Krunal Pandit Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Canada Area

Toronto, Canada Area

• Evaluating senior management’s needs and developing various financial reports for internal and external stakeholders for current and new products. Calculate / forecast financial metrics such as return on investment, net profit margins, assets under management (AUM) & revenue trend.• Support the CFO teams by providing timely financial analytics and recommendations via presentations, dashboards and board reports for senior management. Provide commentary / variance analysis for various operating results, AUM movements, revenue reports.• Generating new financial models for product and compliance teams for asset management products including performance fee structure.• Reviewing monthly revenue, expense accruals and comparing with actuals and recommending appropriate adjustments and true-ups.• Developing strong relationships and liaising with business units throughout the organization• Generate / modify processes as per the requirements of business units.• Generate budgets for real estate funds and consolidate at a legal entity level and upload on the accounting system. Act as a controller for financial reporting. Assist in year end audit and generating financial statements.• Preparing monthly and quarterly analytical reporting, including calculation and reporting of actuals vs budget, sales commissions, revenue and expense analysis, frequent ad hoc reporting in a timely manner and ensure the variations are justified with market movements.• Continuous development of excel-based monthly reporting tools and leading internal team automation projects to improve efficiencies and establish strong controls.• Key achievements:- Sales report: Generated 75% efficiency- Revenue allocation: Automated revenue allocation process to reduce processing time by 50%.

Mumbai Area, India

• Generated financial models pertaining to counterparty risk, liquidity risk, Asset liability management (ALM), liquidity funding, liquidity stress testing, treasury profit and loss calculations, cash flow management, hedging portfolio, foreign exchange exposure, financial forecasts, track actuals & variance and articulate findings for key stakeholders.• Prepared peer comparison analysis, treasury balance sheet and profit & loss and ad-hoc reports / presentations / dashboards for senior management.• Assisted with cash flow management, working capital management, mutual fund / investments and account reconciliations. Liaised with banks / financial institutions for daily investing activities.• Liaised with front office and line of business for hedge / derivative trade execution, such as FX forwards.• Monitored and reported key financial metrics for weekly & monthly senior management calls and ensured the variations were within the range as per treasury policies and provided comments for significant movements.• Prepared various treasury reports to enable evaluation of the risks under various financial situations and forecast financial stability. These reports include cash flow forecasting (scenario analysis), treasury profit / loss, long term debt portfolio, unsecured funding report, liquidity reporting, global issuance report, risk profile for debt and equity portfolios, foreign exchange exposure reports.• Generate stress testing report i.e. Monthly Cumulative Outflow (MCO), to ensure appropriate funding capabilities for periodic buckets of liabilities under various stress scenarios.• Co-ordinated with the business units to develop design new treasury & liquidity risk reports. Analysed various changes in Basel norms and other regulators such as London’s FSA (FCA and PRA) and Singapore’s MAS• Delivered continuous process improvements via implementation of system enhancements- Six-Sigma: 75% efficiency in CTA (MD&A) process- LEAN: Liquidity rep. 25% efficiency

Mumbai Area, India

• Managed cash flow, investments, borrowings of parent and subsidiary companies• Forex management along with capital expenditure payments in foreign currencies• Managed budgeting and forecast reports relating to revenue and expenditures• Liaised with banks and mutual funds for investments and other corporate finance actions (letter of credit, bank guarantees, currency risk hedges, buyers / supplies credit facilities)• Developed and managed treasury MIS(s) & presentations for Senior Management

Mumbai Area, India

Mumbai

Cfa - Level 1 Completed, Finance And Financial Management Services

Ethical and Professional Standards, Quantitative Methods, Economics, Financial Reporting and Analysis, Corporate Finance, Portfolio.

Mba (Pgdm) - Finance, Finance, Honors

Advanced Financial Management, Management of Banks and Financial Institutions, International Finance, Mergers and Acquisitions, Securities.

Company Secretary, Company Law

Due Diligence, Corporate Compliance Management, Financial, Treasury & Forex Management, Business Ethics and Sustainability

Bachelor Of Commerce (B.Com.), Finance And Accounting, Honors

Financial Management, Financial Accounting, Cost Accounting, Economics, Taxation, Business Law and Business Communication.

Project Management

International Business Management