Manvir Chahal, CPA
Manager, Technical Accounting and SEC Reporting at AssetMark- Claim this Profile
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English Native or bilingual proficiency
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Punjabi Professional working proficiency
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Bio
Christine Connerly
As an accounting tutor at CSU, Chico, Manvir consistently demonstrated initiative, persistence, excellent communication skills, and commitment. Manvir was recommended by faculty because of his extensive knowledge of applying appropriate techniques. principles, and concepts in accounting. He completed the training and experience for certification through the College Reading and Learning Association's International Tutor Certification Program. The training included listening and communication skills, adapting to different learning modalities, and effective questioning methods. When I observed Manvir’s tutoring sessions, I found him to be clear, collaborative, and supportive of the students he worked with. Through positive and constructive feedback, he improved his students’ confidence and motivation for success. He made helpful suggestions for study strategies to promote independent learning. He is a team player who can work independently. He took the initiative to present large group review sessions to improve student performance in accounting courses. He has been an asset the the Student Learning Center and will contribute effectively to any organization he works for.
Christine Connerly
As an accounting tutor at CSU, Chico, Manvir consistently demonstrated initiative, persistence, excellent communication skills, and commitment. Manvir was recommended by faculty because of his extensive knowledge of applying appropriate techniques. principles, and concepts in accounting. He completed the training and experience for certification through the College Reading and Learning Association's International Tutor Certification Program. The training included listening and communication skills, adapting to different learning modalities, and effective questioning methods. When I observed Manvir’s tutoring sessions, I found him to be clear, collaborative, and supportive of the students he worked with. Through positive and constructive feedback, he improved his students’ confidence and motivation for success. He made helpful suggestions for study strategies to promote independent learning. He is a team player who can work independently. He took the initiative to present large group review sessions to improve student performance in accounting courses. He has been an asset the the Student Learning Center and will contribute effectively to any organization he works for.
Christine Connerly
As an accounting tutor at CSU, Chico, Manvir consistently demonstrated initiative, persistence, excellent communication skills, and commitment. Manvir was recommended by faculty because of his extensive knowledge of applying appropriate techniques. principles, and concepts in accounting. He completed the training and experience for certification through the College Reading and Learning Association's International Tutor Certification Program. The training included listening and communication skills, adapting to different learning modalities, and effective questioning methods. When I observed Manvir’s tutoring sessions, I found him to be clear, collaborative, and supportive of the students he worked with. Through positive and constructive feedback, he improved his students’ confidence and motivation for success. He made helpful suggestions for study strategies to promote independent learning. He is a team player who can work independently. He took the initiative to present large group review sessions to improve student performance in accounting courses. He has been an asset the the Student Learning Center and will contribute effectively to any organization he works for.
Christine Connerly
As an accounting tutor at CSU, Chico, Manvir consistently demonstrated initiative, persistence, excellent communication skills, and commitment. Manvir was recommended by faculty because of his extensive knowledge of applying appropriate techniques. principles, and concepts in accounting. He completed the training and experience for certification through the College Reading and Learning Association's International Tutor Certification Program. The training included listening and communication skills, adapting to different learning modalities, and effective questioning methods. When I observed Manvir’s tutoring sessions, I found him to be clear, collaborative, and supportive of the students he worked with. Through positive and constructive feedback, he improved his students’ confidence and motivation for success. He made helpful suggestions for study strategies to promote independent learning. He is a team player who can work independently. He took the initiative to present large group review sessions to improve student performance in accounting courses. He has been an asset the the Student Learning Center and will contribute effectively to any organization he works for.
