Staff Accountant Business Management

Kirti N Patel

***** ******** **. *** # ***, Solon – OH 44139.

Phone: 216-***-**** E-mail: *********@*****.***

Personal Summary:

I am a highly motivated Accounting and Business Management Graduate who has worked as an Accountant, Admissions Officer, and Immigration Officer (Case Worker), who has experience in Accounting & Auditing. While performing this vital task I have also gained considerable knowledge and understanding of various payroll function including employee benefits. My experience in Accounting and Auditing from England, India and USA include completing accounts ledger, preparing financial statements and providing auditing services for the Company. As an accountant with over 5 years of experience, I bring with me a keen ability to manage accounts and remove any discrepancies. A self-starter and conversant, who can multitask yet detail oriented individual is looking forward to expanding knowledge and experience in a key role in auditing field to add significant value to an organization. My motto is that in Auditing field accuracy and diligence help solve problems easily.

Educational Qualification:

Pursuing CPA (Certified Public Accountant)

Master of Business Administration from University of Wales - UK: July 2010

Post Graduate Advanced Diploma in Management Studies from EDEXCEL: July 2009

Bachelor of Legal Law from the Maharaja Sayajirao University of Baroda, India: Sep 2007

Dip. in Taxation Law & Practice from the Maharaja Sayajirao University of Baroda, India: October 2006

Master of Commerce (Accounting & Finance) from the Maharaja Sayajirao University of Baroda, India: January 2001

Bachelor of Commerce (Accounting & Auditing) from the Maharaja Sayajirao University of Baroda, India: December 1998

OISC (The Office of the Immigration Service Commissioner) Level 1 Accredited;

Diploma in Computer Application and C, C++, Visual Basic from Swastik InfoTech, Baroda: 2005

Accounting Software: Quick Books Online, Tally, Sage, ACS

Work Experience:

Ciuni & Panichi – CPAs & Business Advisors – Beachwood, Ohio

Sr. Staff Accountant – Audit – February 2022

Assists in reviewing internal control systems. Performs audit procedures to support the Firm’s accountants' report on client financial statements. Tests internal control systems and assists in determining the reasonableness of recorded assets, liabilities, and results of operations. Gathers information for reports, tax returns, management letters, and other communications and assists with special assignments.

Applies the theory and principles of accounting and the objectives, standards, and procedures of auditing to client situations. Develops insight into clients' systems and procedures, overall business operations, and industries and applies this knowledge in audit work.

Learns and meets the profession's and the Firm's standards of technical quality as established in current AICPA, FASB and GASB pronouncements and the Firm's technical publications. Keeps informed of current technical developments and pending matters important to the Firm, the profession and clients.

Learns and develops knowledge of the public accounting profession and its relationship to the public and other third parties.

Communicates clearly, concisely and effectively through speaking, writing and workpaper documentation. Develop skills for workpaper organization, completeness and clear explanations documenting conclusions.

Ability to manage team as an InCharge to meet deadline.

Uehlinger, Tablack, CPAs - Independence Ohio

Staff Accountant – November 2020 – January 2022

Performs mid-level general ledger account reconciliations, verify accuracy of data, and report, identify, and correct errors made by both internal and external personnel.

Support timely monthly, quarterly, half-year, and year-end financial close, including assigned journal entries, balance sheet account reconciliations, accruals, and overall maintenance of all operational management accounts.

Assists in providing schedules and commentary with respects to operating maintenance accounts results and variances, and with the production of working capital, cash-flow reports, as well as applicable commentary.

Maintain and update records and reports for profit and loss, taxes, liabilities, and assets

Prepare special financial reports as requested by management by collecting, analyzing, and summarizing account information and trends

Stakes Manufacturing – Wickliffe Ohio

Accounting Manager – June 2020-October 2020

As an Accounting Manager, I am responsible of Invoicing, Collections, Bank Reconciliation, ACH for AP & AR, Wire Transfer, Bill Payment, Customer's statements. I am proficient of QuickBooks Online Accounting Software.

Duties:

Prepare customer statements, bills, invoices in a high transaction environment

Enter supplier bills, invoices, and credit statements

Issue credits to customer accounts and credit cards

Call/Email customers for past due amounts Communicate with our supplier's finance teams

Prepare weekly receivable and payable statements

Make all entries in QuickBooks Online accounting software

Perform reconciliations for bank, general ledgers and credit cards

Ensure monthly, quarterly and year end close happens accurately and on time

Responsible for sending 1099s

Monitor credit limits

Faith Medical Associates, Inc. – Cleveland Ohio

Account Receivable – Billing Specialist – Since November 2017

As a Medical Biller, I am responsible for all claims to be submitted within 48 hours of receipt, reconcile Insurance & Patient payments, EOB rejection, retrieve electronic remittance advice, Monthly processing Patient Statements, follow up on Insurance and patient aging, Insurance office practice are in compliance with HIPAA.

