Priyesh Patel Email & Phone Number

London Area, United Kingdom

London, England, United Kingdom

London, United Kingdom

• Liaising with Partners and Department Managers to ensure reporting requirements are met• Using SQL to query databases and diagnose issues caused by data load failures• Working with the BI team to ensure the developers are on track to complete the work allocated in the current sprint and helping overcome any blockers• Investigating challenging issues around time recording and working with the Financial Systems team to resolve the problems efficiently• Producing user stories for new and existing application and reporting requirements firm-wide• Creating As Is and To Be flow charts on MS Visio for project related work which will help translate the current vs expected processes• Monitoring the General Ledger balances on a daily basis to ensure it does not fall out of balance and if it does, then to identify the root cause and fix the problem• Ensuring the business users are regularly updated on the progress of their requests• Functional support, maintenance, administration and ensuring the integrity of the existing financial and management information systems• User acceptance testing for applications and reports before being made available to the firm• Providing support to the business finance users with the cyclical budget process• Ensuring users are correctly and adequately trained in the systems used to produce key management information and that all processes are fully documented• Training and supervising my team’s junior analyst on the systems used on a day to day basis• Managing calls on ServiceNow that have been assigned to my team by the service desk• Using JIRA for Project Management along with tracking and fixing issues• Managing the Active Directory user groups, to specify different system access for users• Producing monthly and quarterly client reports using WEB Intelligence (SAP)• Managing report templates which are used firm wide for Business Development• Managing the general ledger chart of accounts in Expert (CMS)

London, United Kingdom

• Posting invoices and professional fees onto Expert (CMS)• Processing payments by Cheque, Chaps, BACS and Telegraphic Transfer • Posting Direct Debit payments• Contacting the bank regarding issues with payments• Making sure invoices are paid within the creditors payment terms• Managing a weekly payment allowance of £750k for payments made to creditors• Using Expert to carry out day to day tasks• Contacting individuals to arrange approval for outstanding invoices • Reconciling creditor statements • Daily filing of invoices • Liaising with creditors to ensure our account has no outstanding payments

London, United Kingdom

• Posting payments received into the Firm’s bank accounts• Daily banking of cheques• Liaising with the bank to query payments• Reconciling payment forms• Contacting the revenue team to assign payments to bills

London, United Kingdom

• Meeting and exceeding personal targets as well as with branch targets• Reporting to the manager for daily sales and targets achieved• Opening and closing the store, maintaining the shop floor environment• Making product recommendations to the customers to meet their requirements• Dealing with difficult customer issues and getting them solved as soon as possible• Giving customers product demonstrations to test their suitability and feel for the products

London, United Kingdom

• Archiving files once fees have been written off• Assisting the management accountant with reconciling ledgers and identifying unpaid items• Handling cases to check the status of on-going claims, ensuring payments are up to date and following up overdue payments from clients• Using Proclaim (CMS) to carry out financial tasks such as calculating the costs of cases• Working closely with the management accountant and cost clerk to close 12,000 files requiring prioritisation of time and team working

London, United Kingdom

Bachelor Of Arts (Ba), Business With Finance, 2.1

Applied Ict Gce

Gcses, 9 A* - C Including English And Maths