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Harshali PoonawallaHP
Open to opportunities

Harshali Poonawalla

@harshalipoonawalla

I support accurate accounting, financial reporting, and investment analysis.

India
Message

What I'm looking for

I'm looking for opportunities in financial markets, market data operations, banking support, accounting operations, or analytical reporting where I can apply financial analysis, data management, and compliance skills.

At Sanvy & Associates, I support bookkeeping, journal entries, bank reconciliations, ledger verification, GST returns, and tax documentation using Tally and Excel.

I've also contributed to financial advisory work at The Leading Solutions, analyzing client income, expenses, goals, risk appetite, investment products, and insurance products to support portfolio planning. With a postgraduate finance education, I bring a detail-focused approach to financial data management, compliance support, reporting, and financial markets.

Experience

Work history, roles, and key accomplishments

SA
Current

Finance & Accounts Associate

Sanvy & Associates

Jul 2025 - Present (1 year 2 months)

Performed bookkeeping, journal entries, bank reconciliations, and ledger verification using Tally and Excel. Assisted in preparation of financial reports, GST returns, and tax-related documentation for clients across different sectors.

Education

Degrees, certifications, and relevant coursework

University of Mumbai logoUM

University of Mumbai

Master of Management Studies, Finance

Pursued a Master of Management Studies with a specialization in Finance, gaining advanced knowledge in financial management and analysis.

Tech stack

Software and tools used professionally

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