Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Languages
Timeline
52
VISHAL PATIL

VISHAL PATIL

Mumbai

Summary

Experienced finance professional with expertise in financial analysis, operations, and reporting. Proficient in Microsoft Excel, Tally, and other financial tools. Recognized for providing precise insights, guiding strategic decisions, and enhancing financial processes. Skilled at cross-department collaboration, compliance assurance, and streamlining daily operations. Ready to bring analytical skills, business acumen, and meticulous attention to detail to a dynamic finance team.

Overview

2
2
years of professional experience
4
4
Certification

Work History

Analytics and Account Executive

SGA Enterprises
07.2024 - Current


  • Handled several client accounts at once, ensuring timely follow-ups and effective task prioritization for smooth daily operations.
  • Assisted with GST filings and compliance, gaining practical knowledge in tax processes and maintaining accurate documentation.
  • Carried out daily account reconciliations, identified mismatches, and ensured accuracy in financial records.
  • Resolved client queries promptly, delivering quality service and building strong, lasting relationships.
  • Worked closely with internal teams to ensure efficient service delivery, helping improve client satisfaction and retention.


Costing Executive Intern

SOUJANYA COLOR PVT LTD
05.2023 - 08.2023
  • Prepared production variance reports to track operational performance and highlight areas for improvement.
  • Developed cost sheets and financial summaries to support timely and accurate financial reporting.
  • Assisted in fixed asset verification by tagging, checking, and updating asset records to maintain accuracy.
  • Created monthly presentations with key financial data and visual insights for internal review meetings.
  • Gained practical understanding of statutory compliance by working with tax and regulatory processes.

Finance Operations Analyst

PRIYANKA TRAVELS
12.2020 - 12.2021
  • Managed daily financial transactions, including accounts payable, receivable, and payroll, with accuracy and accountability.
  • Prepared and posted monthly journal entries, ensuring proper recording of financial data.
  • Performed monthly account analysis to identify trends, resolve discrepancies, and support continuous improvement.
  • Maintained accurate financial records using Tally ERP and Excel to assist with internal reporting.
  • Worked closely with teams to deliver financial insights for budgeting and forecasting processes.

Education

MBA - Finance

MIT WORLD PEACE UNIVERSITY
Pune
01-2024

Bachelor of Accounting And Finance -

Tilak Education Society's J. K. College of Science
Navi Mumbai
01-2020

Skills

  • Data analysis
  • Financial Reporting
  • Account Reconciliation
  • MS office Proficiency
  • Microsoft Excel Proficiency
  • Billing and Invoicing Management
  • Tally - ERP
  • Analytical Thinking
  • Financial planning
  • Teamwork and collaboration

Certification

  • Master Microsoft Excel - 2024
  • Fundamentals of Quantitative Modeling - 2024
  • Managing the Organisational Environment - 2023
  • Introduction to Organisation Theory and Structure - 2023

Additional Information

  • GENERAL SECRETARY 2019 - 2020

J.K College of Science and Commerce

Led student council team, managed college events, ans controlled budgets for student activities,

showcasing administration skills.

  • VOLUNTEER - SPORT SUMMIT 2023

MIT - World Peace University

Assisted in organizing and managing the Sport Summit, contributing to the event's success and

demonstrating problem-solving abilities.

Languages

English
Hindi
Marathi

Timeline

Analytics and Account Executive

SGA Enterprises
07.2024 - Current

Costing Executive Intern

SOUJANYA COLOR PVT LTD
05.2023 - 08.2023

Finance Operations Analyst

PRIYANKA TRAVELS
12.2020 - 12.2021

MBA - Finance

MIT WORLD PEACE UNIVERSITY

Bachelor of Accounting And Finance -

Tilak Education Society's J. K. College of Science

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