queries, analyzed open items, and ensured effective resolution to maintain client satisfaction.