Prashant Upadhyay

Prashant Upadhyay Email and Phone Number

Experienced Banking, Accounting& Tax Professional| MS in Finance Analysis (UW-Milwaukee)| Certified ProAdvisor with QuickBooks Online| Skilled in Power BI, SQL, Python, SAP, Accrual-Cash Accounting. @ Aspire CPAs, PC
Carmel, IN, US
Prashant Upadhyay's Location
Carmel, Indiana, United States, United States
Prashant Upadhyay's Contact Details

Prashant Upadhyay work email

Prashant Upadhyay personal email

About Prashant Upadhyay

An experienced finance professional with investments and analytics expertise | MS in Finance Analysis (2022) at UWM- US| Certified as ProAdvisor - QuickBooks Online | Skilled in Excel, Power BI, SQL, Python, R Programming, and MS SharePoint |

Prashant Upadhyay's Current Company Details
Aspire CPAs, PC

Aspire Cpas, Pc

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Experienced Banking, Accounting& Tax Professional| MS in Finance Analysis (UW-Milwaukee)| Certified ProAdvisor with QuickBooks Online| Skilled in Power BI, SQL, Python, SAP, Accrual-Cash Accounting.
Carmel, IN, US
Website:
aspirecpas.com
Employees:
12
Prashant Upadhyay Work Experience Details
  • Aspire Cpas, Pc
    Aspire Cpas, Pc
    Carmel, In, Us
  • Aspire Cpas, Pc
    Accounting And Tax Specialist
    Aspire Cpas, Pc Aug 2023 - Present
    Indianapolis, In, Us
  • Aspire Cpas, Pc
    Associate
    Aspire Cpas, Pc May 2023 - Aug 2023
    Indianapolis, In, Us
  • Conovate, Inc.
    Finance Intern
    Conovate, Inc. Sep 2022 - Dec 2022
    • Created comprehensive SOPs and policy and procedure documentation, ensuring accuracy and consistency across the organization.• Analyzed and interpreted accounting records and responded to routine and complex financial inquiries. prepared data and assisted in financial report preparation and reconciliations. • Implemented automated manual data flows for repeated use and approvals using MS SharePoint, MS Power-automate, and QuickBooks for key accounting processes such as purchase orders, expense reports, expenditures, petty cash, and vendor expenses.• Developed interactive forms for employees to communicate sensitive data and for obtaining approvals, Assisted in the development of annual budgets and forecasts.• Prepare multifaceted Excel data analysis model using MS Excel VBA and Pivot tables for formulating salaries of different employees based on their state and hour rate, providing an alternate system.
  • Urec Uwm
    Intramural Sports Supervisor
    Urec Uwm Oct 2021 - Dec 2022
    • Supervised the team of sports officials and managed the operations of the Intramural sports leagues organized every semester at the university.• Monitored games and ensured the games and events are executed in compliance with safety guidelines and league rules.• Examined facilities for safety hazards and ensured all equipment and safety instruments were in place. • Got Promoted to the Supervisor position during the tenure.
  • State Bank Of India
    Relationship Manager (Nri) Avp
    State Bank Of India Jul 2020 - Aug 2021
    Mumbai, Maharashtra, In
    • Handled multiple projects and collaborated with senior management to define a central framework and approach to standardize the way value is delivered across the region. Namely, the projects were the NFO launch, SIP drives, and HNI client onboarding.• Partnered with third-party product teams on value case development in addition to value tracking and realization at the end of projects.• Coordinated and organized multiple corporate action events to ensure the implementation of the projects
  • Indusind Bank
    Manager Nr Business
    Indusind Bank Feb 2019 - Jun 2020
    Mumbai (Maharashtra), In
    Successfully managed the NR Business division i.e., International Banking for Non-Resident Clients at the Indore branch, creating a strong client base of Foreign Exchange especially FCNR deposits with forward contracts by leveraging the knowledge of NRI-focused strategic plans and complex forex market instruments.• Coordinated with the central remittance team to provide client details in accordance with SWIFT payment messages, in order to process global remittances and generated revenue for the bank• Analyzed the branch data of Non-Resident Indian (NRI) clients and used advanced Excel techniques to categorize them per their investment patterns and banking needs. Added 1 CR value in the FCNR deposits of the branch.• Utilized advanced Excel techniques to analyze client branch data and classify clients based on investment patterns and banking requirements.
  • Hdfc Bank
    Deputy Manager
    Hdfc Bank Sep 2018 - Feb 2019
    Mumbai, Maharashtra, In
    • Used excellent knowledge of Microsoft Office Suite, specifically advanced Excel, and used formulas to define the third-party vendor per hour per day remunerations. Created workflows in MS share point.• Processed investment agreement trades to ensure timely and accurate transactions.• Demonstrated outstanding multitasking skills while managing operational responsibilities such as clearings and remittances, tax operations, and high net worth sensitive client services.
  • Icici Bank
    Deputy Manager
    Icici Bank Feb 2016 - Sep 2018
    Mumbai , Maharashtra, In
    • Demonstrated exceptional multitasking skills while managing operational responsibilities such as clearings and remittances. Participated in departmental process improvement efforts and served as a resource to the department, mentoring and coaching other team members.• Managed Documentary LCs, ensuring compliance with LC terms by a comprehensive knowledge of UniformCustoms and Practice (UCP 600) as per the International Chamber of Commerce Rules and Regulations and global trade documentation for domestic and international transactions.• Processed and executed Standby Letters of Credit, Guarantee, and Documentary Bills for CollectionWorked for extended hours and successfully conducted the due diligence process during a highly stressful demonetization environment in India in 2016
  • Icici Bank
    Probationary Officer
    Icici Bank May 2015 - Feb 2016
    Mumbai , Maharashtra, In
  • Shakti Pumps (I) Ltd.
    Management Trainee
    Shakti Pumps (I) Ltd. Jun 2014 - Nov 2014
    Dhar, Madhya Pradesh, In

Prashant Upadhyay Skills

Investment Management Wealth Management Nri Services Demat Trade Finance Tax Forex

Prashant Upadhyay Education Details

  • University Of Wisconsin-Milwaukee
    University Of Wisconsin-Milwaukee
    Finance And Analysis
  • Iips, Davv
    Iips, Davv
    Marketing (Major) Finance (Minor)
  • Iips Davv
    Iips Davv
    Management Science
  • Cambridge Hs School, Dewas, Mp
    Cambridge Hs School, Dewas, Mp
    Higher Secondary

Frequently Asked Questions about Prashant Upadhyay

What company does Prashant Upadhyay work for?

Prashant Upadhyay works for Aspire Cpas, Pc

What is Prashant Upadhyay's role at the current company?

Prashant Upadhyay's current role is Experienced Banking, Accounting& Tax Professional| MS in Finance Analysis (UW-Milwaukee)| Certified ProAdvisor with QuickBooks Online| Skilled in Power BI, SQL, Python, SAP, Accrual-Cash Accounting..

What is Prashant Upadhyay's email address?

Prashant Upadhyay's email address is pr****@****ank.com

What schools did Prashant Upadhyay attend?

Prashant Upadhyay attended University Of Wisconsin-Milwaukee, Iips, Davv, Iips Davv, Cambridge Hs School, Dewas, Mp.

What skills is Prashant Upadhyay known for?

Prashant Upadhyay has skills like Investment Management, Wealth Management, Nri Services, Demat, Trade Finance, Tax, Forex.

Who are Prashant Upadhyay's colleagues?

Prashant Upadhyay's colleagues are Richard Sexson, Randal Fortner, Beverly Nead, Angi Conley, Molly Tuemler, Spencer Cowherd, Ea.

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