Summary
Overview
Work History
Education
Skills
Software
Languages
Certification
Interests
Timeline
Generic

Prabhas Makwana

Finance & Accountancy
Mumbai

Summary

Proven Account Associate at Ugam Solutions, adept in data analytics and excellent communication, I enhanced client satisfaction and retention through proactive problem-solving and effective account management. Skilled in financial records reporting and multitasking, My background includes significant achievements in improving client outcomes and maintaining meticulous records, demonstrating adaptability and a commitment to excellence.

Overview

6
6
years of professional experience
17
17
years of post-secondary education
2
2
Certifications

Work History

Account Associate

Ugam Solutions
02.2023 - Current
  • Increased client satisfaction by effectively managing and resolving account issues.
  • Answered customer emails, chats and telephone calls to respond to questions, provide details, and resolve concerns.
  • Managed multiple client accounts, maintaining a high level of organization and attention to detail.
  • Maximized client retention by maintaining open lines of communication and addressing concerns promptly.
  • Developed strong relationships with clients through consistent communication and proactive problemsolving.
  • Maintained up-to-date knowledge on industry trends and best practices, applying this information to improve client outcomes.
  • Inward Remittance
  • Softex
  • Bank Reconciliation
  • Debtors Ageing
  • DOS
  • Hedging
  • Multi currency rate updating
  • Bank entries

Accounting Assistant

Momai Art
02.2021 - 01.2022
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Maintained accurate and complete documentation to facilitate accounting and filing functions.
  • Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
  • Used accounting software to prepare weekly and monthly financial reports.
  • Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
  • Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.

Trader

Nayan M. Vala Securities Pvt Ltd
03.2018 - 06.2018
  • Equity & Derivatives Trader At (Bombay Stock Exchange, National Stock Exchange & MCX).
  • This was my first experience under Streamlined trading processes, integrating advanced trading software and tools.
  • Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
  • Created daily market recaps and profit and loss information to [Number] senior traders at close of each trading day.

Education

BBA - Finance

Matushree Pushpaben Vinubhai Valia College of Comm
Mumbai, India
06.2015 - 10.2020

High School Diploma -

Sheth Gopalji Hemraj High School
Mumbai
01.2003 - 01.2015

Skills

  • Data Analytics

  • Compliance understanding

  • Collections knowledge

  • Payment plans

  • Multitasking

  • Handling Confidential Materials

  • Purchase Orders

  • Organizational Skills

  • Adaptability and Flexibility

  • Excellent Communication

  • Time Management

  • Account Auditing

  • Data Entry

Accounts Receivable

Financial records and reporting

Software

ERPs

Languages

Hindi
Advanced (C1)
Gujarati
Advanced (C1)
English
Upper intermediate (B2)

Certification

Tally

Interests

Learning

Cooking

Tracking

Timeline

Account Associate

Ugam Solutions
02.2023 - Current

Accounting Assistant

Momai Art
02.2021 - 01.2022

Trader

Nayan M. Vala Securities Pvt Ltd
03.2018 - 06.2018

Tally

03-2017

MS Office

03-2017

BBA - Finance

Matushree Pushpaben Vinubhai Valia College of Comm
06.2015 - 10.2020

High School Diploma -

Sheth Gopalji Hemraj High School
01.2003 - 01.2015

Similar Profiles

CREATE PROFILE
Prabhas MakwanaFinance & Accountancy