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 responsibilities (ie, deposits) and assist with OHIP billing initiatives as required

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 reconciliation.• 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 immediately within a week.• 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