Summary
Overview
Work History
Education
Skills
Languages
Custom
Affiliations
References
Timeline
Generic

Kausar Lodhi

Abu Dhabi,UAE

Summary

Highly skilled in financial management, auditing, and accounting, with extensive expertise in tools such as Microsoft Office, Peachtree, QuickBooks, and Odoo ERP customisation. Demonstrates proficiency in key areas including account reconciliation, invoice preparation, monthly reconciliations, and financial statement analysis. Adept at credit and collections management, ageing reports analysis, audit procedures, and payment processing. Strong commitment to teamwork, time management, conflict resolution, and continuous learning ensures efficient handling of complex financial operations. Career focus includes leveraging fast process understanding and adaptability to drive organizational success while maintaining accuracy and compliance.

Overview

10
10
years of professional experience
12082
12082
years of post-secondary education

Work History

Contract & Accounts Receivable Management

Axon Group provides various Engineering Services
Abu Dhabi, UAE
03.2023 - 03.2025
  • Modifying, way that accounts receivable management by implementing grading system to monitor outstanding balances that are segregated based on potential of being bad debt for multiple companies
  • Monthly follow-up using grading system to manage client payments and balances in accordance with different organizations' receivables statements of account
  • Notifying relevant client managers of risky old balances so it can be followed up on priority basis and keeping eye on results of reports and follow-ups
  • Overseeing client's contracts to manage receivables effectively
  • Assisting legal department in tracking down high-risk payments
  • Supporting department in deciding whether to discontinue, services that consider variety of characteristics, such as client history, reaction, and rating, as well as company's current market position, in order to assess potential risk of bad debt and losing customer
  • Drafted correspondence to customers regarding payment status and overdue accounts
  • Communicated effectively with customers by phone or email regarding payment issues
  • Ensured compliance with company policies regarding collections activities
  • Assessed customer credit ratings and established credit limits
  • Used multi-source data to determine sales and delivery terms for products and services.
  • Maintained detailed records of contracts, ensuring compliance with legal requirements.
  • Coordinated with finance team to manage client invoicing and payment collection processes.
  • Fulfilled all contractual obligations meticulously, maintaining high levels of client trust and loyalty.
  • Enhanced client relationships by conducting regular follow-up meetings and addressing concerns promptly.
  • Streamlined communication process between sales teams and senior management, improving workflow efficiency.
  • Conducted market research to identify potential new clients and markets for expansion.
  • Collaborated closely with marketing department to align sales strategies with overall company goals.
  • Cultivated strong business relationships, resulting in repeat contracts from satisfied clients.
  • Created compelling sales presentations that effectively demonstrated product value to potential clients.
  • Devised customised solutions for complex client needs, improving customer satisfaction rates significantly.
  • Managed contract negotiations to ensure favourable terms for company.
  • Analysed sales reports to identify trends and update strategies.
  • Optimised sales methods to best engage, acquire and retain customers.
  • Supported front-line sales teams with well-coordinated administrative operations.
  • Evaluated sales and service processes to generate targeted improvement strategies and increase revenue opportunities.
  • Generated ideas and concepts for paid ad content, monitoring spend against performance for continued profit improvements.
  • Maintained ownership of [Type] sales pipeline, sourcing and developing new business opportunities to drive sales.
  • Developed pricing structures based on historical and current trends, competitor activities and supply chain data.
  • Strengthened existing customer relationships through regular check-in calls thereby reducing churn rate.
  • Collaborated closely with sales team to resolve any customer issues or disputes promptly.
  • Streamlined operations for improved efficiency by implementing new accounts receivable processes.
  • Kept track of all transactions to maintain clean audit trail for regulatory compliance purposes.
  • Maintained customer satisfaction with prompt and professional communication regarding their account queries.
  • Reduced error rates in billing by improving invoicing process.
  • Managed credit control procedures effectively, reducing incidence of bad debts significantly.
  • Improved internal control systems with regular audits of receivables entries and adjustments.
  • Coordinated effectively with other departments, enabling seamless information flow for better decision making.
  • Utilised accounting software to ensure transparent and accurate record-keeping.
  • Verified discrepancies and resolved clients' billing issues, leading to significant reduction in unpaid invoices.
  • Prepared monthly reports, contributing to efficient financial management system.
  • Achieved high accuracy levels through diligent monitoring of incoming payments and reconciliations.
  • Developed strong relationships with customers to facilitate smooth transactions and debt collection efforts.
  • Fostered positive relationships with debtors; resulted in timely payments and reduced outstanding debts.
  • Handled sensitive information discretely whilst complying fully with data protection regulations.
  • Conducted routine ledger checks, ensuring all posted data is accurate across various finance systems.
  • Ensured accurate financial records by meticulously managing accounts receivable.
  • Reviewed customer invoices for accuracy and posted information to general ledger.
  • Reviewed and completed customer refunds and adjustments with high degree of accuracy.
  • Performed reconciliation and preparation of bank accounts on weekly basis to identify and clear transactions.
  • Collected data to complete detailed financial reports for stakeholders and management.
  • Addressed billing enquiries to correct errors and answer questions.
  • Reconciled general ledger accounts with 100% accuracy.
  • Modified customer payment terms, implementing early payment incentives to reduce past due balances.
  • Followed up on past due accounts to collect outstanding balances.
  • Analysed billing reports to accurately identify and resolve discrepancies.
  • Verified items billed against items received, following up with vendors to reconcile variances.
  • Maintained up-to-date working knowledge of legislative changes within corporate finance.
  • Handled account payments and provided information regarding outstanding balances.
  • Interpreted and applied accounting policies, rules and regulations to confirm compliance with applicable standards.
  • Generated account statements outlining payments and balances.
  • Calculated bills owed by customers, prepared invoices and distributed statements.
  • Compiled records for audits to facilitate smooth and complete reviews.
  • Recorded sales transactions, outgoing payments, and receipts to support financial governance.
  • Monitored accounts payables and receivables to proactively spot and handle problems.
  • Identified and resolved administrative errors, recommending preventative action to improve data quality.
  • Interpreted complex documentation, carrying out required action in line with strict operating standards.
  • Verified figures with cross-checking of different accounts and documentation.
  • Followed bookkeeping regulations and tax legislation to maximise external compliance.
  • Carried out day-to-day duties accurately and efficiently.

