Kartik Jaju
Associate -Accounting and Finance
Mumbai
Summary
An enthusiastic professional with a great will to learn is seeking an entry-level position in the field of finance in an esteemed organization, that would help me to expand my knowledge of the domain and contribute to the success of the role as well as the organization
Overview
2
2
years of professional experience
3
3
years of post-secondary education
4
4
Certifications
Work History
Associate
Affinity Global Inc
04.2022 - Current
- Led comprehensive financial operations including the preparation and analysis of monthly Revenue statements for more than 120 entities, ensuring accuracy and identifying inconsistencies based on booked business.
- Played a pivotal role in the automation of key financial processes including invoicing, payment trend analysis, and FRS (Forecast Revenue Sheet), resulting in significant improvements in efficiency, data accuracy, and forecasting capabilities.
- Managed invoicing processes, collaborating closely with business teams to ensure timely and accurate booking and raising of invoices.
- Oversaw the updating of payment receipts on finance portals and QuickBooks, maintaining precise financial records.
- Directed the preparation of Summary decks for the 8 major entities, providing clear insights into financial performance.
- Efficiently reconciled Revenue streams, ensuring timely and accurate reporting.
- Coordinated with internal and external stakeholders for timely follow-up on payment dues, enhancing cash flow management.
- Developed and executed collection forecasting which result in 20% improvement in collection efficiency which led to a significant reduction in bad debt.
- Prepared detailed payment trend analysis reports, offering insights into customer payment behavior.
- Designed and implemented strategic tools including an advertiser concentration sheet to analyze retention rates and identify top-performing advertisers.
- Established and maintained vertical analysis sheets to assess performance across different verticals, facilitating informed strategic decision-making.
Education
MBA - Finance
Welingkar Institute of Management
Mumbai 04.2001 -
Commerce
Prahaldrai Dalmia Lions College
Mumbai 06.2017 -
H.S.C -
Prahaldrai Dalmia lions college of commerce and economics
S.S.C -
Bhonsala Military school
Nashik, MHSkills
Certification
P.G. Investment banking certification - Data trained education Pvt ltd. (June 22)
Accomplishments
- Silver medalist in boxing DSO, 2017
- Awarded consolation prize in District-level science fair, 2015
Timeline
Associate
Affinity Global Inc
04.2022 - Current
Commerce
Prahaldrai Dalmia Lions College
06.2017 -
MBA - Finance
Welingkar Institute of Management
04.2001 -
H.S.C -
Prahaldrai Dalmia lions college of commerce and economics
S.S.C -
Bhonsala Military school
P.G. Investment banking certification - Data trained education Pvt ltd. (June 22)
Introduction to corporate finance - Columbia University (March 23)
Free cash flow analysis - Columbia University (April 23 )
Financial analysis, valuation, and Risk management - Pursuing
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