Vasanthi Swaminathan

Senior Financial Analyst at Pacific Western Transportation Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
CA

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5.0

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Badhrinath Ramiah

The word accounting sends shivers to many, however, for Vasanthi its as simple as a walk in the park. Vasanthi combines her incredible talent for understanding issues and utilizes her communication skills with a sense of clarity and timing. In my tenure as Project Head for a Diagnostic company, she was very quick to get to the details in no time and the results were extraordinarily impactful because of her eye for details. Whether working on reconciliations or engaging with other colleagues for assisting with their queries, or simply planning strategic approaches for account finalization, in the midst of significant pressure and risk, Vasanthi is critical to insuring that the work is won on the day. She manages the team very effectively and is exacting when it comes to her perfection. I am more than happy to recommend Vasanthi and needless to say she is simply a superstar in her field.

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Credentials

  • CPA
    CPA Ontario
    Jun, 2021
    - Nov, 2024
  • Certified Public Accountant
    Montana Board of Public Accountants
    Sep, 2020
    - Nov, 2024
  • Advanced Financial Modeller
    Financial Modeling Institute (FMI)
    Jul, 2019
    - Nov, 2024

Experience

    • Canada
    • School and Employee Bus Services
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Jul 2021 - Present

    • Canada
    • Wellness and Fitness Services
    • 400 - 500 Employee
    • Senior Accountant
      • Jan 2021 - Jul 2021

    • General Accountant
      • Aug 2018 - Jan 2021

    • Ireland
    • Business Consulting and Services
    • 700 & Above Employee
    • Transaction Processing Analyst
      • Apr 2017 - Apr 2018

      - Mentor and coach a moderately sized team to fulfil contractual requirements of the project - Served as a secondary point of contact besides the team leader for client project manager and segment/regional leads (for cross-segment issues or escalated issues) - Collected and consolidated escalated team issues that remain unaddressed (e.g., technology, target cases, pending onshore requests and escalation) for escalation to the team leader or manager (client) and/or to the Internal Unit Lead - Performed data entry or other client-related tasks in various systems, as required - Performed and/or ensured completion of quality review check on outgoing work (e.g., proof data entry, correspondence, and other tasks) within the immediate team to ensure quality, accuracy, and consistency - Prepared and analyze complex reports/information and formulate conclusions - Ensured that all of the client responsibilities occur in accordance with the statement of work and service level agreement with the client - Acted as a subject matter expert for team members, peers and/or clients as assigned - Performed reconciliations and assisted the client during the month close - Reviewed all incoming work for clarity, provide clear work directions, e.g., receive requests for assistance from the field, determine the level of assistance required and respond appropriately - Worked with the Automation team to automate the process resulting in time-saving - Conducted people engagement activities like Fun Friday and other activities - Recognised by the client for quick learning and attention to detail - Recognised by the Managers and Team Lead for flexibility, adaptability, team work and delivery on time Show less

    • India
    • Business Consulting and Services
    • 1 - 100 Employee
    • Analyst
      • Aug 2015 - Jul 2016

      - Developed, Implemented and Monitored the Internal Controls for clients - Trained client's staff to take their accounting processes back in-house - Generated monthly financial statements and facilitated account closing procedures - Processed month end procedures like accruals, depreciation, amortization of prepaid expenses - Checked financial accounting records to assess accuracy, completeness and compliance with policies and reporting standards and performed GL reconciliation - Direct handling of books of accounts up to completion and pass journal entries ensuring zero error tolerance - Upheld awareness of applicable laws to maintain up to date practices - Provided value-added financial management, analysis, and advice to the client engagement team - Assisted in preparation of budgeting and forecasting for various clients - Carried out bank related transactions and conduct monthly reconciliation, Accounts Payable and Accounts Receivable. Carried out invoice preparation and processing financial transactions - Kept track of ageing analysis of receivables and provided to sales head for their necessary action - Provided advisory services to the clients. Assisted in contract compliance tracking - Assisted the auditors during audits by providing necessary information - Classified and maintained monthly balance sheets, financial statements and quarterly reports - Consolidated financial statement and management reports viz. Profit & Loss, Balance Sheet - Carried out cost, pricing and financial analysis and prepared cost accounting reports Show less

    • CA Inter
      • 2012 - 2015

      - Carried out Internal audit and Statutory audit for various clients including banks - Prepared financial statements and finalized year-end with the Auditor - Assisted the Auditor for Income Tax hearings - Evaluated and reported audit findings, recommend changes to correct unsatisfactory conditions, improve operations, reduce costs and ensure compliance with applicable requirements. - Helped in continually reviewing and setting up improvements to current procedures - Prepared financial forecasts and financial budget for various client - Filed Income Tax return for various clients (Individuals, Partnership, Trust, Companies, etc) - Prepared various financial statements from posting journal entries to finalising the accounts - Demonstrated leadership, teamwork and collaboration in a professional setting Show less

Education

  • American Institute of Certified Public Accountants
    cleared CPA
  • Amity University, India
    Post Graduate Diploma in Public Accounting, Accounting and Finance
    2018 - 2019
  • The Institute of Chartered Accountants of India
    CA INTER
  • Manonmaniam Sundaranar University
    Bachelor of Commerce - BCom
    2006 - 2009

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