Summary
Overview
Work History
Education
Skills
Certification
Languages
Soft Skills
Timeline
Generic

Niral Mehta

Kitchener,ON

Summary

Experienced Finance Manager with over 12 years in financial reporting, analysis, and leadership across diverse industries. Demonstrated success in optimizing financial processes, enhancing efficiency, and lowering costs. Skilled in budgeting, forecasting, and financial modeling, adept at leading cross-functional teams and collaborating with stakeholders to drive business growth and profitability.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Finance Manager

Thrillworks Inc.
05.2021 - Current
  • Led financial planning, analysis, and reporting for multi-million-dollar organization, overseeing team of 3 finance professionals.
  • Achieved 20% expense reduction while maintaining operational efficiency through effective budget management and forecasting.
  • Increased profitability by 5% within first year through successful implementation of cost-saving initiatives and through process automation.
  • Managed cash flow, liquidity, and working capital to ensure stability and support organizational growth.
  • Collaborated cross-functionally to drive strategic initiatives and achieve business objectives.
  • Led initiative to develop and implement new financial reporting system and comprehensive budgeting system, resulting in 25% improvement in accuracy and efficiency.
  • Streamlined accounts receivable processes, resulting in 20% increase in collections efficiency.
  • Collaborated with senior management to formulate financial strategy that boosted profits by 10%, leveraging detailed financial analysis and modeling to optimize investments and inform strategic decisions.
  • Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.

Accounting Manager

Xcel Source Corp.
03.2021 - 05.2021
    • Analyzed financial statements against forecasts to prepare high-level variance analysis.
    • Reduced discrepancies in financial data with thorough account reconciliations and adjustments.
    • Managed journal entries, collection efforts, reconciliations, and payroll processing.
    • Ensured compliance with tax regulations by preparing accurate federal, state, and local tax filings on time.
    • Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports.
    • Conducted detailed variance analyses to identify areas of improvement in financial performance.

Accountant

TXT E Solutions
03.2020 - 07.2020
    • Gathered financial information, prepared documents, and closed books.
    • Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
    • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
    • Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
    • Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.

Education

Chartered Accountant (CA) -

Institute of Chartered Accountants of India (ICAI)
India
2017

Certified Public Accountant (CPA) -

AICPA
Montana, United States

Bachelor of Commerce (B.Com) -

H.L. Institute of Commerce
Ahmedabad, India
2012

Skills

  • Financial Modeling
  • Financial Budgeting & Forecasting
  • IFRS Knowledge
  • Consolidation Accounting
  • Cash Flow Management
  • Financial Analysis & Reporting
  • Revenue Recognition
  • KPI Management
  • Variance Analysis
  • Data Analysis
  • Strategic financial planning
  • Payroll Processing
  • Risk Management
  • Accounts receivable & Payable Management

Certification

  • Financial Modeling for Business Analysts & Consultants Training - Udemy
  • Business Analytics with Excel - Skill share
  • Financial Analyst Certification - Udemy
  • Strategic Planning Skills – Udemy
  • Cross-Cultural Communication - Udemy

Languages

English
Full Professional
Hindi
Native or Bilingual

Soft Skills

Excellent communication, Computer Skills, Multi-Tasking, Attention to Detail, Problem-Solving Abilities, Critical Thinking, Prioritizing & Planning, Decision Making

Timeline

Finance Manager

Thrillworks Inc.
05.2021 - Current

Accounting Manager

Xcel Source Corp.
03.2021 - 05.2021

Accountant

TXT E Solutions
03.2020 - 07.2020

Chartered Accountant (CA) -

Institute of Chartered Accountants of India (ICAI)

Certified Public Accountant (CPA) -

AICPA

Bachelor of Commerce (B.Com) -

H.L. Institute of Commerce

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Niral Mehta