Vasant Patil
Highly analytical MBA Finance professional with experience in audit, financial analysis, and strategic planning. Proven ability to drive process efficiency and deliver data-driven insights. Expertise in financial reporting, advanced MS Excel, and accounting software. Dedicated to maximizing investment potential and exceeding expectations.
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About
Highly analytical MBA Finance professional with experience in audit, financial analysis, and strategic planning. Proven ability to drive process efficiency and deliver data-driven insights. Expertise in financial reporting, advanced MS Excel, and accounting software. Dedicated to maximizing investment potential and exceeding expectations.
Experience
Financial Consultant at Wavereco (2025-11 – 2026-02)
Financial consulting with focus on account management, client relations, and business development
- Account Opening & fund management
- Client Acquisition, retention and renewal
- Grievance handling
- Handling CRM & other basic software
- Business development
- Strong in numbers and communication
- In-depth knowledge of the industry and its current events
- Excellent time management and organization skills
MBA Summer Intern at Investa Fusion (2024-06 – 2024-08)
Financial analysis and investment research internship focused on equity share performance analysis
- Conducted an in-depth financial analysis of Tata Motors' equity share performance, identifying key growth trends and market movements
- Assessed stock valuation metrics, industry dynamics, and investor sentiment to derive data-driven insights on investment opportunities
- Compiled and presented a comprehensive research report with actionable recommendations
- Strong understanding of financial software
- Supporting strategic investment decisions and market forecasting
Accounts Executive at Prakash Suneja Associates (2022-11 – 2023-07)
End-to-end accounting operations and financial compliance management
- Executed end-to-end accounting operations, ensuring accuracy in sales, purchase, and bank reconciliation processes
- Prepared and reviewed GST computations, filings, and statutory compliance in accordance with prevailing regulations
- Facilitated TDS deduction, entry posting, and return filing, maintaining adherence to tax and audit standards
- Assisted in financial statement preparation, internal audit procedures, and reporting, contributing to enhanced accuracy and process efficiency under senior CA supervision
- Handling GST invoices, purchase and sales entries
- Preparing and filling GST returns like GSTR-1 and GSTR-3B
Education
Master of Business Administration (MBA) in Finance – International School Of Management and Research, Savitribai Phule University (2023-01 – 2025-12)
Bachelor of Commerce (B.Com) in Commerce – Dr.Dy.Patil Acs College, Savitribai Phule Pune University (2019-01 – 2022-12)
