chetan pande_resume_fpna & fr

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Chetan Shaligram Pande PGDM : Finance & Human Resource Mobile : +91 9940331269 / 7200402049 E-mail : [email protected] Corporate Experience Current Company: StateStreet HCL Services Job Profile: Fund - Financial Reporting Job Designation: Specialist Years of Experience: Sep 2015 till Present Past Exp: IBM India Private Ltd. Job Profile: Financial Planning & Analysis Job Designation: Financial Analyst (Band 5) Years of Experience: Feb 2015 to Sep 2015 Past Exp: EDGAR E-File Solution Private Ltd Job Profile: Financial Reporting Job Designation: Senior Financial Analyst (Level 3) + Shift In-charge Financial Analyst (Level 2) + Shift In-charge Years of Experience: July 2014 to Feb 2015 July 2013 to June 2014 Past Exp: RR Donnelley & Sons Job Profile: Financial Reporting Job Designation: Financial Associate (Level 1) Years of Experience: April 2012 to June 2013 Achievements Company: EDGAR E-File Solution Private Ltd Within six months became Shift In-Charge Promoted from FA to SFA Handling entire shift Recognized by the Operation Manager & Director Excellency in EDGAR EZ and Editor Software Company: RR Donnelley & Sons Instant Recognition Award: 1. Excellent quality and productivity in work. Gold Medal from Management for delivering the services on time to clients Recognized by the Top Management Successfully Worked on Bowne Tiger, EDGAR Online & Active Disclosure Software

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Page 1: Chetan Pande_resume_FPnA & FR

 

 

Chetan Shaligram PandePGDM : Finance & Human Resource Mobile: +91 9940331269 / 7200402049E-mail: [email protected]

Corporate ExperienceCurrent Company: StateStreet HCL ServicesJob Profile: Fund - Financial ReportingJob Designation: SpecialistYears of Experience: Sep 2015 till PresentPast Exp: IBM India Private Ltd.Job Profile: Financial Planning & AnalysisJob Designation: Financial Analyst (Band 5)Years of Experience: Feb 2015 to Sep 2015Past Exp: EDGAR E-File Solution Private LtdJob Profile: Financial Reporting

Job Designation:Senior Financial Analyst (Level 3) + Shift In-

chargeFinancial Analyst (Level 2) + Shift In-

chargeYears of Experience: July 2014 to Feb 2015 July 2013 to June 2014Past Exp: RR Donnelley & SonsJob Profile: Financial ReportingJob Designation: Financial Associate (Level 1)Years of Experience: April 2012 to June 2013

AchievementsCompany: EDGAR E-File Solution Private Ltd Within six months became Shift In-Charge Promoted from FA to SFA Handling entire shift Recognized by the Operation Manager & Director Excellency in EDGAR EZ and Editor SoftwareCompany: RR Donnelley & Sons Instant Recognition Award: 1. Excellent quality and productivity in work. Gold Medal from Management for delivering the services on time to clients Recognized by the Top Management

Successfully Worked on Bowne Tiger, EDGAR Online & Active Disclosure Software

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Qualifications Colleges/Institutes YearP.G.D.M - (Finance & Human Resource) Kohinoor Business School & CMR, Pune, India 2012NSE Certified Capital Market Professional National Stock Exchange of India 2011B.B.A - (Finance) G.H. Raisoni Institute, Nagpur, India 2010HSSC - 12th Std. Pune Board, India 2007MS-CIT Maharashtra State, India 2005SSC - 10th Std. Pune Board, India 2004

Shift In-Charge Responsibilities:1.       Handling LogMeIn as the representative from EDGAR E-file Solution Pvt Ltd with clients.2.       Receiving the company’s annual and quarterly reports like 10-Q’s, 10-K’s & S-1, S-1/A Forms from Parent company (EDGAR AGENT LLC) official mail id by sending it to India, Chennai branch EDGAR E-file Solution Pvt Ltd3.       Sending the final output i.e. financial report of the particular company to client.4.       Interacting with the Parent Company (EDGAR AGENT LLC) Director on daily basis in Night Shift.5. Communicating with the Director and other US team members regarding any issue about the financial reports after studying if it’s not appropriate so that they discuss with the client (CFO’s or Financial Managers of that company) before we process or publish the financial report with Securities Exchange Commission.6.       Resolving the client queries.7.       Allocation of the work to team members 8.       Handling Job Excel Sheet and Consolidated Employee Performance Excel Sheet.9.       Giving training about the entire process to the fresher’s & about the process software/tool to the fresher’s and experience new joiners.10.    Handling 10 members in my team 11.    Fixing ETA’s (delivering time of the files).

