Bhavik Shah
Chartered Accountant
Mumbai
Summary
Detail-oriented, process-driven team player with strong organizational skills and a willingness to take on added responsibilities to meet orgainzational goals.
Overview
17
17
years of professional experience
Work History
Accounts & Finance Manager
Fintoo (Mihika Insurance Marketing Firm LLP)
11.2022 - Current
- Ensured the accuracy and compliance of payroll, vendor payments, commissions, and other accounting disbursements.
- Developed cash flow projections, cost analysis, and consolidated financial statements adhering to GAAP standards, enhancing transparency for stakeholders.
- Managed external audit engagements, addressing concerns promptly and maintaining strong relationships with auditors.
- Contributed to the preparation of business plans and pitch decks, including competitive landscape analysis, customer acquisition cost (CAC), and capitalization table (Cap table).
- Performed internal audits to reduce discrepancies and implemented tax strategies to minimize liabilities while ensuring regulatory compliance.
- Oversaw banking operations and financial tasks and trained junior accountants fostering skilled finance team and liaised with investors and investor banks meeting compliance requirements accurately and on time.
Associate Manager
Vaaman Engineers Ltd
3 2022 - 10.2022
- Preparation of MIS report & reporting of monthly financial information
- Finalization of accounts & attend audit related requirements
- Preparation of monthly report on analysis of actual vs budgeted expenditure
- Reviewing daily accounting and compliance activities
Senior Manager – Finance
RBL Finserve Ltd
08.2020 - 09.2021
- Leading team & managing branch accounting & collection reporting
- Managing accounts receivables and monitoring outstanding receivables
- Liaising with auditors for IFC / Statutory Audit
- System development and process standardization of collection accounting module
Audit Manager
Ramesh Chaturvedi & Co, CA
04.2017 - 04.2018
- Finalizing internal and external audits of small and medium size companies
- Managing correspondence with income tax authorities in matters relating to scrutiny assessments
- Preparation & filing of annual return with ROC
- Preparation & filing of tax audit report of various clients
- Skilled in gathering relevant data, conducting thorough company audits, and adeptly resolving audit queries to ensure comprehensive compliance and accuracy
Accounting and Taxation Executive
Kanubhai Patel Tax Consultants
05.2018 - 01.2020
- Manage the accounting & GST function including filing GST returns
- Filing correspondence with GST authorities for matters relating to GST refunds
- Assisting clients in preparation and finalization of reconciliation statement (GSTR 9)
Accounts Executive
Khush Housing Finance Pvt Ltd
06.2016 - 08.2016
- Verification & reconciliation of reports generated by specialized software vis-a-vis Tally
- Preparation and filing of service tax returns
Articleship
Thacker Butala Desai Chartered Accountants
10.2007 - 12.2012
- Calculation of TDS & disbursement of salary as a part of payroll function
- Conducted Statutory Audits of Private Limited Companies, Partnership Firms, Various Trusts (NGOs)
Education
Chartered Accountant -
Institute of Chartered Accountants Of India (ICAI)
11.2019
Bachelor in Commerce -
Narsee Monjee College of Commerce And Economics
03.2010
Skills
Efficient with MS Excel, Word, Power Point
Address - Current
701, Jainnam Tower Chs Ltd, Off S.V Road, Dahisar (E), Mumbai-400068, Maharashtra, INDIA
Languages
Hindi
English
Gujrati (Native)
Extracurricular Activities
Music, Outdoor Sports & Volunteer with NGO actively involved in Spiritual activities & Social initiatives
Passed Intermediate Grade Drawing Examination held by Govt. of Maharashtra
Timeline
Accounts & Finance Manager
Fintoo (Mihika Insurance Marketing Firm LLP)
11.2022 - Current
Senior Manager – Finance
RBL Finserve Ltd
08.2020 - 09.2021
Accounting and Taxation Executive
Kanubhai Patel Tax Consultants
05.2018 - 01.2020
Audit Manager
Ramesh Chaturvedi & Co, CA
04.2017 - 04.2018
Accounts Executive
Khush Housing Finance Pvt Ltd
06.2016 - 08.2016
Articleship
Thacker Butala Desai Chartered Accountants
10.2007 - 12.2012
Associate Manager
Vaaman Engineers Ltd
3 2022 - 10.2022
Chartered Accountant -
Institute of Chartered Accountants Of India (ICAI)
Bachelor in Commerce -
Narsee Monjee College of Commerce And Economics
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