Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Urvish Patel

Etobicoke,ON

Summary

Aiming to merge my academic background in Business Administration with my professional experience in financial analysis, accounting, and payroll management, I seek opportunities where I can apply my dual degrees - Bachelor of Business Administration (BBA) in Project Management and Bachelor of Commerce (B. Com) - to drive operational excellence and contribute to organizational success. With a proven track record of delivering accurate financial insights, ensuring regulatory compliance, and optimizing processes, my objective is to leverage my diverse skill set to support strategic decision-making and facilitate the achievement of business objectives.

Overview

6
6
years of professional experience
1
1
Certification

Work History

General Accountant

Spier And Mackay
09.2022 - Current
  • Maintained Accounting General Ledgers and Sub-ledgers, including gathering journal activities, posting journals, creating/posting journal entries, participating in the monthly/quarterly/annual closing process
  • Prepared and assisted in filing Harmonized Sales Tax (HST) returns Monthly, Filing and reporting WSIB Quarterly, Filing and reporting Payroll Tax Monthly, business license renewals, and annual corporation filings in Canada
  • Skilled in navigating the complexities of multi-currency accounting (US/CAD Dollar), ensuring accurate financial reporting across diverse international transactions
  • Reconciled General Ledger accounts, performed variance analysis, corrected errors, conducted daily/weekly bank reconciliation, and reconciled Accounts Receivable (AR) and Accounts Payable (AP) transactions
  • Processed payroll including reconciling and maintaining all payroll-related general ledger accounts
  • Ensured compliance with professional standards, and federal, provincial, and internal regulations
  • Assisted in preparing working files for external interim and annual financial audits.

Accounting and payroll associate - Team leader

Zone placements
08.2019 - 09.2022
    • Checked documentation for accuracy and validity on updated systems
    • Posted payments to accounts and maintained records
    • Processed 100 invoices each week via QuickBooks and mailed documentation to clients
    • Track and maintain accounts receivable incoming remittances
    • Perform daily accounting functions such as verifying, allocating, posting, and reconciling accounts receivables and accounts payables
    • Prepare personal (T1), trust (T3) and corporate (T2) income tax returns
    • Work closely with payroll provider (ADP) to ensure payroll is completed accurately and on time
    • Prepare T4 (payroll) and T5 (dividend) returns.

Financial Analyst

Bajaj Allianz Insurance Company
04.2018 - 04.2019
  • Responsible for processing month end activities for expenses– journal entries including accruals, reconciliation, variance analysis and reporting
  • Prepare monthly financial analysis/reporting for Operations
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts
  • Reviewed financial reports and streamlined operations to increase productivity and company profits
  • Managed, tracked, and monitored financial updates, watch lists and insurance files
  • Handled internal and external inquiries and complaints submitted by accounts payable clerk, finance director and other department heads, providing outstanding customer service when resolving issues.

Education

BBA - Project Management

Yorkville University
Toronto
12.2021

Bachelors of Commerce - Accounting And Finance

Gujarat University
Ahmedabad, India.
03.2019

Skills

  • Quickbooks
  • Financial Auditing
  • General accounting
  • Intuit QuickBooks specialist
  • Financial Reporting
  • Full-cycle accounting
  • MS Office Suite
  • Knowledge of Canadian tax regulations and compliance requirements
  • Effective communication and teamwork skills

Certification

  • Google Project Management
  • Business Analysis & Process Management
  • Stock Valuation with Comparable Companies Analysis

Timeline

General Accountant

Spier And Mackay
09.2022 - Current

Accounting and payroll associate - Team leader

Zone placements
08.2019 - 09.2022

Financial Analyst

Bajaj Allianz Insurance Company
04.2018 - 04.2019

BBA - Project Management

Yorkville University

Bachelors of Commerce - Accounting And Finance

Gujarat University
Urvish Patel