Summary
Overview
Work History
Education
Skills
Quote
Hobbies
Timeline
AccountManager
Vitesh Waikar

Vitesh Waikar

Chartered Accountant
Mumbai

Summary

Experienced Chartered Accountant with a demonstrated history of 15+ Years working experience in the Taxation, Liasoning & Litigation, Internal control on business operations, Business understanding & Strategies, Budgeting and forecasting, Business modeling and valuations, Audit & Advisory, Sales & marketing, with team building, leadership, decision making and Strong Believe "If you don't serve your customer better then someone else will." I am always on a journey called life, learning & lessons and Staying humble and grounded makes you fly always high. my 15+ experience were amazing, which taught me so many things to stay satisfied, work around your uncomfortable zone, be a good listener, appraise your team, help and motivate people, keep your self updated, you can not make all people happy. Entrepreneurship is truly blessing, which allows you freedom to fail again and again and enjoy the taste of success after trying so many times.

Overview

17
17

Years of total work experience

7
7

Years Professional Experience

Work History

Director - Operation and Sales

PRNAM Startup Consulting (India) Private Limited
Mumbai
09.2021 - Current
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Identified issues, analyzed information and provided solutions to problems.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Gained strong leadership skills by managing projects / assignments from start to finish.
  • Developed and maintained courteous and effective working relationships with team and customers.
  • Acted as a team leader in group projects, delegating tasks and providing feedback.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Liasoning with various department authorities for maintaining better business position and smooth day to day operations.
  • Sense of accountability and delegating responsibility by motivating to resources to bring best outcome from team and best results for customers.

Cluster Manager

Fintoo
Mumbai
04.2019 - 08.2021
  • Analyzed sales data to manage cluster performance and make informed financial decisions.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Helping clients in their Personal Financial planning, linking their financial goals with available resources.
  • Wealth and portfolio management advisory and services.
  • meeting monthly and annual goals and revenue targets.
  • Customer service and escalation handling.
  • Helping team in achieving there goals and revenue targets.
  • keepin track and control over targeted revenue numbers.

Partner

PRNAM & Associates LLP
Mumbai
09.2014 - 03.2019
  • Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
  • Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal, and local regulations across organization.
  • Prepared and presented reports on status of projects and initiatives.
  • Developed and implemented strategies to enhance partner relations.
  • Collaborated with colleagues and support staff to maximize team efficiency.
  • Evaluated productivity and quality of service and made recommendations for improvement to reach firm's short-term and long-term goals.
  • Recruited, trained and mentored attorneys, paralegals and support staff to strengthen legal team.
  • Networked with other professionals and organizations to expand contacts and opportunities.
  • Liaised between partners and internal stakeholders to resolve conflicts.
  • Analyzed legal documents and identified pertinent issues for clients.
  • Interpreted laws, rulings and regulations for individuals and businesses.

Sr Consultant - Tax & Audit

Hingar & Associates
Mumbai
01.2008 - 08.2014
  • Provided administrative and management assistance to auditor and directed activities in office.
  • Performed analysis and research to compile data to submit to auditor for special projects.
  • Drafted findings and recommendations into detailed reports.
  • Performed standardized tests to check processes and adequacy of internal control structure.
  • Prepared Buudgetes, MIS, Reports and Financial Statements.

Trainee

Sanjay Singh & Co
Mumbai
02.2006 - 12.2008
  • Learned new materials, processes, and programs quickly.
  • Attended training courses to build understanding of processes, techniques, and industry.
  • Acted with integrity, honesty and knowledge to promote culture of company.
  • Adhered to corporate data confidentiality rules, mitigating breaches.
  • Interacted with customers under supervision to support operational objectives.
  • Collaborated with employees from various backgrounds.
  • Supported organizational objectives with help from existing employees.
  • Filled out timesheets and paperwork according to identified requirements.
  • Handled day-to-day customer or client questions via telephone or email.
  • Offered technical support and troubleshot issues to enhance office productivity.
  • Performed administrative functions, answering phones and filing paperwork in support of department.
  • Troubleshot minor issues with office tools and equipment, escalating more serious problems to supervisor.
  • Shadowed senior team members to learn all related jobs and tasks.
  • Produced letters and memoranda to inform stakeholders of business decisions.
  • Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.

Education

B.Com

D.T.S.S Collage of Commerce
Mumbai
04.2006 - 03.2011

CA

Institute of Chartered Accountants of India
01.2011 - 11.2016

Skills

    Leadership

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Quote

"Clients may forget what you have said but they will never forget how you made them feel"
VItesh W

Hobbies

Travelling and Road Trips

Tracking and Exploring New Places

Sports and Fitness

Timeline

Director - Operation and Sales

PRNAM Startup Consulting (India) Private Limited
09.2021 - Current

Cluster Manager

Fintoo
04.2019 - 08.2021

Partner

PRNAM & Associates LLP
09.2014 - 03.2019

CA

Institute of Chartered Accountants of India
01.2011 - 11.2016

Sr Consultant - Tax & Audit

Hingar & Associates
01.2008 - 08.2014

B.Com

D.T.S.S Collage of Commerce
04.2006 - 03.2011

Trainee

Sanjay Singh & Co
02.2006 - 12.2008
Vitesh WaikarChartered Accountant