Krishnan Bhattacharjee Email & Phone Number

Melbourne, Vic, Au

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

● Conducted daily reconciliations for a diverse array of managed funds spanning multiple custodians, ensuring precision in portfolio holdings, liquidity positions, and market valuations. Investigated and resolved any discrepancies, fostering a robust conceptual grasp of the funds and securities under management.● Routinely analysed large sets of exceptions data sets to pinpoint trends and enhance portfolio insights, collaborating with cross-functional teams to address underlying issues.● Proactively provided feedback to leaders about knowledge gaps, work allocation splits, current and future project ideas.● Delivered training sessions to elevate financial acumen and operational efficiency, offering insights into root causes of issues and advanced investigative methodologies.● Maintain close relationships with other Investment Operational teams through meetings, representing Reconciliations at huddles, escalating queries with other finance leaders within Australia and globally.● Contributed to special projects and fulfilled additional responsibilities as assigned.● Acquired in-depth proficiency in various systems including TLM, NeoXam, CTC, and Aladdin.

Melbourne, Australia

• Preparation of general ledger accounts, invoicing, billings, reconciling accounts, maintain fixed assetsregister, monthly management reports, statement of cash flow operations and end of the yearfinancial statements.• Preparation and analysis of budgetary reports. Present the monthly reports to the board of directorsand assist in decision making process. Discuss the variances and suggest possible solutions in smallscale.• Preparation of business activity statements and assist external accountants by posting end of the yearreconciliation adjustment journals for tax reporting obligations.• Payroll management for 20+ employees. Interviewing and hiring of new employees, preparingemployment contracts, organize orientation programs, process payrolls, payments and terminationpayout.• Management of compliance team to assure ASQA and DET requirements are fulfilled. Overseeingoperational audits, both internal and external.• Assist in preparing special & general-purpose financial statements for Skills First Funding in Victoria,and Smart Skills Funding in NSW for healthcare education programs.• Implement Moodle as the learning management system, design the process for trainers to deliverrelevant courses to students. Liaise with ATO, credit controller, ASIC auditors and agents.

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

• Clear communication skills aimed at meeting customers’ needs while upselling product and services.• Regularly converting customers from point of inquiry to sale, through in-person meetings andtelephone conversations.• Generate ideas to maximize sales to achieve or exceed sales goals.• Successfully supervised a team in numerous experiential campaigns to promote products.

Melbourne, Victoria, Australia

• Preparation of Financial Statements and Income Tax Returns for Individuals, Companies,Partnerships, and Trusts• Bank reconciliations, posting end of the year reconciliation adjustment journals.• Assisting with preparing tax advice to clients. Drafting financial reports and cash flow analysis.• Preparation of Business Activity Statement/ Instalment Activity Statements and FBT

Melbourne, Australia

Gained practical knowledge of accounting applications such as MYOB AccountRight, Xero and Reckon Accounts for performing day to day bookkeeping activities in SME’s. Also possess demonstrated experience in Reckon Elite Tax software for accurately calculating tax returns for individuals, partnerships, trust and companies; Implemented the accounting applications by solving numerous real-life case studies and utilizing problem solving skills to determine the root causes and finding the best solution.

Melbourne, Australia

• Understand best practices around CRM implementation and ERP systems. (Avaya, Retalix)• Responsible for regularly updating reference material and database with point location.• Tailor information to suit individual customer requirements.• Conflict resolution and deal with objections.• Problem solving and provide acceptable solutions while maintaining rapport with customer.

Jamnagar, Gujarat, India

• Maintain financial records using manual system for companies using Tally ERP9.• Prepare Quarterly and Annual Financial Statements by posting Journal entries.• Prepare trial balance, profitability statement, and Balance Sheet for analysis and tax purposes.• Assist in personal financials and prepare tax returns for directors and partners as well as individualand proprietor businesses.• Process payroll and calculate and report monthly direct and indirect tax liabilities.• Develop and document business and accounting processes to streamline and strengthen internaloperations.

Master’S Degree, Accounting And International Finance

Master’S Degree, Commerce

Bachelor’S Degree, Commerce

High School, Commerce