Summary
Overview
Work History
Education
Skills
Other Landmarks
Timeline
Generic
GHANSHYAM JALAN

GHANSHYAM JALAN

Chartered Accountant
Chennai

Summary

Experienced strategist and implementer with a strong background in leading strategic service delivery and operations management across diverse cultures. Result oriented professional offering 16 years plus of demonstrated success in Audit & Compliance, Financial Reporting, Finance & Accounts, operational performance, transition, project management, change management, human resource for Financial and Non-Financial Services clients.

Overview

16
16
years of professional experience
2009
2009
years of post-secondary education

Work History

Vice-President II, Financial Reporting

BNY Mellon Bank
08.2022 - Current
  • Leading Canada Financial reporting operating unit in India with current team size of 50-60 members.
  • Responsible to get the funds prepared and reviewed from India.
  • Responsible for growing the team from 15 members team and migrating few of large mutual funds financial reporting task in India.
  • Responsible for hiring the right talent, simultaneously onboarding new clients, migrating to new reporting tools and getting the team trained.
  • Managing the Global stakeholders and India leadership expectation and deeply focus to drive the efficiency targets.
  • Designing automated solutions via use of Alteryx application and digitizing checklist via use of Baseline application to drive efficiency, Innovation and accelerating speed to achieve goals.
  • Driving the Talent development project across BNY Mellon Fund Administration and enhancing client experience.
  • Being more for our clients and nurturing team to pick new challenging task.
  • Leading the monthly reporting for BNY Fund Administration and presenting it to India and Global leadership with key drivers and suggestions to drive growth & efficiency.

Assistant Vice-President (FR)

State Street Bank
09.2019 - 08.2022
  • Lead reporting for very large and complex mutual fund client.
  • Responsible to get the funds prepared and reviewed from India.
  • Managing direct reporting of 11 Senior Managers and Managers, indirectly responsible to manage team of 45-50 members working on 9 various mutual fund clients.
  • Responsible for driving quality, identifying areas for process improvement & automation, monitoring KPI’s, designing and implement strategies to achieve the objectives of state street.
  • Responsible to perform 2nd level review for one of the critical mutual fund client, set up team for new client onboarded, training team members and coaching team members on regular basis.
  • On daily basis managing client communication, auditors, upstreams and JV partners to get the funds completed within timeline, on queries and resolving them and driving such calls.
  • Actively involved into multiple firm wise MIS preparation, Internal audits and hiring process.
  • Biggest accomplishment was to turn around one of the very complex and critical client KPI’s from red to green, which was first time ever in last 5 years.

Associate Director (Assurance)

KPMG GDC
10.2018 - 09.2019
  • As an Industry Lead, lead 80 member’s team for US location in BCRE industry practice.
  • Responsible for driving the KPMG GDC penetration, complexity of nature of work, Quality of deliverables, up skilling the technical knowledge of GDC team members and bringing efficiency by embracing automation & Innovation.
  • Responsible for their performance evaluation and effective coaching for building next level leaders.
  • As an Industry Lead represented KPMG GDC in various global platform and Liaised with National Audit Industry Lead (NAIL’s), Senior leadership at KPMG GDC & US to drive usage and new initiative for enhancing efficiency, better quality and creating value for engagements.
  • Responsible for identifying technical and non-technical training needs with respect to Industry and to upskill professional skillset to fill value gap and drive high performance culture.
  • Lead the Innovation/Automation project at KPMG GDC and awarded in Mutual Fund segment for innovating ideas for bringing efficiency and quality in various process.
  • Automated 'Income testing procedure and Cost relief procedures' which brought huge efficiency and provided 100% quality deliverables.

Manager (Assurance)

KPMG GDC
07.2014 - 09.2018
  • Lead the business penetration and represented India for multiple times in Global forum to drive business development and position strategically India role.
  • Lead the Mutual Fund Segment part of Asset Management Industry and was spearheading a team comprising of 50 members including CA’s and ACCA’s.
  • Provided solutions on various nature of work to the team members through coaching and mentoring for carrying out statutory audit for Mutual Fund/Hedge Funds & Private Equity Funds.
  • Worked on L1 visa in FY 2016-17 and served 7 mutual funds cycles and audited fund end to end for one of the largest mutual fund client (Legg Mason) in New York.
  • Responsible for coordinating with different stakeholders such as Financial Controller, Custodian, Fund Administrator, Transfer Agent, National pricing desk and KPMG partners to clear the variances and complete audit.
  • Worked on closed-ended, Equity, Fixed Income, Municipal Bonds and ETF Funds.
  • Set up COE for SOC type II reporting and Flow-Charting activity. Setting it from scratch, building training material, liaising with Global team, imparting internal trainings, leading to drive global meets to present the skills & specialization develop for business growth.


