Kirron Joshi

• Conduct comprehensive profit and loss calculations and analyze key performance metrics, delivering actionable insights into cost and revenue trends
• Partner with internal and external auditors to resolve business issues, manage exceptions, and prepare detailed financial commentaries
• Develop and distribute monthly reports for stakeholders, including the Executive Committee, PRA Regular Authorities, CEO, Treasury, and Transfer Pricing
• Create executive summaries with trend and variance analyses, and produce visual representations to monitor financial performance relative to forecasts and budgets
• Oversee monthly and weekly revenue and expense forecasting, contributing to the annual financial planning process
• Collaborate with global teams to consolidate forecasting, planning, and budgeting data
• Generate monthly Actual vs
• Accrual reports to refine forecast accuracy
• Implement automation in reporting processes, including conversion of files into TM1 format
• Handle multiple ad hoc requests and produce reports related to UBS's acquisition of Credit Suisse
• Enhance reporting efficiency using advanced tools such as IBM Cognos (TM1)
• Collaborate with cross-functional teams to ensure financial compliance and accuracy of financial statements.

• Prepared and analyzed daily, weekly, and monthly reports with precision, ensuring accuracy and relevance in financial and operational data
• Generated ad-hoc reports to address specific business needs and provide targeted insights for decision-making
• Developed detailed quarterly reports, including marketing allowance agreements and financial statements, to support strategic planning and performance tracking
• Conducted client-specific reporting and comprehensive revenue/cost analysis to meet individual client requirements
• Collaborated with various business units to create insightful commentaries and information packs, enhancing cross-functional understanding
• Executed variance analysis on budget vs
• Actual expenses and revenues, effectively communicating financial impacts to stakeholders for informed management decisions.

• Administered reporting access for new and departing Investment Managers (IMs), including onboarding tasks such as sending welcome letters and granting global reporting access
• Executed tasks with full ownership, adhering to guidelines and ensuring timely and accurate processing of requests
• Coordinated with Team Leader and senior partners, fostering effective relationships with middle office partners and internal clients
• Managed daily operations and flexible shift assignments, maintaining adherence to procedures and deadlines
• Represented the IM Services group in discussions, handling inquiries with professionalism and clarity
• Followed core and client-specific procedures diligently, utilizing advanced proficiency in MS Office, particularly Excel, for documentation and reporting
• Demonstrated flexibility in a dynamic environment, contributing to knowledge-sharing and training initiatives.

Financial Planning & Analysis:

• Executed profit and loss calculations and analyzed Key Performance Indicators (KPIs), focusing on cost and revenue trends
• Collaborated with auditors to address business queries, manage exceptions, and prepare detailed commentaries
• Generated monthly reports for key stakeholders, including the Executive Committee, PRA, CEO, Treasury, and Transfer Pricing
• Created executive packs with trend and variance analysis, and graphical representations to track financial performance against forecasts and budgets
• Contributed to revenue and expense forecasting and annual financial planning
• Coordinated with international teams to consolidate forecasting, planning, and budgeting data
• Produced monthly Actual vs
• Accrual reports to improve forecast accuracy
• Enhanced process efficiency through automation and migration to IBM Cognos (TM1).

Know Your Client (KYC) Process:

• Partnered with Relationship Management and Compliance teams to develop, review, and approve electronic Know Your Client (KYC) records and supporting documents.
• Created and maintained KYC records by gathering information from internal and external sources.
• Updated system information from initiation to approval of KYC records and reported workflow progress to supervisors.
• Validated KYC records and Customer Identification Program (CIP) documents for completeness and accuracy.
• Ensured KYC records adhered to local regulatory requirements and Global Business Support Unit (BSU) standards.
• Collaborated with cross-functional teams to ensure financial compliance and accuracy of financial statements.
• Generated detailed reports to senior management on financial performance, including variance analysis and insights on potential cost savings.