Jenny Joseph

• Tax Management: Managed GCC tax filings, ensuring compliance.
• Financial Reporting: Enhanced report accuracy and compliance.
• Valuation Pitch Deck: Developed pitch deck valued at $2.9M.
• Data Simplification: Translated complex data into clear insights.
• Strategic Tax Advice: Provided guidance leading to significant cost savings.
• Marketing Materials: Created engaging promotional materials.
• Business Audits: Conducted comprehensive audits and generated detailed reports.

• Investment Data Management: Delivered detailed portfolio reports.
• Team Training: Improved report quality through team training.
• Marketing & Compliance: Created marketing materials; ensured MIFID compliance.
• Data Verification: Ensured data accuracy through rigorous checks.

• Client Audits: Conducted thorough audits with actionable recommendations.
• Regulatory Compliance: Ensured strict adherence to regulations.

• Foreign Exchange Reporting: Ensured accurate and compliant reports.
• Risk Management: Monitored financial instruments and risk limits.

• Team Leadership: Managed audit teams and client portfolios.
• Financial Reporting: Produced critical reports and process improvements.

• Corporate Actions: Oversaw corporate actions and settlements for FPI clients.
• Internal Audits: Conducted audits ensuring depository compliance.

Invoice Management: Prepared invoices for daily transactions in Tally.