Unmehsi Patel, CPA
Calgary,AB
Summary
Ambitious finance manager offering several years of experience increasing productivity through automation of processes. Confident individual with track record of accurate reporting and analysis. Highly experienced in mentoring employees, leading talented teams and making decisions promptly.
Overview
15
15
years of professional experience
Work History
Supervisor Financial Reporting
Avenue Living Assets Management Ltd
Calgary, Alberta
08.2024 - Current
- Supervising the preparation of monthly, quarterly, and annual financial reports, ensuring they are accurate, timely, and compliant with regulatory standards (e.g., GAAP, IFRS).
- Leading and managing a team of financial analysts or accountants, providing guidance, training, and performance evaluations.
- Reviewing and analyzing financial data, identifying discrepancies, and providing explanations for variances in reports.
- Coordinating with external auditors during annual audits, preparing audit schedules, and providing necessary documentation to facilitate the audit process.
- Identifying areas for improvement in financial reporting processes, and recommending or implementing enhancements to increase efficiency and accuracy.
- Liaising with other departments (e.g., accounting, treasury, or management) to ensure accurate financial data, and timely reporting.
- Managed and oversaw the preparation of financial statements for investment funds, ensuring accurate reporting of net asset values (NAVs), performance metrics, and compliance with fund-specific accounting standards.
- Handled accounting for derivative transactions, including futures, options, and swaps, ensuring compliance with hedge accounting principles, and accurate financial reporting.
- Managed the accounting for mortgage portfolios, including tracking mortgage origination, servicing, and securitization, ensuring compliance with accounting standards.
- Preparing special financial reports or analyses for senior management, as required, to support business decisions.
Finance Manager
Woman in Need Society (WINS)
Calgary, AB
03.2024 - 08.2024
- Prepared financial documents such as budgets, forecasts, and reports.
- Coordinated with other departments within the organization regarding budgeting matters.
- Collaborated with external auditors to ensure compliance with applicable laws and regulations.
- Prepared and filled GST and Tax returns.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Created monthly performance metrics that tracked key performance indicators.
- Evaluated existing processes within the finance department and identified areas for improvement.
- Identified opportunities for cost savings through process improvements and automation initiatives.
- Negotiated contracts with vendors in order to obtain competitive pricing structures.
- Reviewed and analyzed budget variances to ensure the accuracy of financial information.
- Managed payroll processing activities for multiple entities including tax filings.
Financial Controller
Zagime Management Authority Ltd
Regina, SK
08.2023 - 02.2024
- Managing financials and books of 12 Group companies having Revenue more than 18M.
- Developed and implemented financial policies, procedures, and internal controls.
- Prepared monthly, quarterly, and annual financial reports for management review.
- Oversaw accounts payable and receivable functions, cash flow management, budgeting and forecasting.
- Reviewed bank reconciliations on a regular basis to ensure accuracy of data.
- Coordinated audits by external auditors in accordance with GAAP standards.
- Managed month-end closing process including journal entries and account analysis.
- Created detailed budgets for each department within the organization.
- Provided guidance to staff on accounting issues such as revenue recognition principles.
- Performed variance analysis between actual results and budgeted amounts.
- Assisted in the preparation of tax filings in accordance with local laws.
Finance Manager
Zagime Management Authority Ltd
Regina, SK
11.2020 - 08.2023
- Addressed ways to improve internal control processes and accounting procedures.
- Drafted monthly operation summaries, identified cost savings and communicated results to regional managers.
- Created in-depth spreadsheets, which detailed trends and forecasts for revenue, profitability and expenses.
- Monthly preparing Income statement,Balance sheet and Cash flow for the group company
- Compliance of GST and PST monthly/quaterly/yealy filling of returns to the federal and province.
- Co ordinate with auditor for completion of group companies NTR and Corporate Tax return for the group companies.
- Assisting staff for bi weekly payroll process and co ordinate with Payroll company.
Sr. Finance Officer
BHARTIYA ENTERPRISE PVT LTD
AHMEDABAD, GUJARAT
06.2010 - 06.2020
- Created in-depth spreadsheets, which detailed trends and forecasts for revenue, profitability and expenses.
- Determined and tracked budget expenses with accuracy and transparency.
- Streamlined cost analysis process by creating and implementing new, more efficient policies and procedures.
- Eliminated inaccuracies in accounts payable payments by verifying information prior to generating checks and electronic payment transfers.
- Gathering data to identify their current income, tax status, financial objectives, risk tolerance for better development of financial plan.
- Handling financial matters including Working Capital Management, Bank reconciliation, Cash flow fund flow analysis and capital budgeting.
- Perform monthly balance sheet, income statements and cash flows and changes in financial position and also working for variances as per budgeted.
Education
CHARTERED ACCOUNTANT - ACCOUNTS
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
AHMEDABAD, GUJARAT, INDIA4 2012
BACHELOR oF COMMERCE - ACCOUNTS
GUJARAT UNIVERSITY
AHMEDABAD, GUJARAT, INDIA3 2010
CPA - Chartered Professional Accountant - Accounting And Finance
CPA - Saskatchewan
Regina, SK08.2023
Skills
- Internal Controls Development
- Month-End and Year-End Closings
- Budgetary Planning
- Compliance Enforcement
- Report Generation
- Skilled in POWER BI/Sage
Computer Proficiency
- M.S.Office
- Power BI
- Quickbooks
- Sage300/50
- Yardi
- ADP
Timeline
Supervisor Financial Reporting
Avenue Living Assets Management Ltd
08.2024 - Current
Finance Manager
Woman in Need Society (WINS)
03.2024 - 08.2024
Financial Controller
Zagime Management Authority Ltd
08.2023 - 02.2024
Finance Manager
Zagime Management Authority Ltd
11.2020 - 08.2023
Sr. Finance Officer
BHARTIYA ENTERPRISE PVT LTD
06.2010 - 06.2020
CHARTERED ACCOUNTANT - ACCOUNTS
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
BACHELOR oF COMMERCE - ACCOUNTS
GUJARAT UNIVERSITY
CPA - Chartered Professional Accountant - Accounting And Finance
CPA - Saskatchewan