Jatin Bahl
Noida
Summary
Accomplished and results-driven finance leader with over 12 years of global experience across controllership, record-to-report (R2R), treasury, financial reporting, and regulatory compliance domains. Demonstrated expertise in leading high-performance teams, managing multi-entity operations, executing ERP transformations, and building robust governance structures. Proven track record in streamlining processes, leading digital transformation, and delivering strong business outcomes in complex environments. Currently spearheading controllership and global finance operations for marquee insurance clients at EXL.
Overview
17
17
years of professional experience
Work History
Senior Manager – Finance, GL-R2R, Controllership Lead
EXL Service
07.2020 - Current
- Leading the end-to-end global controllership and finance operations for a leading insurance client, managing a team across geographies and overseeing critical functions including R2R, Treasury Ops, AP, FP&A, and Regulatory Reporting.
- Spearhead Global financial Month end closes across multiple entities; accountable for accurate and timely financial statements (P&L, Balance Sheet, Cash Flow).
- Overseeing month-end closing, complex journal entries, All GL heads account reconciliations, and financial adjustments across all key heads.
- Directing Technical and Corporate accounting reviews, finalization of reports and schedules, and end-to-end audit management (external and internal).
- Liaosining with External and internal Auditors for compliance and financial audits.
- Stakeholder Management, managing and sharing monthly /quarterly SLA KPIs scoring and updates to all stakeholders.
- Handling Operational escalations and providing best solution to client process wide and have a good exposure in streamlining of the process.
- Transformation management, Implemented SAP scripting, Macros and other robust checks in the working files or system that’s has enhances the accuracy and efficiency and given a robust review mechanism for high value postings.
- Played a key role in ERP migration projects from MS Great Plains and SUN GL to SAP.
- Project Management, Played a key role in ERP migration project from MS Great Planes and from SUN GL to SAP ERP. Done extensive logical and business rules mappings testing including logic mapping, fixed asset module testing, and system validation.
- Successfully led Finance transformation initiatives including automation via SAP scripting, Excel Macros, and enhanced review controls – delivering 20%+ efficiency gains and reduced manual errors.
- Serving as a strategic liaison to senior stakeholders; preparing monthly/quarterly dashboards, KPIs, SLA reporting, and ensured proactive issue resolution and escalations handling.
Manager – Finance, Controllership (Canada Region)
ELI Research India
06.2016 - 06.2020
- Led finance and reporting for a Canadian debt management group. Managed end-to-end close, reporting to corporate, and compliance for both internal and external stakeholders.
- Directed month-end close, Revenue recognition, cost allocation, accruals, and FX revaluations.
- Lease accounting and preparation of lease schedules.
- Intercompany reconciliations and reporting to the corporate team.
- Financial reporting to debt lenders and banks, covenant compliance and ratio monitoring.
- Monthly/quarterly P&L variance analysis: actual vs budget.
- Revenue reporting segment wise or by Line of business stream.
- Departmental P&L with detailed commentary.
- Led financial audits (statutory, internal, and US GAAP) and supported tax filings (GST/HST, QST, T2, NR4, T5).
- Managed financial covenant compliance, banking relationships, and debt refinancing documentation.
Assistant Manager – Corporate Controllership
American Express
01.2016 - 06.2016
- Oversaw GAAP reconciliations and financial adjustments.
- Led statutory audits, internal controls, and governance reporting.
- Partnered with leadership for board-level financial analysis.
Assistant Manager – Finance, GL-R2R
GENPACT
03.2012 - 01.2016
- Handled GL & Lloyds reporting for UK Insurance clients; delivered multi-entity P&L and regulatory compliance.
- Managed financial statements for UK subsidiaries including Lloyd's syndicates.
- Conducted trend analyses, SOP documentation, and finance process optimization.
- Annual financials preparation for subsidiary companies.
- Corporate & Lloyds accounting for UK business.
- Revenue and expense allocations across cost centres.
- Cash Flow statements and MOM trend analysis.
- Reconciliation of banks, investments, intercompany balances.
- Finalization of P&L and Balance Sheets for syndicates and Managing Agents.
- VAT and QF1 returns for HMRC London.
- Financial support for Lloyds returns and statutory audit.
- SOP updates post-process improvements.
CA Articles training
N.K. Bansal & Co.
08.2008 - 08.2011
- Gained foundational experience in audit, taxation, accounting, and financial compliance across sectors.
Education
LLMIT Level 3 Certified -
Lloyd’s London
01-2015
IIA Property & Casualty Insurance - 90%
The Institutes
USA01-2014
CA – Chartered Accountant -
ICAI
01-2012
B. Com (Hons) -
B.R. Ambedkar College
Delhi, India01-2009
Skills
- GLOBAL CONTROLLERSHIP & FINANCIAL GOVERNANCE
- R2R PROCESS LEADERSHIP
- FINANCIAL REPORTING (GAAP, US GAAP, IFRS)
- ERP MIGRATION & SYSTEM TRANSFORMATION (SAP, SUN, MS GREAT PLAINS)
- Operational excellence and automation (macros, scripting)
- STAKEHOLDER & AUDIT MANAGEMENT
- TREASURY, FP&A & REGULATORY REPORTING
- TEAM LEADERSHIP & TALENT DEVELOPMENT
Accomplishments
- Consistently rated as Top 20 Performer across EXL, ELI, and Genpact.
- Successfully led automation and control enhancement projects with measurable impact.
- Played key roles in multiple ERP implementations and transformation initiatives.
- Lean Six Sigma Certified – 6 Projects (Genpact)
- AIM Ideas submission for entire team – 14 initiatives (Bermuda Region)
- IFRS modules (ACCA) – Trained 75 hours from KPMG
Languages
- English
- Hindi
Timeline
Senior Manager – Finance, GL-R2R, Controllership Lead
EXL Service
07.2020 - Current
Manager – Finance, Controllership (Canada Region)
ELI Research India
06.2016 - 06.2020
Assistant Manager – Corporate Controllership
American Express
01.2016 - 06.2016
Assistant Manager – Finance, GL-R2R
GENPACT
03.2012 - 01.2016
CA Articles training
N.K. Bansal & Co.
08.2008 - 08.2011
LLMIT Level 3 Certified -
Lloyd’s London
IIA Property & Casualty Insurance - 90%
The Institutes
CA – Chartered Accountant -
ICAI
B. Com (Hons) -
B.R. Ambedkar College
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