Tejasvi Pareek

Managed investor and fund-level tax operations ensuring compliance with U.S. tax regulations
and FATCA requirements.
• Prepared and reviewed investor-level tax deliverables including allocations and reporting
packages with high accuracy.
• Collaborated with global stakeholders to collect financial data, resolve discrepancies, and
ensure end-to-end compliance.
• Improved workflow efficiency through Excel-driven analysis and process standardisation

Managed cash flow and liquidity for 95 UK branches, ensuring optimal fund utilisation.
• Processed wire transfers and ACH payments with accuracy and compliance.
• Delivered forecasting models and financial reports to support decision-making.

Partnered with Pricing, Credit Risk, and Product teams to balance trade-offs between volume,
risk, margin, and conversion.
• Conducted deep-dive analysis on complex datasets to identify growth opportunities and
improve market share.
• Optimised channel strategy and unit economics to enhance portfolio performance.
• Defined product roadmap requirements, clearly articulating commercial rationale and business
impact.

Managed reconciliations, closing cycles, and financial reporting activities.
• Ensured accuracy in financial data and improved reporting processes.

• Supported journal entries, ledger management, and reporting workflows.

• Managed insurance operations and customer servicing, leading to promotion into finance.