shah, khyati, acctg

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Khyati Shah Phone: (C) 858-357-3004 10654 Eglantine Court (H) 858-271-1838 San Diego, CA 92131 Email: [email protected]/[email protected] OBJECTIVE: Highly motivated, knowledgeable and skilled professional seeking opportunity for further professional development that will contribute to the organization’s continued success. CERTIFICATION: * California Department of Insurance License for Accident, health and life agent 2014 * Business Analyst Training Course from Wireclass 2013 * Universal Accounting Course 2011 * H & R Block Individual Tax Preparation Course 2011 * successfully passed all four parts of the CPA Examination 2008 SOFTWARE: Excel (Pivot Table, Macros, V-Lookup & more); MS Word; PowerPoint; Access; QuickBooks Pro 2013 & Enterprise 2008; Oracle; Simpler; Alva. LEADERSHIP: Took initiative to prepare individual taxes (1040) Feb – Apr year 2013 & 2014 Took initiative to tutor a diverse group of NJCU students in accounting Dec 2001- Dec 2003 EXPERIENCE: New York Life Insurance Company, San Diego, CA Dec 2014-Current Licensed Agent and Financial Services Professional Offer variety of products that can help meet your needs. Help people for personal financial planning, Business planning, estate planning, legacy planning, tax reduction strategies, retirement planning, college funding, insurance, investments/mutual funds, long term care, lifetime income strategies (annuities), withdrawal strategies. California licensed for life, health, accident, series 6 and 63. Aila Accounting and Financial Services, San Diego, CA CPA Firm Internship, (Part time) Feb 2014 - May 2014

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Page 1: Shah, Khyati, ACCTG

Khyati Shah Phone: (C) 858-357-300410654 Eglantine Court (H) 858-271-1838San Diego, CA 92131 Email: [email protected]/[email protected]

OBJECTIVE: Highly motivated, knowledgeable and skilled professional seeking opportunity for further professional development that will contribute to the organization’s continued success.

CERTIFICATION: * California Department of Insurance License for Accident, health and life agent 2014

* Business Analyst Training Course from Wireclass 2013 * Universal Accounting Course 2011

* H & R Block Individual Tax Preparation Course 2011 * successfully passed all four parts of the CPA Examination 2008

SOFTWARE: Excel (Pivot Table, Macros, V-Lookup & more); MS Word; PowerPoint; Access;

QuickBooks Pro 2013 & Enterprise 2008; Oracle; Simpler; Alva. LEADERSHIP: Took initiative to prepare individual taxes (1040) Feb – Apr year 2013 & 2014

Took initiative to tutor a diverse group of NJCU students in accounting Dec 2001- Dec 2003 EXPERIENCE:New York Life Insurance Company, San Diego, CA Dec 2014-CurrentLicensed Agent and Financial Services Professional

Offer variety of products that can help meet your needs. Help people for personal financial planning, Business planning, estate planning, legacy planning, tax

reduction strategies, retirement planning, college funding, insurance, investments/mutual funds, long term care, lifetime income strategies (annuities), withdrawal strategies.

California licensed for life, health, accident, series 6 and 63. Aila Accounting and Financial Services, San Diego, CACPA Firm Internship, (Part time) Feb 2014 - May 2014

Learned Lacerte using various practice tax returns and attending online seminars. Prepared intake interview question checklist for individual and small business tax returns. To set up new company prepared following forms: Statement of information CA, EDD employer

number application, Commercial (city) business license, state business license application, Franchise tax board address change, IRS change of address form 8822-B

Learned payroll on www.managepayroll.com and prepared new employee application process from I-9, W-4.

Learned filling of state, local and district sales and use tax returns.

Accountemps, San Diego, CAAccountant (Designer Molecules, Inc., San Diego, CA) (Part time) Nov 2013 – May 2014

Managing Quick Books for entering bills and debit card transactions, bill payment, check writing, sales order acknowledgement, invoices and deposits.

