Tejas Joshi
Financial Analyst - Product Controller
Pune
Summary
Open minded, analytical accounting expert eager to join a customer focused financial organization. Adept, astute Finance professional with over 5 years of experience in Product Control and Financial Control in US & APAC Markets across various Fixed Income, Derivative products.
Detail oriented, with exceptional organizational and communication skills, with the drive to exceed expectations on every assignment.
Overview
6
6
years of professional experience
3
3
years of post-secondary education
Work History
Senior Analyst
Credit Suisse AG
Pune
10.2020 - Current
- Adept at performing Product controlling tasks such as P&L reporting and Balance sheet sign off, providing regulatory commentaries, and producing various Management information reports/packs.
- Currently responsible for PL reporting and Balance Sheet sign off functions for Fixed Income Derivatives in APAC markets (China, Korea and Japan)
- Smoothly completed the Knowledge transfer in challenging work arrangements.
- Received GFO Performance award for our team for various process improvements, report re-engineering that resulted into saving ~100 man hours/year.
- Ensured Quality of work, Mentoring junior team members and showcasing Collaboration, Team worker and Go getter attitude.
Analyst
UBS Business Solutions
Pune
06.2016 - 10.2020
- Part of Product Control pilot team that was being set up in Pune, went to UBS Krakow, Poland for Knowledge transfer.
- Successfully accomplished smooth 'Project Go live' for Team set up and knowledge transfer from Krakow.
- Performed Analytical reviews of P&L and Balance Sheet movements by understanding the underlying business drivers and market conditions.
- Achieved delivery of timely, complete and accurate T+1 P&L with High Quality Commentary and T0 vs T1 P&L Analysis with accuracy.
- Showcased strong Communication skills, team working mindset and Go getter attitude, along with active participation in recreational activities.
- Contributed in streamlining the processes, re designing the files to bring more comfort for the reviewers and saving time.
- Received appreciations from Management and fellow colleagues from time to time.
Education
Bachelor of Commerce - Cost Accounting
University of Pune
Pune 06.2012 - 04.2015
Certificate Course - Financial Accounting
Icats Institute For Finance
Pune 04.2001 -
Certificate Course - Financial Accounting: Foundations
University of Illinois - Coursera
04.2001 -
Skills
MS Office
Hobbies
- Educational reforms (currently on Committee drafting syllabus for Bachelors degree)
- Community Involvement
- Economic affairs
- Amateur Photography
Timeline
Senior Analyst
Credit Suisse AG
10.2020 - Current
Analyst
UBS Business Solutions
06.2016 - 10.2020
Bachelor of Commerce - Cost Accounting
University of Pune
06.2012 - 04.2015
Certificate Course - Financial Accounting
Icats Institute For Finance
04.2001 -
Certificate Course - Financial Accounting: Foundations
University of Illinois - Coursera
04.2001 -
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