DEEPA JAYANAN
Mumbai
Summary
Productive Associate Director with many years of experience handling and overseeing various business operations. Well-versed in formulating business goals and initiating policies, guiding, and training staff and monitoring administrative functions. Organized and analytical problem-solver commended for building and maintaining excellent stakeholder relationships.
Overview
24
24
years of professional experience
Work History
Associate Director
Credit Suisse Business Management Pvt. Ltd.
Mumbai
12.2015 - Current
- Successfully spearheaded the formation of a new Mumbai-based team responsible for Invoicing, which involved tasks such as debtor management and debt collection.
- Aided stakeholders by offering support and establishing communication channels across departments including Financial Accounting, Trust Accounting, and Trust Management.
- Oversaw all aspects of client management within the Trust, spanning from initial set-up to end of life-cycle including termination.
- Engaged in reviewing financial statements, reporting and assisting with ancillary tasks such as Portfolio performance review and training new team members during 5-year tenure in Trust accounting.
Associate
J K Enterprise
Mumbai
06.2012 - 11.2015
- Liaison with DGFT for obtaining the Advance Authorisation
- Preparation of documents required for Application (online), Revalidation, Enhancement and Redemption of file under the scheme
- Review of circulars and notices from DGFT.
Associate
MSCI
Mumbai
02.2007 - 06.2012
- Spearheaded operations of Asian countries & managed functions pertaining to: Universe management by defining equity universe after identifying eligible securities
- Fundamental data update, quality control and maintenance
- Evaluated financials to identify the impact of fundamental data upates on index level aggregates
- Conducted GICS Review on factors like product segmentation, market perception, competitors' classification, etc.
Associate
Morgan Stanley Advantage Services Pvt. Ltd.
Mumbai
09.2005 - 01.2007
- Ensured: Accuracy of accounting activities & reporting the IT finance costs to Direct Expenses Manager in Mumbai
- Maintenance of E-reporting site
- Evaluated: European postings and suggested necessary changes in them
- Monthly movements by preparing commentaries for each business unit for IT management perusal
- Looked after reconciliation of balance sheet accounts and signed them off every month
- Managed ad hoc information requests from BU Controllers/Heads and Management Reporting Colleagues
- Liaised with New York Team on allocation processes to ensure accurate cost apportionment.
Associate
Aneja Associates
Mumbai
12.2004 - 02.2005
- Served as in-charge of internal controls related to: Membership of trading members, investor grievance cell and board minutes of disciplinary action committee and disciplinary action bench.
Articleship
N.M. Raiji & Company
Mumbai
08.2000 - 09.2003
- Served as part of Statutory Audit Division and handled audit assignments like: ICICI Bank Ltd., Indian Hotels Ltd., Tata Finance Ltd., Tata Chemicals Ltd., HDFC Mutual Fund, Tax Audits for Tata Finance Ltd
- ICICI Securities Ltd.
Education
Inter CA -
Institute of Chartered Accountants of India
11.2003
Bachelor of Commerce -
University of Mumbai
06.2000
Skills
- Leadership Skills
- Effective Time Management
- Ability to Work in a Team
- Communication Skills
- Data Analysis
- Microsoft Office
- Financial analysis
- Key relationship management
- Project Management
- Resources Allocation
- Process Improvement
- Performance Evaluations
- Onboarding and training
Websites
Timeline
Associate Director
Credit Suisse Business Management Pvt. Ltd.
12.2015 - Current
Associate
J K Enterprise
06.2012 - 11.2015
Associate
MSCI
02.2007 - 06.2012
Associate
Morgan Stanley Advantage Services Pvt. Ltd.
09.2005 - 01.2007
Associate
Aneja Associates
12.2004 - 02.2005
Articleship
N.M. Raiji & Company
08.2000 - 09.2003
Inter CA -
Institute of Chartered Accountants of India
Bachelor of Commerce -
University of Mumbai
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