Summary
Overview
Work History
Education
Skills
Activities
Languages
Certification
Timeline
Generic

DEVANSHI PATEL

Caledonia

Summary

Finance professional prepared to bring high level of expertise and integrity to role. Extensive experience in managing financial records, preparing comprehensive reports, and ensuring accurate financial transactions. Known for collaborative approach and commitment to achieving results, adaptable to changing financial environments. Proven skills in financial analysis, compliance, and team coordination.

Overview

7
7
years of professional experience
1
1
Certification

Work History

ACCOUNTS OFFICER

SHAH & BHATT ACCOUNTING FIRM
12.2023 - 07.2024
  • Managed accounting transactions and also worked for Canadian company
  • Identified transaction and posted them under specific accounting heads or sub heads
  • Communicated with clients for expense verification and invoice collection
  • Filled returns in quick books with excel formatting and desired structure

ACCOUNTS OFFICER

ZOBONE INT OUTSOURCING
03.2023 - 10.2023
  • Managed payments and credit card transactions for home care children
  • Transferred funds to kids’ accounts based on monthly expenses
  • Communicated with caretakers and clients for expense verification and invoice collection

ACCOUNTS OFFICER

MERIT PLUS OUTSOURCE
06.2022 - 03.2023
  • Handled payments for doctors and nurses
  • Ran payrolls and uploaded time sheets
  • Managed VAT returns and client communications

ACCOUNTS OFFICER

QX GLOBAL SERVICES LLP
10.2019 - 04.2022
  • Led a team managing accounts receivables
  • Managed rental payments, expenses, and incomes for students
  • Communicated with UK clients via calls and emails
  • Formatted data for UK doctors

FINOPS ANALYST

MODERN BUSINESS SOLUTIONS (LENDING KART FINANCE LIMITED)
08.2018 - 10.2019
  • Analyzed credit bureau reports and prepared financial statements
  • Verified documents for loan approvals and communicated with teams for further processing

ACCOUNTS OFFICER

JOSHI SHAH AND ASSOCIATES ( VODAFONE SHARED SERVICES)
12.2017 - 08.2018
  • Managed GST registration and supplier master data
  • Updated portals under the SAP environment and handled ITC circle

Education

GST Certificate - Commerece

Sahjanand Institute
Ahmedabad, Gujarat, India
11-2017

BBA - Finance

Gujarat University
Ahmedabad, Gujarat, India
08.2017

12TH COMMERCE - Commerce

HBK New High School (GSEB)
Ahmedabad, Gujarat, India
05.2014

10TH Grade -

HBK New High School (GSEB)
Ahmedabad, Gujarat, India
05.2012

Skills

  • Financial reporting and analysis
  • Financial statements and tax preparation software (Sage 50, Quickbooks, Zero)
  • Spreadsheet software
  • Project management software
  • Strong written and oral communication
  • Analytical and problem solving skills
  • Mathematical and deductive reasoning
  • Invoice processing and bookkeeping
  • Accounts receivable and payable
  • Microsoft office
  • Bank statement reconciliation
  • Payroll preparation and processing
  • Information gathering and analysis
  • Time management and leadership skills
  • Relationship building

Activities

  • Managed many events at school and college level.
  • Participation in many activities like sports, debate competitions, outings and different games.
  • Ability to lead a team as gave presentation to some of the clients and also in college for a visit to some industry.

Languages

English
Full Professional
Gujarati
Native or Bilingual
Hindi
Professional Working

Certification

  • Microsoft Office Specialist, Excel Certification – Microsoft.
  • Xero Advisor Certification- Xero Limited.
  • Sage 50 Certification- Sage Group plc.
  • QuickBooks ProAdvisor Certification – Intuit QuickBooks.
  • GST certificate, Sahajanand Institute, 2017 November

Timeline

ACCOUNTS OFFICER

SHAH & BHATT ACCOUNTING FIRM
12.2023 - 07.2024

ACCOUNTS OFFICER

ZOBONE INT OUTSOURCING
03.2023 - 10.2023

ACCOUNTS OFFICER

MERIT PLUS OUTSOURCE
06.2022 - 03.2023

ACCOUNTS OFFICER

QX GLOBAL SERVICES LLP
10.2019 - 04.2022

FINOPS ANALYST

MODERN BUSINESS SOLUTIONS (LENDING KART FINANCE LIMITED)
08.2018 - 10.2019

ACCOUNTS OFFICER

JOSHI SHAH AND ASSOCIATES ( VODAFONE SHARED SERVICES)
12.2017 - 08.2018
  • Microsoft Office Specialist, Excel Certification – Microsoft.
  • Xero Advisor Certification- Xero Limited.
  • Sage 50 Certification- Sage Group plc.
  • QuickBooks ProAdvisor Certification – Intuit QuickBooks.
  • GST certificate, Sahajanand Institute, 2017 November

GST Certificate - Commerece

Sahjanand Institute

BBA - Finance

Gujarat University

12TH COMMERCE - Commerce

HBK New High School (GSEB)

10TH Grade -

HBK New High School (GSEB)
DEVANSHI PATEL