Summary
Overview
Work History
Education
Skills
Websites
Current Job
Timeline
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Vatsal Patel

Cincinnati,United States

Summary

I am a claim representative at Cleveland-Cliffs Inc, a leading steel manufacturing company, where I have been working for over four years. I am also Inter CA a integrated professional competence exam . from the Institute of Chartered Accountants of India. My mission is to provide excellent customer service and ensure accurate and timely account reconciliation and claims resolution for the company and its clients. In current role, I research complicated account invoice discrepancies and handle complex account reconciliations, working with other departments to resolve disputes or inquiries. I also work with customers to provide documentation needed to clear outstanding invoices, deductions, and open credits, and submit requests for credit, refunds, and price corrections, when required. I maintain precise records and documentation of all account interactions and adjustments for internal and external audits. Have significantly reduced the pay cycle lag period and streamlined the billing system. I have demonstrated expertise in accounting standards, financial reporting, taxation, auditing, and cost control. I am a hard worker, a problem-solver, and a team player. I am always eager to learn new skills and expand knowledge in the field of accounting and customer service.

Overview

10
10
years of professional experience

Work History

Claim&Revenue Analyst

Cleveland-Cliffs Inc
04.2019 - Current
  • Researches complicated account invoice discrepancies and handles complex account reconciliations, Works with other departments to ensure resolution of disputes or inquiries
  • Works with customers to provide documentation needed to clear outstanding invoices, deductions, and open credits
  • Submits requests for credit, refunds and price corrections, when required
  • Accurately documents all account interactions and adjustments for internal and external audits
  • Provides excellent customer service while acting in a professional and courteous manner at all times
  • Resolves issues and answers questions with highest degree of quality and accuracy in accordance with company vision and values.
  • Identified and resolved problems through root cause analysis and research.
  • Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
  • Validated results and performed quality assurance to assess accuracy of data.
  • Recommended process improvements to continually identify, analyze and fix constraints and challenges.
  • Generated reports detailing findings and recommendations.

Accountant

kiwi Hospitality Cincinnati LLC
09.2018 - 04.2019
  • Day to day accounting entries, batch closing on daily basis.
  • Invoicing to clients.
  • Account payable & account receivable.
  • Payroll report data preparations.
  • Assets ledger.
  • Batch closing Inter company receivable & payable.
  • Cash reconciliation, Bank reconciliation, all other accounts reconciliation (supplier) on routine basis.
  • Finalizing Financial Statement on month end.
  • Fixed assets account, Escrow Accounts Long-term Lability accounts.
  • Night audit report, Month end procedure, Quarterly reports, ensuring proper funds in bank for Payable,
  • Directly reporting to General Manager & Chief Financial Officer.
  • Assisting external tax auditor in filing sales return, Tax reports, Financial statement, experience responsible for all accounts receivable related functions in high-volume retail environment
  • Proven competence in efficiently tracking payments
  • Strong problem-solving and communication skills demonstrated in successful resolution of customer billing issues
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
  • Provided journal entries and performed accounting on accrual basis.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Researched technical tax issues to define tax effect or impact of certain tax positions.
  • Recognized as dedicated worker who is driven to meet accounts receivable targets and contribute to company's profitability, monitor and administer over 55-60 customer accounts for Kiwi Hospitality group, prepare customer's statements, bills and invoices, research and analyze accounts, generate weekly aging reports, determine payment schedules with customers, contact delinquent customers to secure payment, prepare accurate monthly billing adjustments, investigate and resolve billing and account discrepancies, manage and resolve customer inquiries, compile data and prepare monthly reports and statements, prepared, printed and mailed statements, followed up and allocated payments, performed daily reconciliations, resolved accounts receivable issues with customers, obtained credit information on customers, monitored credit limits, assisted with month-end closing, Extract Choice Hotel Journal Summary and format it to journal, Import Point of Sale into Quick Book.

Auditing Clerk / Staff Accountant

s.i.patel&co.
08.2013 - 08.2016
  • Accounting, taxation Knowledge and practical work on various accounting, taxation application, Preparation and filing of income tax return, Income tax Procedure, Audit reports and requirements, Tax audit work, TDS related work, Assessment, scrutiny and appeal work, Project report, Sales tax / GUJ-VAT registration, Company incorporation work.
  • Researched technical tax issues to define tax effect or impact of certain tax positions.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Tracked funds, prepared deposits and reconciled accounts.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.
  • Identified legal tax savings and recommended ways to improve profits.
  • Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
  • Compiled general ledger entries on short schedule with 100% accuracy.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Developed financial models to assess and analyze financial performance of clients.
  • Prepared and filed tax forms to meet needs of customers.
  • Leveraged finance knowledge to strengthen controls and improve transparency.
  • Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.

Education

CPA - Accounting, Finance, Regulation, Auditing

Association of International Certified Professional Accountants
01.2020

Accounting Technician Course - Accounting and Related Services

The Institute of Chartered Accountants of India
01.2017

Integrated Professional Competence Exam (Inter C.A.) - Accounting and Related Services

The Institute of Chartered Accountants of India
01.2013

Bachelor of Commerce - BCom - Accounting and Finance

Gujarat University
01.2012

Skills

  • Finance
  • Journal Entries (Accounting)
  • Customer Service
  • Budgeting and Forecasting
  • Compliance Analysis
  • Financial Accountability
  • Statistic Analysis
  • Continuous Improvements

Current Job

Claim&Revenue Analyst, Cleveland-Cliffs Inc., Cincinnati, Ohio

Timeline

Claim&Revenue Analyst

Cleveland-Cliffs Inc
04.2019 - Current

Accountant

kiwi Hospitality Cincinnati LLC
09.2018 - 04.2019

Auditing Clerk / Staff Accountant

s.i.patel&co.
08.2013 - 08.2016

CPA - Accounting, Finance, Regulation, Auditing

Association of International Certified Professional Accountants

Accounting Technician Course - Accounting and Related Services

The Institute of Chartered Accountants of India

Integrated Professional Competence Exam (Inter C.A.) - Accounting and Related Services

The Institute of Chartered Accountants of India

Bachelor of Commerce - BCom - Accounting and Finance

Gujarat University
Vatsal Patel