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VIJO JOHN | EPGP IIMK '23
Assistant Vice President - Financial Reporting
Bengaluru
Summary
Achievement-driven and High-Performance Management Executive; aspiring for senior-level assignments in Operations Management, Financial Planning and Analysis, Fund Accounting, Financial Reporting with an organization of repute.
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
An analytical professional with nearly 17 years of diverse experience in establishing efficient processes, operations, FP&A, Fund Administration, Performance Management, Training & Quality Management.
Currently working with State Street Corporate Services (Mumbai) Pvt. Ltd as Assistant Vice President – Finance Operations| Strategy and Support, taking care of shareholder reporting and migration from Fund Suite S.X. to Fund Suite ArcReporting.
Worked with HSBC EDPI, Gurgaon as Manager – Finance Operations taking care of Finance and planning for entities in the U.K., was briefly deputed in Poland for Process set up and normalization projects.
Worked with Ameriprise India, Gurgaon, for six years as Group Head- Finance Reporting and Tax, was briefly deputed in Minneapolis, Minnesota – the U.S.A. for projects. The merit of setting up FP&A, Fund Accounting, Financial Reporting, Institutional accounting & Tax Reporting processes. Appreciated for setting up an independent training unit for fund accounting in 2011. Appreciated for setting up an independent Quality Control unit for fund accounting in 2012. Established and completed Finance transformation projects, internal controls for fund accounting, portfolio reconciliation, financial reporting, and tax teams to mitigate operational risks and enhance the quality of the S.L.A.s and KPIs based on client's expectations.
Possess sound knowledge of accounting and reporting systems applications such as SunGard Enterprise and Fund suite, Arc Reporting, S.X., TM1, and working knowledge of business transformation applications like ARIS and Alteryx.
Overview
14
14
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
2
2
Languages
Work History
Assistant Vice President - Financial Reporting
State Street Mumbai PVT. LTD.
Bangalore
09.2020 - Current
- Reviewed, identified, updated and prioritized strategic initiatives to provide comprehensive support to senior leadership.
- Facilitated creation of governance policy for Application
- Identified opportunities to improve business process flows and productivity.
- Increased company growth by effectively onboarding clients on new platform
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Established performance goals for department and provided methods for reaching milestones.
- Migration/Implementation of Fund Suite Arc Reporting across Investor Services Americas
- Monitor Data feeds to reporting application
- Supervising preparation of shareholder reports – External reports
- Arc Reporting Strategy, Governance, and support SOC1 audits
Sr. Manager Finance Operations
State Street Mumbai PVT. LTD.
Bangalore
06.2018 - 08.2020
- Applied effective time management techniques to meet tight deadlines.
- Proven ability to develop and implement creative solutions to complex problems.
- Developed and maintained courteous and effective working relationships.
- Worked effectively in fast-paced environments.
Manager - Business Finance
HSBC EDPI
Gurgaon
12.2016 - 06.2018
- Preparation of financial reports, annual operating plan, outturn reports, forecast models, and variance analysis. including analysis, enables executive leadership to make sound decisions and keep track of progress.
- Act as Finance Business Partner to all global businesses and functions of bank by providing customized reports, budgeting, and forecasting, producing Flash reports, standardized packs, intercompany recoveries and recharges, and multiple financial models for C.F.O. reporting.
- Partnering with businesses for multiple finance re-engineering projects
- Cross-trained existing employees to maximize team agility and performance.
Group Leader - Financial Reporting and Tax
Ameriprise Pvt. Ltd.
Gurgaon
08.2015 - 12.2016
- Responsible for three different asset management operations (Investment Accounting, Institutional Accounts, Financial Reporting, and Tax) concerning hiring, training, quality assurance, business intelligence & process improvement projects; provided training to staff members to improve their performance, ensuring that business S.L.A.s were met at all times, participating in the performance review process.
- Experience in formulating & analyzing semi-annual, annual, and other shareholder reports that include Statement of Assets and Liabilities, Statement of Operations, Statement of Changes in Net Assets, other Cash Flow Statements, schedule of Investments for mutual funds, annuities, and life products, including notes to financials, portfolio investments, performance calculations, and all supporting work-papers to ensure accuracy and completeness
- Reviewed reports that were filed with regulatory agencies such as N-CSR, N-Q, N-SAR, N-MFP, C.P.O.- P.Q.R, as well as various internal reports and information summaries
- Identified & solved reporting issues, collaborated with all business partners, including independent auditors, and helped the accountants through counseling, guidance, and coaching
Group Leader - Fund Accounting
Ameriprise PVT. LTD.