ERP Implementation Consultant

As Freelancer
Islamabad, Pakistan
08.2022 - 03.2023
  • Successful ‘'Projects'' ERP implementation of ‘three' different type of manufacturing & service Industries
  • Process Flow customization, based on understanding of relevant industries standard operating process
  • Integration of sale & purchase of inventory with process flow of manufacturing as per requirement of Projects
  • Integrating accounts & payroll process
  • Training of different Departments Based on Their JD's
  • Monitored system performance metrics to ensure optimal operation of ERP solution
  • Trained end users on how to use ERP system effectively while providing ongoing support when needed
  • Developed detailed project plans for successful ERP implementations, coordinating with stakeholders to ensure timely completion
  • Managed team responsible for maintaining and updating company's mainframe-based enterprise resource planning systems, maximising uptime and reliability.
  • Provided technical support to end users, resolving issues related to Enterprise Resource Planning systems promptly.
  • Trained staff on best practices for using bespoke ERP system effectively.
  • Leveraged advanced programming skills to bespoke existing applications within company's ERP ecosystem.
  • Delivered detailed technical reports that paved way for significant process improvements in handling ERP system.
  • Implemented cutting-edge software updates for enhanced ERP functionality.
  • Conducted in-depth business process reviews to identify potential improvements in ERP system.
  • Improved ERP system performance by conducting thorough data analysis.
  • Worked closely with IT department on integrating third-party applications into existing infrastructure leading to increased automation.
  • Ensured optimal productivity through implementation of innovative ERP solutions.
  • Optimised core functionalities of platform by identifying and rectifying bottlenecks in workflow processes.
  • Enhanced operational efficiency with consistent monitoring and troubleshooting of ERP system.
  • Assisted clients with complex problem-solving, enhancing their user experience with ERP system.
  • Developed bespoke reporting tools, increasing visibility into critical business functions.
  • Streamlined internal processes by designing customised ERP modules.
  • Collaborated closely with stakeholders to assess needs and develop tailored solutions within ERP platform.
  • Conducted training sessions on how to use new software updates efficiently, resulting in improved staff proficiency.
  • Modified current systems to enhance workflows and meet new needs.
  • Outlined needs to meet end user requirements.
  • Designed impressive solutions to overcome existing system challenges.
  • Prepared proposals outlining requirements, potential solutions and required resources, timelines and costs to achieve objectives.
  • Partnered with users to understand and define system requirements.
  • Identified current inefficiencies and recommended changing functionality or work method to eliminate concerns.
  • Performed security testing using results to identify and fix vulnerable areas.
  • Assessed processes, procedures and work practices for strengths and weaknesses.
  • Conducted research into technology requirements of clients systems and potential technological integrations to improve performance.

