Summary
Overview
Work History
Education
Skills
Certification
Summary Of Experience
Professional And Academic Qualification
Investment Asset Portfolio - Description
Personal Information
Accomplishments
Affiliations
Timeline

Gangotri Korke

Finance professional with over 20+ years diverse experience
Pune

Summary

Seeking long term roles in the lending / finance / investment / information technology industries. Forward-thinking Operations Specialist bringing 20+ years of expertise in Financial management across various sector businesses. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Proficient in Enterprise applications and productivity software.

Overview

27
27
years of professional experience
6
6
years of post-secondary education
3
3
Certificates
3
3
Languages

Work History

Finance ,Portfolio Management, Business Consultant

Self-employeed
Pune, Mumbai
03.2019 - Current
  • Independent business consultant focused on supporting and volunteering multiple SME business, start-ups, and NGOs for process consulting. Managed strategy and monitoring for organization with over 800 employees.
  • Created and managed project plans, timelines and budgets.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions.
  • Conducted regular reviews of operations and identified areas for improvement
  • Implemented practices and procedures to reduce expenditures and increase savings.
  • Evaluated existing business models, identifying areas of improvement to increase revenue generation potential.
  • Enhanced fund performance by implementing effective portfolio management strategies.
  • Developed comprehensive financial models for accurate forecasting, facilitating better strategic planning for clients.
  • Discussed financial options with clients and provided informed suggestions.
  • Evaluated performance of existing investments and adjusted accordingly.
  • Created and maintained precise and accurate models, charts and reports
  • Generated alpha returns by identifying undervalued stocks through rigorous fundamental analysis and due diligence.
  • Tracked prices, yields and other trends to correctly interpret impacts on investment programs
  • Researched macroeconomic, industry and company-specific data to inform investment decisions.
  • Self-motivated, with strong sense of personal responsibility.

Consultant

P.G Joshi And Associates Chartered Accounts
Mumbai, Pune
09.2010 - Current
  • Various audits, finance consulting assignments, projects in IT.
  • Supported audits and finance assignments over years across MSME sector.

Chief Strategy and Monitoring Officer

Doorstep school foundation (DSSF)
PUNE
07.2014 - 03.2024
  • Successfully navigated organization through significant challenges post-COVID-19 and leadership transitions
  • Implemented crucial changes to enhance operational efficiency and address pressing issues.
  • Enhanced monitoring accuracy by implementing advanced tools and software solutions.
  • Contributed significantly to development of company policies related to monitoring practices and procedures
  • Led team in developing strategic plans to meet operational objectives.
  • Coordinated efforts among team members during critical situations, resulting in swift resolution of issues.
  • Assisted in recruitment process for new Monitoring Officers by conducting interviews and evaluating candidate suitability.
  • Developed detailed reports for management, highlighting key trends and patterns in monitored activities.
  • Supported continuous improvement initiatives by regularly reviewing existing procedures and suggesting enhancements where needed
  • Analyzed intelligence reports and identified potential tactical threats
  • Proven ability to learn quickly and adapt to new situations
  • Adaptable and proficient in learning new concepts quickly and efficiently
  • Demonstrated respect, friendliness and willingness to help wherever needed
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations

Consultant

Transaction Square LLP
PUNE
03.2018 - 02.2019
  • Involved in setting up operational and financial process of Transaction Square LLP.
  • Greenfield setup of organization process - finance, accounting, expense, administration and human resources.
  • Organization scaled up from 5 to 50+ in short span of two quarters.
  • Outsourced critical business process and compliance to professional organizations.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions with stakeholders.
  • Supported setting up accounting system and payroll process.

Senior Account's Manager

Syngenta India Ltd
01.2008 - 09.2009
  • Ownership of monthly Management Information Systems reporting to be communicated monthly to Syngenta world headquartered in Basle.
  • Spearheaded process improvements, leading to increased efficiency in accounts payable and receivable functions.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Collaborated with other departments to achieve accurate and prompt financial reporting.

Sr. Chartered Accountant

P.G Joshi and Associates Chartered Accounts
01.2004 - 01.2005
  • Bank Audits, Bank System implementation testing, Income Tax and other related matters.

Assistant Manager, Accounts Department

SICOM Ltd.
08.2001 - 12.2002
  • Day to day accounting for transactions of buy and sell of investments, approving settlement of trades, co-ordination with bank for settlement of trades.

