Aniket Katkar
Navi Mumbai
Summary
Adept at navigating complex financial landscapes, I leveraged analytical research and account reconciliation skills at Datamatics Business Solution LTD to enhance financial accuracy and integrity. My tenure at CA Jayant M Chavan & Co. underscored my proficiency in tax law and statutory reporting, achieving streamlined compliance and operational excellence.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Accountant
Datamatics Business Solution LTD
Mumbai
01.2023 - 12.2024
- Finalization of accounts for hospitals in the UK.
- Prepared balance sheet reconciliations for review by management team.
- Assisted with the preparation of financial statements in accordance with generally accepted accounting principles.
- Reconciled bank statements for multiple accounts on a monthly basis.
- Coded invoices to maintain organized and accurate records.
Article Assistants
CA Jayant M Chavan & Co.
Thane
11.2019 - 11.2022
- Statutory and tax audit of companies and firms.
- Income tax, TDS, and GST return filing.
- Preparation of financial statements (Balance Sheet & Profit & Loss)
- ROC Compliance.
- Finalization of Accounts.
Financial Analyst
State Street Syntel
Airoli
05.2019 - 09.2019
- Analyzing exceptions, pursuing high-value discrepancies in payment, and informing the client or chasing the custodian bank if required.
- Managing multiple client data compared with custodians, brokers, or counterparties related to internal trade cash, position records, or to each other, in any combination.
- Performance checks are implied on a daily basis for each portfolio of different securities and custody to ensure that correct payments are reflected on the pay date to the client.
Relationship Manager
HDFC Securities Limited
Thane
11.2017 - 04.2019
- Single point of contact for relationships virtually.
- Outbound and inbound calls to reach the mapped customer base on a daily basis.
- Cross-sell/Up-sell to increase product penetration.
- Interact with clients on research calls, and provide advisory services to keep clients active and increase revenue.
Education
Institute of Chartered Accountant India
MumbaiM.Com - Commerce
Mumbai University (Correspondence)
Mumbai01.2019
B.Com - Commerce
Ramanand Arya DAV College
Bhandup, Mumbai01.2017
12th - Commerce
H.K. Gidwani Cos. English High School & Junior College
Mulund, Maharashtra01.2014
10th -
Gramin Shikshan Sanstha's English Medium School
Saphale, Maharashtra01.2012
Skills
- Tax return preparation
- Statutory and tax audit
- Income tax, TDS, and GST return filing
- Bank reconciliation
- Professional skepticism
- Cost accounting
- Microsoft Excel proficiency
- Accounting and bookkeeping
- ERP systems
Certification
- NISM - Series V-A: Mutual Fund Distributors Certification Examination, 2017
- KLiC Certificate Course in Financial Accounting with Tally ERP 9, 2016
- SITH Certified Advanced Excel, 2016
- Maharashtra State Certificate in Information Technology (MS-CIT), 2015
- Xero Certification
Personal Information
Date of Birth: 18/06/1996
Address: Room No. 2, Janai Niwas, Near Dwarka Apt, Gothivali Gaon, Rabale
Extracurricular Activities
- Participated in Share Bazaar - Live Trading Room, a 3-day workshop from 01/23/17 to 01/25/17, arranged by the Navinchandra Mehta Institute of Technology and Development (NMITD) and the Bombay Stock Exchange (BSE)
- I participated in Run for the Planet, 10.50 km for college, college fest organizing, and college cultural activities
Hobbies and Interests
- Listening to Music
- Hanging out with friends
- Traveling new places
- Reading Books
- Watching TV
- Playing Indoor Games (Chess, Carrom, Table Tennis)
- Outdoor Games (Cricket, Football)
Languages
English
First Language
Marathi
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Accountant
Datamatics Business Solution LTD
01.2023 - 12.2024
Article Assistants
CA Jayant M Chavan & Co.
11.2019 - 11.2022
Financial Analyst
State Street Syntel
05.2019 - 09.2019
Relationship Manager
HDFC Securities Limited
11.2017 - 04.2019
Institute of Chartered Accountant India
M.Com - Commerce
Mumbai University (Correspondence)
B.Com - Commerce
Ramanand Arya DAV College
12th - Commerce
H.K. Gidwani Cos. English High School & Junior College
10th -
Gramin Shikshan Sanstha's English Medium School
Similar Profiles
SAGHAR JIVRAJ KARELIASAGHAR JIVRAJ KARELIA
Accountant at Datamatics Business Solution Ltd.Accountant at Datamatics Business Solution Ltd.
Ankita Uday TambeAnkita Uday Tambe
Senior Executive at Alexander Mann SolutionSenior Executive at Alexander Mann Solution
Elisa Ramos da Cunha BaerElisa Ramos da Cunha Baer
CSR Portuguese - Chat Support at Datamatics RJ Globus Solution IncCSR Portuguese - Chat Support at Datamatics RJ Globus Solution Inc