Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Mandar Khisti

Badlapur

Summary

Accomplished professional with expertise in capital gains calculation and tax reporting at State Street. Proven problem solver with strong attention to detail and effective communication skills, driving successful outcomes. Consistently achieved over 95% accuracy in financial records, enhancing client satisfaction and operational excellence.

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

7
7
years of professional experience
1
1
year of post-secondary education

Work History

Capital gain Tax (Fund Accounting)

State Street
Kurla
01.2021 - Current
  • Performed detailed capital gains calculations to ensure accurate tax reporting for diverse investment portfolios.
  • Facilitated data reconciliation processes to resolve discrepancies and maintain data integrity in financial records.
  • Daily, Monthly, Quarterly check to ensure we are line with Tax agent on all aspects and corrected if found otherwise considering impact on Nav.
  • Ensuring all the daily activities for clients performed from maker are completed correctly with utmost accuracy.
  • Working on clients queries, escalation or request from Accounting or clients as and when required.
  • Supporting team with BAU, conducting training session.
  • Performing active role in process Automation.

Business Analyst

Alchemy Techsol India PVT ltd ( Accenture)
Airoli
11.2018 - 01.2020
  • Claim Settlement for US based Healthcare Services
  • To follow instruction from document and grant, deny or redirect the claims to correct team.
  • Individual contributor for handling tasks related to Mediclaim's as part of my work
  • Settle different type of claims by following instruction provided to us with specified US regions.

Education

MBA - Finance

H And G Himathmal Mansukhani Institute of Management
Ulhasnagar , India
02.2022 - 07.2023

Skills

  • Capital gains calculation
  • Data reconciliation
  • Attention to detail
  • Problem Solving
  • Effective communication
  • Time management
  • Microsoft office

Accomplishments

  • Two times winner of Titan of the Month Award
  • Worked with Automation team to automate the process

Timeline

MBA - Finance

H And G Himathmal Mansukhani Institute of Management
02.2022 - 07.2023

Capital gain Tax (Fund Accounting)

State Street
01.2021 - Current

Business Analyst

Alchemy Techsol India PVT ltd ( Accenture)
11.2018 - 01.2020
Mandar Khisti