Vaibhav Patel, CPA

Vaibhav patel, cpa

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location of Vaibhav Patel, CPABlackwood, New Jersey, United States
Followers of Vaibhav Patel, CPA725 followers
  • Timeline

  • About me

    Senior Manager - Business Development at Fidem Financial

  • Education

    • La salle university

      2012 - 2016
      Bachelor of science (bs); accounting and finance
  • Experience

    • Shiva carriers llc

      Jan 2013 - Mar 2015
      Bookkeeper

      Perform bank reconcilements to make sure expenditures match the books.Take orders from customers and deliver them to drivers accordingly.Keep track of income and expenditure, and present it to owner once a month.Prepares financial reports by collecting, analyzing, and summarizing account information and trends.Deposits accounts receivables into client bank accounts.

    • Td

      Jun 2013 - Feb 2016
      Teller

      • Perform open and close audits on cash machines, ATMs, and cash drawers • Met or exceeded quarterly sales goals • Process bank transactions including deposits, withdrawals and payments on loans• Received great feedback from customers thru CWI calls

    • Pwc

      Jan 2015 - Mar 2015
      Assurance intern - asset management

      Completing evidence-gathering activities to achieve comfort on the accuracy of Financial Statement Line Items.Executed operational audits of various business areas using risk-based audit methodology.Performed procedures to test various financial statement line items including but notlimited to cash, accounts receivable, and accounts payable.Received great formal and informal feedback form senior associates, managers, andpartners throughout the course of employment at PwC.

    • Rli insurance company

      Feb 2016 - May 2016
      Intern - underwriting
    • Pwc

      Aug 2016 - Oct 2019
      • Senior Associate

        Jun 2019 - Oct 2019
      • Experienced Associate - Asset Management

        Aug 2016 - Jul 2019
    • Fidem financial

      Oct 2019 - now
      • Senior Manager - Business Development

        Jul 2021 - now
      • Accountant

        Oct 2019 - Jul 2021
  • Licenses & Certifications

    • Cpa

      Nasba
      Dec 2017
  • Volunteer Experience

    • Youth Activity - Lead

      Issued by BAPS Hindu Temple - Cherry Hill, NJ on Jul 2009
      BAPS Hindu Temple - Cherry Hill, NJAssociated with Vaibhav Patel, CPA