Summary
Overview
Work History
Education
Skills
Interests
Personal Information
Disclaimer
Physical Details - Handicap
Timeline
AdministrativeAssistant

SUMEET NAGESH MAHULKAR

Mumbai

Summary

To be a hard-working person and to inculcate the skills and knowledge that would empower me to exhibit them throughout my career. Seeking a position where I can contribute to the overall goal and growth of the organization alongside my personal and professional growth.

A detail oriented with excellent knowledge of accounts possesses rich experience of 11 years of experience in financial planning, analysis - Admirable capacity to improve and maximize overall business and finance function integration through effective communication processes. Experienced in keeping the records of daily financial transactions and analyzing the financial aspects of organization. Innovator with creative skills and experiences to improve overall business processes

Overview

12
12
years of professional experience
2015
2015
years of post-secondary education
3
3
Languages

Work History

Team Leader

J P Morgan
08.2022 - 04.2025
  • Reconciling of Exchange traded Derivative clients ETD on daily bases manually and uploaded in Praesys portal.
  • Reconciling of Custody section clients on Tri resolve trioptuima.
  • Working EOD task for ETD & Newton task daily.
  • Also working on Dashboard MIS ETD Matrix.
  • Co ordinating with teams working with in & in Hyderabad Bangalore, UK manila team for any quires.
  • Also working Manually for asset verification.
  • Client Implementation & Support.
  • Working with clients via email or on call for any quires Escalation & for required information.

Sr. Executive for Accounts / Billing Analyst and Client Implementation & Support

Tata Consultant Services
05.2019 - 08.2022
  • Analyzes all billing procedures.
  • Obtains billing approval from superiors.
  • Prepares computerized invoices for customers.
  • Implements an effective billing system.
  • Reviews all records associated with bills to ensure accuracy.
  • Ensures that all billing calculations are correct before sending invoices to customers.
  • Meets all billing deadlines.
  • Keeps detailed records of all billing transactions, expenses, income and fund transfers.
  • Reconciles billing records and reports income projections to administration.
  • Recommends changes in billing processes.
  • Assists and supports all billers.
  • Trains new employees in the billing department.
  • Participates in audits when necessary.
  • Analyzes and reviews insurance claims and all third-party claims.
  • Produces reports for management upon request or on a regular basis.
  • Produces charts and graphs to show revenue variances for analysis by billing manager or executive staff.
  • Explains bills to customers who have questions.
  • Ensures confidentiality in billing procedures.
  • Analyzes and reviews delinquent accounts.
  • Contacts companies with delinquent accounts to arrange payment.
  • Monitors monthly payment plans of companies with credit lines.
  • Negotiates settlements with companies facing financial hardships or contemplating bankruptcy.
  • Contact collection agencies to arrange recovery of seriously delinquent accounts.
  • Takes part in selection of new or upgraded computer billing systems.

Team Leader for Receivable Accounts Executive/ Accounts Payable Executive

Southside Healthcare LLC
06.2016 - 05.2019
  • Daily Maintain bank book and Bank Reconciliation of all pharmacy.
  • Daily maintain Inter-Company balance and resolve.
  • Daily preparation of Cash flow & MIS for Group Companies.
  • Handling SAGE 50 accounting application.
  • Team leader for Accounts Receivable for 27 Companies.
  • Preparation of MIS reports, Cash flow, Receivable Report, Payable report.

Accounts Accountant

Tech Excel Computer Services
01.2013 - 01.2016
  • Analyzed, examined and interpreted account records, compiled financial information, and reconciled reports and financial data.
  • Preparing quality and focused analytical reviews that support the financial reporting of entities.
  • Preparation of periodic Profit & Loss Account and Balance Sheet, Bank Reconciliation Statements and listing out material variances.
  • Monitoring Cash Flows by preparation of cash flow statements and ensuring that there is no shortage of Cash in Hand.
  • Having regular interaction with accounts heads of the clients & liaising with bank officials regarding financial transactions.
  • Investigating outstanding items and resolving financial discrepancies.
  • Ensuring reclassification and accounting of wrong or unaccounted entries prior to finalization of accounts.
  • Hands on experience in General Accounting- Purchases, Sales, Journal, Bank & Cash Entries, Expense, Income, Account Payable & Account Receivables.
  • Auditing the posted invoices and evaluating the accuracy as well as removing the double postings to avoid the duplicate payments.
  • Hands on experience in final Account Preparation at Quarterly & yearly intervals.

Education

MBA - Finance

Institute for Technology & Management, Southern New Hampshire University

T.Y.BMS - undefined

N G Acharya & D K Marathe Collage

H.S.C. - undefined

N G Acharya & D K Marathe Collage

S.S.C. - undefined

St. Sebastian’s High School

Skills

Sage 50

Interests

Playing cricket
Listening music

Personal Information

  • Date of Birth: 04/28/92
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married
  • Religion: Hindu

Disclaimer

I hereby declare that the particulars given above are true and correct to the best of my knowledge and belief.

Physical Details - Handicap

Physically Handicap below Limp 48% (Govt Approved)

Timeline

Team Leader

J P Morgan
08.2022 - 04.2025

Sr. Executive for Accounts / Billing Analyst and Client Implementation & Support

Tata Consultant Services
05.2019 - 08.2022

Team Leader for Receivable Accounts Executive/ Accounts Payable Executive

Southside Healthcare LLC
06.2016 - 05.2019

Accounts Accountant

Tech Excel Computer Services
01.2013 - 01.2016

T.Y.BMS - undefined

N G Acharya & D K Marathe Collage

H.S.C. - undefined

N G Acharya & D K Marathe Collage

S.S.C. - undefined

St. Sebastian’s High School

MBA - Finance

Institute for Technology & Management, Southern New Hampshire University

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