Summary
Overview
Work History
Education
Skills
Timeline
Generic

Mohit D. Parekh

Belconnen

Summary

Experienced in strategic financial planning and advanced financial analysis, successfully utilizing these skills during tenure at Dhabalia Wealth Management. Identifying lucrative business opportunities and optimizing investment portfolios, consistently delivering exceptional results. Expertise extends to financial statements, audit, taxation, and data analysis, providing comprehensive financial oversight and driving growth.

Overview

9
9
years of professional experience

Work History

Crew Member

McDonald's
03.2023 - Current
  • My responsibilities as a crew member include making burgers, batching beef and chicken products and managing a crew of 2 workers as head of the kitchen during daytime morning breakfast shifts and overnight shifts
  • Additionally responsible for packing orders, cleaning, dinner and breakfast setup apart from regular kitchen management responsibilities

Senior Finance and Marketing Executive

Dhabalia Wealth Management
06.2016 - 03.2022
  • Identified and capitalized on community business opportunities with effective networking
  • Analyzed information to determine viability and rebalance portfolio
  • Provided investors with detailed ratings based on overall earnings performance
  • Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives
  • Created financial models and detailed stock research reports for buy and sell recommendations
  • Developed and deepened client relationships to cement profitable partners
  • Full time - June 2016 - June 2018 , September 2021 - March 2022
  • Part time - July 2018 - August 2021

Senior Article-ship Trainee

Sandip Shah & Co.
12.2020 - 08.2021
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
  • Finalized Bank, Limited Company audits and reports as per the Company law, Accounting standards and Income Tax laws
  • Timely filing of Direct Tax Returns
  • Indirect Tax (GST) monthly, Quarterly, Half Yearly and Annual compliances
  • Computation of GST Tax Liability, Finalization of GST Audit and Filing Returns

Article-ship Trainee

NG Jain & Co.
08.2019 - 11.2019
  • Assisted in managing audits of various Companies and Firms
  • Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings
  • Presented audit findings to accounting manager after reviewing results and paperwork
  • Managed and updated financial accounts and permanent records for more than 500 current clients
  • Prepared reports and materials to assist with audits
  • Filing of All GST returns and other GST Compliances

Article-ship Trainee

Shetty Naik & Associates
07.2018 - 07.2019
  • Prepared reports and materials to assist with audits
  • Computed taxes owed by applying prescribed rates, laws and regulations
  • Identified audit risks, prepared budgets and coordinated with management and audit team in preparing related reports
  • Created final certification reports for businesses and mitigated annual audit risks

Education

Master of Commerce - Accounts And Finance

University of Mumbai
Mumbai, Maharashtra

Master of Applied Accounting and Master of Financial Management - Accounting and Finance

Australian National University
Canberra, ACT
11.2024

Bachelor of Commerce - Accounting And Finance

University of Mumbai
Mumbai, Maharashtra
11.2019

CFA Level 1 - Finance

CFA Institute
Virginia, USA
08.2019

CA IPCC (Intermediate) - Accounting, Auditing, Taxation & Finance

Institute of Chartered Accountants of India
India
07.2018

HSC (XII STD) -

Symbiosis College of Arts And Commerce
Pune, Maharashtra
05.2016

CBSE (X STD) -

City International School
Pune, Maharashtra
06.2014

Skills

  • Comprehensive Financial Forecasting
  • In-Depth Financial Analysis
  • Expertise in Financial Reporting
  • Accounts Reconciliation Expertise
  • Financial Audit Expertise
  • Data Interpretation Using Excel

Timeline

Crew Member

McDonald's
03.2023 - Current

Senior Article-ship Trainee

Sandip Shah & Co.
12.2020 - 08.2021

Article-ship Trainee

NG Jain & Co.
08.2019 - 11.2019

Article-ship Trainee

Shetty Naik & Associates
07.2018 - 07.2019

Senior Finance and Marketing Executive

Dhabalia Wealth Management
06.2016 - 03.2022

Bachelor of Commerce - Accounting And Finance

University of Mumbai

Master of Commerce - Accounts And Finance

University of Mumbai

Master of Applied Accounting and Master of Financial Management - Accounting and Finance

Australian National University

CFA Level 1 - Finance

CFA Institute

CA IPCC (Intermediate) - Accounting, Auditing, Taxation & Finance

Institute of Chartered Accountants of India

HSC (XII STD) -

Symbiosis College of Arts And Commerce

CBSE (X STD) -

City International School

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Mohit D. Parekh