About Neel Patel:
• * Calculating and preparing cheques for payroll • Keeping financial records and establish, maintaining and balance various accounts using manual and computerized bookkeeping systems • Maintaining general ledgers and financial statements • Posting journal entries • Preparing other statistical, financial and accounting reports • Preparing trial balance of books • Reconciling accounts
Experience
FINANCIAL WORK EXPERIENCE
Bookkeeper May 2022 – Dec 2022
Kelly Services, Mississauga, ON
- Prepared draft tax forms for clients
- Worked on general ledger, created trial balance, balance sheets, income statements
- Verified and reconciled accounts
- Payroll administration and making Payroll Cheques
- Kept financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
- Prepared Statistical, Financial and Accounting Reports for the business
- Supporting in Internal Business audits
Investment Representative July 2021 – Jan 2022
State Bank of India (SBI), India
- Met with clients to develop a personalized investment strategy to help them meet their goals based on their financial objectives, risk tolerance and investment preferences
- Monitored clients’ investment portfolios and made recommendations on investment products based on clients’ objectives and market conditions including: stocks, bonds, mutual funds, shares.
- Performed financial analysis of investment opportunities and assessed potential risks and returns.
- Maintained strong relationships with clients and answered questions promptly
RETAIL SALES WORK EXPERIENCE
Customer Service Representative (Cashier) Sept 2022 – Present
Walmart, Mississauga ON
- Greeted clients and provided exceptional customer service in a fast paced environment
- Sold, cross-sold and upsold various products including warranties and Walmart credit cards
- Accepted payment by credit, debit and cash
- Proficient with CRM Software
- SLEPOS: Successfully used return and claims system
Education
EDUCATION
Business Administration Accounting Diploma Jan 2022 – April 2023 Sheridan College, Brampton, ON
Canadian Securities Course Feb 2023 - April 2023
Canadian Securities Institute, Brampton, ON
Investment of Funds in Canada March 2023 – May 2023
Canadian Securities Institute, Brampton, ON
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