Nov 2021 – Jan 2023 · 1 yr 2 mos · Mumbai, Maharashtra, India

• Now a days businesses use multiple software and technologies for different tasks.
• These software generally developed by different companies i.e. CRM is provided by Company A, Accounting by Company B, and Marketing by Company C.
• Now in general these systems are not directly connected with each other and businesses require multiple people to operate, manage these softwares systems. Due to this gap businesses generally see process inefficiency, manual dependency and ultimately business require more resources to scale.
• We help businesses to fill these gaps through system integration and automate their critical and repetitive processes through NO CODE automation.
• We identify common business challenges and problems across industry and develop solution for that. These solution mainly fill gaps arises due to lack of system integration, process inefficiency and scaling issues.
• We develop solution for 1000+ regular use business apps that includes all department and work streams. This help businesses to make processes more stable, scalable and less dependent on manual handling.
• This is a scalable idea as most of the businesses follow similar processes and improvement can be standardise once we define the problem statement.
• These automation helps businesses remove operational challenges and obstacles to scale to next level and generate more employment and create more wealth.

May 2013 – Nov 2019 · 6 yrs 6 mos · Mumbai, Maharashtra, India

• Business Management, Finance, Reporting, Controlling.
• Budget management for Investment Bank Middle office. Handled annual budgets of over GBP 130 mn.
• Financial compliance, accounting supervision, business analysis.
• Business Manager for Middle Office Global Markets Post Trade Services for India and Global locations.
• Looked after Business Planning & Analysis and finance controller-ship.
• Handled MTP, STP and RAF budgeting and forecasting requirements.
• Supported BM lead to manage GMO.
• Monthly Cost and Headcount variance analysis, report commentary and causes of major variances to respective functional heads and ensure corrective treatment in time.
• MBR, QBR pack preparation for Global Business leads and India leadership team.
• Worked closely with Business leads, Finance team, Headcount utilities team, Payroll team, and Market data management team.
• Monthly and Year end accrual creation, tracking and management.
• Report enhancement and automation via Macro and advanced excel based formulas.
• Cost centre and SAP hierarchy management, approvals and coordination.
• Procurement and Invoice workflow management, approver setup and regular updates in system.
• Purchase Order creation & approval, invoice review and approval on behalf of business, travel and market data request approvals.

May 2011 – May 2013 · 2 yrs · Mumbai, Maharashtra, India

• Handling financial reporting and controlling of “Bloomberg Data Services (India) Pvt. Ltd.” as an “Assistant Client Manager”
• Monthly accounting supervision and review of various variance reports such as Cost Centre, Compliance with COA, Expense and Earning Groupings etc.
• Monthly book closing and Financial Reporting as per the internal guidelines,
• Monthly MIS Management,
• Controlling and Reviewing books of accounts on monthly basis,
• Monthly review of balance sheet schedules,
• Liaising with auditors as main audit coordinator for Statutory, Tax, Group and Transfer Pricing audit.
• Co-ordination with Govt. Tax and Local Regulatory Authorities for statutory compliance,
• Liaising with Tax Consultants for various tax compliances,
• Development of Interactive MIS for reporting and controlling,
• Controlling of various Inter Company settlements and Fixed Assets accounting and reconciliation,
• Analysis of variances in revenue to find out volume and market response of Bloomberg products,
• Assisted in monthly forecasting of revenue for the year to find out any major deviation vs. budget.
• WHT & Service Tax compliance, filing of quarterly TDS return,
• Co-ordination for Income Tax hearings, details preparation and review,
• Dealing with auditors for finalization of Financials and tax Audit of Bloomberg (one of the Big 4),
• Working capital management which includes dealing with Banks and financial institution related to fund management,
• Preparation of financial statements and MIS as per client specification (Generally on Quarterly basis),
• Leading a team of 4 executives
• Major Achievements:
• Development of various MIS and variance reports such as COA deviation, Cost Center Variance,
• Smoother the reconciliation processes by adding clear & understandable differentiators which reduced reconciliation time for various reports by 40-50%,
• Handled various tax scrutiny of Service tax and Income tax hearings independently,