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Dhwani Jani

Vancouver British Columbia, Canada

Phone: xxx-xxx-xxxx

Email: xxx@xxxx.xxx



  • Looking For: tax accountant, financial analyst

  • Occupation: Business and Finance

  • Degree: Master's Degree

  • Career Level: Entry Level

  • Languages: English, Hindi, Gujarati

Career Information:

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Highlights:Staff Accountant at Notion CPA: worked on QBO, Xero, Payroll software like Payment Evolution and Payworks. Highly efficient with Power BI and Power Query. Filed taxes for corporates. UBC Tax Clinic: Filed taxes for more than 200 individuals.

Skills:Communication, Team Management, Leadership, Time Management, analytical, Problem-solving, Multi-tasking, bookkeeping, store management, QBO, Xero, Power Query, Power BI, tax

Goal:To become a certified US CPA, work in tax, audit, and financial services industry. Gain enough experience to be leading a team in less than 5 years, and lead an organization in less than 15 years. To help clients with better solutions every day.

Certification:Certified Xero Advisor Received a certificate through KPMG A&A Simulation on Forage Attained the prestigious distinction of acquiring three Indian Classical Music Degrees at the National Level and one International Music Degree from the Trinity School of London Received University of Michigan's certificate on completion of Financial Decision-Making program Accomplished the rigorous Entrepreneur Program at Santa Clara University and earned a distinguished certificate


Experiences:

Sales Admin and Operations 06/2024 - current
London Drugs, Richmond, British Columbia Canada
Industry: Retail
Counting and maintaining the store funds, like cash, stamps, gift cards, coupons, store funds and prepare bank deposits Administering all POS charity fundraising programs, Transit Passes and Lottery Tickets programs
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Staff Accountant 01/2024 - 03/2024
Notion CPA, Surrey, British Columbia Canada
Industry: Accounting
Demonstrated expertise in completing monthly bookkeeping tasks using Xero and QuickBooks Online (QBO), Managed payroll using Payment Evolution, Payworks, etc.
Demonstrated expertise in completing monthly bookkeeping tasks using Xero and QuickBooks Online (QBO), including reconciliations, journal entries, and financial statement preparation, contributing to streamlined accounting operations. Managed payroll using Payment Evolution, Payworks, etc., monthly accounts payable and receivables, accurately tracking and processing vendor invoices and customer payments. Efficiently closed month-end working papers, meticulously organizing financial data and ensuring compliance with regulatory standards and internal policies. Expertly handled GST filings, maintaining meticulous records and ensuring compliance with tax regulations.--
General Clerk 08/2023 - 12/2023
Save On Foods, Vancouver, British Columbia Canada
Industry: Retail
Collaboratively engaged in multifaceted responsibilities including merchandising and assisting customers in providing them an unwavering experience, thereby cultivating an environment of customer satisfaction.
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Associate Consultant - Accounting & Finance 07/2022 - 03/2023
Valcreat Industries, Delhi, Delhi India
Industry: Consulting - Professional Services
Pioneered proactive product development by collecting, sorting, and analyzing data of 1000+ listed companies and thus helped the firm generate sales of $15,000. Elevated revenue benchmarks of $50,000 by developing and executing a growth strategy, cost-cutting strategy and high-impact leadership webinars, in expanding the client's operational foot. Demonstrated proficiency in Microsoft Office Applications, particularly Excel and Microsoft PowerPoint to methodically document and classify data, and adeptly craft presentations catering to the needs of clients.
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Summer Intern 05/2021 - 07/2021
RNSB, Rajkot, Gujarat India
Industry: Banking
Demonstrated customer-centric excellence by assisting 800+ customers in opening their bank accounts and effectively addressing a spectrum of bank-related inquiries. Additionally, exhibited the establishment of Fixed Deposit accounts, enhancing the institution's portfolio of tailored financial solutions and adroitly administering the filing process for a diverse array of loans for more than 150 clientele.
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Education:

Saurashtra University 06/2017 - 03/2020
Rajkot, Gujarat, India
Degree: Bachelor's Degree
Major:Statistics
Focused on statistics and created analysis based on that. Gained basic knowledge on commerce and business.


Ahmedabad University 07/2020 - 05/2022
Ahmedabad, Gujarat , India
Degree: Master's Degree
Major:Accounting & Finance
Studied various genres of business in year 1 such as marketing, sales, finance, accounting, HR, data mining, etc. and focused on accounting and finance in year 2. Completed a 2 month internship at a co-operative bank, and learned the basics of banking. Created a live project on analyzing banking systems.
University of British Columbia 05/2023 - 08/2024
Vancouver, British Columbia, Canada
Degree: Professional Degree
Major:Accounting
Studied Tax, audit, Data mining, Power BI, Power Query, Cost accounting, financial accounting.

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