Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic
Anupam Gulwelkar

Anupam Gulwelkar

Pune

Summary

Dynamic finance professional with extensive experience at UBS Business Solutions, excelling in transfer pricing strategies and stakeholder management. Proven track record in enhancing data integrity and driving process improvements. Adept in financial analysis and team collaboration, delivering impactful results while mentoring colleagues to achieve compliance excellence.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Associate Director

UBS Business Solutions
PUNE
02.2024 - Current

Executed entity transfer pricing calculations globally for Investment Banking Division, aligning with international standards.

  • Verified business inputs timely, collaborating with cross-functional teams to drive data integrity.
  • Ensured accuracy of global transfer pricing by implementing controls and mentoring colleagues on compliance best practices.
  • Conducted four-eye reviews to maintain high standards in financial ledger postings and close timelines.
  • Provided analysis of financial movements with insights on business drivers while coaching team members in analytics.
  • Facilitated stakeholder calls with COO, Financial Controllers, and Group Tax for improved transparency and collaboration.
  • Served as trusted advisor to stakeholders, offering constructive challenges to methodologies for enhanced performance.
  • Developed strong relationships with CFO and Accounting Control teams to promote teamwork across the organization.

Assistant Vice President - Group Ledger Control

Credit Suisse Services India Pvt. Ltd
Pune
11.2018 - 01.2024
  • Lead global financial sub-processes supporting timely and accurate month-end close
  • Resolve suspense and Nostro breaks in partnership with Treasury, Tax, Product Control, and Operations
  • Deliver accurate Group consolidated regulatory and financial reporting
  • Strengthen accounting processes, SOX controls, and regulatory documentation through deep-dive reviews
  • Drive automation, reporting enhancements, and process improvement initiatives
  • Support internal/external audits and senior management financial analysis
  • Manage and develop team members through regular feedback and performance reviews

Senior Accounting Analyst -Specialist

Credit Suisse Services India Pvt. Ltd
Pune
10.2012 - 11.2017
  • Manage off-balance-sheet bookings for complex products (OTC derivatives, stock loan/borrow, reverse repo) across EMEA and AMER regions
  • Maintain global account ownership and perform balance sheet and account reconciliations
  • Oversee commission and payout processing for Relationship Managers across Prime Brokerage North America
  • Perform SOX control testing, review results, and report conclusions to SOX owners and process controllers
  • Ensure reporting delivery aligns with corporate guidelines and complies with information security and data privacy standards
  • Lead Business Continuity Planning (BCP) activities and coordinate BCP readiness for the Financial Control team
  • Act as primary liaison for internal and external audits, supporting end-to-end audit processes and ensuring regulatory compliance

Process Officer

Steria India Ltd
Pune
11.2005 - 09.2010
  • Oversee end-to-end Account-to-Report (A2R) processes and month-end close activities, ensuring accuracy, efficiency, and adherence to SLAs/KPIs.
  • Deliver revenue and expense analysis with actionable insights while leading and developing a team of 10 FTEs to drive performance and process discipline.
  • Act as a change agent in process re-engineering, continuous improvement, and audit compliance (DNV & SOX), ensuring effective governance.

Education

Master of Business Administration - Finance

Sinhgad Institute of Business Administration And Computer Applications
Pune
05.2012

Bachelor of Commerce - Banking & Finance

Dr. D. Y. Patil College of Arts, Commerce And Science
Pune
05.2005

Skills

  • Financial Analysis & MIS Reporting
  • Variance & Trend Analysis
  • Management Dashboards & Executive Reporting
  • Analytical & Problem-Solving Skills
  • Effective Verbal & Written Communication
  • Team Leadership & Staff Development
  • Process Improvement & Automation
  • SOX Compliance & Internal Controls
  • Regulatory Reporting & Compliance
  • Power BI
  • Tableu
  • SAP HANA
  • Oracle 11i, PeopleSoft

Certification

Integrated Management System Internal Auditing: Process Risk & Performance Based Approach

Accomplishments

Transitioned and implemented the T24 Asset Management platform and accounting processes from Dublin, achieving efficiency gains equivalent to 2 FTEs.

Streamlined SNB OTC derivatives reporting and US GAAP reconciliations, enhancing process efficiency and delivering additional 2 FTE savings (2019–2020); recognized with Process Excellence Award.

Recognized for excellence with Employee Excellence Award for NAV calculations during the PFS Business Sale (Oct 2015),

Star Performer of the Year (Jan–Jul 2009)

Timeline

Associate Director

UBS Business Solutions
02.2024 - Current

Assistant Vice President - Group Ledger Control

Credit Suisse Services India Pvt. Ltd
11.2018 - 01.2024

Senior Accounting Analyst -Specialist

Credit Suisse Services India Pvt. Ltd
10.2012 - 11.2017

Process Officer

Steria India Ltd
11.2005 - 09.2010

Master of Business Administration - Finance

Sinhgad Institute of Business Administration And Computer Applications

Bachelor of Commerce - Banking & Finance

Dr. D. Y. Patil College of Arts, Commerce And Science
Anupam Gulwelkar