Preeti Modani

Accounting Team Lead at Heart Pharmacy Group
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English Professional working proficiency
  • Hindi Native or bilingual proficiency
  • Telugu Limited working proficiency
  • Marwari Native or bilingual proficiency

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Credentials

  • Federal income tax level 3
    H&R Block Canada
    Dec, 2022
    - Nov, 2024
  • Federal Income Tax level 2
    H&R Block Canada
    Dec, 2021
    - Nov, 2024
  • Professional Ethics
    Corporate Finance Institute® (CFI)
    May, 2021
    - Nov, 2024
  • Federal Income Tax Level 1
    H&R Block Canada
    Jan, 2021
    - Nov, 2024
  • PowerPoint & Pitchbooks
    Corporate Finance Institute® (CFI)
    Sep, 2020
    - Nov, 2024
  • Building a Three Statement Financial Model
    Corporate Finance Institute® (CFI)
    Aug, 2020
    - Nov, 2024
  • Accounting Technician Certificate(ATC)
    Institute of Chartered Accountants of India

Experience

    • Canada
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Accounting Team Lead
      • Jun 2022 - Present

    • Junior Accountant
      • Sep 2021 - May 2022

      Naz Rayani and his Heart Pharmacy Team have been pillars in the community focused on improving customer health and supporting community initiatives for over 30 years.

    • Canada
    • Financial Services
    • 300 - 400 Employee
    • Tax Professional level 2
      • Feb 2022 - Apr 2022

    • Canada
    • Financial Services
    • 300 - 400 Employee
    • Tax Professional Level 1
      • Feb 2021 - Sep 2021

      DUTIES AND RESPONSIBILITIES – • Conducts interviews for the purpose of preparing complete, accurate tax returns utilizing customer service and programs. Provides tax information and offers appropriate tax-saving suggestions. • Practices excellent client service techniques to maximize the number of new and returning clients, not limited to but including contacting prior clients through the company Client Connect. • Completes the required documentation for Efile and Instant Refund service and delivers these services according to company procedures. • Collects all payments according to current company policy and procedures. • Reviews the status of COD, Hold & Drop-Off returns on an ongoing basis, following up with clients as necessary and reviews bulletin board items and responds accordingly. • Answers questions or handles inquiries from clients and other Associates, in person or on the phone and conducts any necessary research that may be required to provide complete and accurate responses. • Assist other Associates in the office in a team environment as required for the purpose of enhancing the client experience. • Demonstrates competency in the area of income tax knowledge and utilizing continuing professional education programs to attain, maintain, and strengthen tax expertise. • Performs other duties. Show less

    • United Kingdom
    • Market Research
    • 200 - 300 Employee
    • Manager Finance & HR
      • May 2016 - Sep 2019

      The Business Research Company is a Market Research and Intelligence company which excels in company, market and consumer research. It has over 50 research professionals at its offices in the UK, India and the US as well a network of trained researchers globally. It has specialist consultants in a wide range of industries including manufacturing, chemicals, healthcare, financial services and technology. The Business Research Company is a Market Research and Intelligence company which excels in company, market and consumer research. It has over 50 research professionals at its offices in the UK, India and the US as well a network of trained researchers globally. It has specialist consultants in a wide range of industries including manufacturing, chemicals, healthcare, financial services and technology.

    • India
    • Business Consulting and Services
    • 1 - 100 Employee
    • Accounts Executive
      • Jan 2016 - Apr 2016

      Was responsible for looking at end to end accounts requirement of the client. Was responsible for looking at end to end accounts requirement of the client.

  • B.D.Saboo & Associates
    • Hyderabad, Andhra Pradesh, India
    • Chartered Accountants
      • May 2010 - 2015

      Account Analysts Account Analysts

Education

  • Corporate Finance Institute® (CFI)
    FMVA, Accounting and Finance
    2020 - 2020
  • Osmania University
    Bachelor’s Degree, Business/Commerce, General
  • The Institute of Chartered Accountants of India
    Student

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