Amrita Shah

Senior Accountant and Finance & Accounting Manager with 15+ years of experience in financial reporting, budgeting and forecasting, reconciliations, AP/AR, payroll, and audits. Currently leads daily financial operations at USA EB5 Immigration, including month-end and year-end close, investor and commission payments, and annual audits. Detail-oriented, with an MBA in Accounting and Marketing.

Senior Accountant/Manager, Finance & Accounting - USA EB5 Immigration, LLC - Bethesda, MD

(2019-11)

• Direct daily financial operations, including general ledger management, accounts payable, accounts receivable, cash management, and financial reporting, ensuring accuracy, efficiency, and compliance with accounting standards.
• Prepare, analyze, and review monthly, quarterly, and annual financial statements for senior management, delivering accurate reports on schedule.
• Lead annual budgeting and periodic forecasting and reforecasting processes, analyzing financial performance against budgets and identifying variances and opportunities for cost optimization.
• Manage month-end and year-end closing processes, including reviewing journal entries, account reconciliations, accruals, and general ledger transactions.
• Calculate, reconcile, and pay agent commissions semi-annually, delivering accurate and timely disbursements in line with established commission agreements.
• Oversee the accurate, timely calculation, processing, and disbursement of investor payments in compliance with investment agreements and established payment schedules.
• Coordinate annual financial audits from start to finish, preparing supporting schedules and documentation and working with internal and external auditors to complete each audit on time.
• Resolve outstanding balances by managing vendor payments, customer collections, and accounts payable and receivable reconciliations.

Accountant / Payroll Specialist - Draiman Properties, LLC - Bethesda, MD

(2016-12 - 2019-10)

• Kept the general ledger current through account reconciliations and journal entries, and helped prepare the company's financial statements.
• Prepared monthly bank reconciliations for daily operating accounts across 9 branches.
• Standardized and optimized payroll accounting functions in CBIZ Payroll, delivering timely, accurate payroll and benefits processing in full compliance with legal and organizational requirements.
• Reviewed payroll data and records in Excel for accuracy, monitoring changes to detect and reconcile discrepancies.
• Generated reports for the reconciliation of miscellaneous payroll accounts and prepared corresponding journal entries and supporting schedules in QuickBooks and Propertyware.
• Recorded rent receipts for 8 properties, processed invoices and payments, and resolved related queries to support accounting operations.
• Calculated and recorded depreciation and amortization of fixed assets, tenant improvements, and leasing commissions in Excel.
• Compiled management reports and assisted with internal audit-related queries.
• Maintained current Certificates of Insurance and W-9s for subcontractors and prepared this documentation for yearly audits.
• Filed 1099 tax forms on behalf of the company annually.

Accountant / AP/AR Specialist - On Campus Marketing, LLC - Bethesda, MD

(2011-07 - 2016-12)

• Reconciled general ledger accounts and posted journal entries that supported preparation of the company's financial statements.
• Processed merchandise invoices, issued payments, and resolved related queries.
• Created and reviewed expense and payroll entries, invoices, and other accounting documents.
• Calculated and paid monthly and seasonal commissions to 500+ clients.
• Processed petty cash, mileage reimbursements, and travel expenses.

Junior Accountant - Everest Consulting Group - Chicago, IL

(2011-02 - 2011-06)

• Performed weekly and monthly check runs and maintained vendor master files.
• Processed accounts receivable invoices to keep customer balances accurate and up to date.
• Processed accounts payable invoices to meet the payment schedule.
• Prepared accounts payable and accounts receivable materials for upper management.

MBA - Accounting and Marketing - South Gujarat University, Gujarat, India (2008)

Bachelor's - Accounting - M.S. University, Gujarat, India (2006)