Experienced Financial Analyst with 6 years of demonstrated expertise in Finance & Accounts. Skilled in Oracle & ZOHO Books, Seeking to leverage my skills and experience to contribute effectively for respective organization.
Overview
12
12
years of professional experience
Work History
Financial Planning Analyst - Investment
M&G Global Financial Services
MUMBAI
02.2022 - Current
Managed fund flows and FUM data to enable seamless availability for subsequent reporting.
Ensured accountability and ownership for delivering accurate management information within agreed timelines and precision levels for both regular business operations and ad hoc requirements.
Identified stakeholder needs and developed new management information as necessary.
Demonstrated proficiency in managing large datasets, conducting in-depth analysis including trend analysis, and providing valuable insights through effective communication with the business teams.
Supported the planning, forecasting processes, and P&L reporting for various areas within the Investment business.
Prepared comprehensive financial forecasts and presented findings to senior management, contributing to informed decision-making.
Provided expert project support and facilitated a smooth transition into regular business operations.
Senior Accounts Executive
Three 13 solutions Private Limited
09.2018 - 02.2022
Financial Reporting: Preparing financial statements, including balance sheets, income statements, and cash flow statements, to present the financial position of the organization.
Audit and Compliance: Ensuring compliance with accounting principles, internal controls, and regulatory requirements. Coordinating and managing audits and providing support to auditors.
Taxation: Preparing and filing tax returns and ensuring compliance with tax laws and regulations.
Team Management: Supervising and mentoring junior staff, delegating tasks, and ensuring timely completion of work.
Budgeting and Forecasting: Developing and monitoring budgets, forecasts, and cash flow projections. Collaborating with department heads to prepare annual budgets.
Junior Accountant
Gupta & Shah Assoicates
06.2016 - 07.2018
Orchestrated the preparation of comprehensive financial statements, including balance sheets, income statements, and cash flow statements, to accurately portray the organization's financial status.
Coordinated and managed audits, ensuring adherence to accounting principles, internal controls, and regulatory requirements while providing adept support to auditors.
Verification & Preparation and filing of tax returns, guaranteeing strict compliance with tax laws and regulations.
Supervised and mentored junior staff, optimizing team performance by delegating tasks and ensuring the punctual completion of assignments.
Spearheaded the development and monitoring of budgets, forecasts, and cash flow projections to proactively manage financial resources and facilitate strategic decision-making.
Article Assistant
Dharkar & Company
08.2012 - 12.2015
Financial Reporting: Preparing financial statements, including balance sheets, income statements, and cash flow statements, to present the financial position of the organization.
Audit and Compliance: Ensuring compliance with accounting principles, internal controls, and regulatory requirements, Coordinating and managing audits and providing support to auditors.
Taxation: Preparing and filing tax returns and ensuring compliance with tax laws and regulations.
Education
C.A. Inter - Accounts & Finanace
Institute of Chartered Accountants of India
Mumbai
05-2014
M.Com -
Mulund College of Commerce
01.2012
B.Com -
Smt Chandibai Himathmal Mansukhani College
01.2010
Skills
Financial Planning and Analysis
Oracle
MS Office
ZOHO Books
Tally ERP
Power BI
Affiliations
Travelling
Adventure sports
Trekking
Languages
English
Hindi
Marathi
Timeline
Financial Planning Analyst - Investment
M&G Global Financial Services
02.2022 - Current
Senior Accounts Executive
Three 13 solutions Private Limited
09.2018 - 02.2022
Junior Accountant
Gupta & Shah Assoicates
06.2016 - 07.2018
Article Assistant
Dharkar & Company
08.2012 - 12.2015
C.A. Inter - Accounts & Finanace
Institute of Chartered Accountants of India
M.Com -
Mulund College of Commerce
B.Com -
Smt Chandibai Himathmal Mansukhani College
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