Tharangee Jagoda
Staff Accountant at Raymond Young, CPA | An Accty Corp.- Claim this Profile
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English Full professional proficiency
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Sinhalese Full professional proficiency
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Bio
Experience
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Raymond Young, CPA | An Accty Corp.
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United States
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Accounting
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1 - 100 Employee
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Staff Accountant
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Apr 2023 - Present
● Preparation and e-filing the Individual and business tax returns after reviewing the relevant tax documents. (1040, 1120S, 1120C, 1065) ● Analyze bank/credit card statements to categorized the expenses/income to enter into the tax return. ● Work on an excel spreadsheet to calculate the net income by creating pivot table or data subtotal. ● Review P&L and balance sheets of small companies in quickbooks and undertake necessary booking keeping requirements to prepare the tax return. ● Perform tax research to educate customers. ● Collect payments on quickbooks from the customers. Show less
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Mission Valley Montessori School
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Fremont, California, United States
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Assistant Teacher
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Mar 2018 - Jun 2022
● Worked with Teachers in making lesson plans for the students and coordinated the activities for the class by arranging necessary materials. ● Provided individual and group based learning support to maintain and improve students progress and development. ● Kept records of student progress for teachers and parents and made notes on details such as behavior, grades, comprehension and personal growth. ● Supported teacher in instructing core subjects, delivering supplementary lessons and coordinating materials. Show less
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State Farm Insurance Agency
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Insurance
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300 - 400 Employee
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Customer Service Representative
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Feb 2014 - Oct 2015
● Calculated insurance quotes and provided other insurance related services to the customers. ● Collected insurance payments from customers and followed up with late payments by explaining billing and payment inquiries. ● Actively engaged with customers by explaining insurance products and services of the company. ● Issued monthly payments to third party service providers and reconciled business cash books and bank statements. ● Effectively communicated with other staff members about company work operations to have a smooth flow of operation Show less
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Citizens Development Business Finance PLC
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Colombo, Sri Lanka
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Credit Officer
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2010 - 2013
● Verified applicant financial status and credit history to determine the loan eligibility and recommended for higher approval. ● Conducted property investigations and background checks of customers before recommending housing loan facilities. ● Educated customers and sales personnel about company products, process and documentation requirements. ● Verified customer information in fixed deposit applications and activated/renewed/closure the deposit accounts. ● Verified applicant financial status and credit history to determine the loan eligibility and recommended for higher approval. ● Conducted property investigations and background checks of customers before recommending housing loan facilities. ● Educated customers and sales personnel about company products, process and documentation requirements. ● Verified customer information in fixed deposit applications and activated/renewed/closure the deposit accounts.
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Education
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Following Uniform Certified Public Accounting (CPA) Examination
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University of Sri Jayewardenepura
Bachelor of Science (BS), Marketing Management -
CIMA - Chartered Institute of Management Accountants
Passed Finalist