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Maithili Kavatkar

@maithilikavatkar

Detail-oriented finance executive skilled in financial analysis, Power BI, and accounting.

India
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What I'm looking for

I seek a finance role leveraging Power BI, Excel, and accounting to perform analysis, build dashboards, and support investment research in a collaborative growth-oriented team.

I am a detail-oriented finance executive with nearly two years of hands-on experience in financial analysis, accounting, and research. I have contributed to market reporting, investment research, and accounting workflows while maintaining high standards of data accuracy.

In my current role at Sushil Financial Service Pvt. Ltd., I prepare financial and market reports, build Power BI and Excel dashboards and MIS reports, and support accounting using Tally ERP. I previously supported NPA recovery, risk assessment, and client services during a finance internship at Sindhudurg District Central Co-Operative Bank.

I hold an MBA in Finance (Pune University) and a B.Com in Accounting & Finance (Mumbai University), and I am certified in Equity Derivatives (NISM Series VIII), Power BI, MS-CIT, and Excel. I seek roles where I can apply analytics, visualization, and accounting skills to drive investment insights and better financial decisions.

Experience

Work history, roles, and key accomplishments

SL
Current

Finance Executive

Sushil Financial Service Pvt. Ltd.

Feb 2024 - Present (1 year 11 months)

Prepare financial and market reports, assist in research analysis and investment insights, and create dashboards and MIS reports using Power BI and Excel while supporting accounting with Tally ERP and maintaining data accuracy.

Education

Degrees, certifications, and relevant coursework

Savitribai Phule Pune University logoSU

Savitribai Phule Pune University

Master of Business Administration, Finance

Grade: 8/10 CGPA

Completed a postgraduate program in finance with coursework and projects focused on financial analysis and reporting.

University of Mumbai logoUM

University of Mumbai

Bachelor of Commerce, Accounting & Finance

Grade: 7.2/10 CGPA

Completed a Bachelor of Commerce degree with emphasis on accounting and finance, covering core accounting, finance, and analysis subjects.

ME

Maharashtra State Board of Secondary and Higher Secondary Education

12th Grade, Higher Secondary Education

Grade: 82%

Completed higher secondary education under the Maharashtra Board with a focus on Marathi; achieved 82% grade.

ME

Maharashtra State Board of Secondary and Higher Secondary Education

10th Grade, Secondary Education

Grade: 87%

Completed secondary education under the Maharashtra Board with Marathi as a subject; achieved 87% grade.

Tech stack

Software and tools used professionally

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Maithili Kavatkar - Finance Executive - Sushil Financial Service Pvt. Ltd. | Himalayas