Preeti Chaudhary

Management Accountant at Lumin Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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5.0

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Tejal Rampersad

A highly professional employee who is committed to providing proficient work, accurately presented. Goes over and beyond her role to be a great team member. Is adapting to the role and willing team members. I would highly recommend Priti to any company.

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Management Accountant
      • May 2022 - Present

    • United Kingdom
    • Real Estate
    • 700 & Above Employee
    • Team Leader - Complex Accounts Team
      • Sep 2021 - May 2022

      Promoted to the Team leader role, which includes Monitoring and Managing performances, Identifying and delivering on-going training needs and ensuring KPI's and SLA's are met as per company targets.Providing Management reports to the various stakeholders including, Monthly, Quarterly and Annual Financial reporting in compliance with Accounting guidelines. Continuous development and improvement of these reports.Analysing Actual performance versus Budget for discussion at the Quarterly board meetings along with monthly Balance sheet and Bank reconciliations.Year End Accounts preparation including Service Charge, Voids and Company Accounts.

    • Senior Service Charge Accountant
      • Jan 2021 - Aug 2021

  • MLM Property Management
    • England, United Kingdom
    • Senior Service Charge Accountant
      • May 2020 - Dec 2020

  • London Luton Airport Operations Limited
    • Luton, England, United Kingdom
    • Assistant Financial Accountant
      • Sep 2019 - May 2020

      Joining Luton Airport as an Assistant Financial Accountant, I am responsible for the production of month-end management accounts, as well as fixed asset reporting. Ensuring internal compliance controls are met, I produce highly accurate and valuable analysis as a part of month-end, quarterly and year-end processes. I conduct balance sheet reconciliations, GRNI, prepayments and concession fee calculations as well as reconciling all records for an accurate view of the airport's fiscal position. In the direct support of the Head of Financial & Cash Management, I also contribute to the financial accounting of various high-profile and high-value projects, ensuring maximum value from expenditure and strict control of costs.

    • United Kingdom
    • Real Estate
    • 100 - 200 Employee
    • Senior Client Accountant
      • Aug 2018 - Sep 2019

      Promoted to Senior Client Accountant for the residential property management company, I held further accountability over the preparation of service charge, statutory company accounts, balance sheet reconciliation and various reporting to client and the business directors. Leading junior Client Accountants and administrative support staff, I brought accounts into audit-readiness for external RICS audits and actively enhanced financial management system via various process improvement projects. I tactfully and diplomatically managed outstanding accounts, chasing debtors where needed. In the production of financial analysis, I aided strategic decision making. Day-to-day, I was involved in various financial analysis and accounting interrogations, as well as monthly and quarterly management accounts, VAT reporting, trial balance and the integration of new business into the brand group.

    • Client Accountant
      • Sep 2015 - Aug 2018

      Recruited by the residential property management company as a Client Accountant, responsible for full accounts management, reconciliations, budgeting, reporting, variance analysis and staff training, I oversaw the preparation of annual service charge accounts and associated reconciliations and audit of balance sheets (including accruals and prepayment journals). I oversaw statutory accounts for limited companies and subsidiaries, filing intercompany accounts to Companies House. I was also accountable for quarterly and monthly finance reporting pack preparation for the Directors.

    • United Kingdom
    • Individual and Family Services
    • 100 - 200 Employee
    • Financial Assistant
      • Oct 2014 - Sep 2015

      A diverse role for this early-years children’s provider, responsible for providing financial and scheme support, using QuickBooks to administer and facilitate financial reporting, forecasting and various processes. Managed day-to-day accounting, which included posting costs to relevant ledgers, reconciling bank statement, processing payments and ensuring data accuracy. I also administered the payroll system, including pensions and tax, national insurance, rewards and benefits functions. In addition, I oversaw expenses and petty cash for the office. I was further involved in year-end accounts processing and accrual and prepayment ledger set-up for the new financial year.

    • United Kingdom
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Accounts Assistant
      • Mar 2014 - Sep 2015

      Supported the recruitment agency on the financial side, responsible for the development of annual budgets and forecasts, as well as creating financial models for franchise accounts; my role also encompassed the preparation of monthly management accounts, reports and variance analysis. In using Sage Line 50, I was accountable for data integrity and cleansing, reconciling payments, invoices and queries and ensuring sales and purchase ledgers were accurate. I supported VAT reconciliations and quarterly returns, as well as payroll and preparation of trial balance. I was hands-on in the preparation of year-end accounts, including accrual and pre-payment ledgers.

Education

  • Chartered Institute of Management Accountants
    CIMA Diploma in Management Accounting
    2014 - 2014
  • BCS, The Chartered Institute for IT
    ISTQB Foundation in Software Testing
    2013 - 2013
  • CIMA Diploma in Management Accounting
    CIMA Certificate in Business Accounting
    2013 - 2013
  • The Open University
    Level 3 Accounting & Bookkeeping
    2012 - 2012
  • Rohailkhand University
    BEng Computer Science, Honors
    1997 - 2001

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