Summary
Overview
Work History
Education
Skills
Languages
Software
Timeline
Generic

Kaival Patel

Winnipeg,MB

Summary

Experienced finance professional skilled in auditing, accounting, and taxation, with a proven track record in team leadership, specializing in audit & assurance, financial statement preparation, and tax planning; proficient in Caseware, Tally ERP, QuickBooks, and Xero, demonstrating strong strategic insights and leadership in ensuring regulatory compliance across diverse sectors.

Overview

7
7
years of professional experience

Work History

Audit Manager

Grant Thorton
05.2022 - 02.2024
  • Led team at Grant Thornton Uganda remotely in executing statutory audits for diverse Ugandan entities, ensuring compliance with International Standards on Auditing (ISA)
  • Managed client relationships, collaborated with partners, and maintained a ocus on timely audit completion
  • Prepared meticulous financial statements and audit reports using CaseWare, identifying key financial risks and control weaknesses
  • Prepared tax computation and assisted accountants in tax planning including monthly and yearly tax return submissions.
  • Applied proficiency in rectifying accounting errors, streamlining books with Tally ERP, QuickBooks, Xero, and handled accurate tax estimations and returns for a diverse client base.

Audit Manager

Dhirubhai Shah & Co. LLP
09.2020 - 04.2022
  • Led remote team for diverse statutory audits, ensuring ISA compliance at Grant Thornton Uganda.
  • Managed client relationships, collaborated for timely audits, and prepared meticulous financial statements using CaseWare.
  • Applied proficiency in rectifying accounting errors, streamlining books with Tally ERP, QuickBooks, Xero.
  • Handled accurate tax estimations and returns for a diverse client base.

Article Assistant

Sunil Poddar & Company
02.2017 - 03.2020
  • Conducted due diligence for a company undergoing merger, assessing financial health and identifying potential risks.
  • Completed forensic audits on behalf of the Ministry of Corporate Affairs of India, investigating financial irregularities and preparing comprehensive reports.
  • Conducted tax audits for various small entities, facilitating the preparation of financial statements.
  • Conducted internal audit of a co-operative bank, evaluating internal controls and recommending improvements for risk mitigation.

Education

CPA Candidate -

CPA Western School of Business
Winnipeg, MB

Chartered Accountant -

Institute of Chartered Accountants of India
Ahmedabad, India
11.2019

Bachelor of Commerce -

Government Commerce College, Gujarat University
Gandhinagar, India
06.2018

Skills

  • Audit and Assurance (ISAs)
  • Accounting (IFRS and IFRS for SMEs)
  • Taxation (planning, computations and returns)
  • Financial Reporting (Financial Statements, Caseware proficiency)
  • Leadership and Team Management
  • Regulatory Compliance (listed companies, XBRL reporting)
  • Financial Analysis (MIS reporting, budgeting, investment reporting)
  • Bank Audits (stock audits, concurrent, internal audits)
  • Communication Skills (with colleagues and clients)

Languages

Gujarati
Hindi
English

Software

MS Office Applications

Tally ERP

Quickbooks, XERO, SAP

Caseware

Timeline

Audit Manager

Grant Thorton
05.2022 - 02.2024

Audit Manager

Dhirubhai Shah & Co. LLP
09.2020 - 04.2022

Article Assistant

Sunil Poddar & Company
02.2017 - 03.2020

CPA Candidate -

CPA Western School of Business

Chartered Accountant -

Institute of Chartered Accountants of India

Bachelor of Commerce -

Government Commerce College, Gujarat University

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