CA Vandana Patel

Chief Strategy Officer (CSO) at ANAV Global
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Location
US

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Experience

    • United States
    • Outsourcing and Offshoring Consulting
    • 1 - 100 Employee
    • Chief Strategy Officer (CSO)
      • Jun 2021 - Present

      Virtual Accounting & Tax Return Preparation | Cloud Solutions for Accounting Firms & all types Businesses. Virtual Accounting & Tax Return Preparation | Cloud Solutions for Accounting Firms & all types Businesses.

    • United States
    • Financial Services
    • 400 - 500 Employee
    • Senior Team Lead
      • Sep 2017 - May 2021
    • Consultant
      • Feb 2016 - Aug 2017
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Reporting (Mutual Fund Business) - Edinburgh Region
      • Mar 2012 - May 2013

       Finalization of Accounts for Mutual Funds, correcting system NAV by posting journal entries for various adjustments missed by Accounting Team.  Preparation of Balance Sheet, Statement of Return, other schedules and backups for statutory Audit.  Preparation of Distribution Packs to arrive at dividend rates and amount to be paid to Unit holders.  Preparation of Manager’s Report for reporting to client, performance of Mutual Funds.  Manage, prepare and review checklists on regular interval for better controls and identify procedural weaknesses.

    • As Accounts executive
      • Sep 2011 - Mar 2012

       Ensuring necessary controls are in place for commission based trading business, identify and resolve issues affecting the general ledger.  Posting journal entries and preparing trial balances for month end and work closely with various stakeholders, trading books and Settlements books reconciliations.  Ensuring necessary controls are in place for commission based trading business, identify and resolve issues affecting the general ledger.  Posting journal entries and preparing trial balances for month end and work closely with various stakeholders, trading books and Settlements books reconciliations.

    • Chief Accountant
      • Apr 2006 - Aug 2011

       Statutory Audit and Internal Audit of various clients.  Tax Audit of Individuals, Partnership Firms and Private Limited Companies.  Vouching of Purchase book, Sales Book, Cash Book and Journals for Manufacturing Industry  Internal & Statutory Audits of Private Limited Companies, Co Operative Societies, Trusts and Partnership Firms based on Accounting and Auditing Standards.  SEBI half yearly monthly Compliance Audit of Stock Brokers.  Prepared income tax returns of various clients Individual, partnership firms and private limited companies and filing returns under both manual and electronic form, Calculations of Service Tax Liability and filling Form ST3.

Education

  • ICAI
    CA, income tax and international taxation

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