Deepkumar Patel Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pa, Us

● Led and supervised a team of five individuals in reconciling payments spanning from 2020 to 2023 for both Planet Forward and Planet Forward Energy Solutions.● Established and executed deadline goals for each client, and objectives for each team member within two divisions in a timely manner. ● Supervised the work of each team member to guarantee data accuracy, facilitating the formulation of final decisions for each client.● Instructed new employees on using various VMS/MSP… Show more ● Led and supervised a team of five individuals in reconciling payments spanning from 2020 to 2023 for both Planet Forward and Planet Forward Energy Solutions.● Established and executed deadline goals for each client, and objectives for each team member within two divisions in a timely manner. ● Supervised the work of each team member to guarantee data accuracy, facilitating the formulation of final decisions for each client.● Instructed new employees on using various VMS/MSP softwares in order to complete reconciliation. Show less

● Contributed to a project by conducting research and rectifying past payment discrepancies to minimize impact on the current payment application and collections process. ● Solely responsible for daily cash applications procedure for Planet Forward and Planet Forward Energy Solutions.● Prepared and reconciled outstanding payments. ● Resolved any discrepancy that occurs during the cash application procedure.● Instructed new hires on executing the cash application procedure and… Show more ● Contributed to a project by conducting research and rectifying past payment discrepancies to minimize impact on the current payment application and collections process. ● Solely responsible for daily cash applications procedure for Planet Forward and Planet Forward Energy Solutions.● Prepared and reconciled outstanding payments. ● Resolved any discrepancy that occurs during the cash application procedure.● Instructed new hires on executing the cash application procedure and resolving discrepancies on Workday through the utilization of customer-related VMS/MSP software.● Responsible for doing daily cash upload. Show less

700 Keystone Industrial Park Dunmore Pa 18512

● Managed major accounts AR. Act as a liaison with enterprise accounts to resolve billing issues, manage past due balances, and ensure proper billing. ● Assisted customers regarding collections issue, refunds, write-off, adjustment, and credit requests. ● Prepared monthly aging for the clients. ● Worked closely with other departments to resolve any disputes.

Scranton, Pennsylvania, United States

• Prepared Local, State, and Federal tax return for clients• Provided future tax planning and financial advice for clients• Advised clients about the full tax preparation process

Master'S Degree, Accountancy, 3.93/4.0

Bachelor'S Degree, Bachelor Of Science In Business Administrtion Accounting Concentration

Clubs: Member, Indian Student Organization Member, Business Club Member, Information Science, and Technology