Parth Gohel Email and Phone Number
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Parth Gohel personal email
Passionate about driving strategic financial outcomes, Parth is a Chartered Accountant (ACA) and holds a CFA Level 2 certification, equipped with a diverse background spanning into Strategy, Business and Corporate Finance. Having honed his skills at esteemed institutions such as Citigroup and JPMorgan, he brings to the table a wealth of experience in areas including Strategy & Transformation, Financial Planning & Analysis (FP&A), Business Finance Partnering, and Controllership. He thrives in dynamic environments where he could leverage his expertise in Project Management and Financial Modeling to navigate complex challenges and deliver tangible results.His skill set extends beyond traditional finance realms, with proficiency in a variety of cutting-edge tools and technologies. From Knime & Tableau for data analysis and visualization to Microsoft Power BI for business intelligence, he is adept at harnessing the power of technology to extract insights and inform strategic decision-making. Additionally, his experience with Bloomberg, IBM TM1, Hyperion Essbase, & Alteryx further enriches his toolkit, enabling him to streamline processes and optimize performance.These experiences underscore his commitment to excellence and his ability to bring diverse perspectives and collaborative insights to any team.
Bharti Axa Life Insurance
View- Website:
- bharti-axalife.com
- Employees:
- 6043
-
Manager - Corporate StrategyBharti Axa Life InsuranceMaharashtra, India -
Manager - Strategy & PlanningBharti Axa Life Insurance Jul 2024 - PresentMumbai, Maharashtra, India• Develop and execute comprehensive strategic AOPs to drive growth and improve market positioning for Bharti Group.• Conduct in-depth market analysis to identify trends, competitive threats, as well as opportunities for growth of market share.• Establishing and monitoring key performance indicators (KPIs) to assess the effectiveness of strategic initiatives, execution strategy and operational performance.• Create excel-based financial models and forecasts to support business planning and decision-making process.• Performing Scenario and Sensitivity Analysis against various parameters and economic variables to help understand the strengths of each-in detail.• Work closely with various distribution channels to align strategic objectives with operational activities and ensure cohesive execution.• Lead and manage strategic projects, ensuring timely delivery and alignment with organizational goals.• Evaluate and enhance existing processes and procedures to increase efficiency and effectiveness across the organization.• Prepare and present detailed reports and strategic insights to senior leadership, management, supporting data-driven decision-making and strategic planning efforts. -
Associate - Strategy & PlanningCiti Jun 2022 - Jun 2024Mumbai, Maharashtra, IndiaProduct: Markets & Securities Services• Developing & coordinating the AOPs and periodic forecasting and review results against Plans, monthly Forecasts as well as quarterly estimates.• Generate Flash Revenue and Expense Reports for Lead Finance Officers & Executive Management.• Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement and Investor & Investment Reports.• Develop and Implement a standardized reporting framework for CCAR reviews, Investor Relations and other mandates by regulators.• Optimization and implementation of tasks that result in improved viability of business and key performance metrics enabling informed and data-driven decision making across the organization.• Create/Develop complex strategic financial models to support executive decision making and drive business growth therein. -
Team Lead - Valuations & ModellingJpmorgan Chase & Co. Feb 2021 - Jun 2022Mumbai, Maharashtra, IndiaProduct: Securities ServicesRegion: Asia Pacific.• Covered Valuations and Daily NAV Validation for Hedge Funds, Pension Funds, Mutual Funds and AIFs for the clients in Taiwan, Hong Kong, Singapore, China and Malaysia. • Perform three way reconciliation between Broker / Counterparty vs Fund Managers vs JPM to ensure the FM books are in line with respective brokers and Data entry teams of JPM. • Attend Client calls in presence of onshore team to discuss the status of the breaks resolution & any other client request / issues. • Provide comprehensive error reporting when such instances occur, and evidence action plan to ensure any identified gaps are closed. -
Associate InternA.T. Jain & Co. Feb 2017 - Jan 2020Mumbai Area, India• Served Clients ranging from Automobile Industry to Banking and Financial Services Industry, Real Estate Industry and Entertainment Industry. * Advisory on Domestic and International Taxation Laws involving in depth analysis of Company’s Business process, products and services, legal and organizational structure. * Filing of various Income Tax Returns, TDS Returns and assisting the clients in the same. * Conduct of Statutory Audits of various Public and Private Limited companies. * Have been a part of Statutory Audit team, appointed by the Comptroller and Auditor General of India (CAG-India) for the Metro (Line III) project of Mumbai Metro Rail Corporation Limited (MMRCL) for FY 2017-18.* Prepared and assisted in finalization of financial statements (including consolidated financial statements) and annual reports of companies.* Performed Internal Audits & Risk Assessments of Financial Operations and conducted in-depth Process walkthroughs for Compliance Engagements for Large Banks, PSUs and Financial Institutions.* Identification of risks in the Internal Control policies, procedures and providing recommendations therein, how to mitigate those risks and strengthening the effectiveness of Internal Control.* Performed AML investigations and compliance reviews in conjunction with particularly high risk clients. Knowledge of transaction monitoring, KYC requirements and in-depth understanding of Fraud Analysis Models. Lead a team of 6+, for one of the QA Engagement for providing advisory therein.
Parth Gohel Education Details
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Accounting And Finance -
Cfa Institute, Charlottesville, Virginia, United StatesFinance -
Hr College Of Commerce And EconomicsGrade A -
Business/Commerce, General -
Aspee Nutan AcademySecondary School Certificate (Ssc)
Frequently Asked Questions about Parth Gohel
What company does Parth Gohel work for?
Parth Gohel works for Bharti Axa Life Insurance
What is Parth Gohel's role at the current company?
Parth Gohel's current role is Manager - Corporate Strategy.
What is Parth Gohel's email address?
Parth Gohel's email address is pa****@****oup.com
What schools did Parth Gohel attend?
Parth Gohel attended The Institute Of Chartered Accountants Of India, Cfa Institute, Charlottesville, Virginia, United States, Narsee Monjee College Of Commerce And Economics, Hr College Of Commerce And Economics, Narsee Monjee College Of Commerce And Economics, Aspee Nutan Academy.
Who are Parth Gohel's colleagues?
Parth Gohel's colleagues are Krishna Kumar Singh, Pratap Ghag, Srabanti Chakraborty, Nanda Kishore A, Tushar What.a, Janmejay Kumar, Gopi S.
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