TRISHIKA SHETTY
Mumbai
Summary
Dynamic finance professional with a proven track record at Heritage Lifestyles and Developers Pvt. Ltd., excelling in financial modeling and departmental oversight. Achieved GST compliance for entities with turnovers exceeding 500 crores, showcasing exceptional project finance skills and leadership. Expert in Microsoft Office and adept at driving financial strategies and optimizing operations.
Overview
7
7
years of professional experience
Work History
Assistant Finance Manager
Heritage Lifestyles and Developers Pvt. Ltd.
Mumbai
12.2023 - Current
- Secured financing for real estate developments.
- Ensured compliance with all RERA regulations.
- Managed financial operations, including budgeting, forecasting, cash flow management, and financial reporting.
- Negotiated contracts with vendors and clients to ensure optimal terms for the organization.
- Collaborated with other departments to ensure alignment of goals and objectives across the organization.
- Organized corporate events such as open houses, seminars, conferences., to attract prospective buyers and tenants.
- Supervised staff members who are responsible for managing day-to-day operations.
- Conducted regular meetings with team members to review progress on current projects.
- Evaluated current practices and procedures related to treasury management systems.
Business Development
CA Monk
11.2022 - 01.2023
- Analyzed the market, researched and developed a business model and SOP for starting a mentorship programme
- Coordinated with leading mentors in for course development and writing blogs on Financial planning and analysis
- Researched and assisted in publishing books on Investment Banking and Financial planning and analysis
- Conducted interviews of industry experts and qualified chartered accountants and published them on several social media handles
Internship in Clinical Psychology
The Soulful Mind
06.2021 - 07.2021
Articled Assistant
KALYANIWALLA & MISTRY LLP
01.2018 - 01.2021
- Achieved comprehensive GST compliance.
- Handled filing of monthly GST returns for entities with turnovers exceeding 500 crores.
- Reconciled returns with account books across manufacturing, non-profit, service industry, and government sectors.
- Handled refund processing exceeding 50 crores.
- Filed annual returns (Form GSTR 9) and conducted GST audit (Form GSTR 9C).
- Offered comprehensive business advisory under GST regulations.
- Participated in planning, developing, and implementing GST strategies to optimize tax incidences.
- Dealt with technical inquiries relating to GST.
Education
CA - Final
The Institute Of Chartered Accountants
01.2023
M.Com -
Mumbai University
01.2020
IPCC -
The Institute Of Chartered Accountants
01.2018
B Com -
SIES College of Commerce And Economics
01.2018
Skills
- Proficient in Financial Modeling
- Microsoft Office: Word, Excel, and PPT
- Project finance
- Financial Debt Management
- Departmental oversight
Awards
- Awarded for phenomenal leadership for coordinating a batch of 300+ students by CA monk.
- Best Speaker and Presenter-by ICAI
- Won in college debates and elocution competitions
- Won Sports Championship for 3 consecutive years in school.
Volunteer Experience
Robin Hood Army, A zero funded Non profit Organisation
Affiliations
Marathoner and Ultra Marathoner
Languages
English
First Language
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
tulu
Proficient (C2)
C2
Timeline
Assistant Finance Manager
Heritage Lifestyles and Developers Pvt. Ltd.
12.2023 - Current
Business Development
CA Monk
11.2022 - 01.2023
Internship in Clinical Psychology
The Soulful Mind
06.2021 - 07.2021
Articled Assistant
KALYANIWALLA & MISTRY LLP
01.2018 - 01.2021
CA - Final
The Institute Of Chartered Accountants
M.Com -
Mumbai University
IPCC -
The Institute Of Chartered Accountants
B Com -
SIES College of Commerce And Economics