AMY PATEL ** Carr Place Fords, New Jersey *****
Cell: 732-***-**** Email: ********.***@*****.***
FINANCIAL Acquavella, Chiarelli, Shuster, Berkower & Co., LLP
EXPERIENCE Staff Auditor: Hedge Fund Services, February 2011 to Current
• Provide high quality, professional day-to-day execution of internal audit engagements and projects in line with hedge fund services
• Preparing risk assessment, audit plan programs, working papers, and internal audit reports
• Investigated internal differences between the accounting and trade entry systems; and
administer pricing the fund portfolios
• Prepared financial reports on annual basis
• Responsible for developing the engagement approach, which include performing qualitative and quantitative analysis and evaluation of hedge fund
• Research long and short securities closing prices for year end using Bloomberg software
• Perform detailed audit procedures at client site
Ernst & Young LLP– New York, New York
Staff Accountant: Financial Service Office- Asset Management, January 2006 to January 2008
• Prepare and review federal, state and local tax returns for asset management clients including hedge funds, private equity funds and fund of funds
• Analyze transactions within a hedge fund in order to determine taxable income allocable to the funds’ investors in the form of a Schedule K-1
• Determine tax return filing requirements from reviewing the client’s fund structure
• Assist with the development of tax tools and technology, using E&Y methodology
• Research complex tax theory and positions which are applied to specific client needs
• Prepare budgets and work plans for profitability analysis upon completion of the engagement
• Review partnership agreements to determine proper tax allocations to the funds’ investors
• Act as a liaison between the client, fund administrator and manager/partner
• Train newly hired employees and interns through self compiled training materials
• Manage workflow to staff/interns by effectively & efficiently delegating tasks including reviewing all work upon completion
• Active member in the recruiting process for in-office events and interviews
The United States Department of Treasury –Washington D.C.
Intern: Budget Department, June 2005 to August 2005
• Completed cash reconciliations on a monthly basis
• Analyzed & completed Detail Trial Balance to 224 report to determine Statement of Differences
• Prepared reports from Oracle financial system, for review by agency’s auditors
• Projected salaries for agency employees by factoring in pay raises, Within Grade increase, pay enhancement and benefits, as well as review the accuracy of Excel formulas
• Developed briefing material on status of three fiscal years and a narrative overview of agency account structure, including graphs and charts, for the new Assistant Secretary for Management
• Created and updated a variety of Excel spreadsheets for formulation of Fiscal Year 2007 budget
MEDICIAL OnTime – Roselle, New Jersey
EXPERIENCE Emergency Medical Technician: September 2009- December 2009
Responsibilities include patient assessment, upkeeping trauma medical supplies, assessing vital signs, immobilization (splinting), oxygen administration, and airway adjuncts
EDUCATION Saint Matthew’s University: School of Medicine – Grand Cayman, Cayman Islands
Basic Science: January 2010 – 2011
The Ohio State University: Fisher College of Business – Columbus, Ohio
Bachelor of Science in Business Administration: Accounting - December 2005
TECHNICAL Proficient in Microsoft Office Applications: Excel and Powerpoint, Gosystems, Oracle, Windows
SKILLS Professional Operating System, Minitab Statistical Software, Bloomberg, Creative
COMMUNITY Woodbridge Township Ambulance and Rescue Squad – Woodbridge, NJ; EMT 2008 - Current
SERVICE Responded to medical alerts in the local community, performing complete medical psychological assessments, treating and stabilizing patients, and arranging for transport. Reported medical events to the nursing supervisor
INTERESTS • Active participation in Yoga, Rock Climbing, SCUBA Certified and CPR Certified
• Professional Woman’s Network, EY Asia & National Asian American Society of Accountants