Ketaki Doshi Email & Phone Number

Aalborg, Dk

Aalborg, Denmark

Revenue Analysis for Nordic entitiesResponsible for ARR for Nordic countries

København, Capital Region, Denmark

-Overall Management of operations for all departments including Accounting & Finance-Optimisation of processes in close co-ordination with COO and CEO.-Creating a stronger organizational structure to enable better decision making, volunteer retention and satisfaction, engaging corporations and potential donors.-Management of the team of volunteers from all departments.- Bookkeeping, Bill payments, cash flow statement and account reconciliation.-Accounts receivable and payable-Preparation of monthly and annual budget.-Co-ordinating and assisting the Auditor for preparation of Annual Reports.

Doha, Qatar

-Responsible for smooth annual income tax filing of small and medium enterprises.-Preparation of financial reports - balance sheet, cash flow statements, income statements.-Responsible for Bank Reconciliation and addressing discrepancies, if any.-Preparation of budgets to forecast cash flows.-Preparation of quarterly VAT statement for filing.-Assisting in preparation and filing of e-Tax Returns.

Mumbai, Maharashtra, India

-Comprehensive Financial Planning of existing and new clients.-Offering realistic financial projections of investments, cash flow etc. with the use of OMNImax Software. -Designed and created financial planning modules/textbooks for training of employees at mutual fund companies like Reliance Mutual Fund, DSP Black Rock.

Mumbai, Maharashtra, India

-Offering financial advise independent of products sale and providing unbiased recommendations with the client's interest as a priority.-Help create a road map for clients to achieve financial independence and freedom.

Mumbai, Maharashtra, India

-Reconciling holdings and transaction data between Investment Manager and the Custodian.-Responsible from end to end activities like downloading reports from custodian and IM, performing reconciliations, advise clients for posting, publishing and reporting. -Working with clients on exceptions related with cash and positions reconciliation.

Mumbai, Maharashtra, India

-Portfolio Management and wealth creation by assisting in various products like direct equity, debt, mutual funds and insurance products.-Developing strategies and designing solutions with investment products team that fit the client's needs and also contribute to the bank's revenue. -Retention of existing customers by providing necessary support and being a dedicated point of contact for them.

Mumbai, Maharashtra, India

-Monthly bookkeeping and accounting in Tally-Accounts payable and accounts receivable.-Month end closing reconciliations and various ad hoc tasks-Participation in monthly reconciliations and preparation for annual accounts-Miscellaneous Admin Tasks

Fmva Financial Modeling, Valuation And Analysis, Financial Planning And Analysis

It is ranked as one of the top certifications to demonstrate expertise in financial modeling, valuation and analysis. The certifications.

Certified Financial Planner (Cfp)

Postgraduate Diploma In Financial Planning (Pgdfp), Financial Planning And Services

Diploma In Financial Management, Financial Planning And Services

Bachelor Of Commerce - Bcom

Danish Language And Literature