Summary
Overview
Work History
Education
Skills
Timeline
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SANIL MALWANKAR

Waterford,Australia

Summary

Master’s in accounting and international Finance student with an excellent work ethic, highly organized and ability to learn and adapt to a changing environment. Prior internship experience in accounting, taxation with solid administrative experience, requiring attention to detail, well developed organizational skills and Microsoft Office and Excel proficiency. Demonstrated excellent customer service, working effectively in teams developing strong relationships.

Overview

10
10
years of professional experience

Work History

Senior Account Specialist

My Integra
07.2020 - Current


  • Coached team members, organised training, mentoring Juniors, providing feedback and encouragement towards reaching their KPI
  • Created and implemented strategies to motivate team members and increase productivity.
  • Regularly monitored team performance and reported progress to senior management
  • Deliver timely and accurate billing to NDIS
  • Reconciling payments and cash received with NDIA’s remittance advice.
  • Prepare journal entries and entered into system using Xero
  • Reconcile void reversal transactions with refunds received
  • Processing bulk billing on weekly basis and liaise with providers resolving their queries
  • Manage invoices ensuring financial obligations are met by applying due diligence
  • Preparing internal audit reports for team
  • Exposure to CRM system (Salesforce) and effective use OCR system (Kofax)
  • Handling External cases and responses from NDIA regarding Payment enquiries
  • Ensure clerical work like scanning, organizing files with proper diligence
  • Worked well in a team setting, providing support and guidance.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Intern

Vaasu Tax Services
07.2019 - 09.2019
  • Filing Income Tax Returns for Individual and business
  • Identified potential deductions and ensured clients satisfied.
  • Examining expenses and invoices submitted by clients
  • Using HandiTax to help make tax management easier
  • Co-ordination with other staff for timely transaction of tax returns and filing records in Excel Spreadsheets
  • Entering clients in ATO portal for Tax Returns
  • Managing all client enquiries
  • Other ad-hoc duties as requested by Finance Manager

Personal Banker

HDFC Bank
06.2015 - 01.2017
  • Maintaining portfolio of clients and help them with tasks such as resolving account issues, opening and closing accounts putting in special account instructions
  • Process credit lines and proficient in foreign currency transactions related to FOREX market.
  • Meet with manager to set and exceed sales goals for a diverse customer base
  • Processing and validating a variety of financial transaction including recording of funds transfer such as wires, advances from various companies, cashing checks and maintaining records of the same.
  • Maintaining Data entry of the invoices
  • Proficient in Audit compliance and corporate salaries processing
  • Oversee accurate and appropriate recording of expenses related to branch

Education

Master of Accounting - International Finance

Deakin University
Melbourne, VIC
07.2019

Masters - Management Studies

MET Institute of Management
05.2015

Bachelor of Commerce - undefined

Patkar Varde College
04.2012

Skills

  • Accounts Payable & Receivable
  • Reconciliations
  • Customer relationship development
  • Due diligence
  • XERO, Salesforce
  • Teamwork & leadership

Timeline

Senior Account Specialist

My Integra
07.2020 - Current

Intern

Vaasu Tax Services
07.2019 - 09.2019

Personal Banker

HDFC Bank
06.2015 - 01.2017

Bachelor of Commerce - undefined

Patkar Varde College

Master of Accounting - International Finance

Deakin University

Masters - Management Studies

MET Institute of Management

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SANIL MALWANKAR