Sagar Patil
Mumbai
Summary
Results-driven Accounts Manager skilled in client management, financial reporting, and strategic planning. Achieved significant revenue growth through effective negotiation and attention to detail in managing multiple accounts.
Overview
5
5
years of professional experience
Work History
Accounts Manager
Mini Signages And Graphics LLP
Mumbai
04.2022 - Current
- Managed client accounts to ensure satisfaction and retention.
- Coordinated communication between clients and internal teams.
- Managed multiple accounts simultaneously while meeting deadlines.
- Developed strategies to increase revenue from existing accounts.
- Provided training and guidance to new Account Managers.
- Prepared monthly financial statements for each account.
- Maintained accurate records of all customer interactions in the CRM system.
- Negotiated contracts with clients to maximize profitability.
- Reviewed financial documents for accuracy and compliance with tax regulations.
- Assisted clients with tax planning strategies to minimize liabilities.
- Collaborated with team members on complex tax issues and solutions.
- Maintained up-to-date knowledge of changes in tax laws and regulations.
- Prepared final returns for filing with appropriate taxing authorities within deadlines.
- Created reports on client's income, expenses, capital gains. for filing purposes.
- Prepared and filed taxes for individuals, corporations, and other entities.
- Reconciled client books for accurate reporting with post adjusting journal entries.
- Completed day-to-day duties accurately and efficiently.
- GST Filling And TDS Working
- Tax Audit And GST Audit Finalization With CA
- Collaborated with project teams to develop accurate cost estimates for construction projects.
- Prepared detailed bills of quantities for tender submissions and procurement processes.
- Reviewed contractor invoices to ensure compliance with project budgets and contracts.
- Coordinated with suppliers to source materials that meet project requirements and timelines.
- Documented test results, prepared reports, and presented findings to management team.
- Created SOPs for all production processes related to Quality Assurance.
- Managed financial reporting and analysis to support strategic decision-making.
- Developed annual budgets and forecasts aligning with corporate objectives.
- Maintained accounts payable and receivable records ensuring timely payments are made.
- Monitored cash flow to ensure sufficient liquidity.
- Calculated and prepared checks for utilities, taxes, and other payments.
- Reviewed and analyzed budget variances to ensure accuracy of financial information.
Accounts Assistant
UNIVERSAL FIRE AND SAFETY PUBLIC LIMITED
Mumbai
06.2021 - 03.2022
- Managed accounts payable and receivable processes for financial accuracy.
- Assisted in preparing financial statements and reports for management review.
- Processed invoices and ensured timely payments to maintain vendor relationships.
- Maintained organized records of transactions and financial documents for audits.
- Supported budget preparation by compiling expense reports and forecasts.
- Communicated effectively with team members to streamline accounting operations.
- Utilized accounting software to track expenses and generate financial summaries.
- Prepared and processed invoices, payments and bank deposits.
- Assisted in accounts receivable, payable and general ledger activities.
- Maintained accurate records of financial transactions.
- Processed company receipts, sales invoices, and payments from customers and suppliers.
- Managed vendor relations through timely invoice payments and resolving any outstanding payment disputes.
Education
CMA - Intermediate - Bother Group Preparation Intermediate
Institute of Cost Accountants Of India
Mumbai ICMAI 04-2025
Bachelor of Management Studies - Finance
SHKC COLLEGE
DEVGAD 06-2019
Skills
- Tax preparation
- Client management
- Financial analysis
- Accounting software
- Budget development
- Compliance assessment
- Report generation
- Revenue optimization
- Expense tracking
- Payment processing
- Sales invoicing
- Financial reports
- Payroll processing
- Month-end reporting
- Inventory auditing
- Accounting data analysis
- Revenue forecasting
- Budget management
- GL entry verification
- Payroll management
- Year-end closing
- Accounts receivable management
- Budget review
- General ledger maintenance
- Revenue analysis
- AP and AR management
- System improvements
- Accounting software proficiency
- Tax compliance
- Credit control
- Bank reconciliation
- Payment collection
- Internal controls implementation
- Collections
- Financial statement preparation
- Purchase order processing
- Invoicing
- Cash flow management
- Fixed asset management
- Project accounting
- Account reconciliation
- Audit support
- Month-end closing
- Accounts payable management
- Client meetings
- Account servicing
Languages
English
Beginner (A1)
A1
Timeline
Accounts Manager
Mini Signages And Graphics LLP
04.2022 - Current
Accounts Assistant
UNIVERSAL FIRE AND SAFETY PUBLIC LIMITED
06.2021 - 03.2022
CMA - Intermediate - Bother Group Preparation Intermediate
Institute of Cost Accountants Of India
Bachelor of Management Studies - Finance
SHKC COLLEGE