Arsalan Goheer Email & Phone Number

Philadelphia, Pennsylvania, United States

Philadelphia, Pennsylvania, United States

Washington D.C. Metro Area

• Regulatory / Compliance – Led the compliance effort for the Financial Services sector to get 300 + clients compliant before the General Data Protection Regulation (GDPR) law went into effect. Co-led daily calls for.
• Project Management – Drafted business requirements, tested implementation of software, and assisted in go live for two financial dashboards. Coordinated both teams on-site and offshore, along with client vendors..
• Strategy Development – Conducted client interviews, co-led workshops, and analyzed client materials to determine the current state of the client. Assisted in the creation of the future state framework based on client.
• Technology Implementation – Managed the development and current implementation of the future state of financial reporting. Financial reporting using SAP HANA and SAP BOBJ for each fiscal year while comparing it the.

Philadelphia, Pennsylvania

• Collaborated with general and limited partners on fund reporting and analysis.
• Assisted clients in the assessment of Hamilton Lane’s historical investment performance as a specialist in performance reporting.
• Ensured efficient and effective reporting and analysis of data for all limited and general partners and the funds they were invested in.
• Optimized metrics reports to efficiently and effectively report fund data. Maintained a key focus on process management and quality control.
• Determined if the client values were reflected correctly, fund values were analyzed using key financial metrics (internal rate of return and cash flow reconciliation).
• Completed analysis on the rate of return for every client portfolio and highlighted the gains or losses.

Lansdale, Pennsylvania

• Plan and monitor the completion of the financial month-end activities
• Collaborate with internal business partners on financial reporting and analysis
• Ensure efficient and effective reporting and analysis of data
• Assist with the preparation of financial reports used for review and analysis
• Responsible for documentation activities to ensure a smooth transition

• Conducted client data analysis to create a single database platform for importing and reconciling client data files.
• Performed use tax reconciliation for the client to review tax return calculations. Identified and analyzed taxed transactions within the data file.
• Corroborated with management to understand policies and procedures in reference to sales and use tax.
• Attained knowledge of tax matrices and state nexuses. Researched and reported on taxability issues for client refunds.
• Attended week long training on client data analysis, use tax reconciliation, data and workpaper analysis, review scope, and transaction review (auditor review).
• Used SAP to review financial contracts to validate research findings and further assist the client in maximizing their tax refund.