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Mokshit Shah

Financial Expert | Credit Analyst
  • Suggested rate
    €301 / day
  • Experience3-7 years
  • Response rate100%
  • Response time1 hour
The project will begin once you accept Mokshit's quote.
Location and workplace preferences
Location
Surat, India
Remote only
Primarily works remotely
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Skill set
Mokshit in a few words
My professional journey includes
💎More than three years as a Credit Analyst with a leading bank,
💎Prior to that another three year of audit experience with one of the Big 4 audit firms in India.

✍🏼Financial and Accounting Expert with Excel Specialization.
✍🏼Providing bookkeeping and reports related services to clients for their different Accounting needs. Expertise in different Accounting Software such as QuickBooks, Zoho, Xero, Tally ERP9 and other ERP Software.


Key Skills & Expertise:
✅Financial Reporting & Accounting: Expertise in preparing complex financial reports and ensuring compliance with relevant regulations.
✅Credit Analysis & Loan Processing: Proficient in loan processing for working capital and capital expenditure (CapEx), and assessing creditworthiness.
✅Financial Analysis & Consultancy: Providing deep insights through financial analysis, assisting in business decision-making.
✅Financial Projections and Budgeting: Skilled in creating financial projections to help businesses plan their growth strategies.
✅Cost Analysis & Allocation: Efficient in conducting cost analysis to optimize expenditure and enhance profitability.
✅Accounting & Bookkeeping: Comprehensive knowledge of accounting practices, bookkeeping, and tax consultancy.
✅Microsoft Office Suite: Advanced skills in Excel (financial modeling, data analysis), Word, and PowerPoint for professional presentations and reports.
✅Logical & Analytical Reasoning: Strong problem-solving skills with a focus on finding data-driven solutions.

Additional Interests:

✅Passionate about analyzing small to mid-sized corporate financials to identify investment opportunities in the Indian market.

If you're looking for a reliable partner for your financial projects, I'd love to work with you. Feel free to reach out, and let's discuss how I can help you achieve your financial goals. Thank you!
Experience
  • ICICI Bank
    Credit Analyst. Business Banking
    December 2021 - Today (3 years and 2 months)
    Credit Analyst 3 year of experience in working capital and capex funding. Processed more than thousand proposals
  • Deloitte Haskins & Sells LLP
    Audit Senior
    August 2018 - September 2021 (3 years and 1 month)
    Ahmedabad, Gujarat, India
    Statutory Audit, limited reviews and Tax audit of MSMEs and various listed corporates based in India
Recommendations
Education
  • CA Final (New)
    ICAI
    2021
    CA Final (New)
  • Intermediate
    ICAI
    2018
    CA Intermediate
  • CA CPT
    ICAI
    2017
    CA CPT
  • Bachelor of Commerce
    Gujarat University
    2020
    Bachelor of Commerce (Regular)
  • Class XII
    GSEB
    2017
    Class XII
  • Class X
    GSEB
    2015
    Class X