YOJANA VIJAY PATIL
MUMBAI
Summary
Dynamic accounting professional with extensive experience at Aptia Group India Pvt. Ltd., specializing in pension accounting and audit management. Proven track record in financial statement preparation and tax compliance, ensuring timely audits and accurate reporting. Strong analytical skills combined with effective client communication drive successful outcomes in complex financial environments.
Overview
7
7
years of professional experience
Work History
SPECIALIST
APTIA GROUP INDIA PVT. LTD.
Powai
04.2024 - Current
- Preparation of financial statements under UK GAAP
- Prepared pension scheme trustee reports and accounts for sign-off, ensuring compliance and accuracy.
- End to end management of schemes throughout the audit cycle from planning stage to accounts signing stage.
- After processing financial statements prepared audit reports and handled end-to-end audit process for the same clients.
- Liaising with clients, account managers, investment managers and auditors to ensure timely completion of audits.
- Prepared work papers, pension accounts, and reconciliations for financial statements.
- Supporting UK counterparts with response to audit queries
- Reconciling various aspects of pension funds and preparing audit package
- Preparing Quarterly accounts, cashflow statement and ONS for Key clients.
- Analysis and reconciliation of investment (Pooled Investment Vehicle fund, Foreign Exchange etc.)
- Recorded accounting entries under UK GAAP, supporting financial integrity.
- Accountable for accounting and finalization of various UK pension schemes.
ACCOUNTS EXECUTIVE
OG CORPORATION INDIA PVT. LTD.
Vidyavihar
02.2022 - 03.2024
- Ensure timely bank payment to vendors and prepare payments by verifying documentation, and requesting disbursements.
- Prepared monthly accounts receivable and payable reports, confirming balances with vendors and customers.
- Handling monthly closings and preparation of financial statements, auditing & reporting the same.
- Audit financial transactions and coordinating with auditor for legal compliances.
- Ensured compliance by timely filing of GST, TDS, and income tax returns.
- Compute and prepare tax returns, ensuring compliance with payment, reporting and other tax requirements.
- Monthly TDS reconciliation & GST Reconciliation
- Updated sales, purchases & expenses invoices in Tally Prime software, managing daily accounts operations.
- Updating purchase, sales & bank or cash payment entries in tally.
- Handling Cash payment and update the cash payment entries in tally and handling of employee reimbursement and monthly bank reconciliation.
- Processed balance sheets, income statements, and other financial statements according to legal and company accounting guidelines.
- Prepared & submitted monthly MIS reports and prepared monthly cash flow statement.
- Audit of monthly stock reports and preparation inventory report.
- Ensured compliance by accurately filing professional tax returns within deadlines.
ACCOUNTANT
BRUKAAN SHIP AND OFFSHORE PVT LTD
C.B.D. Belapur
02.2021 - 02.2022
- Ensured compliance by filing GST, ITR, and TDS returns promptly.
- Managed timely deposits of TDS with the tax authorities.
- Completed professional tax return filings to ensure legal compliance.
- Managed corporate tax, provident funds, and union dues payments, maintaining compliance with regulatory deadlines.
- Ensured overall compliance with RBI regulations, statutory requirements, and tax regulations for office operations.
- GST Reconciliation and Preparing E-way Bill.
- Coordinated timely payments to creditors and vendors, aligning with tax compliance.
- Managed SFC (Special Foreign Currency) accounts for receiving and disbursing crew salaries by month-end.
- Monitored the timely receipt of crew salaries in their respective accounts.
- Prepared Portage bills for ships and pay slips for each crew member on board.
ACCOUNTANT
VISHNU JOSHI & CO.
C.B.D. Belapur
05.2019 - 01.2021
- Conducted GST reconciliation to ensure accuracy in tax reporting.
- Filed GST returns to ensure compliance with tax regulations.
- Filed professional tax return.
- Executed auditing and reporting processes, verifying financial accuracy and supporting regulatory adherence.
- Updated accounts in Tally.
- Maintained monthly salary sheets, ensuring timely payroll processing for employees.
- Filed ROC form.
Education
PGDM HP-Finance Management - MBA
L. N. Welingkar Institute of Management Development And Research
01-2023
MCOM PART-II -
N.G.Acharya & D.K.Marathe College of Arts, Science & Commerce
01-2021
MCOM PART-I -
N.G.Acharya & D.K.Marathe College of Arts, Science & Commerce
01-2020
TY BAF -
VES College of Arts, Science and Commerce
01-2019
SY BAF -
VES College of Arts, Science and Commerce
01-2018
FY BAF -
VES College of Arts, Science and Commerce
01-2017
HSC -
Bharati Vidyapeeth Junior College
01-2016
SSC -
Abhinav Dnyan Mandir
01-2014
Skills
- Financial analysis
- Audit management
- Tax compliance
- Audit reporting
- Cash flow analysis
- Accounts payable management
- Reconciliation processes
- Financial statement preparation
- Month-end closing
Timeline
SPECIALIST
APTIA GROUP INDIA PVT. LTD.
04.2024 - Current
ACCOUNTS EXECUTIVE
OG CORPORATION INDIA PVT. LTD.
02.2022 - 03.2024
ACCOUNTANT
BRUKAAN SHIP AND OFFSHORE PVT LTD
02.2021 - 02.2022
ACCOUNTANT
VISHNU JOSHI & CO.
05.2019 - 01.2021
PGDM HP-Finance Management - MBA
L. N. Welingkar Institute of Management Development And Research
MCOM PART-II -
N.G.Acharya & D.K.Marathe College of Arts, Science & Commerce
MCOM PART-I -
N.G.Acharya & D.K.Marathe College of Arts, Science & Commerce
TY BAF -
VES College of Arts, Science and Commerce
SY BAF -
VES College of Arts, Science and Commerce
FY BAF -
VES College of Arts, Science and Commerce
HSC -
Bharati Vidyapeeth Junior College
SSC -
Abhinav Dnyan Mandir
Disclaimer
I hereby declare that all the above furnished information is correct to the best of my knowledge, if guilty found I am liable to abide.
Personal Information
- Date of Birth: 11/20/98
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Languages
- Marathi
- Hindi
- English
- Marathi
- Hindi
Awards
- Shooting Star, October, 2024
- Shooting Star, July, 2025
- Shooting Star, October, 2025
Disclaimer
I hereby declare that all the above furnished information is correct to the best of my knowledge, if guilty found I am liable to abide.
Personal Information
- Date of Birth: 11/20/98
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Languages
- Marathi
- Hindi
- English