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Sayali Patil, Finance & Operations Executive

Sayali Patil

Finance & Operations Executive·Finsure Advisors

India

Master's degree, Finance

Work experience

Total years of experience: 5 years, 6 months

Finance & Operations Executive

January 2024 - Present

Finsure Advisors

Pune, India

January 2024 - Present

+ Independently manage complete accounting operations using Tally Prime including
AP, AR, GL, journal entries, bank reconciliation and financial reporting.
+ Ensure GST & TDS compliance, prepare returns and support audit documentation.
+ Process home loan applications from documentation to disbursement.
+ Coordinate with 15+ banks including HDFC, ICICI, SBI, Axis, PNB, BO, Bas\] Housing
Finance and other private banks & NBFCs.
+ Verity documents, assess ligibilty, and aise with customers, builders, legal teams,
valuers and banks for smooth loan approvals
+ Prepare invoices, maintain customer accounts, manage outstanding and cash flow.
+ Prepare MIS reports and provide regular updates to management
+ Coordinted with home buyers or loan eligibity and documentation.
+ Assisted in selecting suitable banking solutions and facilitated loan approvals.
+ Maintained customer records and supported financial & administrative processes
+ Coordinated meetings between client, sales team and banking partners.
+ Assisted in day-to-day accounting activites and maintained ledgers.
+ Processed purchase/ sales entries, invoices and payment vouchers.
+ Supported bank reconciliation, GST & TDS documentation and audit tasks
+ Assisted in monthly closing and preparation of financial statements.

Company industry:
Financial Services
Job role:
Accounting and Auditing

Admin & Finance Executive

January 2023 - January 2024

BramhaCorp Limited

Pune, India

January 2023 - January 2024

Company industry:
Construction & Building
Job role:
Finance and Investment

Junior Account Executive

January 2021 - January 2023

Openview Technologies Put. Ltd.

Pune, India

January 2021 - January 2023

Company industry:
IT Services
Job role:
Accounting and Auditing

Education

Dr. D. Y. Patil Vidyapeeth

June 2027

June 2027

Master's degree, Finance

India

Savitribai Phule Pune University

November 2020

November 2020

Bachelor's degree, Accounting

India

Skills

ACCOUNT RECONCILIATION

Intermediate

ACCOUNTING

Intermediate

CUSTOMER RELATIONSHIP MANAGEMENT

Intermediate

FINANCE

Intermediate

FINANCIAL ACCOUNTING

Intermediate

FINANCIAL MANAGEMENT

Intermediate

FINANCIAL STATEMENTS

Intermediate

MANAGEMENT INFORMATION SYSTEMS

Intermediate

OFFICE ADMINISTRATION

Intermediate

VENDOR MANAGEMENT

Intermediate

Languages

English

Beginner

Hindi

Beginner

Marathi

Beginner

German

Beginner

Training and Certifications

Certifications
Bank Reconctaton Cash Management
GST 80S Complance

Hobbies and interests

Sketching