Summary
Overview
Work History
Education
Skills
Languages
Timeline
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KAIVAL PATEL

Gandhinagar

Summary

Results-driven Chartered Accountant with extensive experience in managing accounting, taxation and audit for diverse organizations. Proven expertise in leading teams, ensuring compliance with accounting and auditing standards, tax laws, and implementing process improvements. Proficient in Microsoft Dynamics ERP, Tally ERP, QuickBooks and CaseWare with strong skills in financial reporting and tax services. Adept at fostering client relationships and collaborating with cross-functional teams to achieve goals. Committed to maintaining high standards of integrity and excellence in financial operations.

Overview

8
8
years of professional experience

Work History

Manager - Finance, Accounts and Taxation

Baroda Global Shared Services Ltd. (Subsidiary of Bank of Baroda)
GIFT City, Gandhinagar
12.2024 - Current
  • Managed Accounts and supported the finalization of accounts, including the preparation of financial statements in compliance with the Companies Act.
  • Assisted in statutory, internal, management, and ZAID audits, ensuring timely documentation and regulatory compliance.
  • Contributed to the successful ERP transition from Tally to Microsoft Dynamics Business Central, supporting data migration and process implementation.
  • Handled financial data, presentations, and action taken reports for Audit Committee, Risk & Management Committee, and Board meetings.

Senior Audit Associate

Confiance Bizsol Private Limited
Ahmedabad
07.2023 - 11.2024
  • Manage bookkeeping and accounting for US clients, aligning historical records and recommending process improvements.

Senior Audit Associate

Sustainable BPO LLP
Gandhinagar
05.2022 - 06.2023
  • Led a remote team at a Big 5 accounting firm, ensuring ISA-compliant statutory audits across diverse entities using in-house audit software; managed client relationships, coordinated with partners, and ensured timely completion of audits, financial statements, and tax returns using CaseWare, SAP, and Tally ERP.

Audit Manager

Dhirubhai Shah & Co. LLP
Ahmedabad
09.2020 - 04.2022
  • Conducted limited reviews for listed companies, pre-audits for government spending, and finalized accounts with XBRL reporting.
  • Provided accounting and tax consultancy, including monthly MIS reports, GST and TDS returns, and annual tax returns for government organizations using Tally ERP and taxation software.

Article Assistant - Pre qualification

Sunil Poddar & Company
Ahmedabad
02.2017 - 03.2020
  • Conducted due diligence for a company merger, assessed financial health, and identified potential risks; completed forensic audits for the Ministry of Corporate Affairs of India.
  • Conducted tax audits for small entities, prepared financial statements, and evaluated internal controls for a co-operative bank, recommending risk mitigation improvements.

Education

Chartered Accountant (Cleared in 1st Attempt) -

Institute of Chartered Accountants of India
01.2020

Bachelor of Commerce -

Government Commerce College
Gandhinagar, Gujarat
01.2018

Skills

  • MS Office Applications (Excel, Word, Powerpoint and Outlook)
  • Microsoft Dynamics ERP
  • Tally ERP
  • Quickbooks
  • Caseware
  • Audit and Assurance (ISAs)
  • Accounting (IGAAP, IFRS and IFRS for SMEs)
  • Taxation (planning, computations and returns)
  • Financial Reporting (Financial Statements, Caseware proficiency)
  • Team Management
  • Regulatory Compliance (listed companies, XBRL reporting)
  • Financial Analysis (MIS reporting, budgeting, investment reporting)
  • Bank Audits (stock audits, concurrent, internal audits)
  • Communication Skills (with colleagues and clients)

Languages

  • Gujarati
  • Hindi
  • English

Timeline

Manager - Finance, Accounts and Taxation

Baroda Global Shared Services Ltd. (Subsidiary of Bank of Baroda)
12.2024 - Current

Senior Audit Associate

Confiance Bizsol Private Limited
07.2023 - 11.2024

Senior Audit Associate

Sustainable BPO LLP
05.2022 - 06.2023

Audit Manager

Dhirubhai Shah & Co. LLP
09.2020 - 04.2022

Article Assistant - Pre qualification

Sunil Poddar & Company
02.2017 - 03.2020

Chartered Accountant (Cleared in 1st Attempt) -

Institute of Chartered Accountants of India

Bachelor of Commerce -

Government Commerce College

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