Brahmatma Patel
Ahmedabad
Summary
Dynamic, results-driven tax and accounting specialist with extensive knowledge of international accounting principles, eager to leverage education and skills for organizational success. Demonstrates a strong analytical mindset, consistently delivering accurate results under tight deadlines. Committed to enhancing operational efficiency and driving financial performance through strategic insights and meticulous attention to detail. Seeking an opportunity within a forward-thinking organization that values innovation and excellence.
Overview
27
27
years of professional experience
Work History
Assistant Vice President
QX Global Group
11.2023 - Current
- Led cross-functional teams to enhance operational efficiency and streamline processes.
- Developed strategic initiatives to improve client engagement and retention rates.
- Implemented performance metrics to evaluate team productivity and effectiveness.
- Mentored junior staff, fostering professional development and knowledge sharing.
- With 24 years of US Tax and accounting experience, I serve as the Assistant Vice President at QX Global Group. I lead a team of 145 professionals, overseeing 45 CPA firms and managing a revenue portfolio of $2.5 to $5 million. My strategic leadership and client-centric approach have driven growth, enhanced client satisfaction, and expanded business opportunities, significantly impacting the firm's success.
- Coordinated with senior leadership to align departmental goals with organizational objectives.
- Oversaw budget management, ensuring optimal resource allocation across projects.
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Increased efficiency by streamlining processes and implementing new software tools for the team.
Operations Head
Pacific Global Services
05.2022 - Current
- I am managing white label department. We provide services to our US and Canada base CPA for their accounting and tax return services. I am handling the team size of around 200 people and Revenue size of $1.5 million. My major achievements are
- Develop and implemented a comprehensive operational strategy that increased productivity by 30% and reduce cost by 20%.
- Analyzed data to identify trends and potential problems, resulting in improved decision making.
- Implemented quality assurance program that reduce customer complaints by 25%
- Developed and maintained strong relationships with clients, resulting in a 97% retention of the customers/Clients.
- I am also involved in review of 1040, 1065 and 1120 returns during the tax season 2023. I reviewed around 500 tax returns during busy tax season of 2023.
- General task being an operation lead.
- To allocate clients to team leader and do team/ work planning
- To ensure smooth working operation and ensuring supply of adequate resources
- To set targets for individuals/ teams and monitor team’s progress and give feedback
- To ensure reports are out on time with highest level of accuracy/ quality
- To provide support to the team in resolving issues
- To be a bridge between team and clients/Management/Directors
- To liaison with Directors/ US teams
- To monitor and control logs
- To assist in the recruitment process
- To maintain healthy work environment and ensure discipline within the team
- To make sure staff is following laid down policies
- To motivate, mentor and counsel team members
- Addition to this I am also involved in compliance of GDPR and ISMS audit.
- Currently I am Working as AVP in QX global group. We are providing services in US Tax, Account and Audit for our US based clients. I joined the organization in Nov 23 and Still continue…
Senior Operation Head
Group companies of M & shah LLP (SurePrep and Paperchase Accountancy)
05.2009 - 04.2022
- Developed and implemented a customer on boarding process that reduced onboarding time by 45%
- Developed a restaurant segmentation strategy that allowed for targeted marketing campaigns and improved customer engagement.
- Developed and maintained an up-to-date knowledge of the company’s products and services.
- All of our clients, big or small, rely not just on our number crunching but on our sophisticated but easy to understand reports, which help them make informed decisions to improve their businesses.
- As an operational manager I will make sure quality work will be provided to our UK based client on time and control below financial work with the help of huge team of professionals. I have visited London frequently to see the end client.
- My job responsibilities are as below
- I look after clients ‘company’s financial account like doing Budgeting and reporting + Advising on strategic planning and business planning + Complementally tax-related matter + Creating financial statements for internal and external company requirements + Providing financial analysis and forecasting + Supporting auditing projects.
