Mahak Agarwal
Client Engagement Strategist
Bengaluru
Summary
- Experienced with financial reporting, ensuring accurate and timely financial statements. Utilizes understanding of accounting principles to support month-end close processes and assist with audit preparations. Knowledge of general ledger maintenance and account analysis, contributing to efficient financial operations.
- Knowledgeable Trainee Accountant with solid foundation in financial reporting and analysis. Assisted in preparation of financial statements and supported senior accountants with audits and reconciliations. Demonstrated analytical thinking and attention to detail in all assigned tasks.
Overview
8
8
years of professional experience
3
3
Certifications
5
5
Languages
Work History
Finance & Accounting Intern
Navdeep Jindal & Associates
01.2018 - 02.2018
- Processed 100+ journal & general ledger entries, ensuring 100% accuracy in financial data using Tally ERP.
- Reviewed financial statements, ensuring full compliance with audit standards.
- Managed inventory records with zero discrepancies, ensuring seamless operations.
- Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Sage, enhancing overall efficiency in daily tasks.
- Assisted with month-end closing and reporting duties.
- Compiled monthly journal entries into general ledger system.
Client Engagement Strategist
ReeModish Life
06.2020 - 10.2025
- Grew the customer base through targeted outreach and networking events.
- Streamlined operational processes for improved efficiency and cost reduction.
- Established foundational processes for business operations.
- Developed marketing materials and campaigns to boost brand awareness and customer engagement.
- Managed budgeting and financial planning to improve cost control, streamline spending, and drive profitability.
- Oversaw brand strategy, product positioning, and daily business operations to support sustainable growth.
- Collaborated with a celebrity stylist to feature products on public figures, enhancing brand credibility and reach.
- Led digital marketing and influencer campaigns to build a strong online presence and boost customer engagement.
- Gained hands-on experience in financial decision-making, pricing strategies, and resource allocation in a fast-paced startup environment.
- Worked with creative accessories brand, overseeing financial planning and day-to-day operations.
- Managed budgeting, inventory tracking, and cost control to support early-stage growth.
Education
Bachelor of Business Administration (BBA-IB) - International Business And Financial Accounting
Indira College of Commerce And Science
Pune, India06-2018
Skills
- Financial Modeling
- Advance Excel Functions
- Creating Pivot Tables & Dashboards
- Financial Reporting
- Familiarity with audit processes
- Analytical skills
- Risk Management
- Risk Assessment
- Critical Thinking
- Problem Solving
- Decision Making
- Google Sheets
- Financial Management
- Power BI
- Time Management
- Vendor invoice payment
- Finance
- Mail handling
- Social media management
Certification
Discounted Cash Flow Modeling Guided Project on Coursera Project Network - [2025]
TRAINING & SIMULATIONS
- Invact Finance Training [Dec 2023 - May 2024]
- Developed 20+ Financial Models, 15+ Ratio Analysis Models, and Excel Dashboards.
- Executed Pivot Table exercises & data cleaning techniques for finance reporting.
- Forage Job Simulations [Mar 2025]
- HSBC Global Banking & Markets - M&A Strategies, Debt Capital Markets Analysis.
- Goldman Sachs Risk, Controllers & Operations - Credit Risk Assessment, Trade Settlement Evaluation, Operations & Compliance Insight.
- Lloyds Banking Group - Financial Analysis, Liquidity Ratios, Client Banking Strategies.
- New York Jobs CEO Council Financial Analyst - BigTech Investment Assessment, Analytical Problem Solving.
- London Market Claims Operations - Performance Assessment, Process Improvement, System Efficiency Review.
Timeline
Client Engagement Strategist
ReeModish Life
06.2020 - 10.2025
Finance & Accounting Intern
Navdeep Jindal & Associates
01.2018 - 02.2018
Bachelor of Business Administration (BBA-IB) - International Business And Financial Accounting
Indira College of Commerce And Science