Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Chaitanya Patel

Campbelltown,Australia

Summary

Detail-oriented and results-driven finance professional with over 6 years of experience across diverse industries, including defense, retail, and accounting services. Expertise in general ledger reconciliations, ATO and external reporting, and end-of-month and year-end processes ensures a comprehensive understanding of financial compliance. Proven ability to streamline processes and implement improvements while maintaining accuracy in financial operations. Recognized for exceptional stakeholder communication skills, problem-solving capabilities, and a collaborative approach within high-performing teams.

Overview

11
11
years of professional experience

Work History

Finance Officer

BAE SYSTEMS AUSTRALIA
01.2023 - Current
  • Reviewed invoices and expense reports in Oracle ERP and Concur, assessing allowable/unallowable costs under FAR regulations.
  • Prepared monthly journals, GL reconciliations, and cost category analysis, ensuring financial accuracy and compliance.
  • Produced weekly cost review reports and developed templates to support management and audit requirements.
  • Collaborated with stakeholders to improve cost coding practices, resolve discrepancies, and strengthen compliance.
  • Contributed to system configuration and testing of finance tools, ensuring effective implementation.
  • Monitored trends in incurred costs across programs of work and recommended process improvements.

Credit & Receivables Officer

National Credit Management Limited (NCML)
04.2021 - 12.2022
  • Administered AR activity in finance systems: cash application, remittance allocation, and receipt matching.
  • Managed user access for AR (setups/changes/deactivations) and maintained permissions per policy.
  • Monitored ageing/DSO and produced AR dashboards and exception reports (Excel/Power BI).
  • Investigated data anomalies; reconciled subledger to GL; prepared adjustments, credit notes, and write-offs.
  • Standardised AR SOPs and job aids; supported UAT for statement/report changes.
  • Prepared month-end AR packs: ageing, doubtful debts, reconciliations, and commentary.
  • Coordinated escalations with clients/legal providers; maintained compliant records and privacy controls.
  • Provided insights to improve collections processes and system data quality.

Accounts Officer

Chetak Melbourne Pty Ltd
05.2019 - 03.2021
  • Managed end-to-end AP/AR: invoice verification/coding, supplier payments, debtor ageing, and reconciliations.
  • Performed daily bank reconciliations and GL journals/reconciliations supporting month-end and year-end close.
  • Administered payroll (timesheets, leave, superannuation, salary sacrifice) and prepared payroll journals.
  • Ensured GST/FBT compliance; maintained documentation for BAS/audits and statutory reporting.
  • Built Excel reports and trackers to support budgeting/forecasting and operational decisions.
  • Improved stock accounting (FIFO/LIFO), reducing wastage and strengthening valuation accuracy.
  • Documented SOPs and handover packs to lift process consistency and control.
  • Responded to invoice/payment queries and resolved discrepancies with vendors and internal teams.

Accounts & Billing Support Officer

Jemena
12.2018 - 05.2019
  • Processed billing and AP/AR transactions in SAP with correct tax/GL coding; reconciled outputs to reports.
  • Maintained master data; supported user setups/role changes; deactivated access per delegations.
  • Assisted with UAT for SAP changes and report updates; logged defects and verified resolutions.
  • Built Excel exception trackers and simple reports; highlighted anomalies and corrective actions.
  • Reconciled contractor statements and WIP; raised/accrued entries to meet month-end timelines.
  • Followed internal controls and procedures to meet regulatory timeframes and audit trails.
  • Resolved invoice/billing queries with retailers and contractors; maintained accurate records.
  • Contributed to updating SOPs and process documentation to streamline SAP processing.

Team Leader

Redwood Pty Ltd
01.2018 - 12.2018
  • Review and evaluate employee performance.
  • Inspect stations, uniforms, equipment, or recreation areas to ensure compliance with safety standards, taking corrective action, as necessary.
  • Managing changes in schedules for the representatives.
  • Identify, develop, or evaluate marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and mark-up factors.
  • Direct the hiring, training, or performance evaluations of marketing or sales staff and oversee their daily activities.
  • Use sales forecasting or strategic planning to ensure the sale and profitability of products, lines, or services, analysing business developments, and monitoring market trends.
  • Advise business or other groups on local, national, or international factors affecting the buying or selling of products or services.

Sales Representative

Lumo Energy
06.2016 - 12.2017
  • Complete product and development training as required.
  • Recommend ways for customers to alter product usage to improve production.
  • Verify customers' credit ratings and appraise equipment to determine contract terms and trade-in values.
  • Initiate sales campaigns and follow marketing plan guidelines to meet sales and production expectations.
  • Study information about new products so that equipment and supplies can be accurately depicted, and proper recommendations made.
  • Visit establishments to evaluate needs or to promote product or service sales.
  • Attend sales and trade meetings and read related publications to obtain information about market conditions, business trends, and industry developments.

Audit Assistant

Dolat Capital Market
08.2014 - 12.2015
  • Drafted client internal audit report and highlighted audit findings, evidence, conclusions and recommendations.
  • Assisted client with their yea-end tax return process by analysing their balance sheet and reconciling their accounts.
  • Conducted due diligence while boarding new clients, by following compliance and legal procedures to ensure financial stability and authenticity of the client.
  • Prepared and posted journal entries and performed accounting corrections to ensure accurate record using accounting software Tally ERP 9.0.
  • Audited various accounts, including, Opening Account (KYC), Account Modifications, Account Closure in accordance with compliance.

Education

Master of Professional Accounting and Business Administration -

Holmes Institute
Melbourne

Bachelor of Accounting and Finance -

Kes Shroff College
Mumbai

Skills

  • General ledger reconciliations & reporting
  • End-of-month and year-end (EOFY) processes
  • Financial compliance, ATO & external reporting
  • Budgeting, forecasting & audit support
  • Payroll processing & accounts management
  • Oracle ERP, Concur, MYOB, SAP, Tally ERP 90
  • Process improvements & automation initiatives
  • High level of confidentiality and accuracy
  • Strong stakeholder engagement & communication
  • Ability to prioritise competing tasks and meet deadlines effectively
  • Supported process improvements and documentation updates to streamline SAP transactions
  • Time management, adaptability & teamwork

Personal Information

Timeline

Finance Officer

BAE SYSTEMS AUSTRALIA
01.2023 - Current

Credit & Receivables Officer

National Credit Management Limited (NCML)
04.2021 - 12.2022

Accounts Officer

Chetak Melbourne Pty Ltd
05.2019 - 03.2021

Accounts & Billing Support Officer

Jemena
12.2018 - 05.2019

Team Leader

Redwood Pty Ltd
01.2018 - 12.2018

Sales Representative

Lumo Energy
06.2016 - 12.2017

Audit Assistant

Dolat Capital Market
08.2014 - 12.2015

Master of Professional Accounting and Business Administration -

Holmes Institute

Bachelor of Accounting and Finance -

Kes Shroff College

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