Summary
Overview
Work History
Education
Skills
Leadership Experience
Accomplishments
Languages
Timeline
Generic

Ishika Patel

Piscataway,NJ

Summary

Experienced in managing accounting operations with QuickBooks, ensuring accurate financial records. Skilled in time management, communication, and supporting cross-functional teams. Adept at coordinating deliverables, facilitating discussions, and identifying process improvements with a detail-oriented and proactive approach.

Overview

3
3
years of professional experience

Work History

Freelance Accountant

House of Wine and Liquor
12.2023 - Current

• Manage accounting operations for various small businesses, ensuring accuracy and compliance in financial reporting.
• Utilize QuickBooks for tracking expenses, generating invoices, and maintaining ledgers, contributing to the smooth financial operations of each business.
• Prepare monthly and quarterly financial statements, including profit and loss statements, balance sheets, and cash flow analyses to provide insights for strategic decision-making.
• Collaborate with business owners to develop budgets, forecast financial performance, and implement cost-saving strategies.
• Conduct reconciliations for bank accounts, credit card transactions, and other accounts, maintaining precise financial records and facilitating year-end audits.

Teller II

TD Bank
01.2022 - 12.2023

• Efficiently managed customer transactions, including deposits, withdrawals, and loan payments, while ensuring adherence to bank policies and procedures.
• Delivered exceptional customer service, addressing complex inquiries and resolving issues, resulting in increased client satisfaction and retention.
• Collaborated with cross-functional teams to enhance customer service processes and improve overall branch operations.
• Recognized for accuracy and attention to detail, maintaining a balanced cash drawer and ensuring the secure handling of transactions.

Assistant Manager of Sales

House of Wine and Liquor
05.2021 - 12.2022
  • Brought forth a self-motivated attitude, as well as the ability to collaborate.
  • Provided relevant information and suggestions regarding specialty orders and purchases
  • Collaborated closely with hiring managers to understand specific needs, resulting in more accurate candidate matching for key positions.
  • Enhanced customer experience by resolving any issues promptly and ensuring complete satisfaction throughout the entire sales process.

Education

Rutgers Business School - Finance

Rutgers Business School
Newark, New Jersey
05-2026

Skills

  • Leadership
  • Microsoft Excel
  • Customer Service
  • Team Work
  • Computer Skills
  • Communication Skills
  • Highly Responsible
  • Analytical Thinking
  • Microsoft Office
  • Critical Thinking
  • Problem Solving

Leadership Experience

The Braven Accelerator equipped me with essential workforce skills, including leadership, management, communication, networking, teamwork, and problem-solving, through a 15-week leadership and professional development course. I also designed a career plan using the SMART goals method, outlining seven short-term goals while identifying potential obstacles, strengths, and support systems to achieve them.

Accomplishments

  • Achieved Treasury position through effectively helping with Indian Student Organization.

Languages

Hindi
Professional Working
Gujarati
Native or Bilingual
Spanish
Elementary

Timeline

Freelance Accountant

House of Wine and Liquor
12.2023 - Current

Teller II

TD Bank
01.2022 - 12.2023

Assistant Manager of Sales

House of Wine and Liquor
05.2021 - 12.2022

Rutgers Business School - Finance

Rutgers Business School
Ishika Patel