Summary
Overview
Work History
Skills
Additional Information
Education
Accomplishments
Personal Information
Disclaimer
Timeline
Generic
Nishigandha Patel

Nishigandha Patel

GB Road Thane

Summary

Keenly interested in managing innovative, result oriented process and seeking for challenging opportunities to utilize my knowledge & Experience to accomplish organizational goals.

Overview

12
12
years of professional experience

Work History

Tax Specialist

JP Morgan Services India Pvt. Ltd.
12.2021 - Current
  • Part of onsite project for covering training & BAU process work to United Kingdom
  • Part of migration project & learned IRS documentation and verification process which required for tax filing in different countries Managing income tax reclaim breaks with legal authorities of different countries on behalf of clients
  • Validating and verifying documents requirement for tax reclaim filing regarding income on shares and shares lending, liaising with agent bank and Tax authorities of different countries regarding client queries for filing reclaim. Assisting team in managing reports related to reclaim filing and audit MIS report. Partnering with tax operations teams globally to execute tax services for CIB clients. Managing and validating escalation queries for team. . Planned and executed non-BAU events by margining production work. Helped and trained new team members for smooth work. Well trained in handling original documents, handling paperwork, and raising DHL. Worked closely with the automation team for the electronic filing market.

Associate Consultant

Mphasis Pvt.Ltd.
01.2021 - 12.2021
  • Handling income reclaim with legal authorities of different countries on behalf of clients.
  • Managing and validating data information related to reclaim filing regarding income on shares and shares lending, liaising with agent bank and tax authorities of different countries regarding client queries. Assisting team in managing reports related to reclaim filing and audit MIS report. Partnering with tax operations teams globally to execute tax services for CIB clients. Managing and validating escalation queries for team. Working as a consultant for a reputed client.

Team Leader

State Street Syntel Sourcing Pvt. ltd.
09.2012 - 12.2020
  • Pension Utility: (Monthly Valuation of Private Equity, Commingled Funds & Pension Fund) Calculating & Updating month end prices for Private Equity Assets / Commingled Fund / Limited Partnership holdings for various clients as per Monthly, Quarterly and Semi-Annual & Annual Statements
  • Receiving vendor statements from various sources like email, website, and faxes. Resolving cash breaks related to withdrawals, contributions, and fees paid. Processing statement activities such as dividend and interest reinvestments, monthly and quarterly fees, and expense processing. Periodic updates of SOPs and client-specific procedures for future references. Timely response to inquiries from clients, performance team, accounting team, and other hubs for missing statements, price updates, transaction validation, and cash break processing, and others related to monthly valuation.
  • Calculation of Daily Net Asset Values & Publishing monthly Net Asset Values Daily resolution of Cash break related with wire transfers, payments, income and trades before the daily EOD pricing deadline
  • Need to verify and fix clients report on weekly basis to identify any ledger Actively participated in the development of new hires in the team Assisted in preparing and preparing monthly reports prepared by the team Participated in special projects and other tasks as assigned by the Manager Verified securities which failed tolerance Monitored and proved expense and income accruals, and dividend postings Monitoring cycle using UNIX command in SQL Setting up CC call and resolving issue face in application Using JIL for creating jobs and trigger automated status email Preparing Monthly MIS SLA breach report Managing/assigning TASK to team member and review the same Reconciliation for data client based (24*7)support

Skills

  • Expertise in Documents verification
  • NAV valuation
  • Reconciliations
  • Pricing and Audits report preparation

Additional Information

9 years 1 months in Portfolio Fund Accounting - Reconciliation & Data Validation including managing income reclaim addition to this SQL Data base monitoring and IT support function.

3 years of experience in processing income reclaim liaising with Agent/ TA

Education

M.Com (Master of Commerce)

Accomplishments

  • Successfully completed MS-CIT & Tally ERP 9.0
  • Project experience
  • V2V migration
  • Part of Initial pilot batch process set up
  • Alteryx tool

Personal Information

Date of Birth: 28th Dec 1991

Marital Status: Married

Pan Card : BCXPM8374H

Passport :W1680532

Languages :-English, Hindi, Marathi

Hobbies and Interests :- Event Management & Art (Bottle painting / Handicraft DIY /Gardening )

Disclaimer

I declare that the information and facts stated above are true and correct to the best of my knowledge and belief.

Timeline

Tax Specialist

JP Morgan Services India Pvt. Ltd.
12.2021 - Current

Associate Consultant

Mphasis Pvt.Ltd.
01.2021 - 12.2021

Team Leader

State Street Syntel Sourcing Pvt. ltd.
09.2012 - 12.2020

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Nishigandha Patel