Summary
Overview
Work History
Education
Skills
Certification
Websites
Co-curricular Activities
Timeline
Generic

Abhishek Phutela

Financial Analyst
Bengaluru

Summary

A dedicated & result-oriented professional with over 5 years of experience in Accounting & Finance, Audit & Compliance, Asset & Wealth Management, Reporting & Documentation.

  • Skilled at managing day-to-day accounts related activities in co-ordination with internal/external departments for smooth financial operations.
  • Expertise in analyzing complex financial data, extracting and defining relevant information; interpreting data for the purpose of determining past financial performance and projecting a financial probability.
  • Excels in reconciliation of financial statements as per statutory compliance, SLAs and policies & procedures.
  • Exposure in analyzing business processes & financial planning wherein conducting benchmarking study/ trend analysis and using various business tools.
  • In-depth knowledge of preparing MIS reports, balance sheet, audit reports and other financial reports to keep a track of financial performance; skills in delivering accurate and on-time monthly & weekly reports to higher management.
  • Expertise in delivering sustained investment advisory services to premier clients, managing high-net-worth individual (HNI) customer portfolios, and ensuring strict adherence to compliance and service standards.

Overview

8
8
years of professional experience
2
2
Certifications

Work History

Financial Analyst

J. P. Morgan
Bengaluru
12.2022 - Current
  • Evaluating client profiles for suitability, aligning with financial product offerings.
  • Developing private equity charts tailored to investor preferences and objectives.
  • Facilitating mutual fund onboarding processes for clients, ensuring smooth transitions.
  • Reporting the necessary Fees charged for the Audit procedures and connecting with Regional controllers to ensure timely deliverables.
  • Developed Dashboard and analytical model for the audit insights, risk assessment and process monitoring.
  • Providing clients from Singapore, Australia and Indonesia with regular updates on their accounts, investments, and regulatory changes. Developing and maintaining strong client relationships through proactive communication and exceptional service
  • Developed and implemented strategic initiatives to identify and attract potential clients, contributing to a pipeline of approximately USD 500 million in prospective business. Created customized presentations such as goal-based financial plans and prospect proposals to support client relationship deepening. Actively coordinated with investors to address portfolio alerts and ensure timely action.
  • Streamlined end-to-end client onboarding processes to ensure a seamless and efficient experience for new clients. Maintained accurate and up-to-date client records while managing client data within CRM systems.
  • Conducted comprehensive KYC screenings and due diligence on new and existing clients to ensure compliance with AML regulations and prevent financial crimes. Maintained and regularly updated client KYC records in alignment with regulatory standards and internal compliance policies.
  • Managed the complete client lifecycle—from onboarding to offboarding—ensuring high levels of client satisfaction and retention. Monitored client activities and transactions to identify cross-selling opportunities, enhance service delivery, and mitigate potential risks.
  • Initiating individual training sessions to equip team members with proficiency in specific applications.
  • Worked with cross-functional teams to improve financial governance.
  • Highlight: Conferred with Step Up Award for Client Experience Improvement.

Consultant

Wipro Limited
Bengaluru
07.2021 - 12.2022
  • Steered efforts as a Business Analyst in a project centred around Balance Sheet substantiation.
  • Conducted audit to ensure the adherence to financial controls and operational compliance.
  • Executed the role of a Business Analyst on an End User Compliance Remediation project.
  • Highlight: Acknowledged as a Proof Owner to ensure the integrity of accounts through diligent proofing and substantiation.

Audit Analyst

KPMG India (BSR & Co. LLP)
Noida
01.2018 - 05.2019
  • Collaborated with senior auditors to conduct special audit assessment on Bank Reconciliation Statements, contributing to the accuracy and completeness of financial records.
  • Verified statutory dues and expenses recorded in the books of accounts by cross-referencing with supporting documents, ensuring compliance accuracy.
  • Performed cut-off procedures on sales and purchases, followed by exact vouching for other income and expenses to maintain precision in financial transactions.

Education

MBA - Finance

ICFAI Business School
Hyderabad
01.2021 -

B.Com. - Accounting And Finance

Sri Guru Gobind Singh College of Commerce
New Delhi
01.2017 -

Skills

  • Financial Planning & Analysis

  • Generation and Presentation of Audit Reports

  • Statutory Audits

  • Financial Reporting Accounts Reconciliation Budgeting & Forecasting

  • Investment Research

  • Business Analysis

  • Process Optimization

Certification

Power BI

Websites

Co-curricular Activities

  • Conferred with Letter of Recommendation from an NGO Leaders for Tomorrow.
  • Bagged 1st position in 21st State level Ambulance Competition as a team and secured highest marks in senior boys’ quiz based on First Aid from Red Cross Society.
  • Felicitated with Gold Medal in Nation Genius Search Foundation (NGSF) Examination Mains with 90.84 percentile in class 12th.

Timeline

Financial Analyst

J. P. Morgan
12.2022 - Current

Consultant

Wipro Limited
07.2021 - 12.2022

MBA - Finance

ICFAI Business School
01.2021 -

Audit Analyst

KPMG India (BSR & Co. LLP)
01.2018 - 05.2019

B.Com. - Accounting And Finance

Sri Guru Gobind Singh College of Commerce
01.2017 -

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Abhishek PhutelaFinancial Analyst