Harshil Hakani
Chartered Accountant | Streamlining Finance with 8+ Years of Experience | Excel & Power BI Automation Expert | Power Query • Dashboards • Python using AI
- Role
- Chartered Accountant at Ramesh M Patel & Co
- Location
- Rajkot, GJ, IN
- LinkedIn followers
- 500 followers
About Harshil Hakani
Chartered Accountant with 8+ years of experience in financial process optimization, Excel automation, and business intelligence. Specialized in leveraging VBA, Macros, Power Query, and Power BI to streamline financial reporting, automate repetitive tasks, and support strategic decision-making. Adept at collaborating with finance teams, delivering impactful dashboards, and ensuring accurate, real-time data analysis. Known for training finance professionals and building customized tools that enhance operational efficiency.Core Competencies: Excel Automation: VBA, Macros, Power Query Power BI: Report building, data modeling, Power Query (M), dashboards Finance Expertise: Financial statements, GST, TDS, RERA, audits, reconciliations Process Optimization: Identifying and automating repetitive finance workflows Training & Development: Conducting workshops on Advanced Excel & automation Data Integration: Connecting Power BI with Excel, accounting systems Tools: Tally, Miracle, Genius, Speqta, SQL (basic), AI for compliance automation
Experience
Chartered Accountant
Feb 2020 — Present · Rajkot, IN
Developed Excel-based utilities for GST reconciliation, TDS matching, and Fixed Asset management- Built templates for seamless data import into Tally (sales, bank, credit card)- Automated audit schedules and financial statement formats as per Schedule Delivered internal training to 15+ team members on Excel, RERA, and compliance software- Created Power BI dashboards for financial data analysis and reporting- Supported project finance reporting, ROC filings, and quarterly RERA submissions.
Education
Institute of Chartered Accountants of India
Chartered Accountant
Saurashtra University, Rajkot
Bachelor of Commerce - BCom, Accounting and Finance
Saurashtra University, Rajkot
Master of Commerce - MCom, Accounting and Finance
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