JYOTI PATEL
Tel. 832-***-**** /*********@*****.***
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Objective:
To utilize my knowledge and experience to benefit the organization and at
the same time achieve a job satisfaction.
EDUCATION: SARDAR PATEL UNIVERSITY GUJARAT, INDIA
Bachelor of Commerce with Majors in Accounting and
Auditing
EXPERIENCE:
Liberty Tax Services. Webster Texas
Tax Preparer
09//2013 - 04/2014 (Temp)
. Enrolled in an exclusive training for a Tax Preparer's Position.
Accepted their offer after successfully completing the course as of
December for the position of a Processor.
. Responsible for checking and correcting all Tax returns prepared by
the Preparers, before submitting them to IRS.
. Assist the preparers whenever they need help with complex returns,
or any other problems related to the Tax returns.
. Maintaining proper records of payments received in various forms and
reconcile them.
Orion Car Care Inc. Houston Texas
Manager/Bookkeeper /Service Writer
01/2006 - 07/2013
. Established a new set of books for two small corporations using
Quick Books and Winworks software system
. Maintaining and recording of all cash received in form of checks,
credit cards, direct deposits and post them into A/R Journal.
Prepare month end reports.
. Maintaining Accounts Payables by coding, batching all invoices
received. Apply all applicable discounts and rebates, entered in A/P
system, print and match payables report. Print and mail checks as
per weekly A/P schedule. Prepare month end reports.
. Prepare month end reports, matching credit card payment and
reconcile
. Prepare payroll, maintain P/R taxes schedules, W2s and monthly and
year end reports.
. Negotiate contracts with different suppliers and vendors
. Created Excel spreadsheets for the purpose of Bank reconciliations,
Budget and Variance reports, and Monthly Revenue and expense
Analysis.
. Prepare service orders for customers & service walk in customers.
. Certified Vehicle inspector by State of Texas to perform State
Inspections.
Rental & Management Associates, Inc. Bronx, New York
Accounting Manager
08/02 - 01/2006
. Supervised Accounts Receivable & Payable Departments including
Collection and Payroll Departments.
. Prepared and submitted Monthly, Quarterly and Annual reports to
various New York City & State agencies to accommodate fund requests.
. Providing support and monthly financial reports to various owners
and the Auditors.
. Assisted Director of Operations in preparing budgets and variance
reports.
. Worked with the President in preparing proposals and necessary
documentations in order to provide the sound financial background of
the company.
Cooper Square Realty Corp. New York, New
York Staff Accountant
02/02 - 07/2002
. Acted as a temp Staff Accountant preparing final Receipts and
Payable Journals thru general ledgers.
. Responsible for recording all receipts and making payments.
. Updated tenant's profiles on timely basis so as to maintain a smooth
billing process.
. Prepared payroll for the assigned properties.
. Assisted the CFO in preparing budget and variance reports.
. Performed bank reconciliations and made necessary changes.
. Prepared reports as to supply required information to various Board
of directors and Trustees.
Parkchester South Condominiums Bronx, New York
Internal Accountant
12/99 - 01/2002
. Prepared necessary reports for monthly and yearly closings with help
of A/R & A/P Managers.
. Assisted the General Manager in preparing and drafting budget and
variance reports.
. Also analyzed general ledgers and financial statements in order to
support out side auditors.
. Review contracts and bills to ensure the correctness of billing.
. Research and calculate union fund payments.
. Assisting the General Manager in preparing financial analysis on
special projects.
. Reviewing all utility bills (gas, electric & oil ) and prepare work
sheet for price comparison.
. Prepare monthly and semi monthly reports to assist the General
Manager and the Board of directors.
. Also analyzing Commercial Leases for implementing rent and other
escalations.
. Worked on special projects to resolve billing issues with outside
agencies like DEP, Con-Edison, NYS Dept. of Taxation and Finance.
P W B MANAGEMENT Bronx, New York
Accounts Receivable Manager
3/96 -10/99
. Supervised Accounts Receivable Department of 4 and maintained the
workload so as to achieve the desired goal of rent collection.
. Also responsible for the whole billing process and prepare and
review weekly and semi monthly reports including month end reports.
. Prepared and reviewed general ledgers and financial statements for
partners and owners.
. Also helped and coached the entire organization on B.J MURRAY
System.
. Supplied support to various partnership audit teams.
. Customized checkbook and bank reconciliation program on Excel spread
sheets
. Performed internal audits and helped the bookkeepers with bank
reconciliation as needed.
. Setup a system so as to expedite the collections.