Amrit Minhas, Cpa (She/Her) Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

- Spearheaded the evaluation of Bench’s cross-functional billing system and planned, designed, and implemented a solution that improved the internal Quote-to-Cash operational efficiency through aggregation of high client data volume into Salesforce.- Overhauled revenue accounting processes to align with the new Quote-to-Cash tool, ensuring accurate financial reporting and streamlined integration in one week.- Reviewed all Finance month ends post new billing tool implementation to ensure correctness of revenue before and after implementation. Identified $400K of misallocated revenue post implementation.- Enhanced controls within Salesforce and improved lifecycle management processes, leading to an increase in cash retention insights and more efficient financial operations.- Led and managed cross-functional stakeholders such as Strategy & Operations and Billing Operations teams, while also collaborating closely with Project Management, Data Architecture Engineers and Data Analysts to successfully implement the billing tool on time. - Provided actionable insights and recommendations to senior management based on data-driven analysis and industry best practices post implementation given increased data insight. For example; aggregated Bench’s client portfolio from 200+ billing plans, to less than 100.- Owned the alignment of Bench’s strategy with current operational needs by evaluating resources needed for incoming business problems and proposing team priorities with the goal to always increase cash retention.- Managed Strategy and Billing Ops during the implementation of a new billing tool while continuously managing ad-hoc requests to create or improve key performance metrics.

- Aligned Bench’s strategy with current operational needs by cutting over $1 million in costs and streamlined marketing funnel by focusing on channels with the highest return on investment (ROI), resulting in improved campaign efficiency and increased revenue.- Owned the delivery of Bench Financial Forecasts on an annual, quarterly, and monthly basis with a goal of positive EBITDA.- Guided, evaluated, and executed decisions of department leaders to make cost-effective company-level decisions, including $500,000 in cost savings.- Managed cross-functional projects and initiatives aligned to company objectives to improve business unit decision making, including overseeing an annual Marketing budget of $1 million.- Implemented and owned strategies to improve Customer Acquisition Cost (CAC), and Go-To-Market (GTM) resourcing. Decreased CAC by $50/month by building Marketing KPI analytics such as Return on Ad (ROA) and U:L conversion, and Marketing ROI. Restructured Sales teams to better L:T conversion. - Led organizational restructuring conversations in order to better support service delivery.- Partnered with diverse stakeholders such as Finance, Business Operations, Sales, Marketing, Product and Technology to support service delivery teams.- Built and maintained integral cross-departmental relationships.

[The best Legal Practice Management Software company continuously building, developing, and growing to provide customers with the end to end solutions for all of their legal needs] As a Financial Accountant working with the most incredible human beings, I am providing reliable data to middle and senior management for decision making. In detail, I:- Built, reported, and monitored multiple cross-departmental initiatives in response to COVID impacts on the company.- Owned and rebuilt the revenue reconciliation process to adapt to a multi-product company.- Built and reported the Clio Cloud Conference budget to actuals reporting for the Finance team.- Lead the restructuring of the refund process by building the reporting and analytics for refunds, while quarterbacking the ongoing improvement process.- Analyzed the Bar Promotional Codes at Clio and complete a monthly variance analysis of the Profit and Loss statement.- Lead two professional leadership development sessions for the Finance team to increase the team’s understanding of different management styles and working with them.- Built the FAQs and onboarding pamphlet for the company.- Built and introduced the monthly reporting of travel activity company wide.- Analyzed discounting activity at Clio and reevaluating Fixed Asset and Prepaid amortization thresholds.

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Vancouver

[A full service, public practice accounting firm based in North Vancouver driven to provide clientele with a reliable and diverse range of services]As a Staff Accountant and then Senior Accountant, my role grew immensely during my term with the firm. For more than two years, I developed strong skills to fully complete deliverables for both tax and audit purposes. In detail, I:- Onboarded two entities with my work ethic and customer service skills while working on related Notice to Reader engagements.- Developed all auditing procedures for five small non-for-profit and government entities. - Conducted complete Notice to Readers, personal and corporate reviews, GST and PST reconciliations, payroll audits, and prepared T3, T4, T5, SR&ED, and GST self assessments. - Simultaneously trained two associates while maintaining at least five NTR clients, above and beyond monthly bookkeeping responsibilities. - While additionally taking on the role of the office manager during organizational restructure and partner’s maternity leave, took on the responsibility to communicate and follow up with all of the partner’s year-end’s and ongoing client work.

Vancouver, Canada Area

[An intensely fast growing, FinTech bookkeeping company based in Vancouver, charting positions such as Deloitte’s 2017 Fast 50, and Fastest Growing Companies in Canada]During my time at Bench, my role involved me taking on a range of different responsibilities. As an Accounting Associate, my main focus was to ensure my clients always had the best customer service. Providing over 40 clients with up to date financials consistently and 24 hour communication turn around, I was driven to spear head my accounting career while building tools to better self review, self manage, and ensure responsibility over my work. Along with the tasks of my regular role, I happily aided the Learning and Development, Recruitment, and Social teams at Bench. Working with an incredibly intelligent team, in an insanely motivated company, I learned more about building a business and the growing pains that came along with it. This unforgettable experience set me on a professional journey to always work with the most driven, impelling, and progressive finance teams. I have highlighted some key points during my time at Bench below:- Rapidly built a portfolio of over 40 clients to manage and produce financial statements for businesses ranging from LLCs to C-Corps.- Maintained the highest utilization rate and a record amount of clientele per associate while maintaining a positive attitude within the office. - Took on a leadership role within the team by working with the Recruitment and Learning & Development team to assist with hiring and training new Accounting Associates. - Consistently produced clean books by clearly communicating with clients and building meaningful relationships to understand clients’ business needs and goals. - Utilized organizational techniques, independent thought, and ownership of self-growth to enable myself to exceed expectations of both managers and clients.