Harnish Patel
Finance and Account
Kitchener,ON
Summary
Multi-faceted professional with around 13+ years experience (including 3 years of Articleship training) in Accounting Principles and Practices, Statutory Audit, Direct and indirect Taxes, Financial Reporting as per Indian GAAP, Bank Reconciliation, Month-End, Quarter-End, and year-End closure and finalization of books of account, regulatory and statutory compliance, internal controls, General Ledger Reconciliations,
My Core Exposure is as below:
- Practical experience in managing and leading the team
- Assisting and actively participating with management in strategic planning from time to time
- Reviewing and improving systems and processes on periodic basis
- Strategic Planning and Financial Reporting
- Risk management and process improvement
- Budgeting for capital and revenue expenditures, forecasting for revenue and profitability on periodic basis
My 13+ years of service (2 years and 3 months as Head of Finance and Accounts) as worked in various areas and gained knowledge from different organizations, which has provided with an excellent platform to develop as an “effective team leader and manage things as arise, and confident in ability to handle complex tasks under the constraints of time and resources. “Innovation and Resourcefulness” are the key operative words under such conditions and I am also pursuing the US CPA to enhance profile In Canada and the USA
Overview
14
14
years of professional experience
1
1
Certification
Work History
Head of Finance and Accounts
Empezar Global Marine Services Private Limited
AHMEDABAD, India
02.2021 - 04.2023
- Responsible for maintaining overall control of accounting and financing of company and closing books of accounts monthly basis
- Maintaining Accounts Payable and Receivable and making Reconciliations in timely manner
- Coordination with banker, Auditor, and other external parties and providing them with required reports, reconciliations, and information
- Managed day-to-day operations with 7-person finance department organization.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Established and enforced controls on revenue and expenses to protect company assets.
- Financial Reporting, Budgeting, and forecasting Monthly and Yearly Closure
- Activities; general ledger analysis; Monthly, Quarterly, Half-yearly, and Yearly
- Provisioning Basis; and Preparing monthly MIS Reports for Management
- Responsible for conducting ledger scrutiny and taking appropriate action on monthly basis
- Ensuring that all costs are properly booked in appropriate cost centre
- Planning for cash outflow for operating and capital expenditures; Variance analysis of budgeted Vs Actual expenses
- Enhanced internal control systems and procedures to mitigate risk and support opportunities
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Preparing and Finalizing Proprietor's Accounts
Dr. Dinesh P Patel(Cardiologist)
Ahmedabad, India
04.2016 - 03.2023
- Responsible for bookkeeping, file maintenance, document maintenance, and financial statements and made respective adjustments to BRS and Bank and Cash Balance Annually and coordinate with chartered accountant for income tax return Prepare and finalize Tax Payable
Team Leader and Assist to CA(Partner of Firm)
Dinesh M. Patel & Co
Ahmedabad, India
11.2015 - 12.2020
- GSTR 1 and 3B preparation and filing, ITC Eligibility analysis, GSTR 1 and 3B reconciliation with books of accounts, and analysis and resolution of various GST issues, such as GST refund and RCM applicability analysis
- Built strong relationships with customers through a positive attitude and attentive response.
- Mentored and guided employees to foster proper completion of assigned duties.
- Listed Manufacturing and Construction Companies, FMCG Company Stock Audits, Tax Audits, Statutory Audits of MNCs, and Stock Audits of Banks
- preparing income tax returns for corporations, partnerships, and individuals
- For a person or sole proprietor, the person in charge of bookkeeping, file maintenance, and document maintenance
- preparing financial statements and, before submitting them for final review, making the appropriate adjustments, such as depreciation and reclassification of accounts.
Articleship Trainee
Mansi P Shah & Co.
Ahmedabad, India
08.2012 - 08.2015
- Learning about Statutory audits, income tax audits, and trust audits
- Sorted and organized files, spreadsheets, and reports.
- Delivered clerical support by handling range of routine and special requirements.
- Collaborated as professional team to solve workflow issues.
- Analyzed problems, identified solutions, and made decisions.
- Learning to fill out service tax and Income Tax returns Quarterly and annually
- Learning application procedure of Service Tax registration and import and export license registration
- Represented company at industry trade shows and had direct interaction with consumers
Executive Accountant
V M Procon Pvt. Ltd
Ahmedabad, India
10.2010 - 08.2012
- Responsible for bookkeeping, file maintenance, and document maintenance
- Day-to-day accounting of transactions, including Sales invoicing in Tally ERP (R2R) and Trade Receivables and Payable management, including Vendor management, financials and annexure, and Ledger scrutiny from time to time
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Maintaining Accounts Payable and receivable, making Reconciliations in timely manner and verifying BRS, Bank, and Cash balance
- Ensuring Compliance with Service Tax, TDS, and applicable accounting standards
- Used accounting software to issue tax returns and prepare consolidated reports.
- Collected and reported monthly expense variances and explanations.
- Maintained up-to-date knowledge of tax codes, legislation, and tax programs.
Audit Assistant
B.J.Shah And Bros
Ahmedabad, India
08.2009 - 10.2010
- Assisted in statutory audits and Income tax Audits as well as Trust audits and stock audits of Bank and FMCG companies
- Income tax, Service Tax, and TDS Return Preparation and Filing
- Preparing for bookkeeping, file maintenance, and document maintenance for individual or sole Proprietor
- Performed auditing work in accordance with rigorous auditing standards and principles.
- Supported litigation through examination of cancelled checks, invoices, and bank records.
- Performed extensive assessments of assets, liabilities, and equity to verify accuracy of financial reports.
Education
Pursuing US CPA, - Commerce And Business Administration
Pursuing Master Of Commerce - Commerce
01.2022
Integrated Professional Competence Course - Commerce
07.2012
Bachelor of Commerce -
03.2005
School Education -
03.2002
Skills
- Balance Reconciliations
- Accounting Systems and Controls
- General Ledger Accounting
- Regulatory Compliance and Documentation
- Financial Budgeting and Reporting
- Payroll Reconciliation
- Finance and Accounting Operations
- Working knowledge in Tally ERP 9 and Other ERP software
- Good knowledge of Microsoft Office
- Account Reconciliation
- Information Technology
- Monitoring Expenditures
- Budgeting and Variance Analysis
Languages
Certification
- Information Technology Training (ITT) Training by ICAI
- Orientation Program by ICAI
- General Communication and management skills (GMCS) conducted by ICAI
Timeline
Head of Finance and Accounts - Empezar Global Marine Services Private Limited
02.2021 - 04.2023
Preparing and Finalizing Proprietor's Accounts - Dr. Dinesh P Patel(Cardiologist)
04.2016 - 03.2023
Team Leader and Assist to CA(Partner of Firm) - Dinesh M. Patel & Co
11.2015 - 12.2020
Articleship Trainee - Mansi P Shah & Co.
08.2012 - 08.2015
Executive Accountant - V M Procon Pvt. Ltd
10.2010 - 08.2012
Audit Assistant - B.J.Shah And Bros
08.2009 - 10.2010
American Institute of Certified Accountants - Pursuing US CPA, , Commerce And Business Administration
Jain University - Pursuing Master Of Commerce, Commerce
Institute of Chartered Accountant of India - Integrated Professional Competence Course, Commerce
Gujarat University - Bachelor of Commerce,
Secondary And Higher Secondary School Education - School Education,
- Information Technology Training (ITT) Training by ICAI
- Orientation Program by ICAI
- General Communication and management skills (GMCS) conducted by ICAI
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