profile-images

Marcus T.

Accounting & Finance

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

email   Careers@RelayHumanCloud.com

home   Vadodara, India


SKILLS

  • QuickBooks
  • Advanced Excel
  • SAP
  • Financial statements expertise 
  • Quick Learner
  • Analytical Thinking
  • Full-Cycle Accounting and Bookkeeping
  • Accounts Receivable (AR)
  • Accounts Payable (AP)
  • Bank Reconciliations
  • Preparing Personal Tax Returns
  • U.S. Business Tax Preparation  
  • U.S. Accounting Industry Overview
  • Artificial Intelligence in Accounting  

EDUCATION

Post Graduate Diploma in Management

Vanier College - Saint-Laurent (2021)

Bachelor of Commerce

The Maharaja Sayajirao University (2018)

LICENSES & CERTIFICATIONS

  • QuickBooks ProAdvisor
  • Certified Excel Specialist (CES)
  • Personal Finance Planning | McGill University - Montreal, QC
  • Accounting | The Institute of Chartered Accountants of India

ASSESSMENTS

CORE SKILL English Aptitude Accounting 0 100

PERSONALITY

ENFJ-A

Extraverted Introverted Intuitive Observant Thinking Feeling Judging Prospecting

People with ENFJ as a personality type are dedicated to positively influencing communities. They are thoughtful and idealistic, striving to contribute to others' well-being and uphold their values.

PROFESSIONAL SUMMARY

Organized and detail-oriented Accountant with extensive experience in managing internal accounting processes, improving financial controls, and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, GAAP compliance, and budget administration. Demonstrated success in preparing financial statements and reports, conducting bank reconciliations, and collaborating with external auditors to ensure regulatory compliance. Adept at utilizing accounting software such as QuickBooks and SAP, with a proven ability to lead and develop high-performing teams in high-volume environments. Committed to maintaining accuracy and consistency in financial operations while fostering a culture of continuous improvement.

PROFESSIONAL EXPERIENCE

Accountant 

Anderson College of Health, Business and Technology | Canada | Feb 2023 - Jun 2024

  • Enhanced accounts payable and receivable processes, achieving accuracy and efficiency through proficient use of QuickBooks and SAP.
  • Prepared journal entries and reconciled general ledger accounts, ensuring financial data integrity.
  • Conducted monthly bank reconciliations, successfully identifying and resolving discrepancies.
  • Delivered comprehensive monthly financial statements and reports for management, providing insights into financial trends.
  • Collaborated with external auditors during year-end audits, facilitating compliance and smooth audit processes.
  • Developed tax-efficient strategies, effectively reducing client tax liabilities and optimizing financial outcomes.

Accounting Assistant
CDI College | Canada | Jun 2022 - Nov 2022

  • Managed accounts payable and receivable functions, ensuring timely processing of invoices and payments.
  • Supported month-end and year-end closing procedures through accurate journal entries and reconciliations.
  • Maintained and reconciled general ledger accounts, ensuring adherence to accounting standards.
  • Analyzed financial statements in QuickBooks, delivering essential reports such as balance sheets and income statements.

Accounting & Tax Instructor 

CDI College | Canada | Apr 2020 - Oct 2021

  • Instructed students on accounting software applications, significantly enhancing their practical skills in QuickBooks and Sage 50.
  • Conducted engaging workshops and training sessions, fostering proficiency and critical thinking in accounting practices.
  • Organized and supervised projects that promoted problem-solving abilities among students.

Bookkeeper 

V SHAH ASSOCIATES & Co. | India | Jul 2016 - Mar 2019

  • Developed expertise in compilations, audits, and taxation while applying GAAP knowledge to client accounts.
  • Established and managed client files for newly incorporated businesses, ensuring timely report generation.
  • Leveraged QuickBooks and Sage 50, along with advanced Excel functions, to streamline financial reporting processes.
  • Compiled and summarized financial status reports, including balance sheets and profit and loss statements.
  • Investigated discrepancies in financial entries, contributing to enhanced accuracy and compliance in reporting.
  • Proposed innovative approaches to improve work processes, optimizing internal systems.