Experience
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AssetMark
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United States
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Financial Services
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500 - 600 Employee
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Manager, Technical Accounting and SEC Reporting
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Oct 2021 - Present
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Senior Financial Reporting Analyst
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Jan 2021 - Sep 2021
- Responsible for the preparation of consolidated financial statements and related footnote disclosures for inclusion in the quarterly and annual SEC filings ensuring results are in compliance with U.S. GAAP and SEC regulations. - Researched technical accounting literature to analyze and critically assess reporting information and presented recommendations to Management.- Maintained working knowledge of new and evolving accounting pronouncements, keeping management informed as to their relevance to the Company. Show less
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Moss Adams
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United States
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Accounting
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700 & Above Employee
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Assurance Senior
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Dec 2018 - Dec 2020
- Leading, planning, and coordinating audits in accordance with Generally Accepted Auditing Standards (GAAS) and standards set forth by the Public Company Accounting Oversight Board (PCAOB). - Performing risk assessments procedures and assessing internal controls in order to support audit conclusions. - Assessing project status against planned benchmarks and implementing corrective actions to ensure project deliverables are completed in a timely manner while supervising teams ranging from one to six individuals to ensure quality control.- Providing clients with insights into upcoming Accounting Standards Codifications, including their impact to financial reporting along with internal control considerations. Show less
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Business Assurance Staff
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Jul 2018 - Dec 2018
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PwC
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Professional Services
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700 & Above Employee
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Assurance Associate
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Oct 2016 - Jun 2018
- Evaluated revenue recognition on long-term aerospace production contracts against project status to ensure conformance with GAAP. - Performed risk assessments procedures and assessed internal controls in order to support SOX opinion of SEC registrant with $2 billion in revenue. - Utilized ASC Guidance to assist tech-based manufacturing startups with accounting for software development costs related to autonomous vehicle driving software. - Leveraged collaborative technologies to coordinate cross functional teams in the US, India, China, Australia, Philippines, and Argentina towards internal deadlines. Show less
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Pinion
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United States
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Accounting
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400 - 500 Employee
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Summer Accounting Intern
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Jun 2016 - Aug 2016
Served as an assurance and tax intern for agricultural clients. I aided in providing tax preparation and tax planning, along with intangible asset valuation in connection with an acquisition. Served as an assurance and tax intern for agricultural clients. I aided in providing tax preparation and tax planning, along with intangible asset valuation in connection with an acquisition.
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Beta Alpha Psi
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Accounting
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1 - 100 Employee
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Director of VITA
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Dec 2014 - May 2016
I oversaw the university's non-profit tax program. During my tenure, I implemented a system of internal controls to ensure quality control of tax returns as well as controls over expenditures related to the program. Additional responsibilities included coordinating staffing of various tax preparation locations, providing tax training to all new volunteers, and reviewing tax returns prior to submissions to the IRS. Volunteer Income Tax Assistance (VITA) is an IRS endorsed program that provides low income families with tax preparation services. The program requires all tax prepares to pass different certification levels ensuring they have the appropriate understanding of tax law. Show less
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California State University, Chico
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United States
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Higher Education
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700 & Above Employee
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Subject Tutor
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Aug 2014 - Dec 2015
As an accounting subject tutor, I lectured students on fundamental concepts of accounting. As part of my duties, I tailored relevant concepts to individual learning needs and promoted independent student learning through use of multiple different learning strategies. As an accounting subject tutor, I lectured students on fundamental concepts of accounting. As part of my duties, I tailored relevant concepts to individual learning needs and promoted independent student learning through use of multiple different learning strategies.
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PwC
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Professional Services
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700 & Above Employee
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Assurance Intern
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Jun 2015 - Aug 2015
Served as an assurance intern for the consumer and industrial products market. I assisted with various assurance procedures for a $1B+ revenue SEC Registrant, ranging from assessing the operating effectiveness of the Company's SOX controls to ensuring clerical accuracy of regulatory filings. Served as an assurance intern for the consumer and industrial products market. I assisted with various assurance procedures for a $1B+ revenue SEC Registrant, ranging from assessing the operating effectiveness of the Company's SOX controls to ensuring clerical accuracy of regulatory filings.
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Education
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2012 - 2016
California State University-Chico
Bachelor’s Degree, Business Administration, Option in Accounting
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