Executive, Back Office and Accounts

GIC Asset Management Co. Ltd.
PUNE
01.2000 - 07.2001
  • NAV calculation of Mutual fund schemes for publication, Debt Portfolio Management, Accounting Resale, repurchases of schemes.
  • Established administrative work procedures to track staff's daily tasks
  • Supported budget planning and monitoring by providing accurate financial data analysis and forecasting trends
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service

Audit Manager, Auditing, System Review & Analysis

M/S M.P.Chitale & Co. Chartered Accountants
Mumbai
06.1997 - 12.1999
  • Finalization of company audit, tested existing accounting system and suggested new viable policies, procedures and methodology.

Education

Chartered Accountant (CA) - Finance Managment, Audit, Tax, Accounting

ICFAI - CA Institute of India , India
01.1993 - 01.1996

B.Com - Financial Management, Accounting, Costing

Mumbai University - NM College of Commerce , Mumbai, India
01.1990 - 06.1993

Skills

Tally, Zoho, SAP as power user

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Certification

Training on Oracle Financials, an ERP software comprising of five modules viz. Oracle General Ledger, Oracle Payables, Oracle Receivables, Oracle Fixed Assets Management, and Application Object Library

Summary Of Experience

Have more than 20 years of professional experience in the finance industry. I have good written, managerial and communication skill. I can use this skill to communicate with the business stakeholders and gather details of requirements, analyse, and derive business insights. I also have knowledge in information security concepts and tools which I can use to reengineer the process and improve it to make the business effective and efficient. I would use my knowledge in the enterprise application domain and would like to be involved in the process of detailed system support and implementation services.

Professional And Academic Qualification

  • Chartered Accountant (CA), Institute of Chartered Accountants of India, 11/1996
  • Bachelor of Commerce (B.Com), Mumbai University, 04/1993
  • Certified Information Systems Auditor (CISA), Information system audit and control association, 06/2005

Investment Asset Portfolio - Description

In addition to the above in parallel, I have been building investment asset portfolio including debt, equity, gold, and digital currency. Managing funds up to 10cr INR. This includes planning, coordinated, and performed diverse trading functions in various sectors. Minimized risk through careful management of positions. My expertise is providing tailored market research, accurate buy/sell indications, timely stock trading, and monthly management reports. Developed considerable knowledge of several key sectors including financial, retail, and consumer products. Analysed market trends, conditions, and developments to formulate effective and profitable trading strategies.

Personal Information

  • Number of Children: 1
  • Date of Birth: 03/05/73
  • Marital Status: Married

Accomplishments

  • Managed NGO with over 800 staff members in field of human development.
  • Created and rollout out education programs for numerical literacy of children that reached over 40,000 children in Maharashtra
  • Managed investment portfolio with assets over 5crs
  • Consulted and set up startup professional services organization. Created initial standard operating process across finance, admin and HR.

Affiliations

Institute of Chartered Accountants of India - www.ICAI.org

Timeline

Certified Information Systems Auditor (CISA)

06-2024
Training on Oracle Financials, an ERP software comprising of five modules viz. Oracle General Ledger, Oracle Payables, Oracle Receivables, Oracle Fixed Assets Management, and Application Object Library
01-2024
Holder of certificate of Computer Software from Aptech Institute. This included Windows 95, Office 97
01-2024
Finance ,Portfolio Management, Business Consultant - Self-employeed
03.2019 - Current
Consultant - Transaction Square LLP
03.2018 - 02.2019
Chief Strategy and Monitoring Officer - Doorstep school foundation (DSSF)
07.2014 - 03.2024
Consultant - P.G Joshi And Associates Chartered Accounts
09.2010 - Current
Senior Account's Manager - Syngenta India Ltd
01.2008 - 09.2009
Sr. Chartered Accountant - P.G Joshi and Associates Chartered Accounts
01.2004 - 01.2005
Assistant Manager, Accounts Department - SICOM Ltd.
08.2001 - 12.2002
Executive, Back Office and Accounts - GIC Asset Management Co. Ltd.
01.2000 - 07.2001
Audit Manager, Auditing, System Review & Analysis - M/S M.P.Chitale & Co. Chartered Accountants
06.1997 - 12.1999
ICFAI - CA Institute of India - Chartered Accountant (CA) , Finance Managment, Audit, Tax, Accounting
01.1993 - 01.1996
Mumbai University - NM College of Commerce - B.Com , Financial Management, Accounting, Costing
01.1990 - 06.1993

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Gangotri KorkeFinance professional with over 20+ years diverse experience