Kaushik Mehta
|Product and Finance Analyst|Fendahl technology|BIMM-Finance|Sri balaji university
Pune Division
1+ year of work experience
Jan 202510 mosOct 2025
Nagpur, Maharashtra, India
– Produced and validated daily P&L and balance sheet reports for commodities trading portfolios.
– Designed and implemented comprehensive DPI solutions (EOD, stress testing, VaR, credit risk, PnL attribution,
batch valuation,rolling exposure), improving risk management accuracy and reducing reporting turnaround times.
– Managed trade lifecycle processes across Front, Middle, and Support Office, improving operational accuracy.
– Performed T0 vs T1 P&L checks, investigated variances, and provided detailed commentary on MTM
movements and market drivers.
– Reconciled source systems with ledger data, identified breaks, and coordinated resolution with Technology and
Operations teams.
– Supported month-end close activities including clearing breaks, posting journals, and substantiating balance
sheet accounts.
– Ensured adherence to internal control standards by maintaining documentation, evidence, and audit-ready
processes.
– Maintained and optimized client environments through upgrades, bulk trade imports, and valuation method
configurations.
– Acted as a key point of contact for ad-hoc queries from Front Office, Product Control, COO, and senior stakeholders.
– Demonstrated proficiency in collaborating with cross-functional teams, including Product Managers, QA
professionals, Analytics.
– Handled the entire sprint plan and built scope and managed the entire deployment plan during releases.
May 20242 mosJun 2024
Kolkata, West Bengal, India
– Analyzed top 10 Nifty IT stocks using fundamental and technical methods to identify investments.
– Executed a wealth management project integrating mutual funds to optimize portfolio diversification.
– Analyzed NPA’s of leading banks to evaluate sector-wide credit risk and performance.
– Developed skillsin financialmodelling, valuation techniques and portfoliomanagementstrategies
contributing insights for investment decisions.
Jun 20217 mosDec 2021
Pune District, Maharashtra, India
– Prepared income tax returns for individuals and businesses, ensuring compliance.
– Advised clients on tax queries and regulatory matters.
– Conducted financial record-keeping and reconciliations to support accuracy in reporting and compliance.
– Supported in tax audits and compliance reviews,maintaining proper documentation and working under
guidance of senior associates.
Kaushik’s AI Stack
Education
Master of Business Administration - MBA, Finance
Sri Balaji University, Pune
20232 yrs2025
The Institute of Chartered Accountants of India
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