JAIMIN PATEL
78 Aspen Drive, Brandon
Summary
Aspire to work in a dynamic environment among a wide spectrum of experiences and exposures, where, as a professional, I can apply and develop the knowledge gained in academics. Always look forward to a career that provides an opportunity to continuously improve knowledge as an accountant. Prepare to be keen to learn and develop an interest in traditional as well as upcoming areas. In the long run, I am excited to join and work where I can gradually grow in the organization and make a meaningful contribution to its growth as a finance person. Finance professional with a 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
Brandon
05.2023 - Current
- Performing Accounting in Quick Book Desktop
- Managing daily activity and operation in accounting for timely submission
- Preparing and analyzing the budget according to funder requirements.
- Preparing and submitting a claim in a timely manner, as per the funder's deadline.
- Preparing cost methodology allocation according to different funders for various costs.
- Accounts Payable, Accounts Receivable, General Ledger, and Posting Journal Entries.
- Finalizing auditing with a CPA on a yearly basis.
- Maintaining various Excel sheets for claim and routine expense processes, such as salary cost allocation, etc.
- GST Rebate Return Preparation (Half-Yearly)
- Performing NPO development and growth according to day-to-day activity.
- Developing cost methodology, strategic planning, and budgeting as per the funder's and current organization's situation and requirements.
- Preparing various reports as per requirements, such as the cost budget, GST report, actual expenses report, etc.
- Bank reconciliation on a monthly basis, as well as credit card reconciliation.
- Maintaining staff reimbursement and reconciliation as per requirements.
- Reviewing staff payroll bi-weekly in Paywork.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Coordinated with external auditors to facilitate annual audit processes.
- Maintained an up-to-date knowledge of industry trends through research activities.
Accountant (Remotely)
Nityamaa
Edmonton
09.2018 - 06.2023
- Company Overview: Working Remotely.
- Performing accounting in QuickBooks Online.
- Preparing a flow chart for the Purchase Process, Expenditure, and Sales.
- Accounts Payable, Accounts Receivable, General Ledger, and Posting Journal Entries.
- Making invoices for sales, expenses, on a day-to-day basis.
- Finalizing accounting with a CPA on a yearly basis.
- Maintaining various Excel sheets for online purchase orders.
- 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 purchasing strategies and budgeting according to the current market situation and requirements.
- Preparing various reports as per requirements, like the purchase budget, GST report, etc.
- Bank reconciliation on a monthly basis.
- Maintain and reconcile inventory control on a monthly basis.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
- Oversaw full accounting cycle and prepared applicable financial statements.
Sr. Accountant
K D PATEL & CO. (Chartered Accountant)
Anand, India
03.2010 - 11.2021
- Bank Audit (Concurrent Audit and Statutory Audit)
- Responsible for interim and full-year auditing, and other financial reports.
- Maintaining ledgers and books of accounts of the company on a day-to-day basis and year ending.
- Keeping financial records and establishing, maintaining, and balancing various accounts using manual and computerized bookkeeping systems.
- Posting of journal entries, reconciling accounts, preparing trial balance books, maintaining general ledgers, and preparing financial statements.
- Also, prepare all the data pertaining to wage and salary, depreciation, liabilities, and debts.
- Gujarat, India
- Wrote reports, authored papers and organized supporting documentation.
- Developed strategies to improve accounting systems and processes.
- Researched changes in laws to maintain adherence to financial regulations.
- Oversaw accounting operations and financial paperwork.
- Posted financial data in Excel spreadsheets and managed inventory.
- Monitored accounts payable activity to ensure accuracy and timeliness of payment processing.
- Generated ad hoc reports as requested by executive management team.
- Completed month-end and year-end close procedures and reconciled bank accounts.
- Performed audits of operational and financial areas to check compliance.
- Analyzed files and accounts for discrepancies and resolved variances.
- Analyzed balance sheets for mistakes and inaccuracies.
- Prepared monthly financial statements, including balance sheets and income statements.
- Assisted in preparing tax returns for filing with government authorities.
- Trained staff members on proper use of accounting software applications.
Accounting Assistant
KIRAN PATEL, CHARTERED ACCOUNTANTS
Anand, India
03.2007 - 02.2010
- Analysis of draft financial statements, including notes to accounts.
- Finalization of financial statements and audit reports for various clients.
- Vouching of various books, like the purchase book, cash book, and journal book.
- Preparing project reports.
- Checked figures and postings for correct entry and proper codes.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- Maintained accurate financial records and documentation in compliance with company policies.
- Analyzed financial statements to identify discrepancies and resolve issues.
- Performed bookkeeping and accounting consulting services.
- Reconciled bank statements and resolved discrepancies to ensure accurate financial reporting.
- Assisted with month-end and year-end close processes, preparing necessary journal entries.
Education
Certificate in Lean Six Sigma Green Belt -
Aveta Business Institute
USA12-2022
Diploma in Accounting Technician - Accounting
The Institute of Chartered Accountants of India
India04.2015
ICAI, Professional Education Examination - II - Accounting
The Institute of Chartered Accountants of India
India11-2006
Bachelor of Commerce (B.Com) - Accounting & Mercentile Law
Anand Commerce College
Anand, India04.2004
Grade 12 - Accounting
T V Patel Arts College
Anand, India04-2001
Skills
- Budget preparation
- Financial reporting
- Financial analysis
- Bank reconciliation
- Accounts payable
- Accounts receivable
- Cost allocation
- Excel reporting
- Team collaboration
- Time management
- Ledger reconciliation
- Financial statements
- Internal auditing
- Financial audits
- Internal controls development
- Financial forecasting
- Cash flow management
- Problem-solving
Timeline
Finance Officer
Westman Immigrant Services
05.2023 - Current
Accountant (Remotely)
Nityamaa
09.2018 - 06.2023
Sr. Accountant
K D PATEL & CO. (Chartered Accountant)
03.2010 - 11.2021
Accounting Assistant
KIRAN PATEL, CHARTERED ACCOUNTANTS
03.2007 - 02.2010
Certificate in Lean Six Sigma Green Belt -
Aveta Business Institute
Diploma in Accounting Technician - Accounting
The Institute of Chartered Accountants of India
ICAI, Professional Education Examination - II - Accounting
The Institute of Chartered Accountants of India
Bachelor of Commerce (B.Com) - Accounting & Mercentile Law
Anand Commerce College
Grade 12 - Accounting
T V Patel Arts College
Similar Profiles
DIPAL PATELDIPAL PATEL
Settlement Facilitator at Westman Immigrant ServicesSettlement Facilitator at Westman Immigrant Services
JAIMIN PATELJAIMIN PATEL
Finance Officer at Westman Immigrant ServicesFinance Officer at Westman Immigrant Services
Amelia Jane ScdorisAmelia Jane Scdoris
Community Organizer at Cabrini Immigrant Services of New York CityCommunity Organizer at Cabrini Immigrant Services of New York City