Reading (fiction/non-fiction), Instrumental music (Ukulele, Drums), Playing and watching sports (Cricket, Table tennis, Badminton), Travelling and exploring new places
Surbhi Jain
Product Control, Finance Change - Financial Services Industry
Hyderabad
Summary
Seasoned Assistant Director with over 9+ years experience in Product Control and Finance Change in major Investment Banks. SME for onshore business/process migrations. Consistently demonstrated exceptional performance and excellence across all roles throughout a distinguished career. Actively seeking a full-time opportunity that offers meaningful challenges and fosters continuous professional growth.
Overview
13
13
years of professional experience
38
38
years of post-secondary education
Work History
Associate Director Product Control
UBS Business Solutions (India) Pvt. Ltd.
03.2023 - Current
- Handling Daily P&L Production and monthly balance sheet controls for Derivatives, Financing, and Prime Brokerage
- Leading a team of 5-7 people, fostering collaboration and high performance
- Recognized business SME with impactful Front Office engagement
- Leading regional DEIB initiatives, contributing to Global programs
- Created significant efficiency from automation saving about 0.5 FTE
- Representation in global projects, ensuring alignment with organizational goals
- Liaising with internal / external auditors, involvement in SOX testing and sign-offs
AVP Finance Change
Credit Suisse Services (I) Pvt. Ltd.
06.2021 - 02.2023
- Spearheaded an entire workstream within a wider regulator driven project
- Responsible for procuring requirements, functional analysis & driving strategic remediation
- Collaborated closely with senior stakeholders, business users, and IT SMEs throughout solution design, testing, delivery and post production cycles
- Reduced business hours significantly at global level across regions and functions
AVP Product Control (ENO Analyst - AVP)
Credit Suisse Services (I) Pvt. Ltd.
08.2016 - 05.2021
- ENO analyst until Dec 2020, AVP from Jan 2021
- Responsible for Daily P&L Production and periodic balance sheet reviews for Prime Services Structured Delta 1 (2018-2021) and Global FX (2016-2018)
- Led a team of 6-8 people, with specialization in process migration and stabilization
- Recognized SME in both teams, backed with commendable Front Office engagement
- Known for delivering high-quality output, outstanding problem-solving skills, and impactful stakeholder management
- Collaborated with various Project teams and liaised for Audit / SOX compliance
- Actively contributed to widespread learning initiatives as well as social, sports and philanthropic engagement initiatives
Chartered Accountant Employee
Arun Lohiya & Co.
03.2016 - 07.2016
- Primarily handled the Income Tax scrutiny, search and appeal cases
CA Intern: Industrial Training
Credit Suisse Services (I) Pvt. Ltd.
04.2014 - 03.2015
- Area: Converts, CDS, Fixed Income Derivatives
- Responsible for Daily P&L Production and periodic balance sheet activities
- Recognized for strong performance and converted to permanent employee post internship
- Active contributor in employee engagement initiatives
CA Intern
P.C. Modi & Co.
04.2012 - 03.2014
- Led statutory audits for individuals, partnerships, and private firms; Quality Control Reviewer for financial statements
- SME in Scrutiny, Appeals, and Search & Survey cases, accompanied senior partners in case hearings
Education
Chartered Accountant -
Institute of Chartered Accountants of India
06.2010 - 05.2016
Company Secretary -
Institute of Company Secretaries of India
07.2010 - 07.2013
Bachelors in Commerce -
Maharani's College, Rajasthan University
07.2010 - 06.2013
Double Masters in Kathak -
Bhatkhande Sangit Vidyapith
07.1999 - 06.2013
High School Diploma -
M.G.D. Girls' School
04.1998 - 03.2010
Skills
- Understanding of financial products
- Financial analysis expertise
- Proactive problem-solving
- Effective team leadership
- Strategic leadership
- Analytical decision-making
- Diversity and inclusion initiatives
- Key stakeholder engagement
Interests
Timeline
Associate Director Product Control
UBS Business Solutions (India) Pvt. Ltd.
03.2023 - Current
AVP Finance Change
Credit Suisse Services (I) Pvt. Ltd.
06.2021 - 02.2023
AVP Product Control (ENO Analyst - AVP)
Credit Suisse Services (I) Pvt. Ltd.
08.2016 - 05.2021
Chartered Accountant Employee
Arun Lohiya & Co.
03.2016 - 07.2016
CA Intern: Industrial Training
Credit Suisse Services (I) Pvt. Ltd.
04.2014 - 03.2015
CA Intern
P.C. Modi & Co.
04.2012 - 03.2014
Company Secretary -
Institute of Company Secretaries of India
07.2010 - 07.2013
Bachelors in Commerce -
Maharani's College, Rajasthan University
07.2010 - 06.2013
Chartered Accountant -
Institute of Chartered Accountants of India
06.2010 - 05.2016
Double Masters in Kathak -
Bhatkhande Sangit Vidyapith
07.1999 - 06.2013
High School Diploma -
M.G.D. Girls' School
04.1998 - 03.2010
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