Summary
Overview
Work History
Education
Certification
Summary skills
Volunteer experiences & achievements
Timeline
Generic

Jeet Patel

Toronto

Summary

A skilled accounting professional with expertise in financial management and reporting. Proficient in various accounting software including Sage 50, QuickBooks (Desktop and Online), Tally ERP, and CaseWare. Strong knowledge of IFRS, ASPE, and US GAAP standards. Experienced in tax preparation, financial planning, and maintaining confidentiality with sensitive information. Certifications in SAP FICO, Quickbooks Online, financial analysis, and mastering US GAAP.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Advisor Intern

Primerica
01.2024 - 05.2024
  • Develop streamlined process for setting up meetings with prospects and clients
  • Actively participate in meetings as a trainee to observe, learn, and build practical industry experience
  • Seek opportunities for skill-building by online courses, workshops, and mentorship from colleagues
  • Collaborate with branch office to identify target audiences and implement effective strategies
  • Stay updated on industry trends, participate in networking events, and contribute to internal knowledge-sharing sessions.

Staff Accountant

Ashish Tekriwal, CPA Professional Corporation
06.2023 - 12.2023
  • Prepared and analyzed monthly financial results, requiring much interaction with all levels of management
  • Assisted accounting manager in calculation and preparation of personal income tax returns
  • Prepare and issued bills and invoices for multiple clients by calls and emails
  • Preparing accounting summaries and reports of clients monthly
  • Post journal entries, reconciliation of accounts, prepare trial balance using Quickbooks Online and CaseWare
  • Perform other tasks as required.

Bookkeeping

Kanaiya Chartered Accountants (India)
08.2020 - 02.2023
  • Coordinated and communicated accounting matters with other departments and off-site locations
  • Responsible for accurately maintaining detailed files and required documents
  • Posted journal entries, updated financial statements, quarterly reviews, maintained accounts receivable and accounts payable, paid monthly payroll, and prepared financial reports
  • Built long term and positive relationship with client in their business development.

Education

Postgraduation in Accounting -

York University
North York, Ontario
12.2024

Financial Planning -

Humber College
Toronto, Ontario
04.2024

Bachelors in Commerce -

DRB College
Gujarat, India
06.2022

Certification

  • Complete course on International Financial Reporting Standards (IFRS)
  • SAP FICO (Financial Accounting & Controlling)
  • Complete Financial Analyst Course
  • Mastering Quickbooks Online
  • Mastering US GAAP (Generally Accepted Accounting Principles)
  • Accounting Foundations
  • Audit and Due Diligence Foundations
  • Proficiency in MS Excel

Summary skills

  • Proficient in Sage 50 premium accounting software, QuickBooks Desktop and QuickBooks Online, Tally ERP, Tax Prep Desktop and CaseWare.
  • Detailed knowledge of IFRS and ASPE, US GAAP, CCH iFirm, SAP (System, Applications and Products) and Xero accounting.
  • Proficient in posting journal entries, accounts receivable, accounts payable, Microsoft office, G- suites.
  • Ability to exercise good judgment/discretion in dealing with a sensitive or confidential information.
  • Knowledge of Income Tax planning, Canadian securities, and Integrated Financial planning.
  • Enthusiasm and commitment in learning new skills and in a challenging environment
  • Chartered Accountant (CA) Student

Volunteer experiences & achievements

  • Performed social awareness drama in school showing importance of education and spreading the awareness about women equality improving social and communication skills.
  • Represented my college in sports in cricket at state level. Learned the qualities of sportsmanship, how to work in a team, discipline, time management, never give up and more.
  • Also represented my college in chess tournaments many times.
  • Scored first class in subjects like statistics, economics, financial, and management accounting.
  • Made into Deans’ Honour List at Humber College.

Timeline

Financial Advisor Intern

Primerica
01.2024 - 05.2024

Staff Accountant

Ashish Tekriwal, CPA Professional Corporation
06.2023 - 12.2023

Bookkeeping

Kanaiya Chartered Accountants (India)
08.2020 - 02.2023

Postgraduation in Accounting -

York University

Financial Planning -

Humber College

Bachelors in Commerce -

DRB College

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Jeet Patel