Alteryx
Yash Jhalanee
Chartered Accountant
Jaipur
Summary
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
8
8
years of professional experience
2025
2025
years of post-secondary education
Work History
Financial Analyst
Barclays Global Service Centre Private Limited
Noida
01.2022 - Current
- Prepared and submitted regulatory reports like AnaCredit Return and Statistical Return to Central Bank of Ireland (Regulator).
- Ensuring compliance with the regulatory guidelines and reporting requirements.
- Conducted data analysis and reconciliation of regulatory data, identifying and resolving discrepancies in a timely manner.
- Prepared and submitted ad-hoc reports for regulatory query and surveys.
- Ensured each return undergoes thorough review process including existence of detailed work papers supporting large movements by performing the month on month analytical.
- Conducted AnaCredit vs FINREP reconciliation to identify discrepancies and support regulatory reporting accuracy.
- Development and implementation of process improvements to streamline statistical and regulatory reporting processes by reducing the number of manual adjustments, designing the SOPs, controls and challenging the status-quo by enhancing the level of reporting along with the compliance of internal RCSA.
- Collaborated with internal and external stakeholders for the system enhancements, testing and validation to ensure accurate reporting and compliance.
- Supported the transition of regulatory return from SQL Portal and EUDA based reporting to Axiom CV10, enhancing automation and reporting efficiency.
- Conducted in-depth financial analyses to support strategic decision-making, utilizing advanced Excel functions and financial modeling techniques.
- Developed and maintained comprehensive financial reports, ensuring accuracy and timely delivery of data to stakeholders for effective budget management.
Articled Assistant
Parakh and Company
Jaipur
04.2017 - 04.2020
- Statutory Audit: Led various statutory audits of financial statements of PSU client in sectors comprising of Telecom, Transmission, Consulting and insurance.
- Preparation of deliverables.
- Implementation of Ind AS 116 & Ind AS 115 in one of the PSU.
- Bank Audit: Led Concurrent audit of one of the leading public sector bank at branch level.
- Revenue Leakage and regulatory compliance activities.
- Taxation: Conducted Tax audits and GST audits of various clients.
- Handled various tax assignments relating to advisory for tax benefit, tax payments, ITR filing and GST returns.
- Others: Assisted in the preparation of Books of Accounts & Financial Statements as per the applicable financial reporting standards.
- Advisory on various matters related to business, law and other compliances.
- ROC (Registrar of companies) compliance related work.
- Drafted legal documents, including contracts and pleadings, ensuring precision and adherence to legal standards for client protection.
- Conducted comprehensive legal research to support case preparation and ensure thorough understanding of applicable laws and regulations.
Education
Chartered Accountant -
ICAI
Jaipur09.2021
B.com -
University of Rajasthan
Jaipur 01.2016 - 01.2019
Skills
- Quantitative skills
- Analytical skills
- Communication skills
- Time management
- Organizational skills
- Planning skills
- Business analysis
- Project management methodology
- Microsoft Excel
- Automation skills
- Financial statement analysis
- Finance
- Data analysis
Accomplishments
- Recognition received on the Barclays global recognition portal at Director level.
- Presented return work analysis to senior management.
- Chartered accountant examinations/levels cleared in the very first attempt.
Software
Axiom
Excel
Finacle
Tableau
SAP
Timeline
Financial Analyst
Barclays Global Service Centre Private Limited
01.2022 - Current
Articled Assistant
Parakh and Company
04.2017 - 04.2020
B.com -
University of Rajasthan
01.2016 - 01.2019
Chartered Accountant -
ICAI
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