Abhi Patel
Piscataway,NJ
Summary
Accomplished Internal Auditor offering more than 1+ years preparing internal audit documentation and reports. Knowledgeable in GAAP and operations auditing.
Overview
2
2
years of professional experience
Work History
Staff Internal Auditor
Fiserv
Berkeley Heights, NJ
06.2022 - Current
- Conducted operational, compliance, and financial internal audit assignments in accordance with established internal audit policies and procedures through reviewing documents, conducting interviews, and preparing work papers.
- Co-led a standardized Risk Control Matrix Plan that slashed 50 budget hours leading to a 40% annual operational improvement.
- Constructed risk/control matrices to identify risks and facilitate mitigation steps and controls within various business processes.
- Initiated discussion of exceptions with Management and audit client. Prepares and/or reviews exception summaries, draft of audit reports and management letters when requested
- Prepared reports on results of audits and made recommendations for control and operational improvements to management.
- Gained valuable knowledge of financial services industry by participating in the completion of a wide range of audits.
Tax Intern
Schulman Lobel LLP
Princeton, NJ
12.2021 - 06.2022
- Prepared various tax forms and documentation associated with tax compliance, audits and refunds.
- Prepared individual, trust, partnership and corporate tax returns.
- Utilized tax-related software such as CCH Axcess Tax to prepare and process returns and research tax matters.
- Organized client tax documents to facilitate quick preparation of tax returns.
- Utilized proactive tax reduction strategies to support clients and reduce liability.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
Finance Intern
Brooks Automation
South Plainfield, NJ
05.2021 - 08.2021
- Managed monthly close process with downloading reports out of Oracle and preparing journal entries.
- Assisted with month-end closing processes and verified journal entries.
- Implemented a new process to create 20% more efficiency in organizing the cash log on a daily basis.
- Organized the daily bad debt report and completed report in timely manner.
- Prepared accurate and meaningful reports on ad hoc basis for senior management.
Education
Bachelor of Science - Finance
Rutgers Business School
New Brunswick, NJ06.2022
Skills
- Fraud Research
- Internal Control Policies
- Control Recommendations
- Operational Effectiveness
Languages
Gujarati
Native or Bilingual
Timeline
Staff Internal Auditor
Fiserv
06.2022 - Current
Tax Intern
Schulman Lobel LLP
12.2021 - 06.2022
Finance Intern
Brooks Automation
05.2021 - 08.2021
Bachelor of Science - Finance
Rutgers Business School