Prathamesh Panchal
Certified Management Accountant (CMA USA) Qualified
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About
Results-oriented Certified Management Accountant (US CMA) with a specialized focus on treasury operations, US accounting, and equity derivatives. Proven expertise in managing fund transfers, conducting deep-dive variance analysis and overseeing international financial reporting. Combines technical accounting proficiency in QuickBooks and Oracle NetSuite with a strong practical understanding of equity derivatives, market risk and options mechanics to drive data-backed financial decision-making.
Experience
Jr Accountant – International Accounts at Kohinoor Techno Business Solutions LLP (2026-01 – 2026-04)
- Portfolio Management: Oversee end-to-end financial operations for a diverse international client base, ensuring compliance with global accounting standards.
- Financial Analysis: Execute detailed reviews of Profit & Loss statements and Balance Sheets to identify trends and optimize client cash flow.
- Systems Expertise: Utilize QuickBooks for real-time ledger management and complex multi-entity bank and credit card reconciliations.
- Stakeholder Relations: Coordinate directly with international stakeholders to deliver transparent financial reporting and strategic insights.
Analyst at Data Analytics (2024-04 – 2025-12)
- Treasury & Cash Management: Spearheaded inter-bank fund transfers to maintain optimal operational capital.
- Budgeting & Variance Analysis: Performed monthly financial analysis, comparing actual spending to budgeted figures and reporting variances to management for decision making.
- ERP Administration: Leveraged Oracle NetSuite, Oracle NSAR, and Microsoft GP for high-integrity transaction processing and data analytics.
- Decision Support: Provided senior management with detailed financial insights and performance metrics to guide corporate strategy.
Education
CMA USA – The Institute of Management Accountants (IMA), USA (2024)
BFM in Financial Markets – M.L. Dahanukar College, Mumbai University (2023)
HSC – M.L. Dahanukar College of Commerce, Mumbai (2020)
SSC – Parle Tilak Vidyalaya Marathi Medium, Mumbai (2018)
