Priya Jat
AI-Powered Bookkeeping & Financial Data Cleanup Specialist
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Strategic Financial Reporting & Profitability Analysis
About this work:
This project involved transforming basic accounting data into strategic financial reports to guide business growth.
What I did:
Generated and analyzed complex financial statements, including Profit & Loss and Cash Flow reports.
Provided a detailed net profit margin breakdown, highlighting cost-saving opportunities.
Implemented visual financial dashboards to track key performance indicators (KPIs) for management.
The Result:
Empowered the business owner to make data-driven decisions with clear, visual insights into their financial health.
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Precision Bank Reconciliation & Audit Readiness
About this work:
This project focused on resolving complex bank discrepancies to maintain financial precision and ensure audit readiness.
What I did:
Executed high-precision reconciliation between bank statements and company ledgers for large-volume transactions.
Identified and corrected hidden errors, preventing potential tax/audit flags.
Maintained seamless data integrity across accounting platforms (Tally/QuickBooks).
The Result:
Secured reliable financial records and improved compliance accuracy, giving the business owner peace of mind for tax filing.
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Project Title: Master Data Administration & Cleanup
About this work:
This project involved cleaning and structuring large, disorganized datasets into a high-performance database for better business decision-making.
What I did:
Normalized 1000+ raw customer and financial entries using advanced Excel functions.
Verified and corrected incomplete data records to achieve 100% data validation.
Automated recurring data updates by implementing standardized cleanup workflows.
The Result:
Converted raw, messy information into structured, actionable business intelligence, saving hours of manual formatting time.
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Project Title: Financial Data Reconciliation & Cleanup
About this work:
This project involved transforming raw, disorganised transaction data into a precise, audit-ready financial statement.
What I did:
Audited and verified 50+ raw transactions for 100% accuracy.
Reconciled bank statements against ledger records, achieving a NIL difference.
Categorised expenses and revenue streams to generate a clear Profitability Snapshot.
The Result:
I successfully streamlined the financial data, providing a clear summary with a 57.51% net profit margin analysis. This process makes the business data audit-ready and tax-compliant.
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