Bhoomi Mehta Email & Phone Number

San Francisco, Ca, Us

San Jose, Ca, Us

Durham, North Carolina, Us

Worldwide, Oo

As part of the Hybrid Business Finance Center of Excellence (COE), Bhoomi is part of the team that handles billing, revenue recognition, period end close and management reporting for Deloitte hybrid businesses. Her day-to-day responsibilities include a wide variety of the following responsibilities:• Handling billing and revenue recognition for multiple product businesses• Performing accurate billing calculations, including contracts and modifications, invoice supporting documentation, over and under payment management, invoice cancellations and related items• Reconciling revenue and billing for period end close process to generated revenue and other period end journal entries• Collaborating globally to support cash operations and perform issue resolution via interacting with various stakeholders• Creating and managing SOWs (CGAAP, GAP, etc.) contracts for client billing and revenue recognition• Creating, maintaining and tracking project financials, alongside working with project managers for accurate invoicing and reporting• Producing month end reports related to invoicing, contract renewals, billing and AR for management.

Chicago, Il, Us

As a Finance Analyst, Bhoomi's responsibilities encompassed:• Terminating and reinstating policies for fully insured clients ranging from small to large groups • Entering member’s payment and invoice amounts for reconciliation using AR reports• Analyzing and reconciling 1600 members’ reports for over and under billed client statements to discover discrepancies and resolve variances promptly

Durham, Nc, Us

As an Associate Finance Analyst, Bhoomi worked on a wide variety of tasks which included:• Setting up codes in Oracle and reconciling daily-dues file to generate various membership metrics and trend analysis• Running Oracle reports for member revenue forecast analyses, balance sheet member revenue forecast analyses, member revenue summaries, and financial statements • Creating financial forecasts, profitability impacts & competitive analysis, and other reports to track profitability and worked on month-end closing for finance dues and inventory • Providing/calculating totals for new, renewal and total membership enabling internal teams to track the progress for AICPA.

Wilmington, Nc, Us

Bhoomi's responsibilities included:• Creating balance sheets and financial statements, forecasted reports and reviewed quarterly and yearly progress• Working on month end close process to examine P & L and made journal entries using Lawson software

Raleigh, Nc, Us

As an Intern, Bhoomi performed the following:• Assisting with audit preparation, reconciliation, and general accounting to keep organization financially stable• Preparing order reconciliation, matching invoices with client details and entering data into QuickBooks

New clients setup for general ledger and reconciled accounts to detailPrepared Financial Statements and Balance sheets Reconciled Balance sheet account and Bank Statements Prepared Trail Balances in an integrated accounting systemProcessed Accounts Payable, including check runsProcessed Accounts Receivable including Bank deposits Prepared Audit conformation letters and setup new accountsCreated new Home Owners Associations clients schedule Assisted with preparation of Tax Returns

Bhoomi performed the following:• Processing accounts payable, including check runs, accounts receivable, and bank deposits• Preparing financial statements, audit confirmation letters and trial balance upon client’s request• Assisting with tax return preparation and client schedules for homeowners associations

Ability to handle cash register efficientlyExcellence in customer service; highest score in mystery shoppersObserved for and recognized security risks and theftsTicketed, arranged, and displayed merchandise to promote salesMaintained knowledge of current sales and promotions polices regarding payment, exchanges, and security practicesCounted and deposited money into bank

Excellence in customer service.Recommended, selected and helped locate or obtain merchandise based on customer needs and desires.Answered questions regarding the store and its merchandise.Greeted customers and ascertained individual customer wants or needs.

Bachelor Of Science (Bs), Accounting And Economics

Associate, Arts