Samira Shetty Email & Phone Number

Vancouver, Bc, Ca

Burnaby, Bc, Ca

Team Management-Recruit, mentor, provide support to, and manage a team of Accounting & Finance Advisory Managers, and our offshore Senior Accountants.- Assist in team performance management by helping the team understand performance goals, tracking key metrics, providing feedback on performance, and creating development plans to support the team.- Identify performance issues among team members, find solutions, provide assistance, and ensure performance metrics are being met. - Collaborate with the Head of Advisory and the Head of People on performance management, the hiring process, and other team management responsibilities as required.Client Relationship Management- Work together with the Senior Leadership to understand expectations, manage the client pipeline, and oversee the assignment of clients and projects to the Accounting and Finance Team.- Monitor the new client pipeline and make sure transition protocols are followed and carried out effectively.- Coordinate with Customer Success and Accounting Advisory Managers to carry out Controller Reviews of our clients' financials. This involves overseeing the quality of our team's work, ensuring airCFO standards are consistently met, and contributing valuable process improvement suggestions.- Support the Accounting and Finance Advisory team by addressing client escalations and collaborating directly with our clients. Work in sync with the customer success manager to develop effective solutions.Internal Process Improvement- Actively brings ideas and solutions forward to help improve airCFO processes or services to ensure efficiency and accuracy.- Empower the team to actively participate in team meetings and bring forward ideas.- Collaborated with the Head of Advisory to develop and implement KPIs to measure performance and track progress.

- Provide accounting and financial reporting support to clients in the tech start-up world.- Supervise, review & manage the daily, weekly & month-end tasks performed by the Senior Accountant in my team.- Analyze clients accounting process, identify issues and perform research on all solutions to ensure efficient workflows.- Listening, understanding the client’s needs, and working with the team to provide solutions to complex issues involving accounting and finance processes and technical accounting matters.- Evaluate, design, and implement best practices to support the client’s operations of accounting and finance departments.- Develop and maintain client relationships, thus driving clients’ satisfactionairCFO is an expert in the field of startup accounting and has partnered with startups across the nation from San Francisco to New York City. We keep your books in order so you can focus on your business.airCFO is a cloud-based accounting, fractional CFO, and tax partner for startups across the United States. Our team helps you know what's ahead, and keeps your back-office in order so your team can focus on what they do best.https://aircfo.com

Banff, Alberta, Canada

- Assist in setting the Centralized Service Delivery Team Standard Operating Procedures, by working with existing team members across the Canada’s Western Mountain Region.- Coordination, resource management and output for AR & AP in the Banff, Jasper, Lake Louise & Whistler Accounting Department.- Provide administrative support to Management with reference to the region centralized finance delivery, policy compliance, business advice and operational assistance.- Ensure control systems are monitored and audited on a regular basis, as documented by Corporate Audit Services.

Banff, Alberta, Canada

ERP Replacement - Worked closely the Project Management Team on the implementation of a new ERP system.- Subject Matter Expert for Finance/Accounting processes.- Analyzing & documenting the flow of financial transactions, processes & policies & refining business process opportunities & policies.

Banff, Alberta, Canada

- Coordinate, Oversee, and Manage the roles and duties of the Cash & Revenue Accountant, Purchasing Administrator & Inventory Controller.- Monthly Reconciliation of F&B, Retail Values in comparison with the Inventory system.- Process improvement & management of Purchasing, procurement and Accounts Payable (AP). - Develop and implement efficient standard operating procedures for Revenue, Inventory, Cash, Accounts Payable (AP), Procurement & parts of Accounts Receivable (AR)- Prepare, Review and Post month-end Journal entries, Accruals, General Reporting and GL reconciliations - Train & Manage accounting team members - develop and evaluate work performed in collaboration with the Director of Finance - Assist the Director of Finance in monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget

Banff, Alberta, Canada

- Revenue Recognition and Cash Management for all 11 locations.- Analyzing and reviewing daily transactions to ensure accuracy, completeness & timeliness- Coordinate, verify and re-class any variances in expense accounts for all Senior Department Leaders to maintain their Fiscal Year Budget- Oversee and implement efficient working processes for the Accounting Analyst, Revenue Accountant, Accounts Payable Coordinator, and Inventory Coordinator

Banff, Alberta, Canada

- Monthly Financials distribution and reconciliation- Template building for Budget vs. Spend for Department leaders- Preparation and recording of general journal transactions- Cash and Revenue accounting

Canmore, Alberta, Canada

British Columbia, Canada

Courses taken:Accounting 1 Intermediate Accounting FinanceAuditing 1 & 2 Payroll Essentials Taxation 1 & 2 Microsoft Excel QuickBooksDynamics GPSage50 & Sage 300

Alberta, Canada

- Restaurant order management- Preparation of orders from customers

Vancouver, Canada Area

- Maintain and record cash/credit card payments- Inventory Stocking- Resolution of Customer complaints- Educated customers on current promotional offers

India

- Administrative and Payroll duties- Discover and hire young artists and their designs- Vendor management for new and existing products - Promotion and over sight of Facebook, Instagram and Google+ page

Bangalore- India

-Verify and review credit card and PayPal orders processed by the team and coordinate between other associates in the accounts receivable, collections and credit terms department. -Assign and allocate daily work tasks to the team and reported their performance in weekly staff meetings.-Training and mentoring of new associates to the team and verification of their work though Quality Check reports. -Steered refresher training sessions for associates with lower performance and documented their progress.-Coordinate and work with our Europe & UK customers and their banking institutions to verify all credit card charges before accepting or refuting a chargeback.-Resolve escalations and report any discrepancies in the process to senior leaders.

Goldman Sachs Bangalore

- Administrative Duties- Payroll management- Control and update Standard operating procedures- Customer relationship management - Member management records and systems - Responsible for all member and client email communication, newsletters and daily updates of the Fitness Center.

Investigating on orders placed by customer from US & Canada region for variousDell items and prevent Fraud by reviewing purchases.To handle and work on different pay codes (Credit Cards, Pre-Paid Cards, Check,PayPal & Gift Cards).Highest Inbound Call Taker in the TeamWork on critical filters (SNP, High Dollar & Fast Track Filters).Topped the team stack for the entire year.Achievements:On the Spot Award: For overall performance excellence.C.E Award : For customer experience.Business Initiative: - Process Improvement Project: Set up weekly conference calls to focus on our areas of improvement and provide feedback to our Austin counterparts. - Order Tracking Tool: A project to reduce losses by carrier errors. -Presenting Case Studies for all the Quality errors in the team. - Active participation in organizing cultural activities in team-Available Time: An initiative to improve customer experience and efficiency atwork place.

- Marketing and Promotion of the energy drink- Brand representatives at Red Bull events around the city.

Accounting, Accounting And Finance

High School, Business/Commerce, General