Urvi Panchal

• Managed month-end accounting, including financial reviews, payroll, AP/AR, and reconciliations under IFRS and US GAAP. • Used QuickBooks, Xero, Sage, and Bill.com to streamline accounting processes. • Prepared financial statements and management reports for business decisions. • Worked with cross-functional teams to improve reporting and efficiency. • Handled US individual and corporate tax filings using UltraTax, ensuring IRS compliance.

• Performed bookkeeping, bank reconciliations, and maintained accurate financial records. • Prepared working papers, schedules, and supporting financial documentation. • Managed client communications and resolved accounting queries. • Processed payroll, VAT returns, AP/AR, invoices, and reconciliations. • Utilized Xero, QuickBooks, Sage, Dext, and VT+ to streamline accounting and reporting processes.

• Prepared and verified brokerage contracts, invoices, and payment records, ensuring accuracy. • Maintained daily purchase and sales documentation for timely transaction recording. • Provided administrative and transaction reporting support to enhance operational efficiency. • Coordinated documentation between internal teams and external vendors, improving communication and workflow effectiveness.