Pinku P Patel, CPA, ACMA, CGMA *** Valentine Street, West Newton, 02465

● Cell +1-857-***-**** ● ad31co@r.postjobfree.com ● www.linkedin.com/in/pinku-pankaj-patel-8468a23/

Senior Financial Accountant / Business Analyst / Risk Analyst

Highly accredited senior accounting professional fully equipped with appropriate skills needed to oversee general accounting operations by controlling and verifying financial transactions. Dedicated leader acknowledged for empowering, developing, and leading staff to champion multiple objectives. Able to comprehend financial information to summarize financial status. Adept in producing error-free accounting reports to present accurate financial metrics.

● U.S. Generally Accepted Accounting Practices (GAAP) ● Australian International Financial Reporting Standards (IFRS) ● Budgeting and Forecasting ● Detailed Financial Analysis - P&L and Balance Sheet ● Financial Reporting ● Regulatory Compliance ● Taxation & Auditing ● Accounts Payable & Receivable Analysis ● Talent Development ● Feasibility Studies ● Policy & Procedure Development

Career History

Senior Accountant / ERP System Conversion Mar 2023 – Current

St. Marys Center For Women and Children (NFP)

Accounting Advisory Consultant/Assistant Corporate Controller Dec 2023 to Mar 2024

Lowell Fleet Companies – Lowell, MA

●Provided expert recommendations, options, and strategies to help a group of multi-million-dollar transportation companies achieve their financial and operating goals.

●Review 4 years of amended state and federal tax returns for 3 entities and make recommendations to the finance committee on how to respond to IRS correspondence related to the amendments.

●Evaluate and terminate outside tax firm.

●Evaluate and hire new outside tax and accounting advisory firm.

●Complete internal audit for FY 2022 and 2023 and determine adjustments.

●Prepare pro-forma management financial statements for FY 2022 and 2023 tax filings, including roll-up financial statements and fixed asset reporting.

●Oversee and process weekly payroll for multiple entities, including salaries, earned wages, earned commissions, and reimbursements.

●Assisted the CFO with identifying and evaluating multiple cloud ERP platforms to replace a 20-year-old on-premises system with a primary focus on data relevance and mapping.

●responsible for treasury and cash account reconciliations.

●Responsible for securing, handling, and complying with highly confidential information standards related to closely held businesses, employees, and various regulatory requirements.

Sr. Accounting Advisory Consultant Nov 2023 to Mar 2024

Nardo & Associates – Global

●Member of a rapid response team responsible for solving the most complex accounting and regulatory problems a business can face.

●Used my public accounting experience to work closely with colleagues, auditors, regulatory officials, and advisors to implement best practices.

●Assisted clients in solving their most pressing financial reporting challenges.

●Performed due diligence for M&A transactions and reported on and facilitated divestitures, IPO readiness, interim management, and other technical accounting matters.

●Assisted with preparing and reviewing quarterly and annual financial statements to the board and SEC.

●Developed financial models, forecasts, and related analyses.

●Act as liaison between clients and firm partners.

Consultant Jan 2021 to Oct 2023

Provide Accounting, Tax and Financing strategies and advice to various clients:

●Maintain efficient and accurate accounting practices.

●Provide expertise to help clients understand the meaning behind their financial data and how these numbers affect their business.

●Maintaining records, paying taxes, communicating financial information, designing data processing systems, investigating fraud

●Preparation and Review of Financial Statements for Taxation, Investment and Borrowing Purposes

Equifax Pty Ltd: Senior Financial and Risk Analyst Jan 2018 to Nov 2022

(Financial Services – Sydney, Aust)

Administer assessment across homebuilding sector, inspect key issues, spot commercial insights, and deliver professional opinion and transparent recommendations to facilitate critical business decisions. Partner with team of analysts to identify and present vital issues regarding credit risk of entity determining its annual eligibility. Work in concert with high performing team of analysts to deliver client and industry requirements. Assess financial statements and forecasts, project pipeline, business plans, and company documents to study key profitability, liquidity, and operational metrics against benchmarks.

●Assess companies’ financial status and analyse their financial capabilities.

●Supporting operational decision making through the provision of financial and commercial analysis and development of lead indicator KPIs using balanced scorecard.

●Analyse business’s weakness and strength, provide strategic commentary on trends to architectural and building companies to improve their business performance.

●Creatively fostered open and collaborative team culture rooted in knowledge-sharing and professional development.

●Developed and maintained solid relationships with brokers, distributors, and residential builders.

●Integral figure in implementation of underwriting team from inception and gathered level C delegated authority within 30 days of commencement.

Ventia Pty Ltd: Senior FA & Business Analyst Jun 2016 to Jan 2018

(Infrastructure – Sydney, Aust)

Partnered with the Senior Business Analyst and FP&A Manager with all financial budgeting, forecasting, and reporting aligned with group timetables and templates. Delivered recommendations on actions to rectify adverse movements. Managed salary costing process for Corporate Division ensuring costs were correctly allocated each month, monthly recharge of overhead expenses to forecast, as well as transactional processes to ensure POs were raised punctually, fees were assessed at source, and reallocated journals were minimized. Guaranteed all journals were passed in tandem with financial services procedures.

●Fueled continuous quality improvement by driving augmentations in reconciliation process.

