Vijay Bokade
Sr. Manager - Finance & Administration at Customized Energy Solutions- Claim this Profile
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English -
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Hindi -
Topline Score
Bio
Credentials
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Using Power BI with Excel
LinkedInAug, 2023- Nov, 2024 -
Certification in Banking & Insurance
KCES's Institute of Management and Reserach, Jalgaon
Experience
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Customized Energy Solutions
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United States
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Utilities
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200 - 300 Employee
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Sr. Manager - Finance & Administration
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Mar 2015 - Present
Determining financial objectives. Designing & implementing systems, policies & procedures to facilitate internal financial control. Preparing Annual Budget and forecasting trends. Developing reports for top management summarizing the business financial position in areas of income, expenses, capital usage and cash flows, and coordinate the preparation of strategic plans, budgets and financial forecast. Developing and updating accounting, finance and management policies and procedures. Effective Cash Flow Management. Monitoring budgets and comparing them with actual cost and revenues related to production, marketing and capital. Coordinating the preparation, maintenance and filing of projected P&L Account, Bills Discounting and Balance Sheet as required by bank authorities and other financial institutions. Coordinate the preparation of Financial Statements, Financial Reports for internal usage. Getting control accounts reconciled and sorting out the discrepancies. Liaison with business related organizations such as Banks, RBI Etc. and preparing budget cum systemizing departmental work. Handling Reserve Bank of India queries for export/import matters and carrying out all correspondence with the bank. Filing Servive Tax Returns, VAT return, E-TDS payment & E-TDS quarterly return, Independent handling of VAT, TDS & Income tax assessment. Remitting foreign currency for import advance & other expenses like traveling, consultancy, advertising and project export. Negotiating with the banks for export documentation requirement. Opening LC for inland and foreign party, bank guarantee for the import. Processing of Purchase Bills of Raw Material, Asset & Passing Bills of expenses from various departments. Show less
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ALCOR Fund
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United States
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Investment Management
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1 - 100 Employee
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Accounts Officer
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Sep 2012 - Mar 2015
Promptly manage core finance activities like: Updating transaction records in application & other formats & register, lasing with company auditors, and coordinating with vendors. Monitor & execute company banking activities, on an ongoing basis – including bank deposits, bank withdrawals and bank reconciliation. Internally work in coordinating with all teams for raising invoices, updating revenue status, monitoring fund inflow and for revenue analysis. Fulfill all statutory & regulatory compliance, to ensure flawless framework. Staff disbursement: To work on salary processing, processing of travel claims & associated reimbursements, PBI processing, salary slips, Form 16, taxation, bank account opening etc. Revenue analysis and fund management, audit on the internal cash flow, reviewing the revenue inflow and sending regular update to the management on revenue generation. Report generation (MIS) – Compiling and collation of regular banking & accounting details. Preparing budgets & forecasting, preparing vendor’s payment list, Vendors Reconciliation, Expense statement and account summaries as per requirement. Through implementation of tax laws and rules and regulation pertaining to income tax, sales tax, service tax, VAT, other tax matters and also employee benefit like Provident Fund, ESI etc. Responsible for maintaining coherent records (Registers, Files, & Soft data) essential for a detailed audit, as per accounting norms. To understand the nature of business of newly formed JV companies and complete formalities like name approval, company incorporation, application for DINs, Sales Tax registration, VAT Registration, PAN & TAN Processing, Shop Act Licenses, And other formalities as applicable. Perform & conclude any ad-hoc tasks, assigned by the management from time to time. Show less
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IBN Technologies Limited
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India
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Financial Services
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200 - 300 Employee
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Business Process Executive - F & A Process
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Jul 2011 - Sep 2012
Working as a team member for UK & US accounting process. Accounts Receivable, Accounts Payable, Payroll Processing, Bank Reconciliation, Taxation, Auditing, Monthly / Quarterly MIS Report Preparation etc. Working as a team member for UK & US accounting process. Accounts Receivable, Accounts Payable, Payroll Processing, Bank Reconciliation, Taxation, Auditing, Monthly / Quarterly MIS Report Preparation etc.
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Vikas - Organisation ( Jalgaon Milk Union)
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Jalgaon Area, India
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Accounts Executive
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Jul 2007 - Jul 2009
Working as a team member in EDP/ Accounts Department. Day to day Accounting, Accounts Receivable, Accounts Payable, Payroll Processing, Banking, Taxation, MIS Reporting,Auditing etc. Working as a team member in EDP/ Accounts Department. Day to day Accounting, Accounts Receivable, Accounts Payable, Payroll Processing, Banking, Taxation, MIS Reporting,Auditing etc.
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Education
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2019 -
ACCA
Accounting and Finance, Pursuing -
2018 - 2018
International Business Management Institute (IBMI), Berlin, Germany
Finance & Accounting Course, Accounting and Finance -
2009 - 2011
North Maharashtra University
Master of Business Administration (M.B.A.), Finance & International Business Management -
2009 - 2010
GDC & A Board
Govt Diploma in Cooperation & Accountancy, Auditing -
2008 - 2009
North Maharashtra University
Diploma in business Management, Business Administration, Management and Operations -
2004 - 2007
North Maharashtra University
Bachelor’s Degree, Commerce -Finance & Accounts
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