Ashish Lokhande
Amravati
Summary
Experienced in structuring, consolidating, and analyzing financial data with a track record of success in leading finance and accounts operations in the banking industry. Managed various departments including banking, sales & marketing, operations, administration, CASA, branch banking, and team management while maintaining long-term customer relationships through the delivery of high-quality service. Led the sales, service, and distribution of assets for diverse customer segments such as mass, affluent NRIs, and government services through multiple channels including outbound sales teams, relationship teams, and other alternate channels. Skilled in SLA and KPI management, client communication and interaction, training and performance management, predictive analysis, consulting, escalation management, risk analysis, and project execution. Resourceful Account Manager with excellent client oversight, issue resolution, and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
9
9
years of professional experience
Work History
Account Manager
SD Geotesting Solutions & Consultant
Amravati
01.2024 - Current
- Managed the preparation of financial records on a monthly, quarterly and annual basis which included documents like balance sheets, income statements and cash flow statements.
- Analyzed cash flow, budget variances and other financial performance indicators to surface trends, identify risks and opportunities for improvements.
- Conducted variance analysis and financial forecasting to assess financial health of the laboratory, identified areas for cost optimization, supported strategic decision-making.
- Supported the top-level executives in developing long-term plans based on comprehensive data analyses.
- Maintained adherence to geotechnical laboratory industry regulations, tax laws, and accounting standards.
- Implemented timely audit schedules to coordinate internal and external audits.
- Developed a work culture that promotes collaboration, support, and accountability among the accounting team members to drive continuous improvement.
- Simultaneously managed multiple accounts and consistently met deadlines.
- Developed accurate and detailed monthly financial reports for all accounts.
- Established and maintained productive partnerships with clients and colleagues.
- Managed accounting responsibilities and successfully handled accounting tasks using Tally software.
- Conducted bank reconciliation for various bank accounts and successfully managed GST, Salary Account with EPF, P. Tax, Income Tax, TDS. Completed yearly returns through effective utilization of online and offline correspondence.
- Established an Internal Audit mechanism to ensure compliance and precision.
- Generated daily sales reports and monthly finance reports.
- Prepared monthly invoices for rent, CAM, utilities, and other expenditure invoices.
- Oversaw receivable and payable accounts for all clients.
- Proactively followed up via phone calls and emails to ensure timely payments of raised invoices and security deposit amounts.
- Performed day-to-day banking transactions and provided support to other departments, such as mall operations and marketing events.
- Proficient in E-Invoicing and knowledgeable in Tally + ERP systems.
- Led the account finalization process at year-end, and successfully finalized the balance sheet.
- Conducted vendor reconciliations and bank reconciliations. Managed accounting responsibilities in the Account department. -
- Successfully handled accounting tasks using Tally software.
- Conducted bank reconciliation for all bank accounts, including GST, Salary Account with EPF, P. Tax, Income Tax, TDS, and completed yearly returns with online and offline correspondence.
- Implemented an Internal Audit system to ensure accuracy and compliance.
- Generated daily sales reports and monthly finance reports.
- Oversaw receivable and payable accounts for all clients.
- Proactively followed up via phone calls and emails to ensure timely payments of raised invoices and security deposit amounts.
- Performed day-to-day banking transactions and provided support to other departments, such as mall operations and marketing events.
- Proficient in E-Invoicing and knowledgeable in Tally + ERP systems.
- Led the account finalization process at year-end and successfully finalized the balance sheet.
- Conducted vendor reconciliations and bank reconciliations. - Ensured accurate reconciliation of GST and TDS.
- Conducted regular reconciliations of clients' ledger receivables and payables on a monthly and yearly basis.
- Ensured accurate reconciliation of GST and TDS. - Conducted regular reconciliations of clients' ledger receivables and payables on a monthly and yearly basis.
Executive Finance Officer
Keabis Tech Pvt Ltd (Site Location TCC Mall)
Amravati
08.2022 - 12.2023
- Managed accounting responsibilities in the Account department.
- Successfully handled accounting tasks using Tally software.
- Conducted bank reconciliation for all bank accounts, including GST, Salary Account with EPF, P.Tax, Income Tax, TDS, and completed yearly returns with online and offline correspondence.
- Implemented an Internal Audit system to ensure accuracy and compliance. Generated daily sales reports and monthly finance reports.
- Prepared monthly invoices for rent, CAM, utilities, and other expenditure invoices.
- Oversaw receivable and payable accounts for all clients.
- Proactively followed up via phone calls and emails to ensure timely payments of raised invoices and security deposit amounts.
- Performed day-to-day banking transactions and provided support to other departments, such as mall operations and marketing events.
- Proficient in E-Invoicing and knowledgeable in Tally + ERP systems
- Led the account finalization process at year-end, and successfully finalized the balance sheet.
- Conducted vendor reconciliations and bank reconciliations.
Accountant
Krishi Vigyan Kendra, Durgapur
Amravati
02.2020 - 08.2022
- Working with the Finance Controller in the preparation of annual budgets, monthly forecasts, and strategic plans; managing the annual budgeting exercise.
- Maintaining cross-functional coordination with the Account departments of KVK and Administration.
- Supervising accounting of all projects run by KVK and sponsored by the Department of Biotechnology, New Delhi, CRIDA, Hyderabad, and the Indian Meteorological Department, Pune.
