Overview
Work History
Education
Skills
Timeline
Generic

Rajat Mahey

Souderton,PA

Overview

2
2
years of professional experience

Work History

Coop

CRC Industries
Horsham, PA
09.2025 - 03.2026
  • Extracted sales data from Power BI into Excel to analyze YTD vs. PYTD trends for Brakleen red and green product lines, including unit volume, ASP, and product mix by key customer.
  • Supported month-end close activities in Microsoft Dynamics 365 by
    analyzing journal entries, assisting with general ledger reconciliations, and reviewing inventory and accounts payable balances for accuracy
  • Contributed to procure-to-pay operations by supporting 3-way match controls, verifying alignment between purchase orders, goods receipts, and vendor invoices to ensure accurate and authorized vendor payments
  • Supported external audit procedures by retrieving proof of delivery and invoice support for selected samples, preparing schedules, and helping verify compliance with GAAP-related revenue recognition and internal control requirements.

Customer Service Representative

Penn Community Bank
Perkasie, PA
08.2024 - 09.2025
  • Process customer transactions accurately and efficiently while ensuring all required documentation is complete.
  • Handle account maintenance requests, including address changes, ID verification, and card or check orders, while resolving complex service issues with cross-functional teams.
  • Strengthen customer relationships by identifying financial needs and recommending appropriate banking products and services.
  • Open personal and business accounts in compliance with bank policies using internal and third-party systems.
  • Manage and balance up to $10,000 in daily cash transactions while maintaining accuracy in branch credit and debit account auditing.

Education

Bachelor of Science - Finance

Drexel University
Philadelphia, PA
08-2026

Associate of Science - Business Administration

Montgomery County Community College
Blue Bell, PA
08-2024

Skills

  • Software: Microsoft Excel, PowerPoint, Word, Power BI, FactSet, Microsoft Dynamics 365
  • Language: English, Hindi, Punjabi

Timeline

Coop

CRC Industries
09.2025 - 03.2026

Customer Service Representative

Penn Community Bank
08.2024 - 09.2025

Bachelor of Science - Finance

Drexel University

Associate of Science - Business Administration

Montgomery County Community College
Rajat Mahey