1. Naman Patel
 +91-9428114334, +91-9898157037, +254-732429340
 naman8485@gmail.com
Personal Statement
To acquire skills and knowledge in the field of accountancy, treasury management,
audit and tax while aiming towards higher growth and better prospects for the
company through my competency, hard work, dedication for the organization and
adaptability at multidisciplinary jobs.
Education
Exam Board of
Studies
Marks Obtained
ACCA Affiliate Association of
Chartered Certified
Accountants
51%
C.A. Final I.C.A.I Group I Cleared 51%
C.A. Inter I.C.A.I 51%
ACCA Part
Qualified
Association of
Chartered Certified
Accountants
51%
Certificate in
Comprehensive
Technical Training
Program
Government of
Gujarat – Ahmedabad
Management
Association Center for
International Trade
Grade A
Diploma in Foreign
Exchange
Government of
Gujarat – Ahmedabad
Management
Association Center for
International Trade
94%
T.Y.B.com S.M.P.I.C.
Guj.University
64.44%
H.S.C. G.S.E.B. 70.83%
S.S.C. G.S.E.B. 75.86%
C.A. final Group II appearing in November 2017.

2. Experience
I. Financial controller – Details of company to be provided on request
(Currently Working)
Job Description includes looking after the overall finance and
accounts of the company, and developing and managing a team of
4 accountants.
Duties include:
 Management of the finance function and overseeing the finance
team
 Preparation of budgets, forecasts and cash flows
 Maintenance of financial ledgers and accounting processes
 Preparation of Monthly Consolidated P&L and Balance Sheet
 Timely production of statutory and internal financial reports
 Financial modelling and analysis
 Cash management and treasury duties
 Ensuring that appropriate systems and internal controls are
implemented and maintained
 Overseeing the Payroll process
 Preparation of VAT returns
II. Team Leader - Pacific Global Solutions Ltd (UK Division)
(1st January 2014 – 30th September 2014)
 Worked as Team Leader in Accounts Finalization Process of UK
Outsourcing Firm. The process includes personnel management,
work allocation to subordinates, using combination of analytical
procedures and substantive test to confirm that all the expenses
are recorded properly and preparing working papers for the same,
and to incorporate tax planning in bookkeeping stage in order to
smooth out the finalization part. Also to prepare daily reports to
be submitted to management.
III. Visiting Faculty – H.L. Centre for Professional Education (A leading
college in
Gujarat, India)
Knowledge Academy (A Premier Tuition Provider
in Gujarat, India)
 Giving lectures to students of ACCA and CIMA. At all levels.
 For ACCA had taught the papers F2, F3, F5, F7, F9, P2, P4.
 For CIMA had taught the papers C01, C03, P1, P2, P3 and can
teach F1, F2, F3 as well.

3. IV. Accounts Manager cum Wealth Manager – Estate of Lalitmohan
Narottamdas
(1st November 2006 – 25th September 2014)
 Worked as Accounts Manager cum Wealth Manager for Individual
and assisting Executors in dealing with distribution process as per
instructions of the will and liquidating assets and getting best
prices of assets and investing the said amount at best risk return
trade-off till the executors decide to apply the funds so generated
for distribution to beneficiaries.
 Had appeared before Honorable Judge’s in order to carry out
Criminal Proceedings and assisted advocate for the same and had
power to take decisions regarding the case matter under Power of
Attorney.
V. Professional Tax Return Preparer
(1st April 2010 – 30th September 2014)
 Worked as Tax Return preparer.
 Worked in collaboration with Commissioner of Income tax Ward
VII. To help assesses in filing E-Returns.
 Working knowledge of Direct tax & Indirect tax.
 Have made presentations before legal authorities.
 Have sound knowledge of preparing budgets, and employing
controls to stick to budgets to control expenditure and for audit
purpose.
VI. Articleship Training – G.B.Patel & Co.
(1st August 2008 – 31st July 2011)
 Experience of Articleship at G.B.Patel & Co. between August 2008
to July 2011.
Certifications
 Certificate in Comprehensive Forex Technical Training Program
held by Government of Gujarat-Ahmedabad Management
Association Centre for International Trade.

4.  Diploma in Foreign Exchange with 94% from Government of
Gujarat-Ahmedabad Management Association Centre for
International Trade.
Personal Information
 Name : Naman Gautambhai Patel
 Date of Birth : 4th
April 1985
 Gender : Male
 Linguistic Proficiency : English, Hindi and Gujarati
 Address : 9, Monanagar Society, Near
Nehrunagar,
S.M.Road, Ambawadi,
Ahmedabad-380015.