CA Niel Patel

Operations Associate

Ahmedabad, Gujarat, India6 yrs 9 mos experience

Most Likely To Switch

Key Highlights

Expert in Financial Planning and Analysis.
Proven track record in optimizing financial processes.
Strong background in statutory audits and compliance.

Stackforce AI infers this person is a Financial Analyst with expertise in Fintech and Corporate Finance.

Contact

Skills

Core Skills

Financial Planning And Analysis (fp&a)Management Information Systems (mis)Financial AnalysisPerformance TrackersStatutory AuditFinancial PreparationAccounting

Other Skills

Analytical SkillsBudgetingBusiness PlanningCommunicationCorporate FinanceCorporate LawEnglishFinanceFinancial AccountingFinancial AuditsFinancial ModelingFinancial Process ImprovementFinancial ReportingFinancial Statement AnalysisForecasting

About

Finance & Business Enthusiast and Experienced with a demonstrated history of working in the financial services & IT industry. Strong administrative professional with a CA - Chartered Accountant focused in Banking, Corporate, Finance and Securities Law from The Institute of Chartered Accountants of India.

Experience

Adani group

Assistant Manager

Apr 2024 – Present · 1 yr 11 mos · Ahmedabad, Gujarat, India · On-site

Adani New Industries Limited (Green Hydrogen & Electrolyser Manufacturing Business)
Financial Planning & Analysis (FP&A):
Led the annual budget preparation and collaborating with business units to ensure financial planning aligned with strategic business goals in a fast paced start-up environment.
Developed and maintained Management Information Systems (MIS) reports, delivering actionable insights on financial performance and variance analysis for senior leadership.
Built a comprehensive Capital Management Plan Financial model, supporting capex evaluations, tracking expenditures and assisting with strategic funding decisions.
Performed budget management controls by monitoring budget vs. actuals, flagging deviations, initiating corrective actions with project teams and ensuring disciplined financial governance across CAPEX activities.
Ensured strong financial book hygiene through timely reconciliations and journal reviews, proactively following up with stakeholders for clearance of open GR/IR, Advances and aged line items maintaining accurate and clean ledger.
Supported fund management activities, including cash flow monitoring, payments review and authorization and liaising with banks to assist Treasury operations ensuring optimal liquidity management.
Supported SAP ERP migration, handling financial data mapping, user acceptance testing in SAP FI/CO & PS modules, identifying data inconsistencies and ensuring a smooth transition from legacy systems.
Drove process improvements across budgeting, reporting, and financial control processes—standardizing templates, automating recurring reports in Excel, and enhancing overall data quality and reliability.

Financial Planning and Analysis (FP&A)Management Information Systems (MIS)BudgetingFinancial ReportingStakeholder ManagementSAP ERP

Wipro

Senior Executive Finance

May 2022 – Jan 2024 · 1 yr 8 mos · Bengaluru, Karnataka, India

Central Business Finance(FP&A) & O2C Analytics:
Assisting the team to optimize the Gross Margins for the Segment (driving more than 60% of Entity’s Total Revenue) by deep diving into various Revenue Streams and majorly People Costs(contributing more than 70% of the Total Cost) and analysing the deviations.
Preparation of various Performance Trackers (MIS) to track the Revenue, Invoicing, Hiring & Attrition, People Cost etc. and reporting it for management review and action.
Conducting Financial Analysis to highlight the deviations vis a vis trends & the targets set by the management to drive business efficiency and margin improvement.
Arriving at Quarterly Estimates and assist in forecasting to ensure annual budgets are prepared in line with management expectations and long term business plans.
Hand in hand co-ordination with the Strategic Hubs Finance Leaders amongst the Segment to update and consolidate the Revenue Forecasts using Net Additional trajectories and present to Leadership team.
Helping the Team in preparing SOPs and to Automate the Processes which results into saving of time and enhancing productivity in the team.

Financial AnalysisPerformance TrackersForecastingSOP PreparationProcess Automation

Dhirubhai shah & co llp

Article Assistant

Mar 2019 – Oct 2021 · 2 yrs 7 mos · Ahmedabad, Gujarat, India

Statutory Audit of Listed Companies, Banks, NBFC, Unlisted Public & Private Companies, Government Authorities, LLPs, Trusts and Firms
Preparation of Financials, Various Audit Reports, Income Tax Returns, GST Returns, Certificates for Listed Companies, Unlisted Public & Private Companies, Government Authorities, LLPs, Trusts and Firms
Internal System and Process Audit of a Government Authority
Assisted in a Merger Acquisition Transaction of Private Limited Companies in Preparation of Financials and Valuation Aspect
Concurrent Audit of a Government Bank
Assisted in Due Diligence Work of an Private Limited Pharma Company
FEMA Audit of a Zonal Bank
Conducting knowledge session

Statutory AuditFinancial PreparationIncome Tax ReturnsGST ReturnsInternal Audit