Summary
Overview
Work History
Education
Skills
Interests
Courses
Timeline
Generic

Anil Patel

Mumbai

Summary

Experienced finance professional with extensive expertise in managing complex accounting functions, financial operations, and compliance across multi-location setups. Skilled in leading teams to optimize financial processes, implement ERP solutions, and drive cost-efficiency initiatives to support business growth and operational excellence.

Overview

12
12
years of professional experience
3
3
Languages

Work History

Zonal Manager

Nobroker Technologies Pvt Ltd
02.2020 - Current
  • Led the city-level operations and finance function, overseeing accounting, revenue, compliance, and team performance across multiple locations.
  • Managed a team of 15+ professionals across accounting and operations, ensuring smooth execution of end-to-end processes, including books of accounts and finalization.
  • Oversaw the finalization of accounts, preparation of trial balance, balance sheets, P&L statements, and ensured adherence to statutory compliance (GST, TDS, etc.).
  • Handled daily financial and operational activities such as billing, cash flow tracking, vendor payments, and MIS reporting for city operations.
  • Coordinated closely with regional and central finance teams to ensure accurate and timely accounting closures.
  • Improved process efficiency and compliance by implementing SOPs, automation tools, and ERP platforms (e.g., Tally, SAP).
  • Drove cost optimization measures, resulting in improved margins, and resource utilization.
  • Represented the city in quarterly reviews and audits, maintaining audit-ready records, and ensuring smooth walkthroughs.
  • Ensured high client satisfaction and retention through strong operational governance and customer support coordination.
  • Monitored P&L performance of the zone, optimized operational costs, and improved ROI.
  • Analyzed sales trends, customer feedback, and operational KPIs to identify improvement areas, and implement corrective actions.
  • Conducted regular reviews, training, and performance management to ensure team alignment, and high productivity.
  • Collaborated with central teams (Tech, Finance, HR, Marketing) to align zonal execution with overall business goals.
  • Increased zonal revenue by 40% year over year through aggressive society onboarding and performance tracking.
  • Reduced customer complaints and escalations by 25% through improved training and SOP implementation.
  • Recognized as a key contributor to the product’s expansion and customer adoption in new zones.

Accounting Operations Manager

Mass It Channel Pvt Ltd
08.2017 - 02.2020
  • Managed complete accounting operations, including Accounts Payable, Accounts Receivable, General Ledger, and Bank Reconciliation.
  • Supervised a team of 3 to 4 accountants, and ensured timely task completion within the defined TAT (Turnaround Time).
  • Ensured 100% compliance with GST, TDS, PF/ESIC, and Income Tax regulations; coordinated with auditors during internal and statutory audits.
  • Handled vendor management, including invoice processing, payment scheduling, and ledger reconciliation.
  • Prepared monthly MIS reports, cash flow summaries, and assisted in budgeting and forecasting for business planning.
  • Worked on Tally ERP and Excel to streamline daily transactions and reporting accuracy.
  • Supported process improvements to automate routine accounting tasks, and reduce manual errors.
  • Reduced vendor payment delays by 40% through streamlined approval and reconciliation processes.

Senior Accounts Expert

3Five8 Technologies Pvt Ltd
11.2015 - 08.2017
  • Handled day-to-day accounting, including journal entries, ledger posting, and bank reconciliation.
  • Managed accounts payable and receivable, ensuring timely payments and collections.
  • Prepared and maintained books of accounts, balance sheets, and profit and loss statements.
  • Filed GST returns, TDS deductions, and other statutory compliances as per regulatory norms.
  • Monitored cash flow, prepared daily fund position reports, and reconciled petty cash accounts.
  • Maintained vendor and client ledgers, resolved discrepancies, and ensured the accuracy of accounts.
  • Worked extensively on Tally ERP and Microsoft Excel for accounting and reporting tasks.

Senior executive officer

Serco Pvt Ltd
01.2014 - 11.2015
  • Managed customer service operations for the TransUnion CIBIL process, handling queries related to credit reports, disputes, and score corrections.
  • Responded to customer inquiries via calls, emails, and CRM platforms, ensuring timely and accurate resolution.
  • Logged and tracked all customer issues using internal systems, and escalated unresolved issues as per SOPs.
  • Coordinated with internal departments and the CIBIL backend team for dispute resolution and report updates.
  • Achieved customer satisfaction (CSAT) targets through professional and empathetic communication.
  • Trained in KYC norms, credit bureau data handling, and internal CRM systems used by TransUnion.
  • Maintained an average CSAT score of over 90% for 6 months.
  • Recognized for high call quality, and minimal escalations.

Education

MBA - Finance

Welingkar Institute of Management Development & Research
01.2023

Bachelor of Accounting & Finance - undefined

Nirmala College of Science & Commerce
01.2013

SSC - undefined

Himalaya High School
01.2008

Skills

ERP Implementation

Interests

Reading, Traveling, Playing Chess, Swimming

Courses

Certified Artificial Intelligence Practitioner focusing on practical AI applications in business operations

Timeline

Zonal Manager

Nobroker Technologies Pvt Ltd
02.2020 - Current

Accounting Operations Manager

Mass It Channel Pvt Ltd
08.2017 - 02.2020

Senior Accounts Expert

3Five8 Technologies Pvt Ltd
11.2015 - 08.2017

Senior executive officer

Serco Pvt Ltd
01.2014 - 11.2015

Bachelor of Accounting & Finance - undefined

Nirmala College of Science & Commerce

SSC - undefined

Himalaya High School

MBA - Finance

Welingkar Institute of Management Development & Research

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