Yash Kanwar Email & Phone Number

Columbus, Oh, Us

Columbus, Ohio, United States

· Utilize Microsoft Power BI and Microsoft Dynamics GP to visualize segmented revenue and expenses, creating financial reports including aging, that enhance executive decision-making and support financial initiatives· Increased reporting efficiency by 50% for invoices and express checks by developing custom artificial intelligence (AI) models that automated data tracking and exporting to Excel, reducing manual processing time by 6 hours per week· Process and accurately enter over 500 invoices weekly, ensuring correct general ledger (GL) coding and approver assignment, decreasing month-end close time· Maintain record of over 11,200 drivers’ escrow and maintenance fund balance using advanced Excel filtering, enabling precise financial tracking across the company· Eliminated a 3-month backlog in termination and direct deposit processing by streamlining workflows, resulting in 100% compliance with company payroll timelines· Issue over 50 express checks a week for drivers, ensuring 100% on-time payments for advances, short pays, and towing expenses, contributing to higher customer satisfaction· Created and maintain recurring settlement adjustment processes for license plate fees, garnishments, and escrow deductions that increased on-time payments by 10% and reduced missing deadlines by 25%· Manage high-volume data entry and settlement adjustments, including checks and EDI files, improving data accuracy by 15% implementing comprehensive verification processes· Act as liaison between Finance and Vendor Relations, communicating payment status, resolving over 100 inquiries monthly, and ensuring all vendor-related finance concerns and needs are addressed in proposed solution and accurately reflected in financial reports· Reconcile weekly earnings via ACH and bank checks with deductions of over 7000 truck owners using Oracle Fusion, improving financial accuracy and reducing variance/discrepancies by 12%

Columbus, Ohio, United States

· Acquired over 300 business partners, realtors, financial advisors, and representatives driving 15% sales increase and development of long-term relationships through effective communication and strategic partnerships· Collaborated with cross-functional team members in Finance and Marketing departments to organize 20 large, high-profile company events including corporate luncheons, private parties, agent happy hours, and team building activities, which strengthened partner relationships and company visibility · Enhanced data reporting efficiency by 30% through creation of organized, color-coded partner lists in Excel, improving accessibility for over 100 key partners· Expanded organization's partner network by 10% by identifying and engaging with 20 new noteworthy clients weekly looking to refinance/purchase homes, implementing benefits of marketing packages with partners, and research of broader sales trends resulting in elevated sales performance and increase revenue · Increased organization's clientele through cold calling, networking, marketing, generating new leads, client research, and research of prospective partners· Presented business growth strategy recommendations regarding retention of corporate partners, current interest rate factors, and economic drivers to divisional manager and other key stakeholders· Trained and developed by professionals with 25+ years of customer experience in real estate and sales· Engaged with team members and kept detailed records of daily activities using Microsoft Outlook & Microsoft Teams· Built strong interpersonal relationships with strong verbal and written communication skills in direct interactions

Worthington, Ohio, United States

· Prepared and presented monthly financial reports such as balance sheets, income (P&L) statements, and cash flow statements using Yardi Breeze enabling managers to make data-driven decisions that augmented financial performance· Supported 12 ad-hoc and special projects by conducting cost trend analysis and performing buyout calculations, leading to improved cost planning and a 10% reduction in expenses for each residential unit· Researched & analyzed financial data to construct 30+ analytical reports in Microsoft Word & Excel, supporting operational planning and budget development leading to advanced financial forecasting· Conducted comprehensive data analysis on consumer demographics, properties for sale, and average rent prices using Power BI that contributed to 20% improvement in Return on Investment (ROI) for targeted properties by optimizing pricing strategies and investment planning· Created over 40 financial models including discounted cash flow (DCF) valuations to forecast revenue and net income, empowering calculated investments· Monitored occupancy rates, debt-to-income (DTI) ratio, and tenant turnover to support management’s set objectives and goals for company· Ensured 100% account accuracy during month-end close activities by reconciling high-volume business transactions, including sales, purchases, expenses, and invoices, leading to a reduction in financial discrepancies.

Columbus, Ohio Metropolitan Area

· Recorded and analyzed financial transactions such as rents, purchases, expenses, and payments using QuickBooks, ensuring accurate financial tracking and reporting· Maintained 100% accuracy of journal entries and financial statements by adhering to U.S. GAAP and IFRS frameworks as well as accrual accounting principles· Utilized advanced Excel Functions, including VLOOKUP and conditional formatting on Pivot Tables to interpret financial data· Calculated exact general ledger balance through precise recording of business transactions· Communicated daily with executive management to efficiently update worksheets and journal entries

Bachelor Of Science - Bs, Finance, General, 3.9 Gpa, Summa Cum Laude

Activities and Societies: Student Investment Management Program, Honors Leadership Program, Common Cents Investment Group, Chief Executive.

Finance

Education record

Activities and Societies: National Honor Society Vice President, DECA Member, Varsity Soccer Team, Scholar Athlete, Interact Service Club.