Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Tejas Patel

Sydney,NSW

Summary

Detail-oriented and proactive accounting professional with a Bachelor of Commerce in Economics, Finance, and Business Management, currently pursuing a Certificate IV in Accounting & Bookkeeping. Equipped with strong analytical skills, excellent communication abilities, and technical proficiency in QuickBooks, LodgeiT, and MS Office, particularly Excel. Experienced in financial record maintenance, data analysis, and client service, with a proven track record in implementing effective safety protocols and managing budgets efficiently. Skilled in team collaboration, addressing client inquiries, and resolving accounting issues promptly. Driven by a passion for accounting, finance and a commitment to exceptional customer service, I am seeking an Accountant/ Finance Intern, Junior Assistant Accountant or Assistant Accountant role. My goal is to leverage my strong organizational skills, work ethic, and educational background while gaining practical experience and learning from industry experts. My diverse work experience has enriched my understanding of various cultures and enhanced my ability to deliver outstanding service. Eager to apply my skills and grow professionally within your organization. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

16
16
years of professional experience

Work History

Assistant Accountant

Reliance Accounting
06.2023 - Current
  • Assisted in the preparation of financial statements and reports
  • Maintained accurate financial records, including journals and ledgers
  • Processed invoices, payments, and receipts, managing accounts payable and receivable
  • Performed monthly bank reconciliations to ensure the accuracy of financial records
  • Assisted with the preparation and filing of tax returns, including GST and BAS submissions
  • Supported the development and monitoring of budgets and financial forecasts
  • Ensured compliance with financial regulations and standards
  • Analysed financial data to identify trends, variances, and opportunities for improvement
  • Accurately entered financial data into accounting software and systems
  • Assisted in the preparation and processing of payroll
  • Communicated with vendors regarding invoice discrepancies and payment status
  • Performed various account reconciliations, including credit card and loan accounts
  • Assisted in the implementation and monitoring of internal controls to safeguard company assets
  • Provided exceptional service to clients and internal stakeholders, addressing their accounting-related inquiries and concerns
  • Participated in special projects and assignments as required by senior accounting staff
  • Knowledge of individual tax law, and Capital Gains Tax

Community and Disability Worker

National Network Plus (NNP)
05.2021 - 05.2023
  • Provided client service and communication
  • Supported disability clients in achieving daily quality of life
  • Managed challenging behaviours and provided emotional support
  • Built rapport with clients and facilitated outings and shopping trips
  • Prepared meals and updated care plans according to organizational policies.

Recreational Activity Officer (RAO)

Berala on the Park
01.2013 - 05.2021
  • Engaged residents in conversations to determine recreational interests
  • Provided information on available activities and safety regulations
  • Led activities, ensuring rule adherence
  • Encouraged resident participation and maintained communication with residents, families, and staff
  • Evaluated and assessed care plans according to organizational guidelines.

Business Owner and Manager

Italian Café
08.2008 - 10.2012
  • Managing daily operations of the business
  • Managing finance including budgeting, accounting, financial planning, managing cash flow, financial reporting
  • Develop and implement marketing strategies for business growth and success
  • Workplace health and safety, and food safety compliances
  • Maintain quality customer service, and address issues or concerns with customers
  • Recruiting, hiring, and training staff
  • Managing employee relations, payroll, and compliance with labour laws
  • Managing relationships with different stakeholders of the business
  • Develop a product or service to meet market demand and stay competitive.

Education

Certificate IV in Accounting & Bookkeeping -

TAFE Digital
10-2023

Bachelor of Commerce - Economics, Finance, and Business Management

Skills

  • Communication
  • Team Collaboration
  • Analytical Thinking
  • Technical Proficiency
  • Client Service
  • Leadership
  • End-of-Month Documentation
  • QuickBooks Proficiency
  • Legal Compliance Oversight
  • Account Reconciliation
  • Transaction Management
  • Effective Work Prioritization
  • Invoice Management
  • Client Relations
  • Thorough Analysis Capability
  • Budget Forecasting
  • MS Office
  • Financial Record Maintenance
  • GAAP Standards Adherence
  • Statement Reconciliation
  • Payroll Processing
  • Financial statement preparation
  • Account Reconciliation

Accomplishments

  • Employee of the Month at NNP
  • Managed a critical situation effectively, ensuring the safety of an elderly participant
  • Implemented enhanced safety protocols, improving effectiveness by 75%
  • Developed age-appropriate activities, increasing participation
  • Maintained budget compliance for three consecutive years without compromising service quality

Timeline

Assistant Accountant

Reliance Accounting
06.2023 - Current

Community and Disability Worker

National Network Plus (NNP)
05.2021 - 05.2023

Recreational Activity Officer (RAO)

Berala on the Park
01.2013 - 05.2021

Business Owner and Manager

Italian Café
08.2008 - 10.2012

Certificate IV in Accounting & Bookkeeping -

TAFE Digital

Bachelor of Commerce - Economics, Finance, and Business Management

Tejas Patel