- Review and query solving for Monthly Management Account. We provide management account on accrual and cash basis as per the client demand. I need to communicate with clients and solve their concerns and understand demand of work. I will ensure to provide the work as per the SLA term. I have to handle all grievances, complaints and suggestions for operational level.
- Providing Payroll Services and Trone master services
- Senior Operation Manager @ Paperchase- May 2009 to April 2022.
Review Manager
SurePrep
11.2002 - 05.2009
- I had good command over the tax software and 1040/1041/1120 and 1065 returns for USA clients.
- Achievement: I was the ranker in reviewing highest number of returns for the first 3 years. I got an appraisal letter from CEO of Sureprep for reviewed 23 returns in a day with a quality. I had working knowledge for Australia taxation and accounting
- Performed quality checks on documents to ensure accuracy before releasing to clients.
- Developed comprehensive literature for US taxation training and different kind of training materials to train the staff to achieve quality work.
- Developed a standardized process for returns review and that increased accuracy and efficiency.
Account and Administrative officer
Sanchetana – NGO – Ahmedabad
04.1999 - 01.2002
- Company Overview: Sanchetana is Voluntary Organization, working at grassroots level in the slums of Ahmedabad and involved in public advocacy at state and national level.
- Responsibilities –
- Formulate and implement all policies, procedures and strategies adopted
- Managing/ coordinating the staff & field worker
- Handling Shakhi credit society & Shakti legal Activity
- Handle all books of account till finalization
- Finance management and budget making & MIS Report liaison with government, media, police and other agencies
- Handle all parent grievances, complaints and suggestions
- Assisted in conduction the international & national training & meetings.
- Managing multiple international funding agencies
Education
MBA - International Finance Management
National Education Management
01.2004
Master Of Commerce - Advance Accounting and Statistics
Gujarat University
01.2001
Bachelor of Commerce - Advance Accounting and Auditing
Gujarat University
01.1999
Higher Secondary Board - undefined
Gujarat secondary education board
01.1996
Skills
- Adaptable learning approach
- Effective problem resolution
- Confident choice execution
- Rapid skill acquisition
- Service-oriented approach
- Responsive to new challenges
- Collaborative leadership
- Effective communicator
- Generative AI specialist
Innovative thinking
LANGUAGES
Gujarati
Hindi
English
EXPERTISE
- 1) GAAP and statutory reporting
- 2) Good insight of Commercial activities. Also a good trainer/Mentor.
- 3) Financial management Reporting
- 4) Expertise in UK Payroll and VAT
- 5) Good knowledge of US Individual and business return.
- 6) Quick book on line professional certified.
- 7) Good command on accounting and finalization of books of account and/Bills receivable/Payable/categorization of expense.
- 8) Good hold on communication, understanding of UK and US clients and clarity on service level agreement.
- 9) Act as trone master and expertise on trone services.
- 10) Audit skills for financial transaction and preparation of audit plan.
- 11) Documentation and audit skill to get certifies for ISO 9001/27001 and GDPR and AML and detailed knowledge on security standards and data protection act.
- 12) International exposure.
- 13) Resource management and planning.
- 14) Evaluation of team via creating JD/KRA and KPI for the staff and mapping the correct skills to correct processes.
Section name
- Thanks & Regards
- Brahmatma .
Timeline
Assistant Vice President
QX Global Group
11.2023 - Current
Operations Head
Pacific Global Services
05.2022 - Current
Senior Operation Head
Group companies of M & shah LLP (SurePrep and Paperchase Accountancy)
05.2009 - 04.2022
Review Manager
SurePrep
11.2002 - 05.2009
Account and Administrative officer
Sanchetana – NGO – Ahmedabad
04.1999 - 01.2002
Master Of Commerce - Advance Accounting and Statistics
Gujarat University
Bachelor of Commerce - Advance Accounting and Auditing
Gujarat University
Higher Secondary Board - undefined
Gujarat secondary education board
MBA - International Finance Management
National Education Management