YUVRAJ PATEL

▪ Oversaw financial planning, annual budgeting, and periodic forecasting to support strategic business decisions.
▪ Prepared and analyzed financial statements, management reports, and variance analyses to track performance and identify trends.
▪ Managed cash flow, working capital, and liquidity to maintain financial stability and support operational needs.
▪ Ensured compliance with accounting standards, tax regulations, and statutory requirements through accurate reporting and documentation.
▪ Monitored costs, controlled expenses, and supported profitability improvements through detailed financial analysis.
▪ Coordinated audits and served as liaison with external auditors, banks, and regulatory authorities.
▪ Developed and implemented financial policies, internal controls, and risk management procedures to safeguard assets and improve governance.
▪ Supported senior management with financial insights, investment evaluations, and business performance reviews to inform decision-making.

▪ Led a team of 8 accounts professionals responsible for end-to-end credit and collections activities for a high-volume catering and food service operation.
▪ Developed and maintained strong relationships with key clients and vendors to resolve payment issues, support smooth communication, and minimize disputes.
▪ Oversaw the full accounts receivable cycle from invoicing through cash application and collections, ensuring timely processing in line with company policies and industry standards.
▪ Managed aging reports and implemented proactive collection actions to reduce overdue accounts and support healthier cash flow.
▪ Implemented and enforced a comprehensive credit policy, including evaluation of new clients and establishment of appropriate credit limits.
▪ Collaborated closely with sales, finance, and operations teams to ensure accurate billing data, information flow, and timely resolution of invoicing and payment issues.
▪ Prepared detailed financial and operational reports on receivables performance, cash flow, and collection trends to inform management decision-making and highlight potential risks.
▪ Utilized Microsoft Dynamics, Xero, and customized Odoo software to streamline and standardize accounts receivable processes.
▪ Trained, coached, and mentored junior staff to enhance team performance, accuracy, and productivity, fostering a culture of ownership and
accountability.

▪ Started my Practicing - CA firm to cater to the needs of clients based at my native place.
▪ Managing organization and individual accounts - supporting them with key account management & financial analysis to comply with statutory requirements to mitigate financial & business risks.
▪ Providing financial services covering Audit, Accounting, Income Tax, T.D.S & GST compliance.
▪ Leading a team of six accountants to perform Financial and Statutor.

01. Managed Australian taxation - VAT and Corporate tax and recurring compliance.
02. Finalisation and Submission of Individual, Corporate, Partnership & Trust Returns.
03. Assisted in the finalization of Befree group accounts & preparation of final Tax return.
04. VAT compliance for India, and Australia-based clients.

01. Conducted Annual Statutory audits of State Bank of India & Dena Bank branches.
02. Managed recurring Internal audits of Central Bank of India & Dena Bank branches.
03. Supported domestic clients with Accounting, Income Tax, FEMA, T.D.S & GST compliance.

01. Managed Annual finalization of books of accounts, and liaised with banks for Project Financing.
02. Coordinated with local authorities and corporations to finalize contract bills. - AUDA, Ahmedabad Municipal Corp and others.
03. Ensured business development & quoting best rates through filing e-tenders and compliance with finance bids based on tender criteria.