Krishna Vishwakarma
Analyst - Account Executive
Mumbai
Summary
Results-driven Fintech Analyst with a strong academic background in finance and technology. Currently Completed an MBA with a focus on Fintech, complemented by a B.M.S. degree from Mumbai University. Experienced in financial operations as an Account Executive, skilled in data analysis, financial modeling, and regulatory compliance. Proficient in tools such as Excel and Tally, with a keen understanding of market dynamics and investment strategies. Committed to leveraging technology to drive innovation in the financial sector and deliver exceptional client service.
Overview
2
2
years of professional experience
1
1
Certification
3
3
Languages
Work History
Account Executive
Standard Trading Company
03.2024 - Current
- Experienced in using Excel and Tally for financial reporting, bank reconciliation, and GST processing
- Knowledge of NSE, Futures & Options entries, and mutual fund documentation
- Proficient in performing cut-off procedures over sales and purchases, and vouching for income and expense items
- Assist with preliminary risk formalities and team support in various risk management procedures
- Expertise in account opening procedures and maintaining accurate financial records
- Proficient in updating monthly SIP, and PMS reports, and organizing data using Google Drive for collaboration
- Prepared synopsis of contracts and internal audit reports and recorded Board of Directors meeting minutes
- Proficient communication skills to enhance customer service and resolve issues effectively
- Skilled in using Motilal Oswal Financial Services, Nuvama, Grow, and Google Finance for mutual fund transactions, cash share transactions, and futures/options share transactions
- Experienced in auditing bank reconciliation statements, assisting with bank confirmations, and verifying statutory dues
- Ability to verify expenses and match amounts with supporting documents like invoices and agreements
Account Executive
Gautam Industrial Corporation
11.2022 - 02.2024
- Manage inward remittance payments and ensure compliance with regulatory requirements
- Supporting B2B and B2C transactions, including e-way bill and e-invoice generation
- Stock Checking and Inventory Management
- Tally Accounting Software Proficiency
- Worked in Excel to make purchase orders, Delivery Challan, and Quotation
- Administrative Support and Coordination
- Monthly Filling Preparation For GSTR-3B and GSTR-1
- E-Way Bill and E-Invoice Management
- Billing and Invoicing, Customer Service, and Relationship Management
Education
S.S.C - undefined
MAHARASHTRA BOARD
MaharashtraH.S.C - undefined
MAHARASHTRA BOARD
MaharashtraB.M.S - undefined
MUMBAI UNIVERSITY
MaharashtraM.B.A - FINTECH ANALYST STREAM
D.Y.PATIL UNIVERSITY
Skills
Accounting Knowledge
Data Analysis
Excel and Financial Software Proficiency
Financial Analysis
Reporting and Presenting Insights
Communication and Collaboration
Certification
MS-CIT, MAHARASHTRA STATE CERTIFICATE IN INFORMATION TECHNOLOGY
Personal Information
- Date of Birth: 08/13/01
- Gender: MALE
- Nationality: INDIAN
- Marital Status: SINGLE
Timeline
Account Executive
Standard Trading Company
03.2024 - Current
Account Executive
Gautam Industrial Corporation
11.2022 - 02.2024
S.S.C - undefined
MAHARASHTRA BOARD
H.S.C - undefined
MAHARASHTRA BOARD
B.M.S - undefined
MUMBAI UNIVERSITY
M.B.A - FINTECH ANALYST STREAM
D.Y.PATIL UNIVERSITY