Summary
Overview
Work History
Education
Skills
Timeline
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Jena Patel

Summary

Focused Accounting and Finance professional with six years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.

Overview

8
8
years of professional experience

Work History

Financial Accountant

Artesian Hospitality Pty Ltd
08.2022 - 04.2024
  • Reporting financial data and update financial records in ledgers and journals.
  • Calculate and input month end adjustment accrual journals, cross-checking intercompany transactions and ensure month end accounts are closed in a timely matter.
  • Investigating daily revenue variances and correcting errors to resolve discrepancies.
  • Tracking business revenue and expenditures and reconciling accounts to maintain high accuracy.
  • Inter company loans and AR/AP reconciliation.
  • Daily bank and credit card reconciliation.
  • Processing weekly payroll for 300+ employees.
  • Monthly profit and loss, and balance sheet reconciliation.
  • Assisting in managing tax compliance including income tax, and BAS.
  • Assisting auditors and manger for yearly financials, tax, and audit.
  • Other ad-hoc assistance to executives and management teams.

Junior Accountant

ABA Tax
08.2021 - 07.2022
  • Individuals, companies and EOFY Tax Return
  • Preparing & Lodging clients’ BAS
  • Preparing Financial Statement & tax return of Companies
  • Preparing Pro forma Balance Sheet
  • Liaising with ATO & Clients
  • Manual Entries, bookkeeping & Bank Reconciliations
  • Filing & Data Entry
  • Assisted with preparation of monthly financial statements.
  • Preparing and entering journal entries.

Bookkeeper

A P Hodgson & Associates
11.2020 - 06.2021
  • Preparing quarterly BAS
  • Bank Reconciliation
  • Processing Invoices, income, and expenses in Xero and SilQ
  • Monthly and weekly financial reporting
  • Processing Payroll
  • Manual Record of receipts in Receipt Book
  • Filing and Data Entry

Accountant

Parth School of Science & Competition
08.2018 - 10.2019
  • Bank Reconciliations
  • EOFY transactions and adjustments
  • Maintaining Accounts Payable & Accounts Receivable
  • Reconciliation of Petty Cash monthly
  • Preparation of monthly BAS Payments and Tax
  • Payroll for 60+ employees monthly using excel
  • Data Entry and Invoicing
  • Preparing Monthly Budget forecasting
  • Adjustments and journal entries
  • Budgeting and forecasting for management decisions
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.

Accountant

Shree Jalaram Investment Consultants
07.2017 - 06.2018
  • Preparing Bank and Credit Card Reconciliations
  • Maintaining Accounts Payable & Accounts Receivable
  • Payroll for 30 employees monthly in Excel
  • File invoices and Payment Documentation
  • Liaising with external and internal stakeholders
  • Responding to email and phone enquiries

Accountant

Sayani Engineering Sales & Service
06.2016 - 05.2017
  • Inventory management including pricing and ordering
  • Created inventory database in a customized system
  • Adjustments and journal entries
  • Preparing invoices and refunds
  • Collecting prospective business data from various sources to enhance business process
  • Reconciliation of Accounts Payable & Accounts Receivable

Education

Master of Professional Accounting & Master of Business Administration -

James Cook University
Brisbane, QLD
2021

CA Intern -

Chartered Accountant of India
2016

Bachelor of Commerce -

Maharaja Sayajirao University
Vadodara, Gujarat, India
2013

Skills

  • Microsoft Office proficiency
  • Handy Ledger, Tax Assistant, MYOB, MYOB Advance, Xero, Deputy and Back office proficiency
  • Continuous Improvements
  • Financial Planning
  • Reliability and Integrity
  • 3 years of exposure to Audit processes
  • Accounts payable and receivable
  • Accounting and bookkeeping
  • Bank reconciliation

Timeline

Financial Accountant

Artesian Hospitality Pty Ltd
08.2022 - 04.2024

Junior Accountant

ABA Tax
08.2021 - 07.2022

Bookkeeper

A P Hodgson & Associates
11.2020 - 06.2021

Accountant

Parth School of Science & Competition
08.2018 - 10.2019

Accountant

Shree Jalaram Investment Consultants
07.2017 - 06.2018

Accountant

Sayani Engineering Sales & Service
06.2016 - 05.2017

Master of Professional Accounting & Master of Business Administration -

James Cook University

CA Intern -

Chartered Accountant of India

Bachelor of Commerce -

Maharaja Sayajirao University

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Jena Patel