Assistant Manager (Assurance)

KPMG GDC
11.2013 - 06.2014
  • Leaded a team comprising of 20-30 members for carrying out statutory audit for overseas clients.
  • Lead the set up of operating model at KPMG GDC and brought the POD structure (aligning activity wise) to develop specialization and efficiency across.
  • Set up Mutual Fund audit specialization team and drove the growth for team
  • Earn the tile of 'Architecture of GDC' operating model for efforts and creative thoughts.

Assistant Manager (Assurance)

PwC SDC
07.2009 - 10.2013
  • Leaded a team comprising of 20 members for carrying out statutory audit for overseas clients.
  • Perform the compliance audit for Australian client at Hyderabad.
  • As a lead represented India PwC SDC for workflow management application project called Envoy at the Global platform.
  • Responsible for writing the global training material along with 3 global members and was responsible for smooth rollout & bringing on-board all the different territories to which the PwC, SDC serves.
  • Involve in this project from inception (writing user stories), performing & monitoring UAT’s, finding deviations from the initial design and reporting it for further development, trained more than 1000 professionals and effectively roll out on the floor.
  • Auditing of financial statements prepared as per International Financial Reporting Standards (IFRS) disclosures and GAAP of different countries primarily US, Canada, Australia and UK territory.
  • Preparing of checklist for conversion of financial statements from existing US and UK GAAP to International Financial Reporting Standards (IFRS).
  • Streamlined the Assurance Learning & Development project, (comprising of 570 members) and responsible for getting the compliance meet.
  • Getting the records properly maintained and organising the session’s as per the demand.
  • Got an opportunity to streamline the process and fill the gaps by reviewing the past 3 year’s records for getting the ISO certification.

Assistant Manager (F & A)

Birla Corporation Limited
05.2009 - 07.2009
  • To prepare MIS reporting on wages and Conduct variance analysis to find out causes of deviation and undertaking corrective measures.
  • To check and verify all the bills related to purchases of stores and proceed them for payment to the suppliers.
  • Worked with cost department team to determine the cost for the different types of finished products and to conduct variance analysis to find out the causes of deviation.
  • Ensuring all audit parameters were met and closing all the audit queries raised in statutory and internal audits.
  • Ensure to prepare the Quarterly accounts with other team members and get them finalised.
  • Ensure to get involved into day to day accounting & taxation queries and to find out a solution to same.

Education

C.A. -

I.C.A.I

B.Com(Hons.) - undefined

Goenka College of Commerce

I.S.C. - undefined

Don Bosco School

I.C.S.E. - undefined

Don Bosco School

NCFM Capital Market (Advisor) - undefined

NCFM Mutual Fund (Advisor) - undefined

Skills

Financial Reporting

Other Landmarks

  • Certified National trainer and completed Train-The-Trainers session.
  • Awarded multiple times quarterly best team awards and multiple Bravo awards.
  • Awarded with GDC Value Champion award, Super employee, Super team, Manager of the quarter and multiple times Encore award winner at KPMG GDC and KPMG US.
  • Awarded PWC Star Award in 01/2012.
  • Awarded Special Achievers Award in 12/2012 by PWC.
  • Attended two days extensive training on 'Advanced Excel' conducted by PwC.

Timeline

Vice-President II, Financial Reporting

BNY Mellon Bank
08.2022 - Current

Assistant Vice-President (FR)

State Street Bank
09.2019 - 08.2022

Associate Director (Assurance)

KPMG GDC
10.2018 - 09.2019

Manager (Assurance)

KPMG GDC
07.2014 - 09.2018

Assistant Manager (Assurance)

KPMG GDC
11.2013 - 06.2014

Assistant Manager (Assurance)

PwC SDC
07.2009 - 10.2013

Assistant Manager (F & A)

Birla Corporation Limited
05.2009 - 07.2009

B.Com(Hons.) - undefined

Goenka College of Commerce

I.S.C. - undefined

Don Bosco School

I.C.S.E. - undefined

Don Bosco School

NCFM Capital Market (Advisor) - undefined

NCFM Mutual Fund (Advisor) - undefined

C.A. -

I.C.A.I

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GHANSHYAM JALANChartered Accountant