Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Personal Information
Place
Work Availability
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Timeline
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Jitender Kumar

Jitender Kumar

Chartered Accountant
Delhi,Delhi

Summary

Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.

Overview

20
20
years of professional experience
1
1
Certification
1
1
Language

Work History

CA Firm- Consulting

CA Firm
Delhi
02.2023 - Current
  • Managing Clients and source in new assignment for the firm
  • Conducted financial audits, identified risks, and implemented measures to enhance internal controls
  • Provided expert guidance on regulatory compliance like Income Tax, filings, TDS matters, GST Filings, keeping clients updated on evolving financial and tax laws
  • Supporting clients in company incorporation matters
  • Prepare and present the Valuation reports of stake ownership of holding companies as per section
  • Providing guidance on Taxation and registration of Trust, Society's under Income Tax act to secure tax exemptions
  • Providing guidance and support to Clients on funding options.
  • Computerized office activities, maintained customer communications, and tracked records through delivery.

Senior Manager FP&A O&T

Marsh & Mercer Limited.
Gurugram
01.2022 - 12.2022
  • Develop and manage and consolidate the annual budgeting process, including coordination with department heads and senior management to ensure alignment with O&T over all budget
  • Prepare monthly, quarterly, and annual financial reports, analyzing key performance indicators and variances to identify trends and provide actionable insights to senior management.
  • Conduct in-depth financial analysis for O&T markets to support decision-making processes, including investment evaluations, cost-benefit analysis
  • Prepare the walks for financials, FTEs with budget, forecast, MOM to be included in monthly pack with reasons of movements
  • Collaborate with cross-functional teams across O&T markets to streamline financial processes, improve forecasting accuracy, and enhance overall financial performance
  • Implement financial models and tools to forecast revenue, expenses, and cash flow, facilitating more accurate and timely financial projections
  • Provide guidance and support to the finance team in areas such as financial planning, budgeting, and reporting, fostering a culture of excellence and continuous improvement
  • Manage and mentor a team of financial analysts, providing coaching and professional development opportunities to enhance their skills and performance
  • Collaborate with external auditors and regulatory authorities to ensure compliance with financial regulations and reporting requirements.


Senior Asst Vice Precident

Credit Suisse India
Pune
06.2014 - 12.2022
  • Responsible to consolidate monthly /quarterly/ annual financials for the banks at group level
  • This mainly includes owning the preparation of financial statements, including income statements, balance sheets etc
  • Preparation of MIS like weekly, P&L by region, P&L by currency, Collaboration revenue report etc
  • Manage the general ledger and ensure accuracy and completeness of financial data
  • Ensure financials are aligned as per updated organizational structure
  • Perform first level of analysis for the P&L and report any material variances along with commentary
  • This mainly includes trend analysis, comparison against budget, MOM analysis etc
  • Identify areas for process improvement using methodology like lean and introduction of new tools like Tableau, and try to keep process at optimum with minimum Fat/duplication in efforts
  • Establish and maintain process controls to mitigate any process risk and ensure full compliance
  • Manage Team of professionals and keep them motivated to get maximum support from them toward organizational and team goal
  • Collaborate cross functional, cross geographical teams (including senior management) to ensure seamless closure of month end and accurate and timely production of various report
  • Have led various financial reporting projects as BA in Credit Suisse independently
  • Leading execution of the change management strategy as per book of work including conducting a thorough assessment of the scope of change and assessing the impact on existing operations using waterfall/ agile approach
  • Prioritize and finalize quarter wise book of work after agreement with business heads and IT team
  • Represent finance change in various review discussions and run project related working group /status update meetings, STC meetings with process line managers, IT teams and Project sponsors
  • Discuss the probable solution with IT and business heads based on change request raised and help them understand the changes required in system and process to achieve desired results
  • Ensure timely completion and review of project related documents like BRD, FRD, Change Requests, Test cases etc
  • And seek signoff from stakeholders
  • Ensure seamless completion of UAT environment testing and all project artifacts, UAT testing evidences are saved on JIRA
  • Conduct the go no go calls and provide update on solution availability
  • Post implementation of solution, ensure seamless conduct and signoff and parallel support if agreed/required
  • Managing team of Business analyst.
  • Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.