Performed Accounts payable & Accounts Receivable related work. Performed Bank Reconciliation, journal entries and prepared various reports as needed. Worked on Month and Quarter end close, patent, commission and incentive compensation. Written incentive compensation procedure. Trained new CFO, as needed before assignment ended.

StreategyHead Consulting LLC, San Diego, CA & Supercool Creative Agency Inc., Los AngelesAccountant (Part time) Aug 2012-Oct 2013

Improved charts of account, handled check writing, deposits, bills & invoices in QuickBooks. Performed bank and credit card reconciliation & prepared various reports as needed in Quick Books. Prepared 1099-Misc, partnership and individual tax return.

Page 2: Shah, Khyati, ACCTG

Accountemps, San Diego, CA Staff Accountant (City of San Diego, San Diego, CA) Apr 2008-June 2009

Successfully completed a long term temporary assignment for the City of San Diego. Collaborated with the fixed asset team on complex reconciliation of capital projects and special revenue of note

# 4 of Comprehensive Annual Financial Report. Resolved out of balance correction working paper as part of reconciliation. Reviewed general year end closing and prepared opening journal entries for various funds – timely and

accurately. No post closes entries. Handled various funds and performed year end analysis, fund analysis and prepared timely financial statements

for various funds. Completed clean-up for appropriation journal entries for various funds of equipment. Performed long

JV on excel and trained another associate. Conducted internal audit of Tidelands report for Mission Bay beaches and shoreline. Handled Leases of vehicle. Collaborated on Vehicle adds spreadsheet with the Fixed Asset Team. Worked with senior accountant on different projects as needed using Excel, Simpler and Alva.

Accountemps, Pittsburgh, PAStaff Accountant (Ketchum Directory Advertising, Pittsburgh, PA) Sep 2005-Mar 2006

Handled simple and complex reconciliation of general ledger on monthly basis in excel. Performed journal entries with accuracy on monthly basis using oracle. Entered data for budgeting. Used import-export function of Oracle. Worked with manager on different projects as needed.

Staff Accountant (Goodwill Industries, Pittsburgh, PA) Jun 2005- July 2005 Handled payroll transfers on a semi-monthly basis. Prepared all journal entries timely. Handled reconciliation of all bank accounts and all other balance sheet accounts on monthly basis. Performed financial reporting - profit and loss statement and balance sheet.

Independence Community Bank, Jersey City, NJTeller (summer: Full time, Fall Semester: Part time) May 2003-Dec 2003

Provided quality financial and customer services. Maintained accurate cash drawer. Check approval limit for signature verification increased from $500 to $1500.

New Jersey City University, Jersey City, NJPayroll Department (Started as work study student and turned into accounting intern) (Part time) Sep2002-Dec2003

Performed timesheet calculation of hours, verified signature authorizations and organized.Assisted in preparation of journal entries for payroll & quarterly tax returnsPrepared internship paper on internal control of payroll.

Virendra Shah & Co., Baroda, IndiaInternship for Chartered Accountants of India May 2000- Aug 2000

Audited cash book, accounts payable, accounts receivable and general ledger. Prepared balance sheets.

EDUCATION: Bachelor of Science in Business Administration with concentration in Accounting 2004 New Jersey City University, Jersey City, New Jersey

Bachelor of Commerce Degree in Accounting and Auditing 2001 Maharaja Sayajirao University, Baroda, India. Passed Foundation Examination of the Institute of Chartered Accountants of India, New Delhi 1999 SKILLS: * Intelligent, focus, driven and great listener. Good internet research skill and Flexible

Page 3: Shah, Khyati, ACCTG

* Efficient organizer, Responsible and cooperative worker. * Able to understand and implement detailed instructions. * Enjoy working with polite people/team in professional environment. * Strong Analytic ability and motivated individual.

AFFILIATIONS: Member, California CPA VISA STATUS: US CitizenREFERENCES: Available upon request