Summary
Overview
Work History
Education
Skills
Timeline
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Geeta Khatri

Geeta Khatri

Associate Director - Group Finance
Pune

Summary

Seasoned Chartered accountant with 12+ years of progressive experience in legal entity controllership, financial reporting and regulatory compliance across multinational environments. Proven expertise in IFRS, US GAAP, and Indian GAAP, with a strong track record of leading statutory audits, ensuring SOX/internal control compliance, and managing end-to-end financial close process . Adept at managing complex intercompany transactions, entity-level governance , and cross-border financial reporting. Strong leadership skills with a strategic mindset, having successfully led financial transformation initiatives and cross-functional collaborations.

Overview

18
18
years of professional experience

Work History

Associate Director

UBS India
Pune
09.2011 - Current
  • Own the end-to-end controllership responsibilities for multiple legal entities, ensuring compliance with IFRS/US GAAP/local GAAP and corporate accounting policies along with deployment projects.
  • Lead monthly, quarterly, and annual financial close processes including including journal postings, reconciliations, intercompany settlements, and variance analysis.
  • Manage preparation and review of statutory financial statements and coordinate with auditors to ensure timely audit completion with clean audit reports.
  • Partner with TAx, Treasury, FP&A, and Global Finance teams to ensure accurate reporting and compliance with local regulatory and tax requirements.
  • Oversee implementation and monitoring of internal controls (SOX), including process documentation, control testing, and remediation plans.
  • Act as the key finance liaison legal entity-related initiatives, including restructuring, mergers and system migrations.
  • Lead and mentor a team of accountants, fostering a high-performance cultural and continuous process improvement.
  • Support regulatory reporting and liaise with external stakeholders including statutory auditors, regulatory bodies, and consultants.
  • Drive financial transformation initiatives such as automation and process standardization.

Article Intern

M/S PG Bhagwat
Pune
08.2007 - 08.2010
  • Assisted in statutory and tax audits for clients across manufacturing, trading, and service sectors, including walkthrough, vouching, and preparation of audit documents.
  • Prepared and files income tax returns (ITR) for individuals, firms, and companies; supported in tax computation and advance tax workings.
  • Contributed to finalization of accounts, preparation of financial statements as per applicable accounting standards,
  • Supported clients in ROC filings, TDS return filings, and compliance under Companies Act,
  • Worked directly with Senior partners and clients for resolving accounting and compliance queries.
  • Utilized tools like Tally, Ms Excel, and basic ERP software to manage books of accounts and reporting tasks,

Education

Masters of Commerce -

University of Pune
04.2001 -

Chartered Accountant -

Institute of Chartered Accountants of India
04.2001 -

Bachelor of Commerce -

University of Pune
04.2001 -

HSC -

Maharashtra State Board
04.2001 -

SSC -

Maharashtra State Board
04.2001 -

Skills

  • Leadership & Team Management : Proven ability to lead, mentor, and motivate finance teams in high-pressure, deadline-driven environments

  • Problem -Solving : Proactive in identifying process gaps and implementing effective solutions for operational and financial efficiency

  • Communication : Clear and confident communicator, skilled at presenting financial insights to senior stakeholders and cross-functional teams

  • Collaboration : Strong interpersonal skills to work seamlessly with tax, audit, legal, and corporate teams across geographies

  • Decision Making : Strategic thinker with the ability to make sound decisions

  • Analytical Thinking : Strong finance acumen with a sharp eye for detail and the ability to interpret and analyze complex financial data

  • Adaptability : Comfortable managing changing regulatory environments, system upgrades, and organizational restructures

  • Integrity & Accountability : High level of professional ethics, transparency, and responsibility in managing sensitive financial data

  • Time Management : Expert in prioritizing and delivering high-quality results within tight deadlines and multiple reporting cycles

Timeline

Associate Director

UBS India
09.2011 - Current

Article Intern

M/S PG Bhagwat
08.2007 - 08.2010

Masters of Commerce -

University of Pune
04.2001 -

Chartered Accountant -

Institute of Chartered Accountants of India
04.2001 -

Bachelor of Commerce -

University of Pune
04.2001 -

HSC -

Maharashtra State Board
04.2001 -

SSC -

Maharashtra State Board
04.2001 -

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Geeta KhatriAssociate Director - Group Finance