Tally Prime
Jay Panchal
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
6
6
years of professional experience
19
19
years of post-secondary education
Work History
Financial Analyst
KMS Strategic Advisors LLP.
06.2024 - Current
Conducting detailed analysis of shares and financial performance of listed companies and recommending the same to the clients. Analysis of financial statements of clients and giving interpretations on the working as suggestions wherever required.
Paraplanner
Befree Business Resourcing LLP.
1 2023 - 02.2024
Befree is an KPO firm working for Financial Advisors from Australia where my job is to prepare Statement of Advice, Record of Advice and Admin tasks related to the advice.
Free Lancer Accountant & Tax Consultant
Saral Accounting & Tax Consultant
02.2018 - 10.2021
- Rendered services of Book Keeping, GST & IT Return filings and Consultation to a huge variety of clients from small enterprises to huge developers bagging turnovers not less than 1.5 crores annually. Clients included Tobacco merchants, Builders, Medium-Scaled Pharmaceutical Industry, Hotels, Hostels, Agro-Product Industries.
Teacher
Anand Classes
12.2019 - 03.2021
Taught Accounts and English subjects to 11th and 12th standard students and providing Career Guidance for further education and better future abroad as well in India.
Education
MBA - Finance
Indukaka Ipcowala Institute of Management
08.2021 - 05.2023
Bachelor of Commerce - Advanced Accounting And Auditing
Anand Commerce College
07.2017 - 08.2020
Higher Secondary - Commerce
Shri J.P. Thakkar High School
06.2015 - 03.2017
Secondary -
Pintos' High School
06.2002 - 03.2015
Skills
Strategy development
Operations management
Interpersonal Communication
Financial statement analysis
Financial statements expertise
Strategic financial planning
Software
MS Office
Timeline
Financial Analyst
KMS Strategic Advisors LLP.
06.2024 - Current
MBA - Finance
Indukaka Ipcowala Institute of Management
08.2021 - 05.2023
Teacher
Anand Classes
12.2019 - 03.2021
Free Lancer Accountant & Tax Consultant
Saral Accounting & Tax Consultant
02.2018 - 10.2021
Bachelor of Commerce - Advanced Accounting And Auditing
Anand Commerce College
07.2017 - 08.2020
Higher Secondary - Commerce
Shri J.P. Thakkar High School
06.2015 - 03.2017
Secondary -
Pintos' High School
06.2002 - 03.2015
Paraplanner
Befree Business Resourcing LLP.
1 2023 - 02.2024
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