Tarun Patel

Business Analyst

Bengaluru, Karnataka, India3 yrs 6 mos experience

Highly Stable

Key Highlights

Experienced in financial analysis and account reconciliation.
Proven track record in managing balance sheet reconciliations.
Strong communication skills with internal and external stakeholders.

Stackforce AI infers this person is a Financial Analyst with expertise in Fintech and investment management.

Contact

Skills

Core Skills

Financial AnalysisAccount Reconciliation

Other Skills

Account ManagementAdobe PhotoshopBalance Sheet ReconciliationBlackLineCash ManagementDanceDerivatives TradingDigital MarketingFinancial ReportingGeneral Ledger AnalysisInvestment ResearchInvestmentsLeadershipManagementMicrosoft Excel

About

Seeking a career with a progressive organization that provides an opportunity to learn and grow and capitalize my skills and ability in the field of finance and investment.

Experience

Accenture

2 roles

Senior Financial Analyst

Promoted

Jun 2023 – Jul 2024 · 1 yr 1 mo

Financial Analyst

Jan 2021 – Jun 2023 · 2 yrs 5 mos

Worked as a part of the Cash & Investments Team. Later transitioned and currently working in the Europe Balance sheet reconciliations team.
Handling Taiwan (Asia pacific) and previously managed Europe/Nordic entities and performing operational tasks as the Entity owner namely Clearing, Reporting of material value transactions, preparing exposure/cash reports, Control checks, Posting JV’s and Balance sheet reconciliations for both Bank and Technical side.
Liaising closely with multiple internal/onshore teams in preparation of monthly/quarterly/yearly closing reviews and analyzing information from the general ledger and other accounting records to ensure accuracy and completeness, undertake GL reconciliations, and take corrective action as when required.
Chasing and following up with Business partners for any details/support required for ME closing.
Performing Bank & Technical reconciliations, Daily identification of Cash & Report receipt in error, if any, intercompany analysis and its reconciliation.
Conducting various Pre and post-data quality checks to ensure the correctness of data.
Proactively escalating & scheduling meetings with internal/onshore teams to resolve business issues, preparing MOM, and providing commentary wherever relevant.
Acting as a single POC for a designated area of work within the team and handling ad-hoc queries from clients.
Handling Auditor queries by providing support at the year-end and during the interim audits.

Cash ManagementBalance Sheet ReconciliationFinancial ReportingGeneral Ledger AnalysisOperational Task ManagementFinancial Analysis+1

Aig

Process Developer

Nov 2020 – Dec 2020 · 1 mo · Bangalore Urban, Karnataka, India

Grivaa capital

Virtual Management Trainee

May 2020 – Jul 2020 · 2 mos

Grivaa Capital is a well-recognized firm providing financial planning, equity advisory, and risk mitigation solutions to clients. It is a team of committed individuals who want to make a change in the financial health of people by combining technology and value-driven comprehensive solution.

Kotak mutual fund

Investment and Operations Intern

Apr 2019 – May 2019 · 1 mo · Bhopal Area, India

Job Responsibilities included analysis of performance funds, making one-pager and presentations, Training on pitching Schemes, filling up KYC and Investment A/c forms, the arrangement of CAF, SIP, STP/SWP forms, visits to stock broking agencies, Distributors and banks and attending calls of potential clients.