Shivangi Patel

Shivangi Patel

CA Article

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  • Timeline

  • About me

    Ex-Deputy Unit Manager in Internal Audit Department at Fincare Small Finance Bank.

  • Education

    • SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

      2019 - 2021
      Master of Business Administration - MBA Financial Management
    • Institute of Chartered Accountants of India

      2015 - 2016
      Integrated Professional Competence Course
    • H. L. College of Commerce

      2015 - 2018
      Bachelor of Commerce - BCom
  • Experience

    • DAXESH SHAH AND ASSOCIATES Chartered Accountants

      Aug 2016 - Aug 2019
      CA Article

      --> Created detailed financial statements, balance sheets, cash flows, budgets andother reports for clients.--> Assisted in the preparation of statutory accounts in accordance with relevantlegislation and standards.--> Prepared tax returns for individuals, corporations and partnerships to ensureaccuracy.--> Prepared and submitted monthly GST, VAT and other applicable indirect taxreturns.

    • NAKUL THAKKAR & ASSOCIATES

      Feb 2020 - Sept 2022
      Senior Manager

      --> Mentored junior staff in the organization's business processes, customer servicestandards, and quality assurance protocols.--> Identified areas of improvement within existing operations through processanalysis and benchmarking studies.--> Identified and assessed financial risks and errors Developed and implementedaudit plans and procedures Prepared audit documentation--> Prepared audit reports and presented findings to senior management--> Handled GST monthly return filling, annual return filling, GST audits,reconciliations.--> Conducted income tax audit, statutory audits.--> Filling of income tax return, TDS return Show less

    • Fincare Small Finance Bank

      Oct 2022 - Oct 2023
      Deputy Unit Manager

      --> Conducted internal audits of bank operations physically and digital (AMSapplication).--> Preparation of branch internal audit reports--> Identified and assessed financial risks and errors--> Evaluated internal controls and recommended improvements--> Initiated audit process to evaluate thoroughness of documentation andmaintenance of facility standards.

  • Licenses & Certifications

    • Advanced Interegrated course on Information Technology

      The Institute of Chartered Accountants of India
    • Goethe-Zertifikat B1

      Goethe Institut Indien
      Jun 2024
    • Telc Deutsch B2+ Beruf

      Telc gGmbH
      Oct 2025