Rohit Sharma

• Accomplished multiple projects, within established time frames for private banking related to IFRS/GSIB/FINREP/CE and SEC reporting, and managed daily, weekly and governance call with On-shore, regional, group and risk teams.
• Had regular discussions with Head of Risk, BSM and Private banking and regional teams regarding building and enhancing controls to drive automation journey.
• Adopted & Implemented group's requirements for IFRS/FINREP/GSIB and CE reporting received through instruction letters and CR requests.
• Prepared and maintained SOP (Standard Operating Procedure) and BOP (Basis of Preparation) for Private Banking
• Handled team with their training and query resolution along with managing application accesses and system solution requests.
• Ensured ongoing seamless service delivery of Private banking reporting onshore partner as per agreed service levels.

• Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
• Mentored junior analysts, fostering professional development while enhancing overall team performance.
• Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
• Provided expert advice for senior management, contributing to informed decision-making and strategic planning.
• Increased overall profitability by identifying inefficiencies within existing systems and implementing necessary changes.
• Played pivotal role in successful completion of high-stakes projects by providing crucial analytical support and insights.
• Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.

• Handled team of enthusiast professional
• Responsible for Month End Close of Payroll Tax Benefit & Equity team and SEC reporting.
• Preparation of monthly Reconciliation of Payroll Tax Benefit & Equity team.
• Responsible for preparation of Dashboards and Reporting sheets.
• Implementing new ideas to improve process quality with co-ordination of management.
• Taking weekly Catch up call from client and sharing hits and misses of weekly targets.
• Preparation of SEC deliverables like, CA-8, CA-9, SCF-16.

• Preparing templates and dashboards using advanced EXCEL tools for reporting.

• Doing different types of analysis like Balance Sheet Analysis, Variance Explanation, BS Commentary and Data Analysis.

• Preparation of reconciliation of critical balance sheet accounts and review of reconciliation prepared by team members in ERP

• Balance Sheet review on monthly and quarterly basis

• Providing commentary to Financial Reporting & Analysis on quarterly basis for balance sheet account with reconciling items more than $10k

• Month end activities – accruals, amortization, prepayment

• Managing P&L and BS activities on monthly basis

• Posting flip journal entries to clear un-natural balance in A&L accounts

• Implementation of new template to improve the quality of pre-open reconciliation and recover the debtors ASAP.

• Reconciliation like accrual, prepaid expense, Amortization etc
• Journal entry, Adjustments i.e
• Recording of accrual, amortization entry, unnatural balance adjustment entry etc
• Month End- Balance sheet commentary, adjustments and Managing Clients concerns or query etc
• Overall GL/corporate accounting (R2R process).
• Generated monthly metric reports, interpreted results and developed processes and solutions.