Neel Patel
Calgary,AB
Summary
Professional Accountant with commitment to financial accountability and transparency. Skilled in risk assessment and providing compliance recommendations to management teams. Solution-oriented with creative problem-solving skills. Reputable Accountant skillful in valuing prospects and using diverse statistical techniques. Well-versed in generating models and forecasting trends. Key financial team members valued for insight and input into financial decisions.
Overview
4
4
years of professional experience
Work History
Accountant
Cascade Chartered Professional LLP
Calgary, AB
12.2022 - Current
- Gathered financial information from clients to ensure accuracy of their tax returns.
- Calculated taxes owed or refunds due for individuals and businesses according to current laws.
- Educated clients on various types of taxes such as capital gains, payroll taxes, sales taxes.
- Reconciled accounts using Quickbooks software for business owners who had multiple sources of income during the year.
- Reviewed prior years' returns for accuracy before submitting amended versions if necessary.
- Prepared quarterly estimated payments as well as extensions where applicable.
Junior Accountant
KAD Consulting Services
Calgary, AB
02.2020 - 11.2022
- Examined financial statements and income statements to review company's financial performance.
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Collaborated with accounting associates to improve reconciliation processes.
- Assessed accuracy, completeness and integrity of corporate financial records.
- Generated and filed goods and service tax (GST) and harmonized sales tax (HST) return and remittance statements and payroll deductions, creating ad hoc and special project reports.
- Reconciled ticket sales against transactions receipts to optimize revenue and minimize risk.
- Worked in close collaboration with clients, providing accounting, payroll and taxation advice.
- Prepared P&L reports and financial statements for review by management.
- Established complete accounting structures, processes and controls to meet business requirements.
- Tracked income and expenses for business using accounting software.
- Performed in-depth analysis of business operations, trends and obligations to complete accurate projections.
- Maintained accurate invoice summaries and collection records to enhance monitoring of billing and cash inflows.
Education
Bachelors of Business Administration - Accounting
Southern Alberta Institute of Technology
Calgary, AB09-2024
Business Administration of Diploma - Accounting
Bow Valley College
Calgary, AB09.2020
Skills
- Tax Return Filing
- Account Reconciliation Expert
- Problem-Solving
- Accounting Software Systems
- Personnel Recordkeeping Review
- Financial Statements Review
- Inventory Verification
- Accounting Records Analysis
- Journal Entry Preparation
- Cash Analysis
- Accounts Payable
- Monthly and Annual Journal Entries
- Account Reconciliation
- Decision Making
- Report Preparation
Accomplishments
- Formally recognized for excellence achieved in financial analysis, budgeting and forecasting.
- Promoted from Bookkeeper to Junior Accountant, in less than 12-months
- Consistently maintained high customer satisfaction ratings.
- Led team to achieve goals, earning recognition from upper management and financial reward.
- Created highly effective new system that significantly impacted efficiency and improved operations.
Timeline
Accountant
Cascade Chartered Professional LLP
12.2022 - Current
Junior Accountant
KAD Consulting Services
02.2020 - 11.2022
Bachelors of Business Administration - Accounting
Southern Alberta Institute of Technology
Business Administration of Diploma - Accounting
Bow Valley College
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