Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Khushal Bharat Gorwadiya

Mumbai

Summary

Finance professional with over 10 years of experience across fund accounting, financial reporting, and audit management in global MNCs. Proven expertise in US GAAP and IFRS reporting, risk analytics, automation initiatives, and stakeholder management. Entrepreneurial mindset with strong analytical and leadership skills.

Overview

12
12
years of professional experience

Work History

Owner

Kari’s Closet
12.2021 - Current
  • Founded and manage a retail and e-commerce business specializing in premium fashion products.
  • Oversee end-to-end operations including finance, accounting, and inventory management.
  • Achieved consistent revenue growth through effective pricing strategy, vendor negotiations, and customer engagement.
  • Led a small team to streamline merchandising, improving turnover rate and profitability.
  • Applied financial acumen to budgeting, cost optimization, and digital sales forecasting.

Team Leader – Financial Reporting

Morgan Stanley Fund Services
10.2019 - 11.2021
  • Managed preparation and review of financial statements under US GAAP and IFRS for diverse fund structures.
  • Partnered with auditors and cross-functional teams for year-end audits, ensuring zero delays and high accuracy.
  • Led automation of reporting templates, reducing turnaround time by 20%.
  • Guided and mentored a team of associates, allocating work and resolving complex financial queries.
  • Ensured compliance with regulatory filings, FAR forms, and RAUM workings.

Senior Associate – Risk Reporting

DBOI Global Services Pvt. Ltd.
05.2018 - 10.2019
  • Prepared financial dashboards for CIB and PCB business units, analyzing exposure and risk trends.
  • Supported preparation of Leveraged Exposure Risk Appetite and DB USA Legal Entity statements.
  • Collaborated with risk management teams to enhance controls and data accuracy across global reporting systems.

Senior Associate – Financial Reporting

Tata Consultancy Services (Client – Morgan Stanley Fund Services)
10.2016 - 05.2018
  • Prepared and analyzed fund financial statements and notes for US GAAP/IFRS compliance.
  • Supported audit closure and handled client queries, ensuring data accuracy and control adherence.

Senior Associate – Fund Accountant

SS&C Globeop Financial Services Pvt. Ltd.
07.2014 - 10.2016
  • Managed capital activity, accruals, expenses, and investor reporting.
  • Prepared IFRS financial statements and P&L reconciliations.
  • Received 'Remarkable Service Award' for excellence and automation initiatives.

Assistant Manager – Central Liability Hub

Axis Bank Ltd.
10.2013 - 04.2014
  • Managed branch-level liability queries and process improvements in back-office operations.

Education

PGDM - Finance

Thakur Institute of Management Studies and Research
Mumbai

Bachelor of Commerce -

Shri Chinai College of Commerce & Economics
Mumbai

Skills

  • Financial Reporting
  • Fund Accounting
  • US GAAP & IFRS
  • Risk Reporting
  • Automation & Process Improvement
  • Stakeholder Management
  • Team Leadership
  • Audit Coordination
  • MS Excel
  • NCFM Certified

Accomplishments

  • Awarded Spot Award (DBOI) and Remarkable Service Award (SS&C Globeop) for exceptional performance.
  • Recognized for process automation and audit efficiency improvements at Morgan Stanley.
  • Consistently achieved 100% compliance in financial reporting and audit deliverables.

Languages

English
Proficient
C2
Hindi
Proficient
C2
Gujarati
Proficient
C2
Marathi
Proficient
C2

Timeline

Owner

Kari’s Closet
12.2021 - Current

Team Leader – Financial Reporting

Morgan Stanley Fund Services
10.2019 - 11.2021

Senior Associate – Risk Reporting

DBOI Global Services Pvt. Ltd.
05.2018 - 10.2019

Senior Associate – Financial Reporting

Tata Consultancy Services (Client – Morgan Stanley Fund Services)
10.2016 - 05.2018

Senior Associate – Fund Accountant

SS&C Globeop Financial Services Pvt. Ltd.
07.2014 - 10.2016

Assistant Manager – Central Liability Hub

Axis Bank Ltd.
10.2013 - 04.2014

PGDM - Finance

Thakur Institute of Management Studies and Research

Bachelor of Commerce -

Shri Chinai College of Commerce & Economics
Khushal Bharat Gorwadiya