Accounts & Cost Management

F&B CHAIN
Abu Dhabi
01.2020 - 08.2022
  • Company Overview: Abu Dhabi
  • Integration & implementation of standard operating procedure in compliance with Accounts & Finance Department requirement
  • Cost management, control, budgeting and variance analysis
  • Stocks & Other compliance related Internal audits to make Business process effective, efficient & economical
  • Achieved streamlined operations by implementing efficient accounting systems.
  • Improved cash flow through meticulous accounts receivable management.
  • Managed financial reporting processes resulting in enhanced transparency.
  • Assisted with strategic planning efforts leading to sustained growth.
  • Generated accurate financial reports using advanced software tools.
  • Devised strategies for risk management, minimising potential losses.
  • Ensured timely invoice payments with diligent follow-ups.
  • Reviewed and reconciled ledgers to maintain integrity of financial data.
  • Performed thorough expenditure tracking, preventing overspending.
  • Streamlined budgeting exercises for efficient financial planning.
  • Enhanced profitability by managing cost control measures.
  • Executed comprehensive internal audits; highlighted areas requiring action.
  • Conducted financial audits for improved internal controls.
  • Handled complex account reconciliations; ensured consistency in records.
  • Completed detailed profit and loss analysis; identified improvement areas.
  • Prepared monthly and yearly balance sheets, ensuring accuracy.
  • Enhanced. financial performance by monitoring key indicators.
  • Led tax compliance initiatives to ensure regulatory alignment.
  • Generated invoices based on established accounts receivable schedules and terms.
  • Compiled general ledger entries on short schedule with 100% accuracy.
  • Organised and carried out month-end, quarterly and year-end processes.
  • Managed financial updates, watch lists and insurance files.
  • Trained new employees on accounting principles and company procedures.
  • Advised management on financial details related to business operations, inventory levels and budgets.
  • Resolved invoice coding and tracked recurring expenses for accrual entry.
  • Compiled financial data for business forecasting and budgeting.
  • Prepared detailed models, reports and charts highlighting complex financial information.
  • Analysed budgets and financial projections for accurate reporting of company performance.
  • Conducted regular reviews and official audits to validate recordkeeping and controls.
  • Tracked tax, invoicing and budget information accurately using QuickBooks.
  • Installed internal controls and set up standard procedures for business accounting systems.
  • Assisted with developing and ongoing control of costing and pricing systems for business goods.
  • Produced accurate tax returns complying with official requirements and serving client needs for minimising liabilities.
  • Reviewed and certified official financial statements for presentation to shareholders and governing bodies.

Audit & Taxation Associate

TRC PAMCO
Dubai, UAE
01.2019 - 01.2020
  • Company Overview: Dubai
  • Interpreting & Applying Federal Tax Authority (FTA) laws for tax auditing procedures
  • Maintaining all required paperwork as per FTA law
  • Making recommendations on tax compliance to Group & Corporate clients
  • Evaluating tax returns and performing accurate calculation of all tax assessments
  • Preparing detailed Tax Audit report regarding findings after conclusion of audit
  • Examining & evaluating financial & information system during internal audit of clients and recommending internal controls to ensure system reliability and data integrity
  • Communicating pre-audit requirements and gathering data for external audit of various clients
  • Performing external audit of financial statements as per local and International Financial Reporting Standards
  • Dubai
  • Managed portfolio of clients, delivering high-quality service consistently.
  • Provided administrative support to senior staff, enhancing efficiency of operations.
  • Maintained strict confidentiality regarding sensitive client information, fostering trust relationships with clientele.
  • Monitored pending government regulations related to taxes ensuring proactive planning for changes.
  • Ensured compliance with all relevant tax regulations, maintaining company reputation.
  • Boosted client satisfaction with timely and accurate tax returns.
  • Conducted thorough research on recent changes in tax legislation, keeping firm abreast of updates.
  • Updated knowledge of tax laws, providing beneficial advice to clients.
  • Implemented strategies to minimise clients' tax liabilities legally and ethically.
  • Reviewed financial statements for correct calculation of taxes owed.
  • Helped clients understand complex tax matters to improve their decision-making process.
  • Collaborated cross-functionally with accountants during year-end audits ensuring streamlined processes.
  • Demonstrated expertise in handling VAT returns, improving accuracy rates.
  • Handled queries from clients relating to their financial affairs accurately and professionally.
  • Streamlined tax procedures by implementing efficient filing systems.
  • Created detailed financial reports using Excel spreadsheets for clear presentation of data.
  • Analysed data using optimum statistical techniques to understand or improve information relevance.
  • Identified and help correct errors in financial data or accounting practices.
  • Worked with large volumes of data, completed accurate calculations, and presented results in required formats.
  • Kept accurate and updated filing systems with financial data, statements and associated records.
  • Completed accurate transactions following internal standards, industry best practices, and applicable regulations.
  • Used spreadsheet software to compile and analyse financial data.
  • Organised financial documentation and statements with detailed and accurate information about transactions.
  • Read and correctly interpreted documentation to understand key details and make accurate judgments about data.
  • Upheld strict confidentiality and information protection standards for data.
  • Evaluated financial information to detect and investigate suspected fraud.
  • Wrote reports detailing actions for internal use, client review, or official recordkeeping.
  • Issued payments to fulfill contract requirements and complete transactions.
  • Stamped completed paperwork with duties payable information.
  • Maintained impeccable records of securities purchased or sold.
  • Assessed charges based on contract terms or established policies.

