Parth Lalani Email & Phone Number

Toronto, Ontario, Canada

• Process equity and contributory employee plan transactions, including sales, withdrawals, and option exercises,
• Ensure accurate and timely execution of purchases, dividends, and vestings
• Collaborate with team to streamline transaction processes, leading to improved efficiency.
• Maintain detailed records and reports for compliance and audit purposes.
• Resolve transaction discrepancies, ensuring high levels of client satisfaction. + Manage diverse equity plan transactions: sales, withdrawals, option exercises, purchases, dividends, vestings. Ensure accuracy

Toronto, Ontario, Canada

• Implement accounting procedures, analyze current processes, and recommend changes
• Prepare general ledger entries, maintain records, and conduct analyses
• Participate in Month-End and Year-End close
• Prepare and submit weekly reports to Financial Operations management
• Reconcile and code company credit cards
• Prepare daily bank reconciliations for multiple bank accounts and payment methods

Maharashtra, India

Worked with SAP software to process and post journal entries.Daily worked on excel data sheet along with SAP to process entries.Functioned VLOOKUP, HLOOKUP, charts on the daily data excel sheet.Worked on PDF invoices to enter data in the system.Gathering refund requests for approval and processingProcessing fee payment changes and creating payment.

Maharashtra, India

Managed daily accounting tasksPosted and processed journal entries to ensure all business transactions are recorded.AR & AP KnowledgeAdministrative work, making invoices, bank deposits and merchant chargebacks.Review the financial statements and related notes.Investigated discrepancies that were uncovered during audits.Audited information and implemented.

Pgdm, Accounting And Finance

• Relevant Coursework: Corporate Finance, Budgeting and Business Communication

Post Graduate Degree, Financial Planning Services, 2.55

• Relevant Coursework: Retirement Planning, Real Estate and Money, Banking and Financial institution.

Bachelor Of Commerce - Bcom, Finance And Financial Management Services, 63%

Relevant Coursework: Retirement Planning, Corporate Finance, Derivatives and Financial Study tour (Seminar in Khargar Finanacial.