Shloka Sachin Bartakke
Financial Analyst
Pune,MH
Summary
Financial professional with comprehensive experience in financial data analysis and strategic forecasting. Known for strong collaborative efforts and delivering consistent results in dynamic environments. Skilled in financial modeling, data interpretation, and strategic planning, with proactive approach to adapting to changing business needs.
Overview
6
6
years of professional experience
4
4
Certifications
3
3
Languages
Work History
Financial Analyst
Aumni Techworks LLP
04.2025 - Current
- Prepare and analyze cash flow, funds flow, and financial statements to ensure optimal liquidity, financial stability, and informed decision-making.
- Maintain accurate accounting records, and reconcile financial data to support decision-making.
- Oversee vendor management, ensuring timely payments, reconciliations, and documentation compliance.
- Collaborate cross-functionally to improve financial efficiency and internal control processes.
Finance Intern
Arthtech Consultants Private Limited
01.2024 - 06.2024
- Prepared comprehensive financial statements for clients, ensuring accuracy, compliance, and clarity for decision-making.
- Assisted in creating detailed MIS reports, providing actionable insights to support strategic and operational planning.
- Developed projected financials, and performed in-depth financial analysis to identify trends, risks, and growth opportunities.
- Leveraged Tally ERP, Zoho Books, and advanced Excel skills to streamline accounting processes and enhance reporting efficiency.
Tax and Audit Assistant
CA Sachin Gujar & Associates
04.2023 - 08.2023
- Filed income tax returns for individuals and firms, ensuring timely and accurate compliance.
- Supported the finalization of tax and statutory audits, verifying compliance with applicable laws and accounting standards.
- Conducted a review and analysis of financial records to identify discrepancies and provide actionable recommendations during audits.
Article
CA Vaidya & Associates
06.2019 - 03.2022
- Managed GST compliance, including the preparation and filing of regular and annual returns, ensuring accuracy and adherence to statutory deadlines.
- Handled income tax return compliance for individuals, firms, and societies, ensuring precise filings and regulatory compliance.
- Conducted and finalized trust audits, reviewing financial records, ensuring transparency, and verifying adherence to legal and accounting standards.
Education
PGDM -
Institute of Management Development and Research
BCom - undefined
Gogate Jogalekar College
01.2019
HSC - undefined
Abhyankar Kulkarni Junior College
01.2016
SSC - undefined
Sacred Heart Convent High School
01.2014
Skills
Financial Analysis and Modeling
Project coordination
Technical Proficiency
Effective communication skills
Cross-functional collaboration
Certification
NISM-Series-V-A: Mutual Fund Distributors Certification Examination-(2024)
Interests
Writing Articles, Fitness Activities, Cooking
Extra Curricular
Awarded 'Best Presenter' at COE Hyderabad, ICAI for presenting on the topic 'Customer Relationship Management for CAs' Research paper presentation on 'The Strategic Impact of Deep Tech on Business Models' at the International Conference on Deep Tech at IMDR, Pune. Enthusiastically volunteered for an Anti-spitting campaign held by the Saare Jahan Se Achha Foundation at Pune railway station.
Additional Educational Details
CA Intermediate Group I, ICAI Exemption in Taxation.
Timeline
Financial Analyst
Aumni Techworks LLP
04.2025 - Current
Finance Intern
Arthtech Consultants Private Limited
01.2024 - 06.2024
Tax and Audit Assistant
CA Sachin Gujar & Associates
04.2023 - 08.2023
Article
CA Vaidya & Associates
06.2019 - 03.2022
BCom - undefined
Gogate Jogalekar College
HSC - undefined
Abhyankar Kulkarni Junior College
SSC - undefined
Sacred Heart Convent High School
PGDM -
Institute of Management Development and Research