Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic

Unnati Lakhnori

Financial Manager
Cergy

Summary

Highly motivated and results-driven finance professional with extensive experience. Strong foundation in finance principles and practices. Driven and analytical. Proficient in financial analysis and reporting, advanced Excel, and data management. Motivated team player consistently exceeding revenue expectations and portfolio goals. Proven ability to collaborate effectively with merchant bankers, auditors, and legal counsels. Committed to leveraging financial expertise for strategic decision-making and business growth. Demonstrated track record of achievement. Strong ability to build collaborative business relationships with key customers. Collaborative leader and team-builder. Seeking position in results-oriented and challenging company that values ambition and career growth. Secretarial and financial skills and experience utilized for persistent growth and sustainable development.

Overview

8
8
years of professional experience
2
2
Languages

Work History

Financial and Legal Manager

Edu Realty Kalyani Nagar School LLP
04.2021 - 04.2022
  • Producing financial reports related to budgets, account payables, account receivables, expenses, etc
  • Developing and implementing policies and procedures for the finance department
  • Monitoring internal controls to ensure internal policy, regulatory, and tax compliance
  • Developing long-term business plans based on financial reports

Company Secretary and Financial Manager

Ayush Procon Private Limited
05.2018 - 01.2021
  • Headed the Secretarial Department and managed the entire secretarial compliance of the company and its associate companies under the Companies Act, Labor Law, SEBI, RBI regulations, and FEMA compliances
  • Legal compliance (Drafting agreements both Indian and Foreign, Reports, resolutions, and notices)
  • Contact documents and filing in Companies Registration Office
  • Liasoning with the Companies Registration office in relation to incorporation
  • Conducted Board and AGM
  • Providing legal, financial, and strategic advice throughout and outside of meetings
  • Advising contacts in relation to annual return compliance
  • Preparation and filling of said annual returns
  • Ensuring that operative objectives and standards of performance are understood and owned by management and other employees
  • Keeping close check with any regulatory or statutory changes and policies that can hinder the organization's performance or image
  • Checking that policies are up to date and are ratified
  • Providing brace to the board or other committees
  • Keeping statutory record books rafting incorporation
  • Preparation of resolutions and transaction documents for Group re-organizations
  • Anticipating and raising resources in a need-based, cost-effective manner to meet funding needs while ensuring that all capital projects are presented with timelines for implementation related to financial plans and ROI / Payback calculations

Company Secretary

Kandla Packaging Private Limited
09.2014 - 04.2018
  • Recruited to undertake due diligence and restore company profitability, involving considerable improvements to finance, HR, payroll, and legal operations
  • Managed product initiatives including sourcing, contracting, and designing business models and break-even analyses
  • Preparing documents regarding the increase in authorized share capital, change of company name and shift in registered office
  • Making due diligence reports for the bank & financial institutions
  • Alteration of MOA & AOA as per specification
  • Drafting agenda and minutes of board meetings as well as AGM
  • Working as part of a team, to ensure the highest level of corporate governance within the company
  • Proactively work to develop and enhance Board and Committee processes and controls in response to regulatory and industry changes, and as directed by Boards and the business
  • Held leadership roles with one subsidiary under Kandla Packaging Private Limited

Education

Master of Business Administration - Financial Management

Narsee Monjee Institute of Management Studies
India
04.2001 -

Master of Commerce -

Gujarat University
India
04.2001 -

Company Secretary -

Institute of Company Secretaries of India
India
04.2001 -

Bachelor of Commerce -

Gujarat University
India
04.2001 -

Skills

Legal analysis & research

Financial and Accounting Assistance

Proficient in Financial Analysis

Business forecasting

Financial statements expertise

Software

Tally ERP

SAP

Timeline

Financial and Legal Manager

Edu Realty Kalyani Nagar School LLP
04.2021 - 04.2022

Company Secretary and Financial Manager

Ayush Procon Private Limited
05.2018 - 01.2021

Company Secretary

Kandla Packaging Private Limited
09.2014 - 04.2018

Master of Business Administration - Financial Management

Narsee Monjee Institute of Management Studies
04.2001 -

Master of Commerce -

Gujarat University
04.2001 -

Company Secretary -

Institute of Company Secretaries of India
04.2001 -

Bachelor of Commerce -

Gujarat University
04.2001 -
Unnati LakhnoriFinancial Manager