 Managing the performance of 05 members in Investment Accounting segment and also looking into reporting piece. Performing Variance Analysis on Balance Sheet & Income Statement line items. Monitoring the overall functioning of processes and ensuring accomplishments of SLAs/audit requirements. Responsible for smooth Monthly, Quarterly & Annual closings, besides handling audit queries & findings. Understanding customer goals, process requirements & ensuring effective… Show more  Managing the performance of 05 members in Investment Accounting segment and also looking into reporting piece. Performing Variance Analysis on Balance Sheet & Income Statement line items. Monitoring the overall functioning of processes and ensuring accomplishments of SLAs/audit requirements. Responsible for smooth Monthly, Quarterly & Annual closings, besides handling audit queries & findings. Understanding customer goals, process requirements & ensuring effective solutions. Preparing MIS reports (volumes, productivity and accuracy), Monthly Dashboard & other statements with a view to apprise management of process operations and assist in critical decision-making process. Serving huge customer base of accounting operations team by supporting various Finance and Non-Finance teams for reconciliation of accounts. Continuous interaction with the clients, assessing feedback, evaluating areas of improvements & ensuring improved service levels. To provide help / expertise in getting the SOPs documented & mentored team to make the transition smooth. As a Team Lead, allied with responsibilities such as resource & back up planning, hiring, Quality Assurance & metrics reporting, employee engagement activities, BCP coordination, Process Risk & Control Assessment, Employee Appraisals, etc. Determining training needs of employees; conducting suitable training programs to enhance their operational efficiency leading to increased productivity and accomplishment of organizational goals. Successfully transitioned new process of Reconciliation in the month of March’14 and settled the same process quickly to meet client expectation. Show less

Working as a Operations Lead in Investment Accounting and Reporting profile for one of the leading insurance company. Currently responsible for a team of 7 members. Having experience in multiple onsite transition and remote KT.

 Managing the performance of 02 (FTEs) team members handling around 800 accounts (GL/SL) & monitoring their performance to ensure efficiency in GL Reporting & Reconciliation to the Supporting Ledgers & Sub-ledgers for different type of Bank & GL Accounts. Performing Variance Analysis on Balance Sheet & Income Statement line items. To provide help / expertise in getting the SOPs documented & mentored team to make the transition smooth. As a Team Lead, allied with responsibilities… Show more  Managing the performance of 02 (FTEs) team members handling around 800 accounts (GL/SL) & monitoring their performance to ensure efficiency in GL Reporting & Reconciliation to the Supporting Ledgers & Sub-ledgers for different type of Bank & GL Accounts. Performing Variance Analysis on Balance Sheet & Income Statement line items. To provide help / expertise in getting the SOPs documented & mentored team to make the transition smooth. As a Team Lead, allied with responsibilities such as resource & back up planning, hiring, Quality Assurance & metrics reporting, employee engagement activities, BCP coordination, Process Risk & Control Assessment, Employee Appraisals, etc. Determining training needs of employees; conducting suitable training programs to enhance their operational efficiency leading to increased productivity and accomplishment of organizational goals. Successfully transitioned new process of Reconciliation in the month of March’14 and settled the same process quickly to meet client expectation. Ensured complete & timely knowledge transfer from client side including preparation of all necessary documents like SOP, Process MAP, etc. Reviewing/Processing of Journals for fund allocations. Fee adjustments & Corrections. Show less

Accountant and Audit.