Pankaj Sharma
Staff Accountant at SAV Associates Chartered Professional Accountants- Claim this Profile
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Bio
Credentials
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QuickBooks Certification
QuickBooks Online ProfessionalAug, 2021- Nov, 2024 -
Corporate Financial Statement Analysis
LinkedInJan, 2021- Nov, 2024 -
Financial Accounting Foundations
LinkedInJan, 2021- Nov, 2024 -
Investment Funds in Canada (IFC)
Canadian Securities InstituteSep, 2020- Nov, 2024 -
Accounting Technician
Institute of Chartered Accountants of IndiaOct, 2019- Nov, 2024
Experience
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SAV Associates Chartered Professional Accountants
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Canada
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Accounting
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1 - 100 Employee
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Staff Accountant
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Oct 2021 - Present
Responsible for filling the corporate taxes (T2) for clients by performing accounting closing procedures. (Filed more taxes for around 30 clients) Drafted and filed individual tax (T1) returns of clients. Performing bookkeeping for clients and filing their Quarterly or annual HST return with CRA. Managing multiple clients at one time helping them in filing their corporate, HST and Payroll payments and filing of annual T4, and coordinating with CRA on their behalf. Preparation of Financial statements balance sheet, income statement and cash flow statement. Prepared Notice to Reader for client.
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Alam Accounting & Tax CPA
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Canada
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Accounting
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Staff Accountant
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Feb 2021 - Oct 2021
Filing of quarterly and yearly Sales GST/HST Tax return (filed for 40 Clients) with CRA. Preparing Trial Balance, Income statements& Balance Sheet (drafted more than 80) using Bank Statements and vouchers. Ensure accurate and timely preparation of Paystub for 10 clients, monthly remittance report to CRA, and filing of Annual T4. Accountable for filing business assisting grants (CERB & CEWS) on behalf of clients (for 6 clients) on the CRA website. Performed Business Registration, GST Registration & Payroll Registration on the CRA website. Preparation and filing of T2 returns for clients. Basic understanding of personal Tax Returns.
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Accounting Technician
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Nov 2016 - Oct 2019
• Monitored & conducted Daily bookkeeping functions i.e. entering Sales, Purchase invoices, Journal Entries, and maintaining general ledger into the system.• Reconciled more Bank Accounts on monthly (8 Bank Accounts).• Processed over 1000 sales invoices monthly.• Managed and coordinated with more than 35 vendors to ensure invoices were paid timely.• Verified Accounts payment against purchase invoices and Accounts Receivable reports, and the sales invoices. • Monitored & conducted Daily bookkeeping functions i.e. entering Sales, Purchase invoices, Journal Entries, and maintaining general ledger into the system.• Reconciled more Bank Accounts on monthly (8 Bank Accounts).• Processed over 1000 sales invoices monthly.• Managed and coordinated with more than 35 vendors to ensure invoices were paid timely.• Verified Accounts payment against purchase invoices and Accounts Receivable reports, and the sales invoices.
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The Institute of Chartered Accountants of India
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India
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Government Administration
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700 & Above Employee
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Article Assistant
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Aug 2013 - Oct 2016
• Drafted, analyzed, reported more than 60 Financial Statements by performing accounting closing procedure.• Conducted internal Audits (1 for company and 2 for public banks) under direction of management and ensured compliance of Accounting and Auditing Standards.• Communicated the audit findings to management and discussing issues to the business and practical solution.• Prepared and filed more than 75 individual Income Tax returns.• Contributed to organization growth by guiding & training/educating new articles.• Assisted in Senior Auditor in designing, documentation and testing of audit procedures.• Regularly communicated with the client to identify ongoing compliance issues.
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Education
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Lambton College
Post Graduation, Financial Planning & Wealth Management -
Panjab University,Chandigarh
Bachelor of Commerce (B.Com.), Commerce