Mona Patel-CV Page * of *

MONA P. PATEL

** ***** ****,

Edison.

NJ 08817 USA

Mob: 732-***-****

Email: ady59v@r.postjobfree.com

Visa Status: US Permanent Resident

Objective: Having 20 years of experience rich values in professional field and be an indispensable asset to the organization, which I serve.

Highlights and Qualifications

Certified Financial Planner (Affiliated to FPSB, USA), BS (Accounting) India, Diploma in Financial Management (India)

• 10 years of experience in business operations in Training Certified Financial Modules in Pune, India

• 3 years of experience in handling clients for Personal Financial Planning in Mumbai, India

• 7 years of experience in handling Income Tax and Accounting

• Ability to think critically, and develop conclusions based on analysis, and quantitative data

• Able to successfully manage multiple priorities in an organizational environment

• Achieved recognition at the Bank by detecting a fraud Accomplishments

• Making a Comprehensive Financial Plan for an individual. This was based on goals risk and Objectives

• MIS on Investment Planning

• Analyze Return on Investment (ROI) on Insurance Policies

• Opening Dematerialization Account

• Personal Loan and Equated Monthly Installation (EMI) calculation

• Compliance with Reserve Bank of India for Foreign Exchange Management Act (FEMA)

• Income Tax calculation for Individual Taxation

• Preparation of Ageing Report of Debtors

• Cash Credit and Working Capital Requirement in Bank

• Home Mortgage

• Making Budgets Annually

Mona Patel-CV Page 2 of 3

Employment History

PNC BANK Edison, NJ (USA) December 2022 to March 2023 Branch Banker

• Opening of Individual Accounts in the platform of Genesis and Edge

• Issuing Debit Cards

• Closing of Accounts

• Opening and Closing a Safe Box

• Screening the customers for the authentication

• Detected a fraud and saved the Bank from further loss

• Financial Wellness for customers

• Assisting with the right Products after understanding the Financial Goals and Risk Appetite. Financial Planning Consultant

& Training Manager Certified Financial Planner CFP) 2009-2022 Financial Planning Academy is an Authorized Education Provider of FPSB USA in India for Certified Financial Planning Course. (www.fpa.edu.in)

• Responsible for procuring students for the course, counselling them and complete the admin procedure.

• Responsible for training Modules.

• Conducting corporate trainings and Awareness seminars on Financial Planning.

• Administering the Monthly Information System (MIS)

• Assisting students for examination and handling the queries. Executive Financial Planner -Senior Manager –Vice President 2006-2009 Sykes & Ray Equities Colaba, Mumbai. India

(www.sre.co.in)

Sykes &Ray Equities is a Leading Broking Firm in Mumbai Responsibilities & Authorities:

• Finding appropriate clients for a need of a plan.

• Based on the risk appetite deliver the plan.

• Evaluating alternatives.

• Development of the plan and implementing the action plan.

• Monitor and Review the Plan.

• The coverage area is complete net worth and Insurance.

• Review performance of the staff

• Establish training needs of the staff

• Attend to any issues related to the emergency in the family and deviate the plan accordingly.

• Appointment of team of Planners, working in a team and training them for sales activities. Mona Patel-CV Page 3 of 3

Tasaa Netcom Private Limited 1999-2006

Now Tasaa Software Services Pvt. Ltd (www.tasaa.com)

• Complete Responsible for the Accounting for Individuals and Company Accounts.

• Handling the banks for overdrafts, personal loans and Working Capital

• Compliance with Reserve Bank of India for FEMA.

• Income Tax calculation for Individual Taxation.

• Preparation of Ageing Report of Debtors.

• Cash Credit and Working Capital Requirement in Bank.

• Home Mortgage

• Making Budgets Annually and Monthly Budgets.

• Making a Project Report for the Banks.

Trends Pharma Private Ltd. Mumbai India 1998-1999

Working as a Junior Accountant

• Handling Purchases and Sales of a Pharma firm.

S M Finance, Mumbai India 1995-1996

• MIS Reporting on Daily basis

S.K. Sheth Chartered Accountants Mumbai India 1991-1995 Article Ship for CA as a Trainee

• Income Tax Computation Purchases and Sales Audit

• Practical Implentation of filing Income Tax Returns. Qualifications

• Bachelor of Commerce from Narsee Monjee College of Commerce and Economics Mumbai India.

• Diploma of Financial Management from Narsee Monjee Institute of Management Studies Mumbai India.

• Certificate Course from Financial Planning Standards Board (FPSB India) Certified Financial Planner. Certified Registration No.15980.

• Pursuing CPA

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