Pratik Thakkar
Mumbai
Summary
I am a Finance Enthusiast looking to make a career in the field of Equity Research. I am a CFA level III candidate and have developed a good understanding of Equity Markets, Valuation tools, Financial Statement Analysis and Risk Assessment Measures. I am also a Commerce Graduate with Specialization in Accounting & Finance.
Overview
3
3
years of professional experience
Work History
Intern
First Capital Financial Group.
Mumbai
12.2023 - Current
- Attended and participated in meetings and brainstorming sessions with team members.
- Gathered data for market research projects and analyzed findings to make recommendations.
- Reported directly to the CEO and Co-founder with regards to the work and progress made in the assigned tasks.
- Delivered presentations regarding various projects and developed my understanding of various Microsoft Tools.
- Wrote and submitted reports on industry trends, market conditions and latest developments around the industry
Accounting Associate
Chandresh Bhanushali & Co.
Mumbai
02.2021 - 09.2021
- Reviewed and verified the accuracy of journal entries and accounting classifications assigned to various records.
- Prepared monthly closing entries to generate accurate financial reports for management review.
- Maintained general ledger accounts by verifying, allocating, posting transactions; resolving discrepancies.
- Reconciled balance sheet accounts such as cash, accounts receivable, inventory, prepaid expenses, and accrued liabilities.
Accounting Intern
BhanushaliCA Reema Thakkar
Mumbai
09.2020 - 02.2020
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Checked and completed balance sheet reconciliations.
- Prepared bank reconciliations and journal entries to record transactions in the general ledger.
Education
Bachelors of Commerce -
University of Mumbai
08.2023
CFA Institute
Diploma in Business Management -
NMIMS
Skills
- Microsoft Excel
- Equity Valuation
- Market Research
- Financial Analysis
Languages
Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Marathi
Advanced (C1)
C1
Timeline
Intern
First Capital Financial Group.
12.2023 - Current
Accounting Associate
Chandresh Bhanushali & Co.
02.2021 - 09.2021
Accounting Intern
BhanushaliCA Reema Thakkar
09.2020 - 02.2020
Bachelors of Commerce -
University of Mumbai
CFA Institute
Diploma in Business Management -
NMIMS
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