Business Analyst (Project based assignment)

F&B CHAIN
Abu Dhabi, UAE
01.2018 - 01.2019
  • Company Overview: Abu Dhabi
  • Integration & implementation of Standard operating procedure in compliance with Accounts & Finance Department requirement
  • Cost control, budgeting and variance analysis
  • Stock audits and inventory management
  • Abu Dhabi
  • Designed innovative strategies to overcome competitive market challenges.
  • Performed quality assurance tests to ensure product reliability and efficiency before deployment.
  • Conducted training sessions for new software implementations, increasing staff productivity levels.
  • Conducted market research for the development of strategic business plans.
  • Managed multiple stakeholders, ensuring clear communication throughout projects' lifespan.
  • Improved client relationships by addressing and managing their needs effectively.
  • Collaborated with IT team to design efficient software solutions, improving workflow significantly.
  • Developed robust financial models for forecast planning, contributing to sound business decisions.
  • Led cross-functional teams towards successful project completion on schedule and within budget constraints.
  • Created tailored solutions by understanding and translating customer requirements into functional specifications.
  • Produced detailed reports to aid in key decision-making processes.
  • Ensured accurate documentation of all business requirements, aiding seamless project flow .
  • Simplified complex data into understandable presentations, facilitating better communication amongst teams.
  • Identified potential risks with thorough business impact analyses.
  • Facilitated smooth project execution by developing comprehensive project plans.
  • Participated in regular audits guaranteeing compliance with industry regulations.
  • Streamlined business operations by analysing and implementing process improvements.
  • Enhanced company performance through meticulous data analysis.
  • Implemented cost-saving measures through rigorous budget management and careful resource allocation.
  • Documented workflow charts, records and job descriptions to guide overall organisational improvements.
  • Assisted teams with implementing new recommendations and revising instructions for staff.
  • Drafted procedure manuals, work definitions and standard operating procedures by job title or work area.
  • Highlighted undetected organisational needs to improve business performance.
  • Enhanced resource utilisation to better capitalise on current resources and minimise expenditure.
  • Communicated with staff at all organisational levels to assess current systems.
  • Encouraged development of clear objectives and action plans.
  • Conducted studies focused on analysing current strategies and evaluating feasibility and potential results of proposals.
  • Interviewed staff to obtain personal observations and insights into existing procedural strengths and weaknesses.
  • Unified efforts from multiple departments towards business developments.
  • Identified deviations from standard operating procedures, understanding causes and preventing reoccurrence .
  • Guided clients toward improved organisational structures and better solutions for identified problems.
  • Identified departures from agreed-upon procedures and standards and helped close gaps.
  • Observed systems and staff operations throughout organisation, compiling current and accurate information.
  • Located deviations from standard operating procedures, understanding causes and preventing reoccurrence.

