Deepti Satija Email and Phone Number
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Dynamic executive with a proven track record of driving operational efficiency and leading cross-functional teams in fast-paced, deadline-driven environments. Proficient in planning and executing projects with a focus on operational excellence, advanced analysis, and technical proficiency. Demonstrated expertise in financial management, including transitioning and managing multi-million-dollar loan portfolios, and fostering strong stakeholder relationships. As an Associate CPA (CPA, Australia) awarded Best Student in 2013 by UNITEC in collaboration with CPA, Australia, I bring advanced skills in finance and accounting. My career spans diverse industries and four countries, enriching my experience with a wide range of cultural and professional perspectives. With extensive experience in the Manufacturing and FMCG industries, I excel in financial planning and analysis (FP&A) and cost accounting, demonstrating a keen ability to drive strategic initiatives and optimize performance. My technical proficiency includes a comprehensive grasp of accounting and professional software packages, including advanced data analytical tools and platforms such as Power BI, Tableau, Snowflake, CRMs (Salesforce), QuickBooks, ERPs (SAP, Dynamics) etc. to transform data into actionable insights and strategic decisions. This technical acumen complements my deep understanding of accounting practices, statutory requirements, and financial reporting. I am known for my exceptional analytical skills, leadership capabilities, and dedication to achieving high-impact results. Motivated, honest, and enthusiastic, I excel in both individual and team settings, consistently driving success through operational excellence, strategic financial management, and data-driven decision-making. My commitment to continuous improvement and operational efficiency ensures that I deliver outstanding performance and value in every role I undertake.
Let'S Learn Foundation
View- Website:
- letslearninc.org
- Employees:
- 3
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Member Board Of DirectorsLet'S Learn FoundationAustin, Tx, Us
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Finance Manager - Portfolio Operations & ServicingSunpower Corporation Feb 2022 - PresentAustin, Texas, United StatesIn this role, I transitioned and managed a rapidly growing multi-million-dollar loan portfolio of over 13,000 loans. Key Achievements - - efficient vendor management and project management - extremely low time to solution for customer complaints with annual reduction in TTS - a robust delinquent account collection policy - Designing and documentation of processes related to Operations and Servicing of loans - Designing and implementation of new automated collection processes - extremely low delinquency (less than 2.3%) and loss rate (less than 0.03%)Role - • In-depth monthly portfolio review to establish trends (Dealer channels, Financiers, FICO scores, system performance, etc.). • Deep-dive collaborations with senior management in designing and implementing creative solutions • Delinquency and late collections analysis and management via array of solutions for loss mitigation• Daily review of customer disputes with an SLA of 48 hours• Review of Attorney General and BBB Complaints and replying with resolution within timeframe• Crafted portfolio performance dashboard with KPIs for management review • Constant collaborations with various stakeholders from different teams – financial, legal, project managers, reporting specialists, customer care, etc. in development and implementation of new financial operational processes• Facilitating external and internal audits • Constant review of dunning process to identify gaps and introduce improvements -
Member Board Of DirectorsLet'S Learn Foundation Mar 2018 - PresentUnited StatesServed as a Member of Board of Directors and mentored tens of teenagers with all aspects of project and enterprise management including tactful planning, budgeting, workforce planning, database management, and reporting, while promoting teamwork for an educational non-profit supporting low-income students. Promote the broad communication and application of lessons learned, while coaching them on building strategic partnerships and overseeing their work to enhance, guide, and elevate team performance and deliverables. So far, they have donated over 60,000 reading books and 105,000 school supplies to over 13,000 underprivileged students across 13 ISDs, with a passionate commitment to setting higher targets of helping 25,000 children by the end of 2025.
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Senior Business Financial AnalystAmeen & Momin Cpa, Pllc Jul 2019 - Feb 2022Austin, Texas, United StatesMy role requires exceptional organization and communication skills as I engage stakeholders like clients, external auditors, IRS, Texas State Comptroller, client’s banks, financial advisors etc. My role also requires robust & diverse IT skills as I use varied tools like Quickbooks, Drake Software, Power BI, Excel etc. My role also has line management and team management responsibility while leading a local and off-shore team who help me with tasks like data entry, reconciliation, and support. In this role, I have ownership of over 160 SME Corporate accounts for the following responsibilities:- Prepare Financial statements i.e. Profit and Loss Statement and Balance Sheet every quarter and at the end of the year using QuickBooks. - Advise my clients on the tax rules and provide guidance on everything related to taxation. - Prepare and file the annual Tax Returns (1120S and 1120) for my clients using tools like Drake Software.- Prepare and file monthly Texas Sales Tax Reports, Beverage Sales Reports, etc. - Prepare and file W2 and W3 at the end of the financial year.- Prepare and file 1099 for the clients to issue to their stakeholders or suppliers. - Prepare and file monthly payroll taxes, file quarterly 941 and 944 returns, TWC (Texas Workforce Commission) returns, and annual 940 returns.
