Bansari Patel Email & Phone Number

Toronto, Ontario, Canada

· Manage and resolve all Finance Inquires inbox on a timely basis.· Assist in keeping internal databases up to date in sync with all relevant information, including Salesforce & Workday· Compile and manage list of uncollected fees at month-end and fees due for credit cards that were declined during the month· Backup for Accounts Receivable administrative.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Engaged and empathetic peer mentor with a proven track record of providing valuable guidance and support to fellow students.
• Demonstrated effective communication and active listening skills to create a welcoming and inclusive mentee environment.
• Facilitated regular one-on-one sessions, workshops, and group discussions to foster academic and personal growth.

Toronto, Ontario, Canada

• Represent and advocate for the interests and concerns of students to the school administration.
• Serve as a communication link between students and the administration, ensuring information flows both ways.

Toronto, Ontario, Canada

• Conducting thorough financial analyses for clients, assessing their current financial status, and identifying opportunities for improvement.
• Developing personalized financial plans based on individual client goals, risk tolerance, and financial objectives.
• Offering insights into insurance products and services to address clients' protection needs, including life insurance, health insurance, and other relevant coverage.
• Educating clients on financial literacy and providing ongoing consultation to ensure they are aware of their financial options.

Mississauga, Ontario, Canada

• Led diverse teams in executing impactful projects, fostering collaboration, and promoting student engagement.
• Demonstrated effective communication, problem-solving, and organizational skills through successful planning and execution of events.
• Dedicated to empowering peers, amplifying student voices, and contributing to a vibrant and inclusive campus community.

Gujarat, India

• Conducted financial analysis and prepared monthly financial reports to assist management in making informed business decisions.
• Performed monthly Control account reconciliations for Petty cash, and Bank Accounts, increasing accounting accuracy by 35%; prepared most month-end closing accounts, validating general ledger accounts for balance sheet.
• Prepared cost reduction proposal for Supply Department, reducing operating costs by 35%; spearheaded supervision on inspections and inventory of equipment, assuming duties of Aviation Support Division Officer.
• Evaluated e-pay tax and outstanding tax amounts, ensured compliance, and developed algorithms for speedy data entry; collaborated with over 100 clients in e-filing income tax returns and financial statements.

India

Postgraduate Degree, Financial Planning And Services

Postgraduate Degree, International Business, 3.5

Activities and Societies: Head committee member of the Sexual Health and Violence Committee.

Bachelor Of Business Administration - Bba, Finance, General, 3.7

Activities and Societies: Organized Spoural events