Accounting Management

PRIYAL K. PATEL

** ********* ******

Old Bridge, NJ 08857

Cell: 732-***-****

E-mail: ********@*****.***

OBJECTIVE

To secure a position as the Payroll Coordinator that offers professional

growth and advancement.

TECHNOLOGIES

Operating System: Windows XP, Windows 7

Hardware: IBM-PCs and their compatibles

Software: Microsoft Office 2007 Professional Suite (Word, Excel,

PowerPoint, Access, Outlook), QuickBooks, Peachtree, Creative Solutions,

Loss Data Base System (Loss XP), Work Tracking System (WTS), TPair,

Hummingbird, AIRO, Data base Management System.

Areas of Expertise

Accounting: General Journal, General Ledger, Subsidiary Ledger, Trial

Balance, Income Statement, Statement of Owner's Equity, Balance Sheet,

Accounts Receivable, Accounts Payable, Payroll, Inventory and Bank

Reconciliation.

Billing: Claims & TPair Reconciliation Report, Service Fees, Time &

Expense, Losses and Loss Advance Invoices, Billing Log.

SKILLS

Excel advanced functions (VLOOKUP, Pivot Table, Nested IF Statements, PMT

and Goal Seek).

Ability to perform mail merge for letters, envelopes, and labels.

Keyboarding (60 wpm).

Excellent verbal and written communication skills

PROFESSIONAL EXPERIENCE

CHARTIS INSURANCE, Berkeley Heights, NJ 01/2006 - 10/2011

Associate Accountant and Billing Coordinator

Prepared and Processed Service Fees (SF), Time and Expense (T&E), Losses

and Loss Advance (LA) Invoices for Various Third Party

Administrator's (TPA's i.e. Clients) and furnish these invoices to the

collectors.

Corrected Reject and Suspense Reports for various TPA's.

Prepared Claims and Tpair reconciliation reports for TPA's and for Retro

Adjustment Billing.

Created and Reconciled the Billing Log.

Billed for Losses, SF and T& E invoices to the Insured and the Broker and

ensured the payment was received by reviewing the collection report.

Researched and renewed contracts and policies of the company's own

accounts.

Maintained current records of each TPA's account billing rules including

Insured/Brokers contacts.

Planned monthly meetings with the internal department to resolve various

account issues regarding SF and T&E billing. Mentored team mates on

systems to perform their daily tasks.

PRIYAL K. PATEL

Cell: 732-***-****

E-mail: ********@*****.***

Page

2

JACKSON HEWITT TAX SERVICE, Parsippany, NJ 12/2005 - 04/2006

Associate Accountant

Prepared State and Federal Income Tax Returns.

Answered client queries regarding their tax filing status, provided

information regarding their benefits, Roth and Traditional IRA.

JP MORGAN CHASE BANK, Parsippany, NJ 03/2005 - 03/2006

Client Associate

Referred new clients for savings and checking products, home equity loans

and mortgages.

Excellent knowledge of banking products with a focus in expertise of

selling credit cards and overdrafts to the existing clients.

Executed complex transactions and performed deposits, payments and

withdrawals for personal and business customers.

Entrusted with handling safe deposit, vault, ATM, bonds/coupons and night

drop activities.

Participated in all training courses including principles of banking

operations, bank security, teller equipment, banking regulations, and

customer transactions.

KAUSHIK PATEL, LLC (C.P.A), Clifton, NJ 11/2003 - 03/2004

Assistant Accountant

Balanced general ledger accounts and trial balance.

Posted and maintained records using bank statements.

Completed month-end closings for various clients' account using Creative

Solutions Software.

EDUCATION

Middlesex County College, Edison, NJ

Certification: Computerized Accounting Program

03/2012 - 08/2012

Raritan Valley Community College, Somerville, NJ

Certification: Tax Accounting

05/2004 - 08/2004

Gujarat University, India

Degree: Master of Commerce 06/2001 -

04/2003

US Equivalency: Master's Degree in Accounting

Indian Institute of Science and Management, India

Degree: Post Graduate Diploma, Business Management

07/2000 - 06/2002

US Equivalency: Master's Degree in Business Management

Gujarat University, India

Degree: Bachelor of Commerce 06/1997-

04/2000

US Equivalency: Bachelor's Degree in Accounting

PROFESSIONAL DEVELOPMENT

Federal Income Tax Return Project

Accounting and Finance Lite and Insurance Essentials classes

Contact this candidate