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Assistant Accountant - WarehouseLinfox Aug 2016 - Aug 2017Auckland, New ZealandLinfox is a multinational company that provides Supply Chain Services including warehousing, distribution center management, transportation, and logistics. Reporting to the Finance Manager, New Zealand Warehouse, my role had the ownership of revenue reporting for the entire warehouse business including the storage and movement of FMCG products stored in all the warehouse facilities across the nation. I used tools like SAP, in-house Logistics management ERP & CRMs, and MS Excel to prepare weekly reports on all business KPIs like revenue generation, facilities’ usage and capacity, inbound and outbound pallet reporting, and client billing. I used SAP extensively for General Ledger maintenance; including journal entry process, account reconciliation, and analysis of account balances. -
Assistant AccountantRotaform Plastics Limited Aug 2012 - Jul 2016Auckland, New ZealandAt this manufacturing company, I started as a part-time Accounts Administrator but was soon promoted to the full-time Assistant Accountant’s role. I reported to the Financial Controller and my responsibilities included:• Preparing monthly financial reports, including month-end closing, GL Journals, accruals, and reconciliations using Intuitive ERP (a specialized ERP for manufacturing firms) • Analyzing cost and revenue accounts, and investigating into unexpected variances • Maintaining portfolios of customized projects; and their cost and revenue reporting• Maintenance of fixed assets register including all additions, disposals, revaluations and depreciation along with CWIP for customized projects• Preparing and filing monthly payroll, local sales tax, and other tax reports namely PAYE, GST, FBT, RWT returns• Preparing payroll using MYOB Exo, and handling IRD, ACC, Housing NZ etc. queries. • Preparing and maintaining AR & AP ledgers. • Liaise with international suppliers and freight forwarders to ensure timely/smooth arrival of goods • Assisting Financial Controller in preparing monthly ‘Management Board Report’ • Assisting Financial Controller in forecasting and budgeting -
Business AnalystAuckland Audio Aug 2008 - Apr 2009Auckland, Auckland, New ZealandThis is an accounting firm with a portfolio of high-profile clients from various industries. At this firm my responsibilities were:- Developing and customizing key financial reports for the clients - Preparation of monthly Reconciliation Reports - Preparation and filing of Payroll and Sales Tax Reports (PAYE & GST Returns)- Compile and record financial information using various software (MoneyWorks & MYOB)- Automation and standardization of audit process- Implementation of processes that ensure adherence to accounting standards( I left this job for maternity reasons - delivery of my second child.)
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High School TeacherMultinational School Riyadh Jul 2005 - Aug 2007Riyadh, Saudi ArabiaI moved to Saudi Arabia when my husband took up a job as a Senior Manager in a Saudi telecommunications company. At this international school in Saudi Arabia, I taught Business Studies & Accounting for the IGCSE O-Level program. As part of my role, I designed the lesson plans, delivered them using various teaching tools and aids; designed and conducted assessments aligned with the strict IGCSE curriculum requirements. To make learning fun and easier, I designed workbooks for each module using simple case studies from real-world scenarios. I had to quit this job for maternity reasons, as I and my husband moved back to New Zealand for the birth of my first child.
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Assistant LecturerManukau Institute Of Technology Jan 2004 - Jun 2005Manukau, Auckland, New ZealandAt Manukau Business School, I started as a Tutorial Assistant and was promoted to part-time lecturer after one year. I lectured in Accounting and taught ‘Accounting Principles’ from New Zealand Diploma in Business (NZQA - New Zealand Qualification Authority Framework). My responsibilities in this role included the following:- designing the course work and course program- designing and delivering the lectures and tutorials- assessing students' coursework- setting and marking examinations and moderating examinations for other courses
Deepti Satija Education Details
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Cpa Australia ProgramAccounting And Business/Management -
First Class -
First Class
Frequently Asked Questions about Deepti Satija
What company does Deepti Satija work for?
Deepti Satija works for Let's Learn Foundation
What is Deepti Satija's role at the current company?
Deepti Satija's current role is Member Board of Directors.
What is Deepti Satija's email address?
Deepti Satija's email address is de****@****ail.com
What schools did Deepti Satija attend?
Deepti Satija attended Cpa Australia Program, Unitec Institute Of Technology, Delhi University, Delhi University.
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