Gurgaon
03.2014 - 07.2015
- Trained new team members by relaying information on company procedures and safety requirements.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
- Attended staff development meetings and workshops and applied information from those events into daily activities.
- Reviewed daily requirements and forecasts and delegated work for optimal coverage.
- Prepared, calibrated, and monitored production levels to achieve targets.
- Established strong stakeholder relationships for smooth project delivery.
Team Leader - Fund Accounting
Ameriprise PVT. LTD.
Gurgaon
03.2012 - 03.2014
- Mentored and guided employees to foster proper completion of assigned duties.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Built strong relationships with customers through positive attitude and attentive response.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Performed daily, monthly, quarterly activities for Fund Accounting Process
Trainer - Fund Accounting
Ameriprise PVT. LTD.
Gurgaon
10.2010 - 03.2012
- Scheduled and taught in class and online courses to increase learning opportunities.
- Performed continuous evaluations of content and plans to enhance delivery and improve effectiveness.
- Monitored participant workflow and behaviors throughout training process.
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Implemented new training courses after assessing corporate data and identifying employee weaknesses.
- Monitored and reported trainee progress, introducing new learning tools to address individual needs.
- Implemented diverse instructional methods, optimizing trainee engagement.
Assistant Manager - Partnership Distribution
Max New York Life Insurance
Gurgaon
01.2010 - 05.2010
- Imparted training to a sales force of partnership distribution channel, motivated them, and increased productivity through increased sales of insurance products.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Made hiring recommendations to increase company's productivity and profitability with quality workers.
Billing Specialist/Trainer – Pre-Process
MetLife Global Operations Support Centre
Noida
10.2008 - 01.2010
- Record to report, general ledger, accounts receivables, bank Reconciliation, monthly and quarterly closing
- Provided new hire training on insurance modules based on L.O.M.A. and soft skills
Education
MBA - Strategy, Finance, Operation
Indian Institute Of Management Kozhikode
Kerala, India 12.2022 - Current
Master of Commerce - Banking And Financial Support Services
Annamalai University
New Delhi, India 06.2007 - 06.2009
Bachelor of Commerce - Accounting And Finance
PGDAV
New Delhi, India 06.2003 - 06.2006
Skills
Financial reporting and analysis
Certification
Lean Six Sigma Black Belt
Accomplishments
- Set up a conversion and implementation teams for Financial reporting clients
- Migrated fund accounting training responsibilities, Financial reporting processes
- Developed people to process Integrated scorecard and a balanced scorecard for business
- Created Cross-Training Model using Heat Maps, Ripeness Model
- Supported Institutional Accounting Team for Mergers and Conversions of Institutional Accounts
Interests
Timeline
MBA - Strategy, Finance, Operation
Indian Institute Of Management Kozhikode
12.2022 - Current
Assistant Vice President - Financial Reporting
State Street Mumbai PVT. LTD.
09.2020 - Current
Sr. Manager Finance Operations
State Street Mumbai PVT. LTD.
06.2018 - 08.2020
Manager - Business Finance
HSBC EDPI
12.2016 - 06.2018
Group Leader - Financial Reporting and Tax
Ameriprise Pvt. Ltd.
08.2015 - 12.2016
Group Leader - Fund Accounting
Ameriprise PVT. LTD.
03.2014 - 07.2015
Team Leader - Fund Accounting
Ameriprise PVT. LTD.
03.2012 - 03.2014
Trainer - Fund Accounting
Ameriprise PVT. LTD.
10.2010 - 03.2012
Assistant Manager - Partnership Distribution
Max New York Life Insurance
01.2010 - 05.2010
Billing Specialist/Trainer – Pre-Process
MetLife Global Operations Support Centre
10.2008 - 01.2010
Master of Commerce - Banking And Financial Support Services
Annamalai University
06.2007 - 06.2009
Bachelor of Commerce - Accounting And Finance
PGDAV
06.2003 - 06.2006
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