Prathamesh Naik
Senior Analyst at Enfusion -Clearwater (CWAN)
- Role
- Senior Analyst at Enfusion Now Cwan
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Prathamesh Naik
Results-driven finance professional with over 7.5+ years of experience in Fund Accounting, Reconciliation, Trade Settlement, Client Management, Fund Transfers, and Portfolio Management. Proven track record in delivering operational efficiency, achieving organizational targets, and driving productivity in competitive environments.Expert in end-to-end accounting operations including General Ledger, Accounts Payable/Receivable, and Bank Reconciliation. Adept at streamlining processes, managing month-end accounting, overseeing financial reporting, and analyzing financial data to support strategic decision-making.Proficient in conducting research and investment analysis to recommend trading strategies, mutual fund allocations, and portfolio solutions aligned with corporate investment policies. Recognized for a strong grasp of financial systems and compliance requirements.A natural team player and people champion, known for building and nurturing client relationships, leading cross-functional teams, and fostering collaboration. Brings a results-oriented mindset, excellent communication across all levels, and a reputation for quick learning, attention to detail, and sound decision-making under pressure.
Experience
Senior Analyst
Jul 2021 — Present · Mumbai, IN
Education
Atharva Institute of Management Studies.
MBA, Finance
2016 — 2018
LATE SHRI VISHNU WAMAN THAKUR CHARITABLE TRUST VIVA INSTITUTE OF PHARMACY
Bachelor of Management Studies in Finance
2016
Skills
- Microsoft Excel
- Leadership
- Online Advertising
- Capital Markets
- Public Speaking
- Microsoft Office
- Microsoft Powerpoint
- Project Management
- Business Strategy
- Research
- Microsoft Word
- Business Ideas
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