Jyoti Rawat
ACCOUNTANT
Dehradun
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
3
3
Languages
6
6
Certifications
7
7
years of professional experience
Work History
Financial Advisor/ Recruiting advisor
ICICI PRUDENTIAL INSURANCE
08.2023 - Current
- Developed tailored financial plans, enhancing client investment strategies and improving portfolio performance.
- Conducted comprehensive market analysis to identify potential clients, resulting in increased lead generation.
- Advised clients on risk management and insurance solutions, fostering long-term relationships and trust.
- Collaborated with cross-functional teams to streamline recruitment processes, improving candidate experience and efficiency.
Accountant
Sachin Rastogi & Co
02.2024 - 03.2026
- Developed and maintained accurate financial records, ensuring compliance with regulatory standards.
- Led audit preparations, enhancing internal controls and improving financial reporting accuracy.
- Streamlined accounting processes using automation tools, resulting in time savings and increased efficiency.
- Mentored junior staff, fostering a collaborative environment and enhancing team performance.
- Reviewed financial statements for accuracy, contributing to informed management decisions.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
Artwork designer / Account Assistant
SRP PHARMA FOIL
01.2019 - 01.2024
- Designed visually compelling artwork for diverse pharmaceutical packaging, enhancing brand recognition and customer engagement.
- Collaborated with cross-functional teams to streamline design processes, improving efficiency and accelerating project timelines.
- Assisted in managing client accounts by coordinating design requests and delivering on tight deadlines.
- Documented and organized files to maintain accurate records.
- Tallied financial entries for payments, receipts, sales, and purchases to ensure accuracy.
- Processed payments to vendors via cheque, RTGS, and NEFT for timely settlements.
- Prepare e-way bills.
- Followed up on payment and receipt amounts to ensure timely approvals.
- Handling customer complaint about artwork.
- Follow up of payment and receipt amount & its approvals.
Education
MBA - Entrepreneurship And Leadership Management
Amity University
UTTAR PRADESH 04.2001 -
Master of commerce - Financial Management
Kalina University Mumbai
Santa Cruz, India01-2021
Bachelor of Commerce -
Vivek College of Commerce
Goregaon West Mumbai01-2019
HSC -
Government Enter College Dewal Chamoli Uttarakhand
Chamoli, India01-2016
Skills
Client Financial Assessment
Financial analysis
Portfolio Management
Financial reporting
Tax filing
Goods and services tax
Regulatory compliance
Account reconciliation
Client management
Documentation management
Tally ERP 9
Microsoft office
Client communication
Extracurricular Achievements
Awarded for 1st rank in street play competition at annual extension work festival Udaan at University of Mumbai. Awarded as overall best student manager of Department of lifelong learning & extension. Awarded for 1st rank in street play competition at annual extension work festival Udaan at University of Mumbai. Awarded as overall best student manager of Department of lifelong learning & extension.
Accomplishments
- Collaborated with team of Adhiita Consultancy Services in the development of project : The rise of ai in edtech: a business analysis of disruption, opportunity, and scalability in emerging markets.
- Awarded for 1 st rank in street play competition at annual extension
work festival Udaan at University of Mumbai. - Awarded as overall best student manager of Department of
lifelong learning & extension.
Certification
Ms office
Interests
Cooking, Gardening
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge.
Timeline
Accountant
Sachin Rastogi & Co
02.2024 - 03.2026
Financial Advisor/ Recruiting advisor
ICICI PRUDENTIAL INSURANCE
08.2023 - Current
Artwork designer / Account Assistant
SRP PHARMA FOIL
01.2019 - 01.2024
MBA - Entrepreneurship And Leadership Management
Amity University
04.2001 -
Master of commerce - Financial Management
Kalina University Mumbai
Bachelor of Commerce -
Vivek College of Commerce
HSC -
Government Enter College Dewal Chamoli Uttarakhand