Pratik Trivedi
Melbourne,Australia
Summary
Ambitious Finance Manager offering over 14 years of experience increasing productivity through automation of processes. Confident individual with track record of accurate reporting and analysis. Highly experienced in mentoring employees, leading talented teams and making decisions promptly.
Overview
17
17
years of professional experience
Work History
ERP Contractor
Department of Conservation
, Wellington
02.2024 - Current
- Identify the process gaps and quantify the errors, primarily in the AR department
- Investigate the reasons of the processes failures and provide recommendations
- Develop the data models and verify the logic hypothesis of existing processes and provide recommendations
- Ensure the balance sheet GLs (AR) reflects the accurate result.
Sole Owner-Operator (BOOKKEEPING SERVICES)
Accountable Outsourcing Private Ltd
09.2016 - Current
- Implement and improved XERO & MYOB accounting system for more than 30 clients so far
- Reconciled processed work by verifying entries and comparing system reports to balances to ensure the accuracy of data and determine discrepancies
- Prepared BAS returns and Annual Accounts for all my clients (more than 100 clients)
- Utilised XERO and other relevant software applications to facilitate the recording of financial transactions of a business
- Liaise with IRD on various statutory issues of the clients
- Verify validity of account discrepancies by obtaining and investigating information from relevant sources whilst ensuring their reliability and accuracy
- Managing relationship with clients.
FINANCE MANGER (POLICY DEVELOPMENT)
Allen & Clarke Policy & Regulatory & Specialists Ltd
10.2022 - 11.2023
Xero
- Develop and implement financial plans, budgets, and Forecasts to guide the Group’s financial activities
- Prepare and present financial statements and Management Accounts to senior leadership team and the board of directors
- Collaborate with departmental heads to develop and manage annual budget
- Monitor outlays, identify cost saving opportunities and implement internal controls
- Leading the day-to-day financial operations with the help of the finance team
- Provide coaching and training to the finance team
- Set performance objectives, provide guidance and, promote professional development with the team
- Key Achievements: Co-lead and contribute to implementation of the new FMIS (Certinia) and the payroll system (Chris 21)
- Published a new internal management reporting framework for senior leadership team and the board of directors
- Own and lead all the finance and compliance activities for the Group (AU & NZ).
FINANCIAL ACCOUNTANT (POLICY DEVELOPMENT)
Allen & Clarke Policy & Regulatory & Specialists Ltd
03.2020 - 10.2022
- Manage accounts receivable and payable and perform bank reconciliation functions; ensure accurate recording of the financial transactions of a business in MYOB for Australia and New Zealand
- Monitor and update employee records, process payroll as well as prepare statutory returns
- Execute internal audit, preparation of annual budgets and internal policies as well as provide expert advice for account queries raised by internal stakeholders
- Generate management accounting reports for Board and Divisional heads; promptly prepare balance sheets, income statements and other financial documents
- Key Achievements: Successfully increased average collection by 63% through effective control of accounts receivable resulting to company’s non-usage of OD accounts for 15 months
- Adopted and implemented the new payroll systems for Australian and New Zealand company
- Contributed essentially to the development and implementation of the new FMIS (FinancialForce).
ACCOUNT ASSISTANT (JUVENILE PRODUCTS)
Phil & Teds Most Excellent Buggy Company Ltd
08.2018 - 03.2020
- Maintained accurate and verified records of the financial transactions of the business using Business Central 365 as well as arranged payments of accounts payable for countries such as USA, Canada, Spain, Netherland, France, Sweden, Norway, UK and New Zealand
- Processed accounts receivable for USA and Canada businesses whilst processing payroll and maintaining employee records in New Zealand
- Conducted bank reconciliations for 11 banks in different currencies; ensured figures and reports were checked and carefully verified for accuracy
- Prepared and submitted BAS to ATO within the given timeline, generated Balance sheets, Income Statements and other financial documents for different intercompany
- Examined internal controls whilst identifying improvement opportunities for efficiency
- Key Achievements: Largely reduced the outstanding debt from 82% to 18% of sales for the USA and Canada, maintaining a sales share of 75% in the organisation
- Effectively implemented ERP system, managed over 30 thousand products across 7 countries, caused by the new system
- Built and delivered B2B order and invoice automation in collaboration with the Azure developer.
JUNIOR ACCOUNTANT (CHARTERED ACCOUNTANTS)
Accounts Icon
Wellington, New Zealand
08.2016 - 09.2016
- Adhered to legal and company accounting and financial guidelines in processing balance sheets, income statements and other financial statements
- Thoroughly examined expenses and payroll records as well as ensured accuracy and availability of financial data through constant update of information
- Completed accounts payable and receivable activities including updating of accounts
- Performed general accounting duties such as posting and processing journal entries, recording business transactions, issuing invoices and performing reconciliations.
