Prerana Mahajan
Mumbai
Summary
Dynamic Accounts Executive with a proven track record at CA Ojas Shah & Associates, skilled in financial reporting and GST filing. Demonstrated expertise in bank reconciliation and regulatory compliance, coupled with strong attention to detail. Adept at presenting strategic insights to stakeholders, driving informed decision-making and enhancing operational efficiency.
Overview
4
4
years of professional experience
Work History
Accounts Executive
CA Ojas Shah & Associates
Mumbai
11.2024 - Current
- Presented detailed reports and presentations to stakeholders, highlighting performance metrics and strategic recommendations.
- Preparation of Bank Summary for income tax filing. Goods and Services Tax (GST) working, calculation of GST in Tally and Excel, and filing of GST.
- Finalization of accounts (preparation of receipts and payments, income and expenditure, and balance sheet). Filing of Profession Tax, and its working
Cashier/ Teller
IDFC First Bank
Mumbai
09.2023 - 10.2024
- Expertise in cash and non-cash transactions.
- Delivered excellent customer service, and managed high-volume transactions with 100% accuracy.
- Adhered to strict financial and customer data guidelines to avoid breaches and information misuse.
- Maintained the confidentiality of customers' information.
- Collaborated with team members to achieve sales targets and enhance store performance.
Auditor
M. P. Chitale & Co.
Mumbai
04.2022 - 09.2023
- Handled as Internal Auditor for HSBC Mutual Fund.
- Concurrent Auditor for IDFC Mutual Fund.
- Verification of transactions and other securities.
- Prepare the work for the allocation of margin on a daily basis.
- Generated financial statements documenting revenue, expenses, and liabilities.
Accounts Assistant
S.V.Shah & CA. Ojas Shah and Associates
Mumbai
12.2020 - 04.2022
- Experience of filing income tax and GST returns in Winman Software.
- Completed daily cash functions like account tracking, payroll, wage allocations, budgeting, donating, and all types of cash and banking reconciliations with accuracy. Bank Reconciliation.
- Assessment of income tax returns.
- Created trial balances to enable accurate financial assessment.
Education
Post Graduation Diploma - Financial Management
09-2023
Master of Commerce - Accounting And Finance
07-2022
Bachelor of Commerce - Accounting And Finance
07-2019
Skills
- Bank reconciliation
- Income tax preparation
- GST filing
- Financial analysis
- Time management
- Attention to detail
- Regulatory compliance
- GAAP application
- Financial reporting
- Audit planning
- Microsoft Excel
- Account reconciliation
- Auditing standards
- Non-compliance assessment
- Internal control policies
- SAP software
Timeline
Accounts Executive - CA Ojas Shah & Associates
11.2024 - Current
Cashier/ Teller - IDFC First Bank
09.2023 - 10.2024
Auditor - M. P. Chitale & Co.
04.2022 - 09.2023
Accounts Assistant - S.V.Shah & CA. Ojas Shah and Associates
12.2020 - 04.2022
K C College - Post Graduation Diploma, Financial Management
K. P. B. Hinduja College of Commerce - Master of Commerce, Accounting And Finance
Lala Lajpatrai College of Commerce & Economics - Bachelor of Commerce, Accounting And Finance
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