Harshali Poonawalla
@harshalipoonawalla
I support accurate accounting, financial reporting, and investment analysis.
What I'm looking for
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
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
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
Availability
Location
Authorized to work in
Job categories
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