Jyothi Ramoji
ACCOUNTANT
Saint Albans,VIC
Summary
Dynamic accountant with expertise in cloud accounting at U.S.-BASED CLOUD ACCOUNTING AND ADVISORY. Proven track record in AR and AP. Proficient in financial statement preparation and skilled in Microsoft Excel, delivering accuracy and fostering client satisfaction.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results.
Overview
6
6
years of professional experience
Work History
Accountant
U.S-BASED CLOUD ACCOUNTING AND ADVISORY
02.2022 - 08.2024
- Prepared monthly financial statements, ensuring accuracy and compliance with accounting standards.
- Reconciled accounts payable and receivable, enhancing cash flow management procedures.
- Assisted in the implementation of cloud-based accounting software, improving data accessibility for clients.
- Handled day-to-day accounting processes to drive financial accuracy.
- Provided journal entries and performed accounting on accrual basis.
- Reduced outstanding accounts receivable by developing and enforcing stricter credit control policies.
- Reconciled accounts and reviewed expense data, net worth, and assets.
Tax Preparer Assistant
SP TAX SOLUTIONS
01.2021 - 01.2022
- Assisted with preparation of individual and business tax returns, ensuring compliance with regulations.
- Reviewed client documentation for accuracy, identifying discrepancies and facilitating resolution.
- Monitored deadlines for filing taxes, ensuring timely submissions and minimizing client penalties.
- Increased accuracy of prepared returns by reviewing each document thoroughly before submission.
- Supported senior tax preparers in client consultations, providing clear explanations of tax implications.
- Enhanced client satisfaction by providing accurate and timely tax preparation assistance.
- Reduced errors by double-checking calculations and cross-referencing input data against source documents.
Personal Banker
HDFC BANK Ltd.-INDIA
08.2018 - 10.2020
- Assisted clients with account inquiries, ensuring prompt and accurate responses to enhance customer satisfaction.
- Processed loan applications and account openings, maintaining compliance with banking regulations and internal policies.
- Educated customers on financial products, tailoring recommendations to meet individual needs and financial goals.
- Developed strong relationships with clients through proactive communication, fostering loyalty and retention within the branch.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Education
CA-IPCC(INTEGRATED PROFICIENCY COMPETENCY COURSE0 - CHARTERED ACCOUNTANCY
ICAI(INSTITUTE OF CHARTERED ACCOUNTANCY OF INDIA)
INDIA08-2018
MHRM(MASTER OF HUMAN RESOURCE MANAGEMENT) - HR RELATIONS
ANDHRA UNIVERSITY
IINDIA04-2018
B.COM(BACHELORS OF COMMERCE AND ACCOUNTING) - Commerce
ANDHRA UNIVERSITY
INDIA04-2016
Skills
- Accounting and bookkeeping
- Accounts payable and receivable
- Bank reconciliation
- Bookkeeping
- Cloud accounting using Xero
- SAP Certification
- Microsoft Excel
- Financial statement preparation
Timeline
Accountant
U.S-BASED CLOUD ACCOUNTING AND ADVISORY
02.2022 - 08.2024
Tax Preparer Assistant
SP TAX SOLUTIONS
01.2021 - 01.2022
Personal Banker
HDFC BANK Ltd.-INDIA
08.2018 - 10.2020
CA-IPCC(INTEGRATED PROFICIENCY COMPETENCY COURSE0 - CHARTERED ACCOUNTANCY
ICAI(INSTITUTE OF CHARTERED ACCOUNTANCY OF INDIA)
MHRM(MASTER OF HUMAN RESOURCE MANAGEMENT) - HR RELATIONS
ANDHRA UNIVERSITY
B.COM(BACHELORS OF COMMERCE AND ACCOUNTING) - Commerce
ANDHRA UNIVERSITY
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