Umair Ali

Own the full monthly close for US and Canadian clients in accordance with US GAAP, including journal entries, accruals, prepaid schedules, and balance sheet reconciliations. Lead year-end close work by producing financial statements and audit-ready working papers and reviewing team reconciliations to prevent cut-off and classification errors.

Reduced outstanding accounts receivable from $70K to $13K by rebuilding the invoicing cycle and running disciplined collections follow-up. Own the full AR cycle including issuing invoices, maintaining AR aging, and driving structured customer follow-up on overdue balances.

Delivered monthly and year-end closings across 80+ client engagements (one-off annual closings and recurring monthly work). Owned engagements end to end, including onboarding, chart of accounts setup, reconciliations, closing entries, and delivering financial statements to business owners.

Supervised a team of 4 accountants and owned accounting operations for 12+ active clients, including a $6M-revenue company, ensuring month-end close and financial reporting on schedule. Reconciled 15-20 bank and credit card accounts monthly and prepared sales tax returns and 1099-NEC forms, while processing payroll for 150+ employees.

Managed an end-to-end portfolio of 7+ clients, owning monthly close and financial reporting including balance sheet reconciliations and P&L variance analysis. Recorded intercompany and multi-currency transactions (including PayPal), prepared consolidation and elimination entries, and finalized reconciliations to support correct revenue cut-off under US GAAP while mentoring an ACCA trainee.

Streamlined the month-end close with senior accountants, reducing turnaround from 15 days to 9. Performed bank categorization and reconciliations, built accrual/prepaid/deferred revenue schedules for accurate period cut-offs, and completed loan reconciliations and biweekly payroll journal entries.

Processed 1,000+ vendor bills per month in Bill.com, peaking at 280 bills in a day, ensuring correct GL coding and approver routing. Redesigned AP workflows with the accounting team, reducing invoice processing and reconciliation time by 30%.

Handled branch-level accounting and administration, including bookkeeping, expense control, and management reporting. Supported day-to-day financial and administrative operations for the branch.

Earned ACCA Qualified Member status in 2023. Listed with SKANS School of Accountancy, Lahore, Pakistan.

Completed the ACCA Diploma in Accounting and Business (Foundation) in 2020. Associated with SKANS School of Accountancy, Lahore, Pakistan.