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 updates from project managers and partners on current status for each client, as well as providing proper GDPR templates, and tools.• 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. Assisted in managing the budget, staff, and scope. Led calls with financial services group to report pipeline for the quarter and for the year. Devised actions for any deals in the pipeline that were at risk. Reported and presented financial metrics to the leaders of the NA Mobile leadership in financial services. • 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 artifacts, the industry the client is in, where their competitors ranked against them from a data perspective, and documented processes end to end. Assisted in the creation Enterprise Data Office playbook for the Chief Data Officer that outlined their vision, function, principles, change management plans, organization design, and what their three to five-year strategy is.• 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 same month from the previous financial year. Also assisted in the consolidation of over 100 reports into 15 by identifying repetitive KPIs. Tested functionality of tools before go live to ensure report creation, mapping of reports and analysis were fully functional.

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.• Created and implemented a tracking tool that would highlight which market values had not been changed from the previous quarter. • Identified new and unseen potential investments during fund analysis.

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. •Conducted site visits and met with clients to understand key business functions and processes. Met with state auditing authorities on behalf of the client to resolve tax refund issues.