Duties:

Experienced Billing for Family Medicine.

Ensured Claims are submitted within 48 hours of receipt.

Accurately apply payments to Patient’s account.

EOB rejections & other issues with outstanding accounts

Insured accuracy of Insurance Claims & verify Correct ICD & CPT codes.

Send secondary claims upon processing of primary Insurance.

Monthly processing of Patient’s statements as well as answer & resolve patient’s billing inquiries.

Resubmit Claims as necessary. Knowledgeable in timely filing restrictions.

Yug Electro Infra Pvt.Ltd. - India

Accountant, Bookkeeper and Payroll Processor – June 2013 to April 2015

As a senior accountant in the Yug Electro Infra Pvt. Ltd., I was responsible to keep book of accounts, general ledger, process weekly and monthly payroll, and maintain other financial records for the company as well as produce yearend financial statements and financial reports.

Duties:

Maintain Book of Accounts and General Ledger.

Maintain other Financial Records.

Maintain accounts payable ledger and process payables.

Maintain petty cash and Bank accounts, as well as do bank reconciliation.

Process Payroll for hourly workers and monthly payroll for middle management.

To audit company’s records.

Prepare and finalize annual reports.

JT Solicitors – London

Business Development Manager – June 2012 to June 2013

I worked as a Business Development Manager as well as Case Worker/ Presenting officer for the firm. I was responsible to present the clients’ cases in regards to their Immigration status with the Home Office. I was also liable for supervising and coordinating work of home staff and external parties.

Duties:

Supervising and directing employees in their day-to-day tasks.

Maintaining relationship with key clients.

Presenting immigration cases.

Attending seminar in regards to immigration updates.

Follow-up with the UKBA in regards to pending visa application.

Previous Experience:

1.London School of Accountancy and Management – London

Admission Officer/ Immigration Officer – September 2009 – June 2012

As the Admission and Immigration Officer, my responsibilities were to access, process as well as provide immigration counsel regarding new visa and visa extension for new admission applicants from overseas and applicants from within UK. Furthermore, processing the ‘Confirmation of Acceptance for Studies’. Further responsibility included work as liaison with overseas agents based in India, Pakistan, Philippines, Nigeria, Nepal, China and other countries.

Duties:

To process CAS (Confirmation of Acceptance for Studies) for Students’ VISA.

Follow up the VISA status of Student after recruitment.

Report CAS for Successful Application or Refusal to the UKBA.

To Access the application of Students.

To Liaison with Agents and students from Overseas.

Immigration Advice for Tier-4 & Tier-1 & verifying relevant documents.

2.Orphic Pharma (India) Ltd. – Baroda India

Senior Accountant – April 2004 – February 2008

As a senior Accountant in the accounting department of Orphic Pharma (India) Ltd, I was responsible to keep book of accountants, general ledger, and maintain other financial records for the company as well as produce yearend financial statements and financial reports.

Duties:

Book Keeping.

Maintain Books of Accounts and General Ledger.

Maintain Financial Records.

Prepare Financial Statements and Financial Reports.

Managing HR Records.

3.PG Patel and Associates – Baroda India

Auditor – April 2000 – March 2004

I worked as an auditor and was responsible to verify book of accounts of audited company, respective tax return as well as tax returns of individuals with the Income Tax Office.

Duties:

To check book of accountants.

To audit company’s records.

Physical stock verification as per company’s record.

Prepare and finalize annual reports.

Filling the Income Tax and Sales Tax Returns.

Key Skills and Competencies

Good communication skills.

A proactive approach to problem solving.

Able to work closely with customers, often in joint client/consulting teams.

Flexible & adaptable, able to work well individually and within a team.

The ability to perform under pressure and deliver to challenging timescales.

Ability to handle confidential information.

Can interact with all levels of staff including senior management.

Having Accounting & Auditing Knowledge with good analytical skills.

Able to co-ordinate and manage all aspects of recruitment from overseas.

Ability to manage multiple tasks simultaneously.

Attention to detail.

Fluent in additional languages: Hindi and Gujarati.

Reference:

Available on Request

Contact this candidate