Naveen Kumar Garg
Pune
Summary
Qualified Chartered Accountant with distinctions in Indirect Taxation and Financial Management. Experienced in financial statement preparation, tax returns, process automation, finance change, compliance and data testing, and project management. Proven track record in top financial institutions. Strong expertise in IFRS, USGAAP, GAAP conversion and Compliance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Head of Reporting
Exa Infrastructure
09.2024 - Current
- Leading a team of 7 people for regional and group accounts preparation under IFRS and UK GAAP
Associate Vice President
Credit Suisse
01.2022 - 08.2024
- Part of compliance and data testing team which assess controls and process gaps related to the FR2052a reporting to FED
- Lead GFR team for preparing financials and disclosures, specializing in Loans and Derivatives
- Successfully managed IFRS conversion from USGAAP for Derivatives and Loans disclosure post-merger with UBS
- Collaborated with stakeholders to ensure GAAP compliance and resolve queries before publication
- Key role in migrating reporting tool, enhancing inter-team collaboration and efficiency
- Client relationship management and governance mechanism creation
Associate - Finance Controller
JP Morgan Chase Bank
04.2020 - 12.2021
- Supported Asset Management business for UK region, overseeing financial reporting and variance analysis
- Led inter-entity balance monitoring, investigated floats, and ensured accurate monthly MIS reporting
- Implemented automation projects with Alteryx to streamline journals and MIS processes
- Spearheaded error payment process optimization, reducing regulatory breaches
- Conducted team training on automation and process enhancements
Manager - Finance & Taxation
Genpact
12.2018 - 03.2020
- Managed group consolidation and tax team for Australian insurance and banking client
- Prepared tax calculations, statutory accounts, and consolidated reports as per AASB/IFRS
- Oversaw financial statements, income statements, cash flows, and notes to accounts
- Implemented automation projects with Alteryx to enhance process efficiency
- Client relationship management and governance mechanism creation
Assistant Manager - Finance
Royal Bank of Scotland
11.2014 - 07.2018
- Prepared financials per IFRS and UK GAAP, performed variance analysis, and managed audits
- IXBRL tagging of entities and liaison with stakeholders for compliance
- Managed complex business entities, ensured Sox and Risk compliance
- Played a key role in transition of Lombard entities from UK via WebEx
Article Assistant
Ajay Kumar Vijayvergia and associates
08.2013 - 08.2013
- Gained comprehensive knowledge in finance, taxation, accounting, and reporting
- Conducted statutory and tax audits for banks and corporates
- Filed direct and indirect tax returns, performed tax audits as per Income Tax Act
Education
CA -
ICAI
11.2013
B. Com -
University of Rajasthan
03.2011
Skills
- Teamwork
- Leadership
- Financial
- Reporting
- Time
- Problem solving
Certification
Equity Stock Market, IIM B
Hobbies and Interests
- Traveling
- Sports
- Listening to Music
Languages
Hindi
Advanced (C1)
English
Bilingual or Proficient (C2)
Timeline
Head of Reporting
Exa Infrastructure
09.2024 - Current
Associate Vice President
Credit Suisse
01.2022 - 08.2024
Associate - Finance Controller
JP Morgan Chase Bank
04.2020 - 12.2021
Manager - Finance & Taxation
Genpact
12.2018 - 03.2020
Assistant Manager - Finance
Royal Bank of Scotland
11.2014 - 07.2018
Article Assistant
Ajay Kumar Vijayvergia and associates
08.2013 - 08.2013
CA -
ICAI
B. Com -
University of Rajasthan
Similar Profiles
Evgeniya HristovaEvgeniya Hristova
Senior Service Delivery Coordinator at EXA InfrastructureSenior Service Delivery Coordinator at EXA Infrastructure
Aniketan KambleAniketan Kamble
Supervisor, Network Operations at Huffnungsvoll Pvt. Ltd (Entity of EXA Infrastructure)Supervisor, Network Operations at Huffnungsvoll Pvt. Ltd (Entity of EXA Infrastructure)
Ahmed MohamedAhmed Mohamed
Construction and Renovation Worker at Exa Takaful CanadaConstruction and Renovation Worker at Exa Takaful Canada