Experience

Mathews CPA Inc.

• United States
• Accounting
• 1 - 100 Employee

• Tax Consultant

  • May 2022 - Present

  • Assisting a team of CPAs and tax professionals in: o Bookkeeping activities like preparation of financial statements and processing invoices/receipts/payments etc. o Individual and corporate tax filing • Assisting a team of CPAs and tax professionals in: o Bookkeeping activities like preparation of financial statements and processing invoices/receipts/payments etc. o Individual and corporate tax filing



Infosys BPM

• India
• IT Services and IT Consulting
• 700 & Above Employee

• Process Executive

  • May 2018 - Nov 2018

  • Helped a technology company streamline their billing process by leveraging Oracle Install Base. Optimization/Streamlining helped reduce problem resolution time by 20% and trimmed down costs by 5% o Analyzed customer billing disputes/complaints by applying fundamental accounting and taxing principles o Resolved billing issues through debits, refunds and credits and made accounting adjustments after re-conciliation o Created new billing contracts by considering duration of service, type of service, and multiple other parameters o Managed written/verbal communication with end customers and acted as the liaison between the client and the customer o Mentored incoming team members to help them ramp up on the internal processes • Handled the customer support division of an online retail client and helped improve CSAT by 700bps o Provided chat and phone support to call-in customers to make orders and process returns o Analyzed customer return history to issue replacements and refunds o Escalated pressing issues to higher authorities and partnered with other departments on a need-to-need basis Show less