Accountant General

EASTERN MEDICAL TECHNOLOGY SERVICES
Lahore, Pakistan
01.2015 - 01.2016
  • Company Overview: Lahore
  • Processing accounting adjustments / preparation of weekly financial performance
  • Investigating any significant variances to the site forecast on a weekly basis
  • Managing bank statement, suppliers and customer reconciliations to ensure that all Statement of financial position items are accurate, valid and consistent with Accounting Policies
  • Supporting finance manager in completing month end reports
  • Matching goods received with relevant invoice and other documents and entering accurate data in system
  • Posting entries from journal to general ledgers, preparing adjusted trial balance and relevant “Statement of Accounts”
  • Providing support to the budget canter managers for reviewing overheads and identifying opportunities to reduce cost
  • Lahore
  • Developed long-term business strategies, leading to sustainable growth.
  • Achieved cost reduction by implementing efficient accounting practices.
  • Enhanced transparency with regular financial report generation.
  • Streamlined accounting procedures for increased efficiency.
  • Guided junior staff in their tasks, fostering teamwork.
  • Liaised with external auditors during annual audits.
  • Managed company finances to ensure proper budgeting.
  • Organised internal audits for smoother operations and reduced risk.
  • Negotiated favourable terms with suppliers; contributed to cost saving efforts.
  • Assessed risk and managed company's investment portfolio wisely.
  • Retained clients' trust with timely and accurate invoice preparation.
  • Performed audits, identified discrepancies and corrected errors.
  • Ensured compliance with tax laws by thorough checking of all documents.
  • Maintained confidentiality of sensitive information, upholding professional ethics at all times.
  • Delivered high-quality work whilst adhering to strict deadlines.
  • Compiled general ledger entries on short schedule with 100% accuracy.
  • Generated invoices based on established accounts receivable schedules and terms.
  • Organised and carried out month-end, quarterly and year-end processes.
  • Conducted regular reviews and official audits to validate recordkeeping and controls.
  • Managed financial updates, watch lists and insurance files.
  • Reviewed and certified official financial statements for presentation to shareholders and governing bodies.
  • Installed internal controls and set up standard procedures for business accounting systems.
  • Resolved invoice coding and tracked recurring expenses for accrual entry.
  • Advised management on financial details related to business operations, inventory levels and budgets.
  • Compiled financial data for business forecasting and budgeting.
  • Prepared detailed models, reports and charts highlighting complex financial information.

Education

ACCA (Affiliate) - Accountancy & Audit

Association of Chartered Certified Accountant
UK

Diploma of Education - Accountancy & Audit

Professional Diploma in Accounting
UK

Diploma of Education - Accounting & Business

Advanced Diploma in Accounting & Business
UK

Certified - Accounting & Business

Certified Accounting Technician
UK

Higher Secondary Education - FSC-Pre Medical

Higher Secondary School
Faisalabad/Pakistan

Matriculation - Science

Secondary School
Faisalabad/Pakistan

Skills

  • Financial management
  • Auditing
  • Book-keeping/ accounting
  • Microsoft office
  • Peachtree
  • Quick book
  • Odoo ERP customization
  • Teamwork
  • Time management
  • Self-motivation
  • Conflict resolution
  • Willingness to learn
  • Fast Process Understanding
  • Adjustment
  • Posting
  • Cash Application
  • Customer Notifications
  • Financial Statements Expertise
  • Aging Reports Analysis
  • Audit Procedures
  • Till Counting
  • Payment Management
  • Account Reconciliation
  • Evaluating Open Accounts
  • Credit and Collections
  • Statement Issuing
  • Invoice Preparation
  • Monthly Reconciliations
  • Bill Processing
  • Codes Reviewing

Languages

English
Advanced
Urdu
Advanced (C1)

Custom

When I am not working, I enjoy reading different accounting field updates, compare data from different companies or spend time with my family.

Affiliations

  • When I am not working, I enjoy reading different accounting field updates, compare data from different companies or spend time with my family.

References

References available upon request.

Timeline

Contract & Accounts Receivable Management

Axon Group provides various Engineering Services
03.2023 - 03.2025

ERP Implementation Consultant

As Freelancer
08.2022 - 03.2023

Accounts & Cost Management

F&B CHAIN
01.2020 - 08.2022

Audit & Taxation Associate

TRC PAMCO
01.2019 - 01.2020

Business Analyst (Project based assignment)

F&B CHAIN
01.2018 - 01.2019

Accountant General

EASTERN MEDICAL TECHNOLOGY SERVICES
01.2015 - 01.2016

ACCA (Affiliate) - Accountancy & Audit

Association of Chartered Certified Accountant

Diploma of Education - Accountancy & Audit

Professional Diploma in Accounting

Diploma of Education - Accounting & Business

Advanced Diploma in Accounting & Business

Certified - Accounting & Business

Certified Accounting Technician

Higher Secondary Education - FSC-Pre Medical

Higher Secondary School

Matriculation - Science

Secondary School

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Kausar Lodhi