Work:Fund - Financial Reporting

1. Preparation of Financial Statements with help of Trial Balance2. Reviewing Financial Statements with help of BGLM Report3. Passing Adjustments via General Entries & Supplementary Entries4. Tally the Financial Statements 5. Client Calls - Specification updates of respective fund's6. Reviewing production work of Senior Analyst & Analyst7. Handling Team Huddles in absence of Team Lead8. Trainings - In general, Financial Markets & Instruments and Financial Reporting & Analysis.

Financial Planning & AnalysisContract Management- Interaction with Project Manager & related partiesFMT- Forecasting / Actual / Variance AnalysisCGP- Actual data: Labor Hours / Traveling / ClaimClaim Report & Expenses Report (Hyperion/Cognos)Contract Billing

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Financial Management Tool:

1. Forecasting: 1)Based on past transaction, estimation of Revenue & Cost for following months till the period of whole contract. 2) Setting calls with Delivery Team to gather information about the estimation of work will deliver to client.

2. Actual: Updating Revenue & Cost related to Contract on monthly basis with the help of Contract Gross Profit Report. Allocation of Revenue & Cost under respective sub-category.

3. Variance: Generation of Variance Report basis on 1. & 2. Explanation of Variance to Project Manager.Contract Gross Profit Report:

1. Labor Hour Expenses: Actual work completed2. Revenue: Actual revenue generated till last month.3. Cost: Actual cost incured to generate revenue till last month.4. Travel: Travel and living expenses which are not included in TCV. This expenses are the passthrough.

Measurements, RoadMaps& Bridges:A. Measurement: Valuation of Forecasted figures with Actuals figures and make the Delta Change adjustments.B. RoadMaps: Adding up the current year Targeted Values with Forecasted values on the existing ongoing business

figures and setting the RoadMaps.C. Bridges: Deriving the Forecast figures related to existing ongoing business by comparing Year to Year, Month to

Month, etc. reports.Financial Reporting

1·         Deep understanding of Financial Statements (Balance Sheet, Profit & Loss Account, Cash Flow Statement & Shareholders’ Equity) and Financial Footnotes.2·         Financial Ratio Analysis Report3·         Common Size Analysis Report and Explanations4·         Forecasting by Preparation of Pro forma Financial Statements.5·         Research and Prepare Variance Analysis Report and Explanations.6·         Conversion of 10Q’s & 10’s report as per the US-GAAP accounting standards.

7. Responsible for preparation of all primary financial statements, Specialized in different kind of disclosure reporting by public companies like Merger and acquisition, corporate action, Stock based compensation, stakeholder equity, Management reporting etc.

8. Provide high quality, real time support on filing document creation (10K and 10Q), review and filing of financial Reports/Statements in support of client projects for all large accelerated or accelerated company from different industry.9. Provide support to the Research manager and team in completing projects on time and in knowledge transfer. Attend client calls, interacting with clients on a need basis.10. Focusing more on looking into client queries, quality review on analyst performance, sharing knowledge and best practices among the peers11. Once the entire financial report gets completed we (EDGAR E-file Solution Pvt ltd) file it with SEC.

12. Once the financial report of the company get filed with SEC, these reports are used by many financial market participants like investor, fundamental research analyst, credit research analyst, etc. to take the call whether to invest in particular company.

Extra-Curricular Activities/Achievements & Awards· Environmental Pollution & Its Impact on Ecosystem Certificate

· Civil Defense Team Certificate

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· KARATE OSHO INTERNATIONAL Certificate· I.T Certificate of Proficiency in Computer· Kalanikandra Award for Poster Painting