Krutarth Patel Email & Phone Number

Canada

Toronto, Ontario, Canada

Assisted in preparing investment performance monitoring reports both to existing and prospective investors.Maintained regular communication with investors and portfolio companies regarding financials.Managed the finance deliverables in the year-end and interim period end investor reporting processes for the funds, including applicable financial performance metrics.Managed KPI database to monitor all portfolio companies.Lead the Affinity database with quarterly data entry and creating portfolio analytics report for upper management.

Toronto, Ontario, Canada

Mitigated financial risk with four accurate daily financial reconciliations between RBC asset purchases and daily trades with U.S. and Canadian brokerages.Ensured the reconciliations and data control platform met all internal and external Audit/Regulatory/Compliance requirements with the use of the Canadian Depository for Services (CDS).Supported management with 2500+ month-end/ quarter-end asset reconciliations with various private and public companies.Worked closely with various Business Client Services groups to investigate variances identified in the reconciliation process and perform adjustments like write-offs as required.Oversaw 1000+ client account transactions to ensure optimal performance using multiple internal company software.

Kitchener, Ontario, Canada

Drafted 1500 documents, letters and various correspondence including processing mailouts to clients regarding their tax information. Combined documents into internal systems, created formal documents in an insolvency database and prepared statutory correspondence as part of bankruptcy and proposal filings.Handled over 1100 debtors: communicated thoroughly, summarized each debtor's estate, authorized for insolvency as well as created prior and pre/post-tax returns.Improved efficiency of pre/post returns by creating 1100 estate summarises of clients, reducing time to complete a return by 25%

Responsible for organizing and conducting recruitment, social, and networking events. Reached out to industry professionals using strong communication skills asking them for supporting our events.Hosted a virtual recruitment event with Martinrea International inviting their chairman, recruiters, directors and managers. Had an attendance of 50 students and 15 Martinrea International associates. Hired directors to work under the VPs by interviewing and going over 20 resumes.

Mississauga, Ontario, Canada

Worked alongside professionals to evaluate and test business process controls, bookkeeping/payroll applications and invoices to support financial settlement audits. Increased total workflow by 10%Assessed market competition while analyzing sales reports and managed daily transactions with accuracy.Assisted with financial planning for mergers and acquisitions while delivering adequate advice on seeking equity to grow the business

Kitchener, Ontario, Canada

Maintained high standards of food and quality by reviewing shipments, overseeing preparations and monitoring food safety.Set and enforced performance and service standards to keep a consistent high-quality positive environment devoted to customer satisfaction.Supervised a diverse team of restaurant staff while also implementing strong inventory control and auditing of the stockroom. Maintained and developed a positive dining experience for families while ensuring that all Occupational Safety and Health Act policies are being met. This resulted in a 13% positive increase in Google reviews.Consistently exceeded monthly sales goals by 7% and ensured operating qualities are in line with franchise requirements.

Milton, Ontario, Canada

Noted swimming level of students, developed lesson plans, wrote more than 100 seasonal report cards, conducted swimming lessons and performed weekly evaluations to determine progress.Ensured a safe work and practice environment and procedures and established policies, rules, and regulations for the swimmers. Managed various age groups ranging from toddlers to seniors.

Accounting And Finance

Education record