Senior Finance Analyst - (Manager)

British Telecom E-Serve India Pvt. Ltd.
Gurugram
06.2010 - 06.2014
  • Responsible to manage BT Customer & BT Business line of business of British Telecom financials (revenue 9 billion GBP)
  • This mainly includes owning the preparation of financial statements, including income statements, balance sheets etc
  • By ensure compliance with accounting rules
  • Preparation of MIS like accrual or prepayment Pack/Intercompany charge out to control the various accruals/Prepayment/ Deferrals cost for SGA & COS line items
  • Manage the general ledger and ensure accuracy and completeness of financial data
  • Perform first level of analysis for the P&L and report any material variances along with commentary
  • This mainly includes trend analysis, comparison against budget, MOM analysis etc
  • Identify areas for process improvement using methodology like lean and introduction of new tools like Power BI, and try to keep process at optimum with minimum Fat/duplication in efforts
  • Establish and maintain process controls to mitigate any process risk and ensure full compliance
  • Manage Team of professionals and keep them motivated to get maximum support from them toward organizational and team goal
  • Collaborate cross functional, cross geographical teams (including senior management) to ensure seamless closure of month end and accurate and timely production of various report.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

HSBC HDPI India Pvt. Ltd.

HSBC HDPI India Pvt. Ltd.
Gurugram
03.2009 - 06.2010
  • Supported regular financial updates to the senior management and performing ad hoc analysis
  • Responsible for preparation and review of periodic ie
  • Monthly / Quarterly/Annual, analysis of Centre P&L, provide commentaries against the MOM/budget variances
  • Calculating Per FTE cost, based on the non-reimbursable cost base and issue instructions to billing teams for raising invoices to Global BUs based on agreed charge out methodology on monthly basis
  • Timely identification and charge out of reimbursable costs to respective Global BUs
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • First level signs off of AP invoices pertaining to HSBC HDPI BU
  • Responsible for seat utilization and planning
  • Set-up and stabilized the intercompany charge out process, played vital role in implementation of ERP tool for billing; impart trainings to various stakeholders
  • Managing Team of professionals and keep them motivated to get maximum support from them toward organizational and team goal
  • Collaborate cross functional, cross geographical teams (including senior management) to ensure seamless closure of month end and accurate and timely production of various report.
  • Skilled at working independently and collaboratively in a team environment.

Asst Manager

Genpact India
Gurugram
06.2004 - 03.2009
  • Provide insight to business managers with reporting, forecasting and analysis for their contracts including preparation of scorecards, MIS Pack and, Tax Pack (to provide VAT information)
  • Timely prepare monthly, quarterly and annual financial and management accounts including revenue accruals/prepayments, expense accruals, and review, expenses allocations, review of depreciation, maintenance and other allocated charges and describe material variances from budget and forecast
  • Maintained balance sheet integrity at all times & identified risks and opportunities E.g
  • Debtor/Creditor/Accruals ageing analysis and reconciliations
  • Book Intercompany accounting with a view to accurate and timely booking of revenue and expenses by the BUs and minimize the value under suspense account, by supporting the issue resolution process among BUs
  • Mitigated risk to service delivery via robust backup & resource planning, SOPs documentation
  • Stakeholders management for both onshore and offshore but not limited to VPs, AVPs & Finance controllers
  • Coordinated various statutory and Internal audits for various clients.
  • Maximized performance by monitoring daily activities and mentoring team members.

Education

CA - Accounting, Finance & Law

Institute of Chartered Accountants
Delhi
03.2000 - 2004.05

B.Com. -

Delhi University
Delhi University
06.1999 - 2001.06

Skills

    Effective Leader

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Accomplishments

  • Achieved savings amounting $200k by suggesting policy to convert temp resources to perms.
  • Used Microsoft Excel to develop standard MIS pack gloablly and protype for pillar 3 reporting Li1 Li2..
  • Supervised team of 30 staff members.

Certification

Forensic Accounting and Fraud Detection

Personal Information

Marital Status: Married

Place

Place : Delhi                                          Jitender Kumar

Date :



Work Availability

monday
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friday
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sunday
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Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Timeline

CA Firm- Consulting

CA Firm
02.2023 - Current

Senior Manager FP&A O&T

Marsh & Mercer Limited.
01.2022 - 12.2022

Senior Asst Vice Precident

Credit Suisse India
06.2014 - 12.2022

Senior Finance Analyst - (Manager)

British Telecom E-Serve India Pvt. Ltd.
06.2010 - 06.2014

HSBC HDPI India Pvt. Ltd.

HSBC HDPI India Pvt. Ltd.
03.2009 - 06.2010

Asst Manager

Genpact India
06.2004 - 03.2009

CA - Accounting, Finance & Law

Institute of Chartered Accountants
03.2000 - 2004.05

B.Com. -

Delhi University
06.1999 - 2001.06

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Jitender KumarChartered Accountant