Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Timeline
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Shreya Patil

Shreya Patil

Navi Mumbai

Summary

Seeking a challenging position in an organization where I can use my talents and skills to grow and expand the organization as well as myself. I am adaptive to changes, and I accept challenges as opportunities.

Overview

5
5
years of professional experience

Work History

Financial Consultant

Schindler India Pvt Ltd
Mumbai
06.2024 - Current
  • Prepared MIS report for business activities.
  • Understanding of contract and finalization of invoice value
  • Reconciliation of receivable from customer with customer ledger account.
  • Prepared data for insurance of various projects.
  • Support to ongoing finance related projects and activities.
  • Invoicing: Preparing and sending invoices to clients, and ensuring they are accurate and timely
  • Collection: Ensuring payments are collected on time, and contacting clients to pay outstanding invoices
  • Record keeping: Maintaining accurate records of payments, invoices, debits, and credits Reconciling: Reconciling any irregularities in receipts, and analyzing and reconciling agent accounts
  • Auditing: Auditing receipts on a regular schedule to ensure accuracy
  • Reporting: Generating and delivering reports to other departments
  • Resolving issues: Investigating and resolving irregularities in payments, and coordinating with other departments to resolve billing disputes
  • Credit checks: Performing credit checks Interacting with customers: Interacting with customers in non-payment cases Working with other departments: Working with accounts payable and other accounting staff to ensure accuracy in finances

Accounting Assistant

D&D Accountacy & Taxation Ltd
Leeds
09.2022 - 02.2024
  • preparing financial statements, including monthly and annual accounts
  • arranging financial management reports, including financial planning and forecasting
  • maintaining accounting records and preparing accounts and management information for small businesses.
  • assisted in credit control by evaluating client worthiness, setting credit limits, and ensuring timely collection of outstanding invoices.
  • liaising with HM Revenue & Customs (HMRC) on clients’ behalf to ensure it processes client returns efficiently and accurately
  • compiling and presenting reports, budgets, business plans, commentaries and financial statements
  • Requesting additional information and following up from clients for processing tax returns.

Account Associate

F.A.C.T Solutions
Navi Mumbai
04.2022 - 08.2022
  • Conducted due diligence and audits for 30 clients across finance sectors
  • Advised on self-assessment, planned taxes, and filed 100 income tax returns
  • Compiled both consolidated and standalone financial statements for 15 entities

Accounting Intern

Madhavi Shipping Agency
Mumbai
12.2019 - 08.2021
  • Managed accruals and prepayments, ensuring compliance through detailed documentation
  • Weekly bank account reconciliations performed to clarify and verify transactions
  • Systematically reconciled credit cards, expenses, and commissions for accuracy

Education

MBA - Finance and Accounting management

Amity University
India, Current

Master of Science - Accounting And Finance

University of Leeds
Leeds, United Kingdom, Current

Bachelors of Commerce -

Mumbai University
06.2022

Foundation Course -

The Institute of Company Secretaries of India
02.2020

Skills

  • MS Excel
  • MS Office
  • Xero
  • SAP
  • Bright Pay
  • ERP Software
  • Spreadsheets
  • Financial Analysis
  • Portfolio Management
  • Information Analysis
  • AP & AR
  • Financial Modelling
  • Quickbooks
  • Tax-calc
  • Power BI

Websites

Accomplishments

  • Chosen from 300 students of 140 countries to represent University of Leeds (Amongst Top 75 Universities in the World) at Frankfurt School Of Finance & Management (Amongst Top 35 Universities in the World); discussed climate financial impacts.
  • Gained a CIDCO scholarship of 1/3rd of the amount for completing Bachelors degree.

Languages

  • English, Proficient
  • Marathi, Native
  • Hindi, Native

Timeline

Financial Consultant

Schindler India Pvt Ltd
06.2024 - Current

Accounting Assistant

D&D Accountacy & Taxation Ltd
09.2022 - 02.2024

Account Associate

F.A.C.T Solutions
04.2022 - 08.2022

Accounting Intern

Madhavi Shipping Agency
12.2019 - 08.2021

MBA - Finance and Accounting management

Amity University

Master of Science - Accounting And Finance

University of Leeds

Bachelors of Commerce -

Mumbai University

Foundation Course -

The Institute of Company Secretaries of India

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