Neelam K Patel
Stafford
Summary
Results-driven financial professional with expertise in financial reporting, reconciliation, and accounting. Seeking a challenging role to leverage my skills and contribute to the financial success of a dynamic organization.
Overview
18
18
years of professional experience
Work History
Sales & Use Tax Analyst, Contract
Thrive Pet Healthcare
02.2025 - 10.2025
- Gather and organize sales tax documentation from multiple sources across all business locations and practices.
- Compile monthly Sales & Use Tax data to support timely and accurate tax return filings.
- Prepare monthly journal entries for personal property tax accruals.
- Perform monthly reconciliations for Sales & Use Tax Payable and Personal Property Tax Payable accounts.
- Assist with ad hoc tax projects, detailed analysis, and special requests from leadership.
- Support the Tax Director with state and local tax audit documentation and inquiries.
- Provide administrative support to the tax team to ensure efficient workflow and compliance.
Sales & Use Tax Data Analyst, Contract
Thrive Pet Healthcare
02.2024 - 05.2024
- Generate and prepare comprehensive data files for sales tax review, ensuring accuracy and data integrity, and create reports for over 390 multi-state utilizing multiple software platforms.
- Streamlined and standardized large datasets in Microsoft Excel, utilizing advanced functions, formulas, and data manipulation techniques to generate accurate reports tailored to specific tax requirements.
- Organized and maintained structured files and folders for each state, software, and various project versions, ensuring efficient document management and easy access to historical data.
- Update new taxability information, ensuring compliance with new regulations and seamlessly integrating updates into proprietary tax software.
- Conducted comprehensive pre- and post-data analysis to validate taxability updates, ensuring accuracy, proper implementation, and system-wide consistency.
Financial Reporting Accounting Analyst, Contract
EDF Energy North America
04.2023 - 11.2023
- Reconciled oil & gas retail bank statements to the General Ledger for accuracy and completeness.
- Applied customer payments to accounts receivable, ensuring up-to-date and accurate financial records.
- Assisted in reconciliation of managed assets and trading, including settlements with power pools such as ERCOT, MISO, CAISO, and PJM.
- Reconciled ISO statements to estimates, ensuring correct allocation of costs to respective assets.
- Conducted month-end close accounting entries and account reconciliations for accurate financial reporting.
- Resolved settlement issues through monthly checkouts with counterparts.
- Tracked payments and followed up with non-paying counterparts to maintain relationships.
- Supported monthly and year-end closing processes, focusing on volume-related reconciliations.
Accountant/Reconciliation Specialist, Contract
Alley Theatre
01.2021 - 04.2023
- Accounted for all incoming donations through credit cards, checks, and wires in MS Great Plains through various portals.
- Conducted monthly bank reconciliation of revenues and payable accounts.
- Posted fees, wire transfers, and journal entries.
- Prepared monthly trial balance reconciliation.
- Reconciled endowment, COGS, and credit card transactions, making necessary journal entries.
- Resolved reconciliation issues and posted necessary journal and adjustment entries for month-end closing.
- Collaborated with the accounting and finance team to identify and resolve issues, errors, and improve overall accounting processes.
- Calculated and posted all beverage costs of goods sold.
- Handled monthly and quarterly beverage and sales tax payments.
- Assisted the Director of Finance in special projects as needed.
Accountant
Texas Direct Auto
11.2016 - 06.2019
- Compiled daily outstanding check reports for 11+ bank accounts using MS Excel VLOOKUP & pivot tables for accounts payable.
- Assisted treasury manager and bank representative in resolving discrepancies related to check errors and wire transfers.
- Reconciled month-end accounts payable, resolved discrepancies, and made necessary journal entries.
- Assisted in year-end IRS Form 1099s for eligible vendors.
- Reconciled the bank for two largest volume cash accounts at month-end, making necessary journal & adjusting entries.
- Conducted day-to-day reconciliation of wire accounts, verifying, classifying, and recording wires to respective accounts.
- Solved discrepancies related to funding wires, invoicing, commission, and fees financed through multiple financial institutions.
Staff Accountant
Allied Alloys
01.2010 - 03.2015
- Manage activities in accounts payable and partially accounts receivable.
- Processed invoices, verified PO three-way match matches, and set invoices for payment.
- Updated vendor files and maintained all vendor W9s.
- Handled employee expense reimbursements and 1099 requests.
- Generated monthly supplies, repair & maintenance reports with Excel pivot table analysis.
- Conducted daily cash and bank reconciliations and month-end journal entries.
- Assisted the controller in month-end closing and weekly payroll preparations of journal entries.
- Ensured timely payments through checks and ACH for all applicable leases, reconciling leases GL accounts monthly.
- Invoiced international customers and assisted the inventory manager in generating net profit reports for international transactions.
- Assisted internal & external audits in AP and AR.
Information Manager
Chevron Corporation
10.2007 - 07.2009
- Researched and documented well files, including drilling, production, workover, regulatory, and log information.
- Reviewed and maintained active and historical corporate well files for digital access.
- Followed complex file processing procedures involving high-tech digitization.
- Tracked daily personal production while implementing company information management policies.
Education
Bachelor’s - commerce
Osmania University
India01.2003
Master’s - finance
Pondicherry University
India01.2006
Skills
- Microsoft Office Suite (Word, Excel, Access, PowerPoint, Teams)
- G Suite, Google Drive, Microsoft 365, Zoom and Internet Researching Expertise
- Workday, Vertex, Salesforce, QuickBooks, Great Plains, ERP-Plex Financial System, SAP FICO, Tally, DMS DealerTrack
Timeline
Sales & Use Tax Analyst, Contract
Thrive Pet Healthcare
02.2025 - 10.2025
Sales & Use Tax Data Analyst, Contract
Thrive Pet Healthcare
02.2024 - 05.2024
Financial Reporting Accounting Analyst, Contract
EDF Energy North America
04.2023 - 11.2023
Accountant/Reconciliation Specialist, Contract
Alley Theatre
01.2021 - 04.2023
Accountant
Texas Direct Auto
11.2016 - 06.2019
Staff Accountant
Allied Alloys
01.2010 - 03.2015
Information Manager
Chevron Corporation
10.2007 - 07.2009
Master’s - finance
Pondicherry University
Bachelor’s - commerce
Osmania University