Shekhar Gupta

: (+91) 7071770461, 8809282436 |: shekhargupta.skr@gmail.com

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