Senior Consultant at EY (SAP TRM ) || CA (Nov’22) || Ex- CA Industrial Trainee at Maxlife Insurance Co.

Delhi, India

Hybrid

Gurugram, Haryana, India

North Delhi, Delhi, India
CA inter group 1 and group 2, Audit, Accounts, Income Tax, Gst, Finance
The Institute of Chartered Accountants of India
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Download Tal BossSenior Consultant at EY (SAP TRM ) || CA (Nov’22) || Ex- CA Industrial Trainee at Maxlife Insurance Co.
A Qualified Chartered Accountant with good academic record and a keen analyst with good interpersonal skills. Done CA Industrial Training from Max Life insurance in Finance Department and assisted in MIS Reporting and SAP Implementation in Investment Reporting Division. Done CA Articleship from Prag & Asso. LLP in Audit and Taxation Deptt.
North Delhi
Senior Consultant at EY, Oct 2025 - Present · 7 mos, Delhi, India
Consultant at EY, Feb 2023 - Oct 2025 · 2 yrs 9 mos, Hybrid, - Understanding existing business processes of clients and identifying scope for improving the process through SAP treasury standard and customized solutions. - Configuring standard SAP TRM module for functionalities needed for business partners, securities, transaction management, portfolio creation, bank account creation etc. - Drafting FSD (functional specification document) of unique business requirements and performing functional testing for releasing the products to clients. - Providing User Trainings to business team and addressing their queries related to products. - Providing AMC support to existing clients and coordinating with technical team for resolving technical issues in production. - Providing support and explanation to clients for complex calculations performed by system in case of :- i. Amortization of premium / discount in case of debt securities held till maturity. ii. Interest accrual in case of sovereign and corporate securities. iii. Valuation of securities marked for MTM (mart to market). iv. NAV and FMC calculation for ULIP portfolios. v. Corporate action calculations (Bonus /Dividend/merger/demerger). vi. Yield and XIRR calculations for transactions entered by FO.
CA Industrial Trainee at Max Life Insurance Company Limited, Aug 2021 - Sep 2022 · 1 yr 2 mos, Gurugram, Haryana, India, Had a Great Learning experience while assisting in Mis Reporting and SAP Implementation.
Article Trainee at Prag & Associates, Sep 2019 - Aug 2021 · 2 yrs, North Delhi, Delhi, India
CA inter group 1 and group 2, Audit, Accounts, Income Tax, Gst, Finance, The Institute of Chartered Accountants of India