Preetam Banerjee

Results-driven Finance & Accounting professional and ACCA student with comprehensive experience in bookkeeping, bank reconciliation, AP/AR management, GST compliance, statutory audits, and finance operations. Proven track record managing bookkeeping operations for 62+ US-based clients with approximately 96% reconciliation accuracy (R2R). Skilled in QuickBooks Online (QBO), Bill.com, Xero, Tally ERP, Odoo ERP, and ERPNext, with hands-on experience supporting international accounting workflows and remote US finance teams.

Strong understanding of digital accounting workflows, reporting systems, and operational finance tools and digital workflows to streamline reporting, documentation, and accounting operations. Strong foundation in compliance management, financial reporting, and multiclient accounting environments across Indian and US business contexts.

US Bookkeeper VA & Finance Operations at Infinity Business Services (2026-02 – 2026-05)

• Managed bookkeeping operations and bank feed coding in QuickBooks Online (QBO) for 62+ US-based clients, ensuring accurate financial records and timely reporting
• Maintained a reconciliation accuracy rate (R2R) of approximately 96% across all assigned client accounts, significantly reducing discrepancies and audit risk
• Handled Accounts Payable (AP), Accounts Receivable (AR), payroll support workflows, and expense categorization for diverse client portfolios
• Utilized Bill.com, QuickBooks Time, Clockify, and Canopy for end-to-end accounting, workflow management, and client operations
• Performed bank reconciliations, transaction reviews, and month-end reconciliation activities to ensure compliance and financial accuracy
• Collaborated remotely with US finance teams to deliver timely reporting, compliance adherence, and operational financial support

Finance & Operations Associate at Aum Atha Organic Private Limited (2024-08 – 2025-09)

• Managed end-to-end finance, accounting, compliance, procurement, and operational coordination across multiple business functions
• Handled multiple statutory registrations, GST-related issues, ROC compliance matters, and regulatory documentation ensuring full legal adherence
• Oversaw bookkeeping, taxation, vendor payments, expense management, and financial documentation using ERP platforms
• Coordinated logistics operations, shipment follow-ups, procurement planning, and vendor management activities
• Communicated with customers, vendors, and suppliers on pricing negotiations, contracts, and procurement coordination
• Supported business strategy through financial reporting, process coordination, compliance management, and operational planning

Finance Intern at Exponent Energy (2023-11 – 2024-02)

• Supported bank reconciliation, expense reporting, financial reporting, and operational finance activities within an EV sector environment
• Assisted with inventory tracking, procurement coordination, and expense analysis to support supply chain finance
• Collaborated with engineering and operational teams to meet EV supply chain and finance reporting requirements

Article Assistant at Thanthoni and Krishna Chartered Accountants (2022-02 – 2023-10)

• Managed bookkeeping, statutory audit, GST audit, bank audit, and compliance activities for 30+ clients across multiple industries
• Conducted audits for logistics companies, financial institutions, and international clients, preparing audit working papers and reconciliation statements
• Supported Income Tax (IT) and GST compliance, documentation, filing, and regulatory reporting activities
• Coordinated directly with clients for financial data collection, audit support, and regulatory compliance requirements

Article Assistant at Mohan and Chandrasekar Chartered Accountants (2021-07 – 2022-01)

• Assisted in audits and compliance management for reputed FMCG companies, automobile dealerships, and corporate entities
• Conducted stock audits, internal audits, bookkeeping, and financial verification across diverse client sectors
• Supported GST compliance, ROC documentation, statutory filings, and reconciliation activities
• Assisted audit teams with operational accounting, reconciliation, and compliance reporting processes

M.Com in International Finance + ACCA – Jain University (2026-12)

Bachelor of Commerce in B.Com – M.G.R College of Arts & Science, Periyar University (2017 – 2020)

Higher Secondary in Commerce, Accountancy, Computer Applications & Economics – Maharishi Vidya Mandir, Tamil Nadu State Board (2015 – 2017)

Secondary School Education – Maharishi Vidya Mandir (2015)