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Dilip Mokhai Prajapati · Mumbai Metropolitan Region.
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About
I am an Accounts & Taxation professional with 15+ years of experience Banking Operations, Investment Management, Accounting and Taxation across Family Office, Corporate and CA firm environments. I hold CMA (Inter) and Master in commerce (Advance Accounting) qualifications. Currently working as an Account & Finance - Manager at Famy Group (Family Office), I oversee overall accounting & taxation for 20+ entities and have led major automation initiatives using Tally ERP 9, Power Query, Google Sheets, and Advanced Excel—reducing manual workload and improving accuracy. My expertise includes:• Banking Operations & Fund Management • Loan Against Securities (LAS) Handling • Share Market & Broker Coordination • Mutual Funds & PMS Management • Accounting & Bookkeeping (Tally) • Taxation & Compliance (ITR, TDS, GST) • Accounts Finalization, MIS & Financial Analysis• Reconciliation & Fund Flow Management • Audit Support & Statutory Documentation• Automation & Process Optimization
Experience
Account & Finance - ManagerCurrent
FAMY-GROUP · Fort mumbai
Apr 2017 – Present
Senior Account Executive
Indosource Solution Pvt. Ltd.
Jun 2015 – Apr 2017
Worked with Indosource Solution Pvt. Ltd. at Fort, Mumbai from June- 2015 to April -2017 as a Sr. Accounts Executive.
Education
Skills
More Finance & Operations