Dhaval Kakkad
Mumbai
Summary
Proactive and motivated with high-energy approach to building and optimizing business operations. Solid understanding of facets such as financial and business management. Results-driven and industrious with conscientious attention to critical details and big-picture needs.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Entrepreneur
Self-employeed
09.2018 - 01.2024
- Managed financial aspects of the business including budgeting, forecasting, cash flow management, and financial reporting to stakeholders.
- Determined business plan, mission statement, and vision.
- Brought in consistent revenue with sharp marketing tactics, promoting business expansion and diversification of offerings.
- Interacted well with customers to build connections and nurture relationships.
Head- Finance
Viva Impex (Textile Manufacturers & Exportes)
07.2016 - 08.2018
- Managed budgeting process, ensuring accurate forecasting and timely adjustments to meet business needs.
- Oversaw annual audit process, ensuring accurate representation of financial position in accordance with accounting standards.
- Managed debt financing activities, negotiating favorable terms to minimize borrowing costs.
- Negotiated contracts with suppliers for more favorable terms, resulting in significant cost savings.
Assistant Manager- Equity Advisor
ICICI Securities
02.2015 - 06.2016
- Monthly and quarterly client portfolio analysis and coordinate with research team.
- Come up with tradable and profitable ideas for the desk as well as institutional clients
- Ensure 100% compliance to audits, controls and processes
- Perform various kinds of ratio analysis in order to monitor the performance of target companies thereby assisting in providing informed opinions to HNI’s.
- Ensure profitability of the team and branch along with suggesting methods to reduce the costs
Education
MBA - Finance (66%)
ICFAI University
Mumbai03.2015
PGDM - 6.8 CGPA
ICFAI University (IBS Mumbai)
Mumbai03.2015
Bachelor of Commerce - 61%
Mithibai College (Mumbai University)
Mumbai03.2012
HSC - 73%
Mithibai College (Mumbai University)
Mumbai03.2009
SSC - 80.30%
St Francis, Maharashtra Board
Mumbai03.2007
Skills
- Entrepreneurial personality
- Strategic Thinking
- Business Planning
- Customer Acquisition
- Customer Relations
- Financial Oversight
- Business marketing
- Cost Control
Certification
- NISM VII (Securities Operations & Risk Management)
- NISM VIII (Equity Derivatives)
Additional Information
Internship Experience at Business of Ideas (February-May' 2014
Involved in planning & forecasting for events & film marketing
Cost analysis
Operational management of marketing events
Languages
English
Hindi
Marathi
Gujarati
Timeline
Entrepreneur
Self-employeed
09.2018 - 01.2024
Head- Finance
Viva Impex (Textile Manufacturers & Exportes)
07.2016 - 08.2018
Assistant Manager- Equity Advisor
ICICI Securities
02.2015 - 06.2016
MBA - Finance (66%)
ICFAI University
PGDM - 6.8 CGPA
ICFAI University (IBS Mumbai)
Bachelor of Commerce - 61%
Mithibai College (Mumbai University)
HSC - 73%
Mithibai College (Mumbai University)
SSC - 80.30%
St Francis, Maharashtra Board
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