Jayni Panchal Email & Phone Number

New Jersey, United States

New Jersey, United States

Pennington, New Jersey

• Analyze the cost basis request made by the client and conduct appropriate research according to IRS Tax lot legislation's and company protocols.
• Gained knowledge of Tax Lot Accounting methodologies and liaise between internal departments solving discrepancies related to cost basis and corporate action transactions.
• Review and reconciled cost basis for tax lots using proprietary tools and vendor tools.
• Apply extensive research and testing on system’s cost basis records to ensure accurate reporting.
• Assisted financial advisors and client associates with their cost basis concerns.
• Assisted front offices with their cost basis lot identification due to sale, transfers or donations.

East Brunswick, New Jersey

• Prepared federal & state tax for 2015 personal returns.
• Assist with administrative duties including tax assembly and client services.
• Develop marketing strategy to increase client volume for the branch.

India

• Performed day to day tasks and processed monthly financial statements.
• Ensured compliance of companies’ cash management policy.
• Assisted senior analyst in reviewing company financial accounts, stocks, bonds.
• Monitored banks accounts for non-payment and delayed customer payments.
• Assisted in compiling companies’ financial information.
• Assisted in the formation of financial forecast and plans.

India

• Conducted financial analysis for corporate accounts.
• Assisted senior manager with customers requesting new loan.
• Assisted customers on basic questions related to their accounts statements.
• Handled business and individual clients requesting short term and long term funding requirements.

Masters Of Financial Analysis, Finance And Financial Management Services

Masters Of Business Administration, Finance, General

Bachelor Of Commerce (B.Com.), Advance Account And Auditing