TARUN MALHOTRA

Key responsibilities:

• Review the Weekly Performance Dashboard for a partner group or sub-service lines, and critically analyze the performance against the annual plan.
• Preparation of EY India Consulting Cost Simulation, including sub-service lines, solutions, MS, and presenting it to the consulting head.
• Oversee the activities of junior staff, including delegation, supervision, task management, and quality reviews. Lead by example in delegating tasks to staff, and support them in best practices.
• Collaborate with Finance and business unit leadership on inter-firm financial transactions, planning, reporting, and analysis.
• Coordinating and engaging with the FMA team and the Engagement Manager/Partner to understand the Revenue and Sales Pipeline, AR, and WIP Outstanding for Engagements. Also, ensure all internal controls and policies are applied.
• Preparing presentations for Monthly, Quarterly, Half-Yearly, and Annual Project Performance Reviews with the leadership team.
• Assist in preparing and finalizing the annual financial plans, tracking and monitoring new growth and investment initiatives in line with the Consulting Leadership mandate.
• Manage activities to prepare budgets and forecasts, and to project and track financial metrics such as revenue, expenses, etc.
• Interact regularly with senior leaders in order to present various analyses, discuss recommendations, and provide portfolio financial advice.
• Oversee all monthly and year-end processes, including reconciliations of Central Finance Costs and EMEIA.
• Leverage tools such as MS Office 365, Power BI, and Power Query.

Key responsibilities:

• Responsible for the completion of all aspects of the client engagement, and the on-the-job training of other team members.
• Build effective working relationships with client contacts, and respond effectively to client requests and suggestions related to engagement.
• Supporting continuous improvement initiatives for the divisional team, and identifying opportunities to improve the efficiency and effectiveness of processes.
• Maintaining the general ledger accounts and/or developing or reviewing financial statements and reports, including periodic financial reporting packages, weekly reports, standard variance reporting, performance summaries, and quarterly review reporting.
• Secondment to Arendt & Medernach and Credit Suisse for their closing and reporting of financials, and working with the finance head in streamlining the process.
• Period-end financial reporting and working paper preparation for clients, as assigned.
• Review and contribute to the planning and execution of projects in the general finance area, as well as in the technology consulting area, as needed.
• Assist with projects to improve financial functions in one or more of the following financial management functional areas: financial close, financial management and reporting, shared services, and/or financial transformation.
• Leverage technology tools, such as Power BI, Alteryx, Workiva, MS Office 365, and SAP Business.

Key responsibilities:

• Performing month-end, quarter-end, and year-end closing, ensuring the accuracy of financial statements in accordance with GAAP, compliance with internal policies, and preparation of year-end audit working papers.
• Performing monthly reconciliations of the balance sheet and P&L fluctuations, investigating promptly any discrepancies, and working with key stakeholders to determine the appropriate course of action.
• Liaising with internal partners on day-to-day performance management.
• Cross-training as backup for other finance and accounting staff in case of emergencies or vacations.
• Identify and communicate processing issues, internal control weaknesses, and accounting issues, and develop and implement solutions as appropriate.
• Supporting finance leadership in implementing a continuous improvement program aimed at identifying root causes, and actioning mitigating plans.
• Managing and partnering with our outsource provider to ensure we adhere to the basic principles, and to ensure a strong review mechanism over PL, BS, TB, respective journals, and the month-end process as a whole.
• Building relationships with cross-functional teams (Finance, Talent, IT) to assess the current state of the processes, assist in the design of a future state framework, and implement process improvements that drive savings or improved quality in controls.
• Ensure periodic RACM compliance as applicable, support and liaise with internal/external auditors during SOX, and substantiate audits to ensure a fully compliant environment.
• Ensuring documentation (policies, procedures, etc.) Is appropriately maintained on offshore activities and onshore activities.
• Tools used: SAP Business, Power BI, and Power Query.

Key responsibilities:

• Ensuring smooth transition of activities and completion of Standard Operating Procedures (SOPs) from Canada (Montreal) to India.
• Continuously reviewing the training progress, and ensuring all activities are completed and reported through the transition tracker.
• Allocate work to the team and ensure processing of all accounting, reporting, and closing as per agreed SLAs.
• Review the processing and appropriate recording of assets, including fixed asset invoices, prepaid invoices, and the provision of depreciation.
• Lead and support all audit programs, i.e., statutory or internal audit programs.

Key responsibilities:

• Supporting the Clients & Markets FAAS Leader and other Business Development Leaders in driving forward on the market agenda for FAAS.
• Participate in client meetings, and support the team in developing presentation materials in relation to project kick-off meetings, requirements gathering, project management, and presentation of results.
• Preparing executive presentations that provide valuable forward-looking insights, trends, and recommendations to enable decision-making for senior leadership.
• Spearheading a team of team leads, seniors, and staff supporting global leaders in market-related reporting, project management, and business development.
• Performing data analysis to provide insights related to sales and pipeline, revenue, and business development hours.
• Preparation of various dashboards for FAAS PPEDs, such as partner dashboards, market segment reports, and G360 dashboards in SPOTFIRE.
• Leverage digital tools such as SPOTFIRE and Power BI.

Key responsibilities:

• Responsible for the month-end and year-end close, benchmarking and analysis, presentations, and other related month-end reporting on a consistent and accurate basis.
• Conduct timely reviews of month-end results (accounting month-end), perform variance analysis, explain, and present such variances in a structured manner.
• Preparation and presentation of FLASH (P&L and B/S) numbers to stakeholders, including the Business Intelligence team, and providing commentary against budget vs. actuals numbers.
• Preparation and submission of the various statutory reportings and returns to regulators.
• Balance sheet reconciliation and substantiation for a true and fair view, and presenting the same to stakeholders with commentaries.
• Tools leveraged: WALKER and HFM Consolidation.

Key responsibilities:

• Assist in the month-end closing and financial reporting process, including account analysis and reconciliation.
• Ensure financial transactions are properly recorded and reported on a monthly, quarterly, or yearly basis.
• APAC Markets Bank Reconciliation.
• Preparation and analysis of various MIS reports, including aging trackers and SLA and support trackers of the team.
• To find out the reasons why entries in the GL and bank account do not get offset automatically by the Automatic Banking Reconciliation System, and to minimize the number of open items to improve the process of bank reconciliation.