vivek
Chelmsford,Essex
Summary
Experienced in financial management and accounting, with a strong proficiency in QuickBooks and Excel. Demonstrates expertise in account reconciliation, bank reconciliations, cost accounting, financial analysis, and reporting. Skilled in data interpretation, invoice processing, ledger maintenance, and accounts payable and receivable management. Efficient in time management and portfolio administration, with a focus on cash flow management. Career goal: to leverage extensive skills to drive financial efficiency and accuracy within a dynamic organization.
Overview
2
2
years of professional experience
Work history
Accounts executive
kartik wadhwa and company
sonipat, INDIA
04.2024 - 09.2024
- Streamlined financial reporting process by implementing new accounting software.
- Knowledge of QuickBooks, as it was used for clients based in the UK.
- Facilitated monthly and annual budgeting for enhanced financial planning.
- Increased efficiency with a thorough audit of the company's accounts payable and receivable.
- Processed invoices, improving cash flow management.
Maintained accurate records of all company transactions for improved transparency. - Ensured compliance with tax regulations by preparing and submitting VAT returns promptly.
- Worked closely with auditors during end-of-year audits for smooth operations.
- Streamlined accounts payable processes, improving efficiency.
Maintained up-to-date billing system, streamlined operations
Financial consultant
HDFC Life Insurance Company Limited
SONIPAT, INDIA
12.2022 - 07.2024
- Maintained up-to-date knowledge about market trends, ensured informed advice to clients.
- Identified potential risks, implemented necessary mitigation measures.
- Collaborated with tax professionals to optimise tax efficiency in financial planning strategies.
- Advised clients on investment strategies for wealth accumulation.
Education
Master of Business Administration - finance
Anglia Ruskin University
Chelmsford, Essex 09.2024 -
Bachelor of Commerce - Accounting & Finance
University of Delhi
Delhi,India 08.2021 - 07.2024
NVQ Level 1 - insurance
Insurance Regulatory and Development Authority
INDIAFoundation level - cost accounting
ICMAI (Institute of Cost Accountants of India)
INDIASkills
- Account Reconciliation
- Bank Reconciliations
- Cost Accounting
- Financial Analysis
- Financial Reporting
- Data Interpretation
- Invoice Processing
- Ledger Maintenance
- Accounts Payable Management
- Accounts Receivable Management
- QuickBooks Proficiency
- Excel Proficiency
- Accounting Software Literacy
- Time-management Efficiency
- Portfolio Administration
- Cash Flow Management
Timeline
Master of Business Administration - finance
Anglia Ruskin University
09.2024 -
Accounts executive
kartik wadhwa and company
04.2024 - 09.2024
Financial consultant
HDFC Life Insurance Company Limited
12.2022 - 07.2024
Bachelor of Commerce - Accounting & Finance
University of Delhi
08.2021 - 07.2024
NVQ Level 1 - insurance
Insurance Regulatory and Development Authority
Foundation level - cost accounting
ICMAI (Institute of Cost Accountants of India)
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