Summary
Overview
Work History
Education
Skills
Personal Information
Languages
References
Hobbies and Interests
Disclaimer
Business Analysis Report
Socialexperience
Timeline
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ADITYA PHADKE

Mumbai

Summary

Results-driven financial and business leader with expertise in optimizing operations, managing client relationships, and enhancing team efficiency. Skilled in financial analysis, budgeting, and strategic planning in both corporate and non-profit sectors. Proven ability to negotiate contracts, streamline processes, and ensure regulatory compliance for impactful results.

Overview

13
13
years of professional experience

Work History

Assistant Manager

Phadke Travel Agency
Mumbai
06.2017 - Current
  • Managed daily business operations and team efficiency
  • Evaluated market competition to maintain an edge
  • Built client relationships, leading to repeat business
  • Negotiated supplier contracts, reducing costs
  • Assessed customer needs and proposed solutions
  • Trained staff to enhance business functions
  • Increased customer satisfaction through efficient processes

Deputy Chairman

Mumbai
08.2012 - Current
  • Collaborate with auditors during annual audits
  • Prepare and analyze financial statements, ensuring accuracy and compliance
  • Develop and monitor budgets to align with trust goals
  • Conduct financial forecasting, cash flow management, and variance analysis
  • Optimize donation and grant allocation for maximum impact
  • Assist in financial reporting for donors, trustees, and regulatory bodies
  • Ensure compliance with financial regulations and tax obligations
  • Evaluate project cost-effectiveness with program managers

Education

M.COM - Banking and Finance

University of Mumbai
Mumbai
05.2020

CFA LEVEL 2 PASSED - Finance

CFA INSTITUTE
USA
08-2019

B.COM - BMS

University of Mumbai
Mumbai
05.2017

HSC -

Maharashtra Board
Mumbai
05.2014

SSC -

Maharashtra Board
Mumbai
05.2012

Skills

  • Ability to work under pressure
  • SPSS
  • Microsoft Office
  • Team Leadership
  • Strategic planning
  • Financial analysis
  • Business Analysis
  • Data Crunching
  • Company Analysis

Personal Information

  • Date of Birth: 06/21/97
  • Nationality: Indian

Languages

  • Marathi
  • English
  • Hindi

References

  • Dr. (Prof.) Smita Kuntay, Sydenham College, smita.kuntay@gmail.com, 9819821520
  • Mr. Ravi Singh, HULAHUL Foundation, chairman.hulahulfoundation@gmail.com, 7977005423

Hobbies and Interests

  • Investing & Stock Trading
  • Reading Finance & Business Books
  • Data Analysis & Financial Modeling
  • Budgeting & Personal Finance Management
  • Blogging or Writing

Disclaimer

I hereby declare that the information provided in this CV is true and accurate to the best of my knowledge.

Business Analysis Report

Report on Life Insurance Industry, Mumbai, 10/01/20, 01/01/21

Socialexperience

Deputy Chairman, Mumbai, 08/01/12, Collaborate with auditors during annual audits., Prepare and analyze financial statements, ensuring accuracy and compliance., Develop and monitor budgets to align with trust goals., Conduct financial forecasting, cash flow management, and variance analysis., Optimize donation and grant allocation for maximum impact., Assist in financial reporting for donors, trustees, and regulatory bodies., Ensure compliance with financial regulations and tax obligations.

Timeline

Assistant Manager

Phadke Travel Agency
06.2017 - Current

Deputy Chairman

08.2012 - Current

M.COM - Banking and Finance

University of Mumbai

CFA LEVEL 2 PASSED - Finance

CFA INSTITUTE

B.COM - BMS

University of Mumbai

HSC -

Maharashtra Board

SSC -

Maharashtra Board
ADITYA PHADKE