Gowtham Raj
Chennai
Summary
Dynamic financial professional with extensive experience at Apex Fund Services LLP, excelling in financial statement preparation and regulatory compliance. Proven analytical skills and stakeholder engagement have driven process improvements and enhanced operational efficiency. Adept in Microsoft Office and fostering global collaboration, ensuring timely delivery of high-quality financial reports.
Overview
10
10
years of professional experience
Work History
Specialist
Apex Fund Services LLP
Bengaluru
07.2022 - Current
- Reviewed private equity and hedge fund financial statements per US GAAP and SFRS regulations.
- Managed fund administration tasks for diverse client portfolios.
- Coordinated compliance and regulatory reporting for financial services.
- Assisted in the preparation of financial statements and reports.
- Prepared financial statements using MS Excel and MS Word.
- Provided troubleshooting support for team issues in financial statement preparation.
- Coordinated activities among multiple departments, including global onshore partners.
- Drafted and updated task lists for onshore partners, ensuring availability of supporting documentation.
- Acted as primary contact for onshore partners, addressing questions and resolving issues.
- Ensured compliance with regulatory requirements in financial reporting processes.
- Supported team members in project execution and workflow management.
- Reviewed client documentation for accuracy and completeness.
- Implemented process improvements to enhance operational efficiency.
- Maintained up-to-date knowledge of industry regulations and best practices.
- Facilitated communication between clients and internal departments effectively.
Team Leader
State Street HCL India Pvt Ltd
Chennai
09.2018 - 06.2022
- Prepare and perform 1st level reviews on private equity and hedge fund financial statements in accordance with relevant US GAAP regulatory requirements.
- Preparing financial statements in both Excel & word and Fund suite ARC Reporting tools.
- Troubleshooting and support while team facing issues in financial statements preparation and prioritize actions in the absence of the direct manager.
- Assist with coordination of activities between multiple departments within the organization, including our global onshore partners.
- Draft and update task lists for onshore partners, ensures all supporting documentation is available to them and acts as primary contact to answer their questions and issues.
- Visited State Street (Ireland) onshore to support the team on peak.
- Financial Service Industry - Alternative Investment Solutions - Financial Reporting
Senior Accounts Executive
Basiz Fund Service Private Limited
Chennai
10.2015 - 06.2018
- Handled Hedge Funds & Private Equity preparing Financial Statements for most of the auditors like Deliotte & Touche, E&Y, PWC.
- Preparing and delivering Annual/Interim Financial Statements in various GAAP's and standards in IFRS, US and IGAAP.
- Communicate with Client on issues and responding to client regards to queries.
- Maintain timelines of delivery and quality.
- Financial Service provider. Specialize in financial statement preparation and accounting standard and instrument's structure.
Education
MBA - Finance & HR
Anna University, Rajalakshmi Engineering College
Chennai01.2015
Bachelor of Business Administration -
Madras University, Jaya College of Arts and Science
Chennai01.2013
Higher Secondary -
Smt. CBPJ. Matriculation. Hr. School
Chennai01.2010
SSLC -
Smt. CBPJ. Matriculation. Hr. School
Chennai01.2008
Skills
- Analytical skills
- Stakeholder engagement
- Global collaboration
- Workflow optimization
- Interpersonal communication
- Presentation delivery
- Arc reporting
- Financial statement preparation
- Microsoft Office proficiency
- Typing skills
Projects
Comparative Study of Mutual Fund Products with Reference to Reliance Mutual Funds, Reliance Capital Asset Management Pvt Ltd, 3 Months, 08/2013, 11/2013 An Organizational Study of Managerial Requirement in Logistics, Balaji Mariline Pvt Ltd, 1 Month, 01/2015, 02/2015 A Study on Training and Development, Ozone Group of Companies Pvt Ltd, 1 Month, 01/2011, 02/2011
Disclaimer
I hereby declare that all the information's furnished above is correct to my knowledge.
Languages
- Tamil
- English, Full Professional Proficiency
- Tamil, Full Professional Proficiency
Personal Information
- Age: 33
- Father's Name: Ekambaram.M
- Mother's Name: Kamali.E
- Date of Birth: 17/December/1992
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Timeline
Specialist
Apex Fund Services LLP
07.2022 - Current
Team Leader
State Street HCL India Pvt Ltd
09.2018 - 06.2022
Senior Accounts Executive
Basiz Fund Service Private Limited
10.2015 - 06.2018
MBA - Finance & HR
Anna University, Rajalakshmi Engineering College
Bachelor of Business Administration -
Madras University, Jaya College of Arts and Science
Higher Secondary -
Smt. CBPJ. Matriculation. Hr. School
SSLC -
Smt. CBPJ. Matriculation. Hr. School