Summary
Overview
Work History
Education
Skills
Certification
INTERESTS
LANGUAGES
Timeline
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Lokendra Patidar

Lokendra Patidar

Indore

Summary

Dynamic and results-driven professional committed to contributing to a growth-oriented organization in a challenging, fast-paced environment. Leverages skills and knowledge to drive organizational development and success. Proactive team player dedicated to fostering collaboration and innovation to achieve personal and company goals. Passionate about making a meaningful impact while continuously enhancing expertise in the field.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Finance Assistant

B S GEHLOT AND COMPANY
05.2025 - Current
  • Processed and recorded financial transactions utilizing accounting software to ensure accuracy and compliance.
  • Assisted in budget preparation and expense tracking, providing timely reports to management.
  • Managed tax planning and preparation, ensuring timely submissions and adherence to laws.
  • Provided litigation support in complex tax disputes, contributing to favorable outcomes for clients.

  • Collaborated with team members to streamline financial reporting processes, improving efficiency by identifying areas for enhancement.
  • Mentored junior accountants, enhancing their skills in accounting practices and software usage.
  • Monitored cash flow activities, providing insights on trends to assist in strategic decision-making.
  • Assisted with preparation of financial statements and reports to inform management.
  • Developed strong relationships with clients, fostering loyalty through exceptional service and professional advice.
  • Developed comprehensive reports analyzing clients' financial situations for optimal tax strategies.
  • Collect Data from clients and file GST returns on timely basis.
  • Independently prepare and file Income Tax Return and TDS returns.
  • Finalize Books of account of Various Private and Public Company, Partnership firm, Proprietorship firm.


Article Assistant

NEELAM RATHI & CO., Chartered Accountant
02.2017 - 02.2020
  • Analyzing Financial Statement and accordingly prepared and finalize Tax Audit Report.
  • Calculated taxes owned and prepared Income Tax Returns to delivered prompt payment in adherence with tax law and governance.
  • Collection of the data from clients on timely and Filling of GST returns and claims GST Refund as per the GST laws.
  • Supported senior credit analysts in compiling and interpreting financial statements for various companies and aiding in the efficient assessment of creditworthiness.
  • Calculated and presented risk assessments for credit proposals and Prepared CMA Report.
  • Collected and analyze the data and accordingly prepare TDS returns as per IT act.
  • Assist my seniors in performing Bank Audit and enhanced my audit knowledge.
  • Performed Stock Audit and enhanced my audit knowledge.
  • Prepared month-end closing entries.
  • Collected and summarize the data and do Accounting of Various Proprietorship, Partnership Firms and Companies as per relevant accounting standard.

Education

Chartered Accountant -

Institute of Chartered Accountant of India
Indore, India
05.2024

Bachelor of Commerce -

Devi Ahilya Vishwavidyalaya
Indore, India
01.2018

12th Standard - undefined

CBSE
01.2013

Skills

  • Effective communication
  • Critical analysis
  • Detail-oriented approach
  • Strong self-assurance
  • Analytical and Problem-solving
  • Effective leadership
  • Consistent adherence to deadlines
  • Open to acquiring new knowledge

Certification

  • Certificate on Effective Communication
  • 3rd National Online Quiz on The Insolvency and Bankruptcy Code,2016.
  • Introduction to Corporate Finance.
  • Certificate of Completion of Excel Skill job simulation, of JP Morgan Chase & Co.
  • Certificate of Completion of Internal Audit job simulation, of Goldman Sachs.
  • Certificate of Completion of Audit job simulation, of EY and PWC.
  • Certificate on Supply Chain management.

INTERESTS

Playing Cricket, Reading books, Listening Musics, Visit new places, To make new Friends.

LANGUAGES

English Language
Upper intermediate (B2)
Hindi Language
Advanced (C1)
Gujarati Language
Upper intermediate (B2)

Timeline

Finance Assistant

B S GEHLOT AND COMPANY
05.2025 - Current

Article Assistant

NEELAM RATHI & CO., Chartered Accountant
02.2017 - 02.2020

12th Standard - undefined

CBSE

Chartered Accountant -

Institute of Chartered Accountant of India

Bachelor of Commerce -

Devi Ahilya Vishwavidyalaya
Lokendra Patidar