Jatin Patel

Experience

• 

  Marks & Spencer

  Sept 2006 - Sept 2007

  Accounting Assistant Clerk

  Prepared purchase orders and tracked deliveries, reviewed invoices for approval and payment and researched competitive cost.Prepared and posted vendor payments into automated accounting system. Balanced and verified cash drawer daily and prepared bank deposits alongside other cashier account management.Performed data entry, computer reports and various other paperwork task.

• 

  DHL Express GBS (UK) Ltd.

  Sept 2007 - Oct 2018

  Worked with a team of 3 accounting agents to produce yearly and monthly financial balance sheet and P&L reports and analyze them for 4 departments based in UK and across Europe.Analyzed payrolls, monthly expenses, cost fluctuations & journals and providing solutions towards the cost reductions and finance management within the company. Helped company to stay within their budget targets for 4 years in a row.Reviewed and analyzed financial bank statements and month end reports to top most accuracy.Produce and corrected debtor reports to keep VAT Bad Debt write-off figures to the lowest value possible.Carried out activities such as in-house banking payments, refunds, process returned checks, downloading statements for various entity accounts, dealing with intercompany accounts. Show less Allocated the payments received to the customer accounts in a correct manner using accounting software.Dealt with customer queries and resolving queries in a professional manner.Switched accounts ensuring the weights and charging are correct for each individual customer. Liaised with customers directly via email and telephone to enable to deal with their payments quickly and efficiently. Recovered high percentage of outstanding debts within a period of 6 months, following dedicated follow-up procedures Show less

  • Accounting Reconciliation Agent & Controller

    Jun 2008 - Oct 2018

  • Remittance Processing Unit Agent

    Sept 2007 - Jun 2008
• 

  General Automotive Pvt. Ltd.

  Nov 2018 - Sept 2022

  Business Manager

  Established the company’s financial, marketing, and employee satisfaction goals and objectives and accessed overall company performance based on the set criteria.Paying close attention to daily operations, recommending and creating improved courses of action where necessary.Maintained customer relations to ensure long-term growth in sales and profits by organizing promotional events and loyalty programs to retain customers.Overseeing the business’ general account operations by strategically controlling and verifying financial reporting.Worked diligently with outside vendors along with inside staff to maintain necessary business supplies in light of the COVID supply shortage.Introduction of an online business module within the business, resulting in annual revenue growth by 15%. Show less

• 

  Absolute Builders, Inc.

  Jan 2023 - now

  Office Manager

  o Managed, reviewed, and analyzed yearly projections and department budgets.o Worked on quarterly projections and set up yearly goals based on the previous year's reports.o Closed out year financials by reviewing with the CPA.o Analyzed Work in Progress (WIP) reports for current-year projects.o Sent bi-weekly Job Aging and AR Invoice List reports to superiors, studying them, and updated outstanding invoices with inputs from the Project Management team.o Created monthly invoice billing and backlog spreadsheets.o Oversaw AP & AR processes and ensured month-end close-out runs on schedule.o Managed projects during the closeout phase and traced retainage payments from clients before final closing.o Reconciled vendor statements on Sage and ensured timely payments.o Updated bank account projection spreadsheet weekly and raised flags if the balance was affecto Renewed and enrolled new employees in health and dental insurance yearly.o Requested certificates of insurance for new projects and completed OCIP & CCIP enrollments.o Processed contract documentation for every new project using Smartsheet.o Conducted interviews for new candidates and provided evaluation reports.o Handled payroll registration for new employees on ADP and completed all related paperwork.o Managed bi-weekly payroll on ADP.o Performed tasks linked to payroll such as posting payroll into GL and calculating workers’ comp.o Obtained formal acceptance from the client or project sponsor.o Compiled all project documentation, including plans, reports, and records.o Prepared a final project report summarizing the project, its outcomes, and any lessons learned.o Confirmed that all contractual obligations had been met.o Finalized any outstanding payments.o Closed out contracts with vendors and suppliers.o Reviewed the project budget and ensured all costs were accounted for.o Prepared a final financial report.o Conducted a project retrospective or lessons-learned session with the team. Show less