Tejas Patil
Student
Bhiwandi
Summary
Dynamic and analytical finance professional with a strong passion for understanding and navigating complex financial concepts and processes. Equipped with foundational expertise in financial management and accounting practices, complemented by exceptional analytical and problem-solving abilities. Dedicated to utilizing these skills to enhance financial performance and contribute to achieving strategic objectives. Proactive approach to driving results in a fast-paced financial environment.
Overview
3
3
years of professional experience
4
4
Certifications
3
3
Languages
Work History
Finance and Accounts Intern
GP PARSIK SAHAKARI BANK
Thane
05.2025 - 07.2025
- Assisted in the Loan Department with credit documentation, loan file processing, and understanding loan disbursement procedures of in total 40 applicants .
- Observed Forex operations including foreign currency handling and compliance with RBI norms.
- Handled customer interactions at the Consumer Desk, resolving queries and learning about day-to-day retail banking services of upto 30 customers daily.
- Supported back-office tasks such as transaction entries, ledger maintenance, and data verification.
- Worked with the compliance team on AML (Anti-Money Laundering) processes, including KYC checks and monitoring transaction patterns.
- This hands-on experience is strengthening my understanding of finance, banking regulations, and customer-centric operations in a real-world environment.
Junior Accountant
SHAH SHAH THAKKAR & Co. LLP
Mumbai
05.2023 - 12.2023
- Managing Accounting Tasks Such As Journal Entries, Ledger Maintenance, And Reconciliations of 5 clients.
- Proficient Use Of Microsoft Excel And Tally ERP For Financial Reporting And Data Analysis for proper GST filings .
- Prepared Income Tax Filings And Assisted Compliance Procedures.
- Demonstrated Strong Multitasking Abilities By Managing Multiple Deadlines And Priorities.
- Collaborated With Senior Accountants To Ensure Accurate And Timely Financial Reporting.
- Prepared journal entries and entered into system using Tally and WINMAN.
Intern
PRASHANT R. KESARWANI & Co.
Bhiwandi
11.2022 - 01.2023
- Managing Accounting Tasks Such As Journal Entries, Ledger Maintenance, And Reconciliations.
- Introduced To Use Of Microsoft Excel And Tally ERP For Financial Reporting And Data Analysis.
- Assisting In Income Tax Filings And Compliance Procedures.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
Education
MBA - Finance
Sasmira's Institute of Management Studies & Research
Worli 04.2001 -
B.Com - Commerce
Mulund College of Commerce
Mulund01.2024
H.S.C. -
Mulund College of Commerce
Mulund01.2021
S.S.C. -
N.E.S's English Medium And High School
Bhiwandi01.2019
Skills
Advanced Excel proficiency
Financial record management
Financial statement reconciliation
Cash flow management
Strategic budget planning
Financial modeling
Effective verbal communication
Continuous improvement
Credit analysis
Strategic planning
Adaptability and flexibility
Accomplishments
- Successfully planned and managed inter-college quiz competition as Event Head, overseeing logistics, coordination, and participant engagement.
- Led initiatives to improve student engagement, coordinated events, and supported academic enrichment activities.
- Contributed to business ideation, pitch development, and execution strategy during a national-level entrepreneurship competition, strengthening practical startup exposure.
- Identified and successfully resolved a reconciliation issue during SIP at the bank, improving accuracy in financial records and preventing reporting delays
Certification
Financial Markets – Yale University (Coursera)
Timeline
Behavioral Finance
12-2025
Financial Markets – Yale University (Coursera)
11-2025
Finance and Accounts Intern
GP PARSIK SAHAKARI BANK
05.2025 - 07.2025
Business Analysis and Process Management
01-2025
Junior Accountant
SHAH SHAH THAKKAR & Co. LLP
05.2023 - 12.2023
Intern
PRASHANT R. KESARWANI & Co.
11.2022 - 01.2023
Fundamentals of Digital Marketing
09-2022
MBA - Finance
Sasmira's Institute of Management Studies & Research
04.2001 -
B.Com - Commerce
Mulund College of Commerce
H.S.C. -
Mulund College of Commerce
S.S.C. -
N.E.S's English Medium And High School
Anime, Cosplaying , Valorant
- Anime & Manga Enthusiast: Regularly read and analyze manga and anime, appreciating storytelling, character development, and visual design.
- Cosplay Participant: Actively participated in 2 Comic Cons and 2 Anime Conventions, showcasing creativity, planning, and attention to detail.
- Gaming: Valorant player, demonstrating strategic thinking, teamwork, quick decision-making, and competitive focus.