ASSISTANT MANAGER
FX MultiTech Private Ltd
Gujarat, India
06.2015 - 10.2015
- Prepared and oversaw the completion of financials and tax returns, as well as processed payroll account receivables and payables
- Ensured all documents were prepared and other necessary requirements secured for export and import activities
- Processed branch reconciliations prioritising accuracy of data; earned credit lines by effectively negotiating with banks
- Coordinated operations, as well as organised, planned and implemented strategies whilst supervising and motivating staff
- Established and maintained communication with clients whilst evaluating their needs and specifications.
ACCOUNTS MANAGER
Manan Group
Gujarat, India
12.2011 - 12.2014
- Ensured the achievement of the department's goals and objectives through supervision of treasury department operations, including design of an organisational structure
- Related borrowing needs to available funds for investment; effectively allocated funds to achieve ongoing operational and capital investment requirements
- Established and sustained a documented system of accounting policies and procedures
- Performed other responsibilities such as management of outsourced functions including cashflow forecasting
- Key Achievements: Implemented a unique business model in the financial restructuring of Manan Taxi Services involving NZD30 million
- Converted the company into profit-generating business reaching 200% increase whilst reducing debt by 98% in 12-months.
ASSISTANT ACCOUNTANT
ICARUS Advisors
Gujarat, India
11.2010 - 11.2011
- Completed sales and purchase ledgers and journals, prepared statutory accounts, as well as calculated and ensured accuracy of payments, amounts and records
- Oversaw the incoming and outgoing daily posts and responded to enquiries by providing updated information.
AUDIT CLERK
Satvajeet A Punwar & Co
Gujarat, India
09.2007 - 08.2010
- Collected records and financial statements created by other employees to check and verify discrepancies
- Ensured accuracy of accounting records and financial data through comprehensive review and rectification of errors
- Performed related duties such as processing invoices and payments, compiling financial data and creating reports.
Education
Xero Payroll Certificate -
XERO
01.2020
Xero Advisor Certificate -
XERO
01.2020
Accounting Technician -
Chartered Accountants Australia & New Zealand
01.2017
Master of Commerce (Accounting) -
Gujarat University L9, India
01.2012
Chartered Accountant, Final Gr1 -
Institute of Chartered Accountants of India
01.2011
Bachelor of Law -
Gujarat University
01.2009
Bachelor of Commerce (Accounting) -
Gujarat University, India
01.2007
Certified Practising Accountant -
CPA Australia
Skills
- Financial & Management Accounting
- IFRS & GAAPs
- Annual Accounts
- Statutory & Taxation Compliances
- Budgeting & Forecasting
- ERP system implementation& improvement
- Internal controls & processes improvements
- Treasury Management
- Financial Modelling
- Project Management
- Effective communication
- Leadership quality
- Stakeholder Engagement
- SAP
- Microsoft D365
- Microsoft Dynamics AX 2012
- Salesforce
- Certinia / FinancialForce
- Xero
- MYOB
- Chris 21
- Crystal Payroll
- Microsoft Office
Attributes
SatvajeetMultiTechPracticingk ethic; trustworthy, committed and hardworking; positive mindset and attitude; enthusiastic, friendly and self-motivated.
Ability to think critically and logically and act decisively; excellent organizational and time management skills; meticulous attention to detail.
Strong communication, interpersonal and relationship management skills.
Ability to work well in a team or independently with minimal supervision.
Professional Affiliation
- Member, Accounting Technician, CAANZ (Chartered Accountants Australia & New Zealand)
- ASA Member, CPA (Certified Public Accountant) Australia
Timeline
ERP Contractor
Department of Conservation
02.2024 - Current
FINANCE MANGER (POLICY DEVELOPMENT)
Allen & Clarke Policy & Regulatory & Specialists Ltd
10.2022 - 11.2023
FINANCIAL ACCOUNTANT (POLICY DEVELOPMENT)
Allen & Clarke Policy & Regulatory & Specialists Ltd
03.2020 - 10.2022
ACCOUNT ASSISTANT (JUVENILE PRODUCTS)
Phil & Teds Most Excellent Buggy Company Ltd
08.2018 - 03.2020
Sole Owner-Operator (BOOKKEEPING SERVICES)
Accountable Outsourcing Private Ltd
09.2016 - Current
JUNIOR ACCOUNTANT (CHARTERED ACCOUNTANTS)
Accounts Icon
08.2016 - 09.2016
ASSISTANT MANAGER
FX MultiTech Private Ltd
06.2015 - 10.2015
ACCOUNTS MANAGER
Manan Group
12.2011 - 12.2014
ASSISTANT ACCOUNTANT
ICARUS Advisors
11.2010 - 11.2011
AUDIT CLERK
Satvajeet A Punwar & Co
09.2007 - 08.2010
Xero Payroll Certificate -
XERO
Xero Advisor Certificate -
XERO
Accounting Technician -
Chartered Accountants Australia & New Zealand
Master of Commerce (Accounting) -
Gujarat University L9, India
Chartered Accountant, Final Gr1 -
Institute of Chartered Accountants of India
Bachelor of Law -
Gujarat University
Bachelor of Commerce (Accounting) -
Gujarat University, India
Certified Practising Accountant -
CPA Australia
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