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Mahek Shah

Finance Executive

Mumbai, Maharashtra, India

@mahek_shah

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About

Finance graduate with hands-on experience in financial operations, taxation, and investment research. Currently preparing for the CFA Level 1 Program with a strong interest in equity research, financial analysis, valuation, and capital markets. Proficient in Excel and financial reporting, with practical experience in cash flow management, investment monitoring, and tax compliance. Seeking an opportunity to build a career in investment management or corporate finance.

Experience

  • Finance Executive
    Thumbstoppers · Mumbai
    Mar 2025 – Aug 2026

    Managed cash flow forecasting and fund allocation. Prepared financial reports to support management decision Processed payroll and reimbursement reconciliation. Generated invoices and monitored receivables and payables Assisted in budgeting and financial planning.

  • Tax, Investment & Accounting Assistant
    Pradip Kapasi & Co. · Mumbai
    May 2023 – Jun 2024

    Assisted in preparing financial statements and tax computations. Conducted investment research and monitored client portfolios. Supported statutory audits and financial compliance. Performed financial data analysis using Excel. Prepared legal and financial documentation.

Skills

<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
Google Sheets Microsoft Excel Financial Analysis Financial planning

Tools / apps / platforms

<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
Canva Microsoft Excel

Languages

Native / Bilingual Native / Bilingual Their first language, or as strong as one.
Gujarati Speak · Read · Write
Fluent Fluent Comfortable using it for work.
English Speak · Read · Write

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