Prathamesh Panchal

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.

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.

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)