Mahek Shah

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

• Financial Analysis
• Financial planning
• Google Sheets
• Microsoft Excel