Vimal Preetam
Bengaluru
Summary
Client-focused professional offering 8+ years of experience in managing key processes and risks to deliver efficient service with the ability to work independently or as a part of a team. Adept at analyzing, articulating and solving various problems of stakeholders to achieve business objectives.
Overview
9
9
years of professional experience
Work History
Senior Associate Team Lead -Financial Reporting
State Street Corporation
05.2023 - Current
- Preparation of Financial Statements for BDC's in accordance with US GAAP for their quarterly and annual requirements
- Co-ordinate with loans and fund accounting teams to ensure filings are completed on time, along with addressing queries from auditor and client
- Managed and executed Financial Reporting for the biggest BDC's of SSB
- Apprenticeship to the one of only BDC FR team in India to Collaborate with the Onshore Office at SSB Toronto
- Streamlining new GL's, Account disclosures and Debt disclosure in FundSuite so there's Financial Accuracy and Internal Consistency within the FS
- Compare final client investment portfolio with WSO team, prepare the Portfolio of Investments as per US GAAP
- Post Cycle analysis after company filing on SEC on Continuous Improvement and reductions of comments
- Managed a team of 4 people at offshore and collaborated with 3 professionals at onshore to execute tight filing deadlines to ensure accuracy and reliability of Financial Reporting for client filer deadlines to Board.
- Nominated to support the busiest work cycles for Mututals Fund's team on support preperation and review of POIs of large funds to meet tight deadlines. Received, Bravo award for supporting and bringing efficiency in certain calculations for NIP and Sec. Lending investments.
Team Lead
KPMG GDC
10.2020 - 02.2023
- Managed and executed audit with one of the oldest and largest Hedge Fund client (BASS enterprises) of the Dallas region (Revenue USD 300 MN)
- Managed a team of around 16 people who report to a portfolio of clients during the workflow cycle
- Lead the pilot teams on tools such as Caseware, IAT and confirmation.com to introduce automation in our day-to-day tasks
- Developed and maintained relationships with key stakeholders on a daily basis
- Performed audits in accordance with US GAAP for private equity funds, hedge funds and fund of funds
- Evaluated and presented team's performance at mid-year and year-end meetings to determine their promotions
- Managed day-to-day execution of the audit plan, including: (1) being primary point of contact and collaborating with the client; (2) facilitating internal meetings with partners and specialists
- Nominated as a spoc for the service champion network at Bangalore, at the same time trained the group with all the new tools involved in the project.
Senior Associate
KPMG GDC
03.2017 - 09.2020
Associate
KPMG GDC
08.2015 - 03.2017
- Performed financial statement report to check for the accuracy and completeness of the financial statements in accordance to the financial reporting framework
- Proactively taken up urgent tasks for quick turn around time with quality being the priority
- Nominated for the first direct to US senior project during the busy season
- Specialized with the tool 'Data Sniper' and provided coaching to peers on its usage
- Co-ordinated and collaborated with seniors during large volume tasks to meet tight deadlines
- Call management and communications with onshore teams and clarifying queries by addressing the right questions
- Worked on KCW, FMSA procedures and volunteered for multiple firm sponsored projects.
Education
BBM -
St Joseph's College of Commerce
Master's in Finance and Accounting - undefined
Presidency College
CMA - undefined
Institute of Management Accountants, Bangalore
Skills
- Detail Oriented
- Team Building
- Accounting
- Microsoft SharePoint
- Communications
- Problem Solving
- Management
- Critical Thinking
- Adaptability
- Hedge Funds
- Private Equity
- Visualization
- Active Learning
- Automation
- Data Visualization
- Project Coordination
- Training and mentoring
- Team Supervision
- Preparing reports
- Financial Acumen
Languages
English
Tamil
Hindi
French
Details
Bengaluru, India, 097311 27428, vimal.preetam@gmail.com
Additional Education
CMA, Institute of Management Accountants, Bangalore, 03/01/22
Timeline
Senior Associate Team Lead -Financial Reporting
State Street Corporation
05.2023 - Current
Team Lead
KPMG GDC
10.2020 - 02.2023
Senior Associate
KPMG GDC
03.2017 - 09.2020
Associate
KPMG GDC
08.2015 - 03.2017
BBM -
St Joseph's College of Commerce
Master's in Finance and Accounting - undefined
Presidency College
CMA - undefined
Institute of Management Accountants, Bangalore
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