Puja K. Patel
Marlton,NJ
Summary
Proactive and goal-oriented accounting professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
6
6
years of professional experience
Work History
Audit Associate
Deloitte & Touche LLP
10.2024 - Current
- Assisted in the planning, execution, and completion of financial statement audits for insurance clients during interims and two busy seasons
- Performed substantive testing and analytical procedures on key financial statement areas, including premiums, claims, and reserves, ensuring compliance with US GAAP and regulatory requirements.
- Collaborated with senior auditors and client management to gather audit evidence, resolve discrepancies, and communicate findings in a timely manner.
- Utilized audit software and data analytics tools to enhance efficiency and accuracy in testing procedures.
- Maintained professional knowledge by attending frequent trainings and workshops annually.
Sprint CPA Readiness Program (Internship)
Deloitte & Touche LLP
07.2024 - 10.2024
- Selected to participate in Deloitte’s intensive Sprint CPA Program, designed to accelerate CPA exam preparation for audit professionals.
- Attended structured classroom lectures four times a week covering major CPA exam sections, including Financial Accounting & Reporting (FAR), Auditing & Attestation (AUD), Regulation (REG).
- Completed comprehensive study modules and practice exams, building foundational knowledge and effective test-taking strategies.
- Collaborated with peers and instructors to deepen technical accounting understanding and enhance exam readiness.
- Demonstrated strong commitment to professional development and continuous learning in pursuit of CPA licensure.
Audit Internship
Deloitte & Touche LLP
06.2023 - 07.2023
- Supported audit engagements/gained exposure to audit principles and methodologies under the mentorship of senior audit professionals
- Assisted in the examination of financial statements, including balance sheets, income statements, and cash flow statements, to ensure accuracy and compliance with accounting standards/regulatory requirements
- Conducted substantive testing procedures, such as analytical review and substantive analytical procedures, to assess the reasonability/integrity of financial data reported by the client
- Demonstrated commitment to professional development by actively participating in multiple training sessions, seminars, and networking events organized by Deloitte, enhancing knowledge of auditing principles and industry trends
Third Party Advanced Claims Review Specialist
PharmScript, LLC
10.2019 - 01.2022
- Submitted rejected claims to Medicare, Medicaid, and third-party insurance for reimbursement within compliance guidelines
- Communicated with facilities, maintain productivity levels, and attain outstanding audit score
- Kept a log of patients insurance payment information on Excel Workbook
Education
Bachelor of Science - Accounting
Rutgers University - Rutgers Business School
Newark, NJ08.2023
Associate of Science - Business Administration
Middlesex County College
Edison, NJ01.2021
Skills
- Audit procedures
- Data Analytics
- Microsoft Excel proficiency
- General Ledger Accounting
- Continuous Improvement
Languages
English
Native or Bilingual
Gujarati
Native or Bilingual
Hindi
Full Professional
Timeline
Audit Associate
Deloitte & Touche LLP
10.2024 - Current
Sprint CPA Readiness Program (Internship)
Deloitte & Touche LLP
07.2024 - 10.2024
Audit Internship
Deloitte & Touche LLP
06.2023 - 07.2023
Third Party Advanced Claims Review Specialist
PharmScript, LLC
10.2019 - 01.2022
Associate of Science - Business Administration
Middlesex County College
Bachelor of Science - Accounting
Rutgers University - Rutgers Business School
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