Summary
Overview
Work History
Education
Skills
Certification
Languages
Software Competencies
Timeline
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Kaustubh R. Bhandari

Kalyan

Summary

Results-driven Senior Account Executive with over 6 years of experience, combining a strong background in financial analysis with specialized expertise in audits across diverse industries, including coal-based power generation, renewables, and FMCG. Proven success in managing high-stakes financial assignments for publicly listed corporations with revenues ranging from INR 1,000 to INR 55,000 Crores. Core competencies include strategic account management, financial reporting, and forensic auditing. Committed to driving growth and enhancing operational efficiency for large corporates.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Analyst

New Haribhakti business Services LLP
Andheri (East)
04.2022 - Current
  • Analyze financial data to assess company performance
  • Analysis of Debt profile of the organization
  • Studying the Credit Ratios of borrowers and drawing a conclusion
  • Checking and detailed Analysis of entries relating to sales, purchase, debtors and creditors of the borrower
  • Track and determine financial status by analyzing actual results in comparison with forecasts
  • Present findings, reports, and recommendations to management or clients
  • Reconcile transactions by comparing and correcting data
  • Analysis of Debt profile, Credit Ratios of borrowers, Financial Statement of Borrowers

Sr. Accounts Executive

Karmvir Group of Companies
BKC, Bandra
04.2014 - 06.2020
  • Handling Accounts of Partnership Firm
  • Preparing of Bank Reconciliation Statements
  • Checking Cash Vouchers
  • Working on Salary of employees
  • Reconciliation of accounts with Creditors or clients
  • Co-ordination with internal & external auditors
  • Working on GST
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets
  • Analyzed, constructed and calculated daily accounting records, including payroll and sales transactions
  • Matched purchase orders with invoices and recorded necessary information
  • Used Tally ERP to perform accurate financial analysis and audits to mitigate financial risks
  • Supported management by processing invoices and documents with consistent on-time delivery

Finance Executive

Bharati Airtel Pvt. Ltd
Goregaon
12.2012 - 05.2013
  • Analyze financial information to produce forecasts of business and industry
  • Responsible for maintaining data structure in Oracle system
  • Provides budgeting, forecasting, financial analysis, reporting support, and advice to Commission's & Marketing staff
  • Participates in working groups and committee duties as required
  • Analyzed financial statements against forecasts to prepare high-level variance analysis

Management Trainee

Mumbai District Central Co-operative Bank
Mumbai
03.2011 - 05.2011
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
  • Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment

Account Assistant

Incrab Engineers Pvt Ltd
Kalyan
05.2009 - 07.2010
  • Prepared and mailed account statements to vendors and kept meticulous correspondence documentation
  • Validated and recorded invoices and resolved discrepancies with vendors
  • Entered customer order details into system, accepted payments and updated accounts

Education

Masters of Management Studies (MMS) - Finance

University of Mumbai
Navi Mumbai
03.2012

B.com -

University of Mumbai
Kalyan
03.2009

HSC -

University of Mumbai
Kalyan
06.2007

Skills

  • Microsoft Excel Proficiency
  • SAP System Knowledge
  • Excel VBA Development
  • Skilled in PowerPoint Design
  • Proficient in MS Word
  • Tally ERP 9 Expertise
  • Financial Data Analysis
  • Cash Flow Analysis
  • Expertise in MS Office Applications

Certification

  • Certificate in information Technology (MS-CIT)
  • Certificate in English typewriting (W.A.P 30)
  • Certificate of Completion in creating dynamic dashboards

Languages

  • English
  • Marathi
  • Hindi

Software Competencies

  • Proficient in MS Excel and have the ability to perform advance functions.
  • Sound knowledge in SAP
  • Sound knowledge in VBA Macros, MS PowerPoint, MS Word
  • Tally ERP 9

Timeline

Financial Analyst

New Haribhakti business Services LLP
04.2022 - Current

Sr. Accounts Executive

Karmvir Group of Companies
04.2014 - 06.2020

Finance Executive

Bharati Airtel Pvt. Ltd
12.2012 - 05.2013

Management Trainee

Mumbai District Central Co-operative Bank
03.2011 - 05.2011

Account Assistant

Incrab Engineers Pvt Ltd
05.2009 - 07.2010

Masters of Management Studies (MMS) - Finance

University of Mumbai

B.com -

University of Mumbai

HSC -

University of Mumbai
Kaustubh R. Bhandari