JAIMIN PATEL
78 Aspen Drive, Brandon,MB
Summary
Aspire to work in a dynamic environment among wide spectrum of experience and exposure where as a professional, can apply and develop the knowledge gained in academics. Always look forward to a career that provides an opportunity to continuously improve knowledge as a accountant. Prepare for keen to learn and develop interest in traditional as well as up-coming areas. In the long run, exited to join and work where gradually grow in the organization and make a meaningful contribution to its growth as a finance person..
Finance professional with background in managing corporate finances and enhancing operational efficiency. Proven ability to streamline accounting processes and ensure compliance with financial regulations. Collaborative team player focused on achieving results and adapting to evolving business needs with high reliability and flexibility.
Overview
18
18
years of professional experience
Work History
Finance Officer
Westman Immigrant Services
05.2023 - Current
- Performing Accounting in Quick Book Desktop
- Preparing and posting year end journal entries to finalized year end account
- Presenting quarterly financial statement to Finance Committee and Board of Director
- Preparing and developing process for credit card bills, vendor selection process, cash management for finance department in timely manner
- Reviewing Bi-weekly payroll and its cost allocation as per funders
- Reviewing monthly, quarterly and yearly actual expenses comparing with budgeted expenses for tracking variance and its cause
- Managing daily activity and operation in accounting for timely submission
- Preparing and Analysis Budget according to funder requirement
- Making claim as per funder deadline
- Account Payable, Account Receivable, General Ledger and Posting Journal Entries
- Finalizing auditing with CPA yearly basis as well as managing audit with funder
- Maintaining Various Excel Sheet for claim and routine expenses process such as salary allocation,
- Payroll bi-weekly in Pay-work for almost more than 80 staffs.
- GST Rebate Return Preparation (Half yearly)
- Performing NPO Development and Growth According to day-to-day activity
- Developing cost methodology strategic and budgeting as per funder and current organization situation on and requirement
- Preparing Various Report as per requirement like Cost Budget, GST Report, Actual Expenses Report etc
- Maintaining staff reimbursement and reconciliation as per requirement
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Optimized cash flow management, ensuring timely payment of invoices and reducing outstanding debts.
- Verified compliance of financial policies and accounting procedures against federal regulations.
- Streamlined financial processes for increased efficiency and accuracy in reporting.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Established strong relationships with key vendors, negotiating favorable terms to benefit the organization''s bottom line.
Accountant
Nityamaya Corporation
09.2018 - 08.2023
- Performing Accounting in Quick Book Online
- Preparing flow chart for Purchase Process, Expenditure, Sales
- Accounting for Online Business (Amazon)
- Account Payable, Account Receivable, General Ledger and Posting Journal Entries
- Making of Invoice for Sale, Expenses, on day-to-day basis
- Finalizing Accounting with CPA yearly basis
- Maintaining Various Excel Sheet for Online Purchase Order
- Reconciling of general ledger accounts and processing of various suppliers on monthly basis
- GST Return Preparation (Quarterly) in Canadian Format as per the Guidance of CPA
- Automated Purchase Order System Developed in Excel for Inventory Record
- Performing Business Development and Growth According to day-to-day activity
- Developing Purchase Strategic and Budgeting as per current market situation and requirement
- Preparing Various Report as per requirement like Purchase Budget, GST Report,
- Bank Reconciliation monthly basis
- Maintain and reconciliation of Inventory Control on Monthly Basis
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Played key role in financial planning and analysis, contributing to company's long-term financial strategy.
Accountant
K D PATEL & CO
03.2010 - 11.2021
- Performing all accounting functions
- Bank Audit (Concurrent Audit & Statutory Audit)
- Performing statutory & internal audit of accounts
- Responsible for interim and full year auditing and other financial reports
- Verification of Challans of statutory dues & finalize statutory returns
- Maintaining accounting practices to ensure accurate and reliable data necessary for business operation
- Follow up in taxation matters for corporate and non-corporate clients
- Preparation & submission of documents for Bank Finance like CMA data, project report etc
- Maintaining ledgers and books of accounts of the company on day-to-day bases and year ending
- Keeping financial records and establishes, maintain and balance various accounts using manual and computerized bookkeeping systems
- Posting of journal entries and reconcile accounts, prepare trial balance books, maintain general ledgers and prepare financial statements
- Preparing trail balance and profit and loss account statement
- Preparing all the schedules and records for the balance sheet
- Also prepare all the data pertaining to Wage & Salary, Depreciation, liabilities and debts
- Cash Book Audit
- Live cash verification in bank concurrent audit
Assistant Accountant
M/S KIRAN PATEL & CO., CHARTERED ACCOUNTANTS
03.2007 - 02.2010
- Preparing audit programs in consultation with client, designing the audit plan and leading and directing audit team
- Analysis of draft financial statements including notes to accounts
- Finalization of financial statements and audit reports of various clients
- Vouching of various Books like purchase book, Cash Book, Journal Book
- Preparing project reports
- Primary level working with ROC under MCA21
- Reviewed general ledger entries and assessed accuracy.
Education
Lean Six Sigma Green Belt -
Aveta Business Institute
Canada12.2022
Diploma in Accounting Technician - Accounting
The Institute of Chartered Accountant Of India
Gujarat04.2015
Bachelor of Commerce - Advance Accounting & Auditing with Mercantile Law
Anand Commerce College
Anand, Gujarat04.2004
Grade12 - undefined
T V Patel Arts College
V.V. Nagar, Anand Gujarat04.2001
Skills
- Accounting Function
- Account Payable, Account Receivable, General Ledger, etc
- Reconciliation of various Ledger (Bank, Credit Card, Account Receivable, GL etc)
- Financial Statement analysis
- Well Experienced in E-Commerce Business Accounting
- Proficient knowledge Quick Book Online and Desktop, ERP, Tally
- Budgeting Knowledge
- Business Development
- Financial forecasting
- Data analysis
- Financial analysis and reporting
- Revenue recognition
Languages
English
Full Professional
Gujarati
Native or Bilingual
Hindi
Full Professional
Timeline
Finance Officer
Westman Immigrant Services
05.2023 - Current
Accountant
Nityamaya Corporation
09.2018 - 08.2023
Accountant
K D PATEL & CO
03.2010 - 11.2021
Assistant Accountant
M/S KIRAN PATEL & CO., CHARTERED ACCOUNTANTS
03.2007 - 02.2010
Grade12 - undefined
T V Patel Arts College
Lean Six Sigma Green Belt -
Aveta Business Institute
Diploma in Accounting Technician - Accounting
The Institute of Chartered Accountant Of India
Bachelor of Commerce - Advance Accounting & Auditing with Mercantile Law
Anand Commerce College
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