Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ekta Patel

Summary

As an experienced Accounts and Admin experience, I have a proven track record of managing accounts and handling administrative tasks efficiently. With strong attention to detail and excellent organizational skills, I have successfully managed multiple tasks simultaneously and ensured timely completion. My proficiency in accounting software such as Xero and a job management software such as Fergus, Simpro and CRM has enabled me to accurately maintain financial records and generate reports. My exceptional communication skills, both verbal and written, have allowed me to effectively collaborate with team members and communicate with clients. I am a dedicated and hardworking individual with a strong work ethic and a commitment to delivering quality work.

Overview

7
7
years of professional experience

Work History

Accounts and Adminstration

Dynamic Security
05.2023 - Current
  • Managed accounts payable and receivable, ensuring accurate invoicing, timely payments, and credit control.
  • Processed payroll, ensuring accuracy in salary calculations, deductions, and statutory payments.
  • Generated financial reports, such as profit & loss statements and balance sheets, for management review.
  • Maintained general ledger accounts, processed journal entries, and ensured accurate financial data recording.
  • Performed bank reconciliations to verify transactions and resolve discrepancies efficiently.
  • Assisted in budget preparation and financial forecasting, analyzing variances and providing insights for decision-making.
  • Monitored cash flow, ensuring sufficient funds for operational needs while optimizing liquidity management.
  • Managed financial documentation, including invoices, receipts, purchase orders, and contracts.
  • Utilized accounting software like Xero for efficient financial management.
  • Scheduled and coordinated technicians for the system installations, maintenance, and repairs.
  • Managed client work orders, assigning tasks based on technician availability and expertise.
  • Maintained employee records, including contracts, certifications, and compliance documents.

Project Coordinator

Dynamic Security
02.2021 - 05.2023
  • Kept projects on schedule by managing deadlines and adjusting workflows.
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Enhanced team collaboration through regular meetings, fostering a positive work environment for increased productivity.
  • Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.

• Worked closely with team members to ensure project deadlines

Checkout Assistant

Pak N Save
05.2021 - 01.2022
  • Managed cash transactions with accuracy and efficiency
  • Provided exceptional customer service and resolved issues
  • Maintained a clean and organized checkout area
  • Assisted with inventory management and restocking shelves
  • Trained new employees on checkout procedures

Team Member

The Warehouse
04.2021 - 01.2022
  • Customer service
  • Stock management
  • Team collaboration
  • Maintained store organization
  • Assisted customers in person, over the phone, and via email
  • Processed returns, exchanges, and refunds accurately and efficiently
  • Managed and resolved customer complaints and issues
  • Maintained a positive attitude and provided exceptional service to all customers
  • Collaborated with team members to ensure a smooth flow of operations

Customer Service Representative

Lotus Supermarket
02.2018 - 04.2021

Education

Bachelor's - Civil Engineering

Government Engineering College

Skills

  • Accounts receivable management
  • Payroll processing
  • Accounts payable management
  • Customer service
  • Verbal and written communication
  • Invoicing and collections
  • Software Proficiency (Like Xero, SimPro, Fergus, CRM)
  • Microsoft Excel

Timeline

Accounts and Adminstration

Dynamic Security
05.2023 - Current

Checkout Assistant

Pak N Save
05.2021 - 01.2022

Team Member

The Warehouse
04.2021 - 01.2022

Project Coordinator

Dynamic Security
02.2021 - 05.2023

Customer Service Representative

Lotus Supermarket
02.2018 - 04.2021

Bachelor's - Civil Engineering

Government Engineering College
Ekta Patel