- Managing Bank Reconciliation of All Bank A/c, GST, Salary Account with EPF, P.Tax, Income Tax, TDS, and Yearly returns with online and offline correspondence. Working in the Internal Audit system with the Office Superintendent.
- Reporting to external stakeholders (Donor Agencies) on Budget vs Actual Spent and coordinating with Internal Project Managers on financial positions of their projects
- Managing the capital budget and project approvals; supporting capital management controls projects.
- Recording general ledger accounts by creating journal entries, reconciling accounts receivable, analyzing, and reconciling accounts payable ledgers.
- Tracking the issues, payments, expenditures details at the site, and reconciling the daily progress reports.
- Adhering to accounting controls by following policies and procedures in compliance with legal requirements.
- Reconciling the accurate AR, AP, and bank balance on a monthly basis; resolving the debtor and creditor issues pertaining to receivables and payables.
- Maintaining and reconciling accounts, as well as preparing reports; creating, documenting, and posting complex journal entries; recording various intercompany transactions and cost allocations.
- Evaluating the possible reasons for variation in reconciliation reports.
- Managing government portal (Public Finance Mgt System) in the organization.
Assistant Manager Marketing
Gate Capital Services
11.2019 - 02.2020
- Assisted in the development of operational strategies to ensure efficient and productive operations.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Conducted regular performance reviews for employees to identify areas of improvement.
- Coordinated with other departments to ensure smooth flow of operations.
Asst. Branch Manager
The Amravati Merchants Co-Operative Bank Ltd
Amravati
06.2019 - 10.2019
- Provided overall leadership and management to strategize and operationalize business plans to achieve business targets.
- Contributed to the development of the bank's risk policies and ensured compliance with policies and regulatory laws.
- Conceptualized and implemented strategies for acquiring business from key accounts, utilizing the potential of existing and new accounts, and steering the business opportunities.
- Processed files of housing loan, mortgage, vehicles, gold loan, personal loan, business loan, loan agents, property, and other loan disbursement and loan recovery.
- Rendered satisfactory services to the customers and maintained healthy relationships with clients.
- Gave counseling to customers on Loan Case, Loan Disbursement, and Recovery in communication with Head Office.
- Attended trainings program of SRO (Special Recovery Officer).
- Provided training to new employees on company policies and procedures.
- Organized special events such as seminars or workshops related to banking services.
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
Branch Manager
Navin Subhedar Nagri Sahakari Pat Sanstha Maryadit
Amravati
05.2015 - 05.2019
- Provided overall leadership and management to strategize and operationalize business plans to achieve business targets.
- Contributed to the development of the bank's risk policies and ensured compliance with policies and regulatory laws.
- Conceptualized and implemented strategies for acquiring business from key accounts, utilizing the potential of existing and new accounts, and steering the business opportunities.
- Processed files of housing loan, mortgage, vehicles, gold loan, personal loan, business loan, loan agents, property, and other loan disbursement and loan recovery.
- Rendered satisfactory services to the customers and maintained healthy relationships with clients.
- Gave counseling to customers on Loan Case, Loan Disbursement, and Recovery in communication with Head Office.
- Attended trainings program of SRO (Special Recovery Officer).
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Developed strategies to increase customer satisfaction and loyalty.
- Managed staff scheduling, hiring and training processes.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
- Conducted regular performance reviews for all employees in the branch.
- Monitored financial performance of the branch on a monthly basis.
- Analyzed data to identify trends related to products, services, customers and markets served by the branch.
- Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
Education
B.Com -
Sant Gadge Baba Amravati University
Amravati05.2011
XIIth - Commers
Maharashtra State Board
Amravati05.2007
Xth - Marathi
Maharashtra State Board
Amravati05.2005
Skills
- GST Working
- GST Reconciliation
- TDS
- TDS calculation
- Balance Sheet Finalization
- Bank Reconciliation
- Vendor Reconciliation
- Vendor Registration
- Vendor relations
- Invoice Processing
- Invoice Generation
- Accounts Receivable
- Accounts Payable
- MIS Reporting
- MIS Preparation
- Tally ERP
- MS Office
- Excel
- Account Management
- Team Handling
- Audit Compliance
- Audit Configuration
- Lead prospecting
- Account development
- Business Development
- Report Writing
- Internal Auditing
Total work experience
12 Years 2 Months
Courses Certifications
- MSCIT
- Tally ERP 9
- Typewriting 30 W.P.M
- Typewriting 40 W.P.M
Languages
Marathi
First Language
English
Intermediate (B1)
B1
Hindi
Proficient (C2)
C2
Timeline
Account Manager
SD Geotesting Solutions & Consultant
01.2024 - Current
Executive Finance Officer
Keabis Tech Pvt Ltd (Site Location TCC Mall)
08.2022 - 12.2023
Accountant
Krishi Vigyan Kendra, Durgapur
02.2020 - 08.2022
Assistant Manager Marketing
Gate Capital Services
11.2019 - 02.2020
Asst. Branch Manager
The Amravati Merchants Co-Operative Bank Ltd
06.2019 - 10.2019
Branch Manager
Navin Subhedar Nagri Sahakari Pat Sanstha Maryadit
05.2015 - 05.2019
B.Com -
Sant Gadge Baba Amravati University
XIIth - Commers
Maharashtra State Board
Xth - Marathi
Maharashtra State Board
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