Open to opportunities

Yogesh Patil

@yogeshpatil

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MBA Finance professional skilled in financial reporting, analysis, and process accuracy.

India

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What I'm looking for

I seek a finance role where I can apply my MBA skills in reporting, reconciliation, and analysis, grow technically (Excel/Tally), and contribute to accurate decision-making within a collaborative, process-driven team.

I am an ambitious, detail-oriented finance professional with an MBA in Finance and hands-on experience in financial management, taxation, and investment analysis. I have completed major research projects on SEBI regulatory changes, gold as an investable asset, and the adoption of AI in financial advisory services, and hold certifications in Financial Services (BFSI), Excel essentials, and Tally.

I have practical experience as a Finance Executive Intern where I reconciled 50+ accounts monthly, supported 100+ monthly payment transactions, prepared financial reports to aid management decision-making, and maintained accurate records. I bring strong Excel and Tally skills, solid data-analysis capability, and proven time management, leadership, and problem-solving strengths to support organizational growth.

Experience

Work history, roles, and key accomplishments

Finance Executive

Herts Electronics

May 2025 - Jul 2025 (2 months)

Managed day-to-day financial operations, reconciled 50+ accounts monthly, assisted in processing 100+ transactions per month, and prepared reports to support management decision-making.

Financial Reporting Account Reconciliation Payment Processing Excel Tally Data Analysis Budgeting Risk Management

Education

Degrees, certifications, and relevant coursework

Devi Ahilya Vishwavidyalaya

Master of Business Management, Financial Management

2020 - 2023

Master of Business Management with focus on financial management and investment analysis; completed projects on SEBI regulatory changes, gold as an investment, and adoption of AI in financial advisory services.