Chartered Accountant & CFA (Level III cleared) professional experienced in Equity Research with a demonstrated history of working in the financial services industry. Skilled in Equity Research, Portfolio Management, and Corporate Finance. Twitter Id - https://twitter.com/Sanjaysayzz
Cwc Advisors
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Investment AssociateCwc Advisors Mar 2020 - PresentMumbai, Maharashtra
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Equity Research AssociateThia Investments Jan 2017 - Mar 2020Mumbai Area, India
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Manager FinanceLupin Mar 2015 - Nov 2016Mumbai Area, India-Formulation Plant Finance;Responsible for Plant MIS, Cost analysis and Budgetary Control for Goa and Nagpur plantsUndertook Cost saving initiatives in terms of Yield improvement for all products-Project Implementation;Core team member for COGNOS (Formulation Locations) MIS automationExecution of Costing refinement to move from DPCO Costing to Activity based costing systemInvolved in Capitalization for new unit in Goa and Nagpur plant-Strategic Business Unit… Show more -Formulation Plant Finance;Responsible for Plant MIS, Cost analysis and Budgetary Control for Goa and Nagpur plantsUndertook Cost saving initiatives in terms of Yield improvement for all products-Project Implementation;Core team member for COGNOS (Formulation Locations) MIS automationExecution of Costing refinement to move from DPCO Costing to Activity based costing systemInvolved in Capitalization for new unit in Goa and Nagpur plant-Strategic Business Unit – API Plus;Responsible for monthly Sales & Profit reporting, analysis and budgetary control for API Business Show less -
Industrial TraineeRabobank International Oct 2013 - Dec 2014Mumbai Area, India-Responsible for Identification of Prospects and Business Origination for International Service Desk; On boarded 15 clients across various sectors viz. manufacturing, beverages, cash management, etc Assisted in credit appraisals for prospective clients to identify business generation opportunities-Meeting and understanding business situations and suggesting products to suit Client requirements; Met long/short term borrowing requirements through Term Loan/Working Capital… Show more -Responsible for Identification of Prospects and Business Origination for International Service Desk; On boarded 15 clients across various sectors viz. manufacturing, beverages, cash management, etc Assisted in credit appraisals for prospective clients to identify business generation opportunities-Meeting and understanding business situations and suggesting products to suit Client requirements; Met long/short term borrowing requirements through Term Loan/Working Capital Facilities Sought credit approvals and disbursed loans worth across the aforesaid sectors-Coordinated with various support functions(Compliance, Legal) to secure approvals on timely basis; Solely responsible for managing all the clients in the absence of seniors for the month of July’14 Show less -
Articled AssistantA. N. Damania & Co. Sep 2011 - Sep 2013Mumbai Area, India-Statutory AuditPerformed Statutory Audit of more than 20 companies in MumbaiListed corporates include Classics Diamonds India Ltd. and VB Desai Financial Services Ltd.-Tax AuditConducted Tax Audit of more than 25 entities including Companies, Firms and Trusts-VAT AuditHandled VAT audit of Companies, Partnership and Proprietorship firms-Other tasks including Internal Audit, Finalization of Accounts and preparing Balance Sheets
Sanjay Bhat Education Details
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IcaiAccounting And Finance, -
R.A Podar College Of CommerceFinance And Financial Management Services -
Manjunath VidyalayaSchool
Frequently Asked Questions about Sanjay Bhat
What company does Sanjay Bhat work for?
Sanjay Bhat works for Cwc Advisors
What is Sanjay Bhat's role at the current company?
Sanjay Bhat's current role is Investment Associate at CWC Advisors.
What schools did Sanjay Bhat attend?
Sanjay Bhat attended Icai, R.a Podar College Of Commerce, Manjunath Vidyalaya.
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Sanjay Bhat
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4dell.com, gmail.com, microsoft.com, anar.biz
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Sanjay Bhat
Head- Buying & Merchandising( Men'S ) At Reliance Retail | Iim-A | Ex Myntra | Ex Abfrl | Ex RaymondBengaluru
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