Tarun Jaju

• Spearheaded pivotal roles in high-impact projects, including Digital CEO & Paragraph Annotations.

• Analyzed and optimized the Learning Standardization flow for the DAS module, streamlining the entire process.

• Designed and implemented tailored Finance, Accounting, and Costing solutions aligned with client requirements.

• Developed and implemented a data-driven process optimization strategy, resulting in significant annual savings of several crores in short TDS penalties

• Managed Risk Analytics & Reporting responsibilities, focusing on Dividend, TDS, and Reconciliation for UTI Mutual Fund. Executed comprehensive analysis and reporting tasks, ensuring accuracy and compliance in financial operations.

• Accumulated a comprehensive understanding of the Registrar and Transfer Agent (RTA) role within the mutual fund industry.

• Managed invoicing, payments, reconciliations, and credit card transactions.

• Prepared monthly Management and Analytic reports, substantiating balances with meticulous work papers.

• • Provided Fund Administration services with a focus on accrual checks, expense ratios, invoice preparation, distribution, and performance analysis.
• • Prepaid Quarterly & Annual Budgets for various Invesco Mutual Funds.