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.
• 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.
• 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.

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.
• 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.

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