●Established a recharge process where ICT & legal costs were reduced by $2m through strong negotiations with managers across the business.

Destination NSW: Financial Accountant Jan 2014 to Jun 2016

(Tourism – Not for Profit – Sydney, Aust)

Focused on driving improvement in all facets of finance function. Prepped statutory returns, assessed monthly balance sheet reconciliations prepared by Shared Services Division, and provided counsel on corrections and adjustments. Arranged 2014 and 2015 financial statements, as well as Final Report for board of directors and NSW Treasury Department. Helped with preparation of annual budget, which was turned in to NSW Treasury Department.

●Part of panel for Tender Assessments, as well as panel member for Vivid Sydney and other tenders.

●Key contact in process of 2014 and 2015 audit.

●Key player in Oracle 11i implementation

Ortho Group Pty Ltd: Senior Financial Accountant (direct report to CFO) Oct 2012 to Jan 2014

(Specialist Medical Doctors and Hospitals – Sydney, Aust)

Mentored and lead finance team while administering external service providers (External Accountant and Auditor). Organized monthly and quarterly reports by business unit, as well as aided with year-end financial reporting. Managed 2012 audit up to signing final statutory accounts.

●Served as Key Assistant CFO with completing ad-hoc initiatives.

Re-engineered payroll process to generate timely and accurate data for monthly reporting.

ArthroCare Australasia Pty Ltd: Financial Manager Dec 2010 to Oct 2012

(US Listed Medical Devices – Sydney, Aust)

Supervised management of Australasian finances ($25M turnover) of global manufacturer of surgical devices, instruments, and implants as member of International Finance team. Processed timely, accurate, and compliant internal and external financial reporting. Utilized fortnightly teleconferences in tandem with global finance team. Reported monthly inventory changes to corporate and delivered thorough analysis when producing management accounts.

●Strategically established successful changes to credit control process, which reduced outstanding debtor balance from $3.5M (70 days) to $2.8M (52 days).

●Directed implementation of SAP accounting software in Australia.

-Coordinated transition process from Finance Plus to align with global standards.

-Audited assets, including equipment located onsite in 200 hospitals across Australia, and instrument stock to implement net realizable value.

●Finalized all testing to resolve journal variances between software systems and trained local workforce in using SAP.

●Ushered in innovative procedures to augment business efficiency (EFT payments, expense reimbursement).

●Retained oversight of audit process in Australia; provided support to US Auditor, as well as arranged and delivered all relevant documentation.

Fuji Xerox Australia Pty Ltd: Senior Financial Accountant (Contract) Jul 2010 to Dec. 2010

(Business Innovation – Sydney, Aust)

Facilitated Australia and New Zealand (ANZ) and Asia Pacific (FXAP) financial controllers with month-end processing and reporting to Japanese Parent Entity. Arranged documents to meet legislative and statutory specifications, including 2010 income tax returns, monthly BAS returns, and creation of reports for management.

●Fulfilled role of ANZ Financial Controller to govern finance function, which involved leading supervision of account teams of AR, AP, and Assistant Accountant.

●Conducted high-level review of Asia Pacific Operations delivering detailed analysis of accounts for 2007, 2008, 2009, including liaising with external auditors and ATO.

●Re-engineered accounts receivable process for ANZ Operations by developing streamlined process for documenting payments and formed complete procedures manual for staff.

Coffey International Ltd: Senior Financial Accountant (Contract) Jan 2010 to Jun. 2010

(Infrastructure – Sydney, Aust)

Delivered wide range of financial accounting support leading into year-end for ASX listed specialist consultancy with skills in geosciences, international development, and project management. Provided pertinent data to assist finance managers with analytical review of business operations.

●Elevated professionalism of Assistant and graduate accountants through training on financial accounting, tax, and other ad-hoc matters.

Heart Care Group Pty Ltd (Now Genesis Care): Commercial Accountant Jan 2007 to Dec 2009

(Specialist Medical Doctors and Hospitals – Sydney, Aust)

Provided commercial accounting and reporting support for a network of 30 health care practices across NSW, Victoria, NSW and SA.

Key achievements:

●Reduced practice trade debtors balance from $2 million (39 days) to $1.18 million (29 days) between February 2009 and June 2009.

●Part of a team which successfully completed a $300 million management buy-out from the parent entity that formed Genesis Care – included feasibility analysis, preparation of detailed revenue/expense analysis, creation of acquisition journals and profit sharing arrangements for the newly formed company.

●FY10 audit completed with no adjustments at practice or corporate level.

●Worked with newly acquired practice to transition and standardise accounting functions.

Professional Education & Accreditations

B. Comm in Financial Accounting: University of Newcastle (Australia)

CPA: Certified Practicing Accountant (Australia)

ACMA: Chartered Institute of Management Accountants

CGMA: Chartered Global Management Accountant

Technical Skills

ERP Systems: SAP SAP by Design SAP Hana SAP Concur Oracle & Oracle 11i JD Edwards Great Plains COGNOS NetSuite Sage 300 (Timberline)

Accounting Software: Finance Plus Epicore MYOB Quickbooks PKF Superannuation Software FMRC Benchmark Sage 50 & 100 Charisma

Other Software: Microsoft Office (Intermediate/Advanced)

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