Atiksh .

Experience

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  Geojit Financial

  May 2018 - Jul 2018

  Management Trainee

  Learn abour how work on Terminal for equity trading.Understanding about mutual funds, insurance products, DMAT Account & equity trading Technical analysis & fundamental analysis of shares.Learn about option trading Call & Put.

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  Sanjay Mehta Financial Services

  Jun 2019 - Nov 2020

  Management Trainee

  Financial Advisor - (June 2019 – Sep 2020) Sanjay Mehta Financial Services Noida.Identifying and reviewing client’s personal needs of investing.Doing calculation of present value, future value and annuity calculation for investors.Forming Retirement portfolio for investor with combination of Shares, Mutual Funds, Insurances and Corporate deposits.Forming long term and short term investment plan for the investor as per their risk taking appetite after analyzing their income and expense and future amount required to meet their financial goals.Making retirement planning or investment plan for the retired senior citizen so that they can have monthly income to meet their monthly expenses and with capital appreciation.Selection of suitable Mutual Funds schemes as required to meet their future financial goalsDoing KYC in Physical or E KYC for the new investor before starting investment.Analyzing the Data and returns of various mutual funds schemes and keep a track record of them. Show less

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  Bajaj Capital Ltd

  Jun 2021 - Aug 2021

  Executive

  Mutual Funds Analysis – (June, 2021 – Aug, 2021) Bajaj Capital, Gurugram.Analysis of various mutual fund schemes and insurance product which can be suitable for different kinds of investor.Taking care of operational and documentation work.Doing E KYC for new investors.Lead a team of 150 interns and received certificate of appreciation

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  Ola Electric

  Oct 2021 - Oct 2022

  Senior executive accounts payable

  Finance & Accounting (Reporting & Accounts payable) - (Oct 21 – Oct-22) Ola Electric Mobility, Bangalore.Review and validate basic essentials of valid invoices like supplier details, PO, Bank account, invoice #, invoice date etc.Keep a check on vendors invoices related to GST compliance, TDS & TCS charged on the invoices.Processing of different kinds of invoices • Non PO• GRN Based• Performa invoices• Intercompany invoices• Blanket PO• Foreign entity invoicesPreparation of open GRN MIS, issue cases MIS and doing allocation to team for processing & stakeholder management.Doing month end closing activity :• Actualization of expenses as per provision• Preparing re class entry and its posting with GL & CC (General Ledger & Cost Centre)• Variance analysis expenses • Preparation of schedules (Prepaid, Security deposit, advance schedules)• General ledger accounting• Keeping a track record of old age provision.• Posting journals for month end closing Identification of the nature of expense capex, opex. or inv. related expense and doing re class as required.Identification of GL & CC Code are per the nature of Expense.Proper management of vendor data and ensure the process of payment on time to the vendorsHands on experience on SAP FICO S4 HANAHandle the vendor queries, document and agreement Follow up with requisition (via Calls/ Emails or tickets) to solve hold invoice as per the AP guidelines. Show less

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  Flipkart

  Nov 2022 - Aug 2024

  •Preparing forecast of CPS (Cost per shipment for the North Zone FC (Fulfillment Centre) & MH (Mother Hub)•Tracking MTD CPS & Expected CPS for the Month on regular basis and sharing with the BU heads.•Preparing Accruals for the month end closing and sharing it with the reporting team•Manpower planning for FC & MH.•Preparing attainment for FC & MH.•Tracking the AOP target with the actual and identify the Gap if achieved and if not achieved.Invoice validation of FC & MH•Hands on experience of working on large inventory data up to 60 to 70 lakh at FCIdentify and work on Cost saving projects like IPP improvement, automation and other related such projects•Deep dive the data and doing analysis and identify the gap and working on the gap fulfillment Show less

  • Business Finance Executive Line Haul Operation

    Aug 2023 - Aug 2024

  • Business Finance Executive FC & MH

    Nov 2022 - Aug 2023
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  Vivo Mobile India Pvt. Ltd.

  Aug 2024 - now

  Financial Analyst & Internal Audit