Hi, I’m
Kashyap Kopparam Arun
Project Manager
Bangalore,KA
The hardest thing when you think about focusing. You think focusing is about saying "Yes." No. Focusing is about saying "No." And when you say "No," you piss off people.
Steve Jobs
Summary
Results-oriented Certified Public Accountant (US) with over 6 years of experience in the industry, including positions at Deloitte and Eton. Specializes in project management, accounting, and technology implementation services, consistently achieving exceptional results for clients in consumer products, travel and hospitality, family offices, wealth management, and investments. Skilled leader who successfully spearheaded the implementation of two verticals of end-to-end family office software for over 60 international clients.
Overview
6
years of professional experience
1
Certification
Work History
Eton Solutions and Technology India LLPBengaluru, India
Project Manager
1 2022 - Current
Job overview
- As ERP implementation manager at Eton implementing AtlasFive, family office ERP software
- Successfully implemented AtlasFive software for clients across US, Singapore, India, and New Zealand, ensuring seamless integration and user adoption
- Established and led two verticals in implementation, significantly improving onboarding process and client experience
- Directed team of 8 members to manage onboarding and configuration of AtlasFive for international clients, impacting over 350+ end users
- Conducted in-person training sessions for clients across various geographies like US, Singapore, India, and New Zealand, to ensure effective use of AtlasFive
- Performed comprehensive walkthroughs of clients' financial and investment reporting structures, providing tailored solutions during configuration pilot sessions
- Attended strategic conference meetings at Eton's headquarters in Raleigh to align project goals and methodologies with company standards
- Facilitated clear and consistent communication with clients and internal stakeholders, ensuring alignment on project plans, progress, and deliverables
- Managed the full project lifecycle, including reviewing work, creating dashboards and project plans, budgeting, and cost management
- Spearheaded the analysis, planning, solution design, development, testing, and maintenance of customer engagement deliverables to meet client requirements
- Technical and Analytical Skills: Developed and deployed metrics and visual dashboards to provide actionable insights for clients
- Led day-to-day project activities, ensuring high-quality deliverables and adherence to project timelines
- Contributed to the development of project costing strategies and ensured budget adherence
- Provided expert guidance on the optimal use of AtlasFive, enhancing client satisfaction and software efficacy
- Maintained up-to-date knowledge of industry best practices and software advancements to continually improve project outcomes.
- Worked on clients like Pritzker, Aglaia, Catamaran, Todd, Golden Arc, and so on.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Managed budget allocations to prioritize spending on high-impact projects, optimizing resource utilization.
- Enhanced product quality by instituting rigorous quality control procedures, resulting in fewer customer complaints.
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
Eton Solutions and TechnologiesBengaluru, India
Senior Financial Analyst
04.2021 - 12.2021
Job overview
- A senior financial analyst at Eton providing data and insights to reporting vertical solutions during AtlasFive software implementations
- Liaised with more than 10 customers to define or help define requirements and specifications for modifications related to finance workstream in AtlasFive software and analyzed/documented the customer requirements
- Assisted the development team with an understanding of specifications during the development of modifications and subsequently tested and documented developed changes
- Attended and organized more than 25 project meetings when required, internally or with clients, to gain or impart knowledge on the status of projects and to document details when appropriate
- Always assisted the support function on current or previously implemented systems, as and when required, by taking support calls from clients when appropriate
- Resolved and assisted in the resolution of customer problems and queries arising from the implementation and subsequent live operation of standard or modified software at customer sites
- Engaged directly with the client to capture various data points and consult on how to configure the software to meet the end user needs
- Set-up a new vertical in the implementation department called Reporting and establish the methodology for the same; developed the process of performing estimation for reporting vertical
- Developed a semi-automated template which converted the client's historical data into AtlasFive readable Data; Developed and marketed a single-page report with the data available in AtlasFive.
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
Deloitte and TouchéBengaluru, India
Audit Senior Assistant
08.2018 - 03.2021
Job overview
- A senior audit assistant at Deloitte serving global clients in Travel and Hospitality industry in audit endeavors
- Handled various Private & Public Retail clients, primarily in Travel and Hospitality industry, performing a statutory audit in accordance with the PCAOB/AICPA requirements after thorough documentation of audit procedures
- Analyzed and reviewed financial statements and SEC filings, including Form 10-K, 10-Q, and Registration Statements, to ensure compliance with GAAP and SEC regulations.
Education
Amity University
Post-Graduation Diploma in Public Accounting from Accounting
12.2021
Christ (Deemed To Be University)
Bachelor of Commerce (Honours) from Finance
03.2018
Certification
Licensed CPA (US)
Languages
English
Bilingual or Proficient (C2)
Hindi
Advanced (C1)
Skills
Project Management
Project Planning
Project planning and development
Project Scheduling
Project tracking
Strategic Planning
Schedule Management
Customer Relations
Client Relations
Advanced problem solving
Risk Management
Document Management
Project estimation and bidding
Project scope
Work Preference
Work Type
Full TimeWork Location
On-SiteImportant To Me
Career advancementCompany CultureWork-life balanceStock Options / Equity / Profit SharingSoftware
Power bi
Microsoft Office Suite
Interests
Photography
Trekking
Travelling
Driving
Timeline
Senior Financial Analyst
Eton Solutions and Technologies
04.2021 - 12.2021
Audit Senior Assistant
Deloitte and Touché
08.2018 - 03.2021
Project Manager
Eton Solutions and Technology India LLP
1 2022 - Current
Amity University
Post-Graduation Diploma in Public Accounting from Accounting
Christ (Deemed To Be University)
Bachelor of Commerce (Honours) from Finance
Licensed CPA (US)
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