Nishith Poojari
Finance Professional | MBA Finance
Mumbai
Summary
MBA Finance candidate with a strong foundation in financial analysis, capital markets, and treasury operations. Experienced in managing corporate investments, financial reporting, and compliance processes, with the ability to translate numbers into strategic insights. Detail-oriented and analytically driven, with the discipline to thrive in complex financial environments and the ambition to grow within the global financial services industry.
Overview
3
3
years of professional experience
4
4
Certifications
Work History
Finance Trainee Executive (Treasury)
Gandhar Oil Refinery India Limited
07.2025 - 08.2025
- Executed international payments and assisted in foreign exchange hedging to manage currency risk.
- Handled corporate investments, including FD creation/liquidation, and mutual fund folio management.
- Prepared presentations for consortium bank meetings, and maintained key treasury reports.
- Supported regulatory compliance through BOE documentation and related filings.
- Trained a new employee on financial workflows, reporting standards, and internal tools.
Accounts & Data Assistant
KL Enterprises
01.2023 - 03.2024
- Supported day-to-day accounting operations and data entry.
- Assisted in filing, invoicing, and preparing financial statements.
- Worked on monthly cash flow analysis and expense tracking.
- Collaborated with the internal audit team for inventory checks.
- Prepared and generated bills and invoices in accordance with internal accounting procedures.
Data Management Intern
Tips Industries Ltd.
10.2022 - 12.2022
- Managed digitization of song metadata and catalog structuring
- Data planning, data sorting and data entry
Education
School -
Carmelite Convent English High School
03-2017
Junior College - HSC - Commerce
Thomas Baptista Junior College
06-2019
Bachelor of Management Studies (BMS) - Finance
Sathaye College, Mumbai University
06-2022
MBA - Finance
Atlas Skilltech University
Mumbai 04.2001 -
Skills
Portfolio management
Microsoft Excel proficiency
Financial statement analysis
Investment strategies
Financial Modelling
Technical Analysis
Fundamental Analysis
Certification
J.P. Morgan Investment Banking Virtual Experience – via Forage
Timeline
Finance Trainee Executive (Treasury)
Gandhar Oil Refinery India Limited
07.2025 - 08.2025
Accounts & Data Assistant
KL Enterprises
01.2023 - 03.2024
Data Management Intern
Tips Industries Ltd.
10.2022 - 12.2022
MBA - Finance
Atlas Skilltech University
04.2001 -
School -
Carmelite Convent English High School
Junior College - HSC - Commerce
Thomas Baptista Junior College
Bachelor of Management Studies (BMS) - Finance
Sathaye College, Mumbai University