Experience

The Boon Group, Inc.

• United States
• Insurance
• 100 - 200 Employee

• Manager- Trust Accounting

  • Mar 2022 - Present

• Team Lead Trust Accountant

  • Aug 2016 - Jun 2022

  Austin, Texas Area Lead and direct activities of accounting professionals, including goal setting, training, and performance management, ensuring optimal productivity and efficiency. Review trust financial documents, ensuring accuracy and completeness before submission. Through detailed analysis, identify variances between actual and forecasted numbers, recommending corrective actions to resolve disparities. Work in collaboration with the team to understand new trust changes and implement new procedures to… Show more Lead and direct activities of accounting professionals, including goal setting, training, and performance management, ensuring optimal productivity and efficiency. Review trust financial documents, ensuring accuracy and completeness before submission. Through detailed analysis, identify variances between actual and forecasted numbers, recommending corrective actions to resolve disparities. Work in collaboration with the team to understand new trust changes and implement new procedures to minimize errors and ensure on-time completion. Key Accomplishments: • Effectively reduced penalties and terminations by implementing new measures in the termination process. • Reduced errors by over 2% through development and implementation of new procedures, improving daily check request approval and trust account transfer process. • Received Gold Star recognition from CFO for successfully leading team to complete trust audit of 100 groups for 5500 filing 2 weeks ahead of schedule, effectively avoiding late penalties.

• Sr. Trust Accountant

  • Aug 2015 - Aug 2016

  Austin, Texas Area SR. ACCOUNTANT (2015 – 2016) Developed financial reporting, including Profit & Loss (P&L) statements, Balance Sheets, and Statement of Cash Flows for trusts, ensuring accuracy and completeness. Oversaw reconciliation of accounts and balance bank statements for multiple accounts, including sub-ledger and general ledger accounts. Worked in collaboration with external audit team to compile PBC listing, researching variances and providing recommendations for journal adjustments. Key… Show more SR. ACCOUNTANT (2015 – 2016) Developed financial reporting, including Profit & Loss (P&L) statements, Balance Sheets, and Statement of Cash Flows for trusts, ensuring accuracy and completeness. Oversaw reconciliation of accounts and balance bank statements for multiple accounts, including sub-ledger and general ledger accounts. Worked in collaboration with external audit team to compile PBC listing, researching variances and providing recommendations for journal adjustments. Key Accomplishments: • Avoided group penalties on $2MM terminating trust through detailed analysis and timely reconciliation of variances. • Received Rock Start recognition from Accounting Manager for going above and beyond with training and auditing, in regard to team leadership of numerous trust audits. • Received Gold Star recognition from Finance Director and Accounting Manager for exceptional work



Nitin T Bulsara CPA

• Accountant

  • Jan 2006 - Jul 2015

  Randolph, New Jersey SR. ACCOUNTANT (2015 – 2016) Developed financial reporting, including Profit & Loss (P&L) statements, Balance Sheets, and Statement of Cash Flows for trusts, ensuring accuracy and completeness. Oversaw reconciliation of accounts and balance bank statements for multiple accounts, including sub-ledger and general ledger accounts. Worked in collaboration with external audit team to compile PBC listing, researching variances and providing recommendations for journal adjustments. Key… Show more SR. ACCOUNTANT (2015 – 2016) Developed financial reporting, including Profit & Loss (P&L) statements, Balance Sheets, and Statement of Cash Flows for trusts, ensuring accuracy and completeness. Oversaw reconciliation of accounts and balance bank statements for multiple accounts, including sub-ledger and general ledger accounts. Worked in collaboration with external audit team to compile PBC listing, researching variances and providing recommendations for journal adjustments. Key Accomplishments: • Avoided group penalties on $2MM terminating trust through detailed analysis and timely reconciliation of variances. • Received Rock Start recognition from Accounting Manager for going above and beyond with training and auditing, in regard to team leadership of numerous trust audits. • Received Gold Star recognition from Finance Director and Accounting Manager for exceptional work Show less