Headline

Immediate Joiner | Finance Transformation| Implementation Consultant | Confluence Unity | Fund Reporting | US GAAP | Process Improvement | SaaS

About

Finance Transformation professional with 5+ years of experience driving process improvement, financial reporting transformation, automation, and governance across global finance operations. Experienced in optimizing financial reporting processes, preparing statutory and regulatory financial statements (Balance Sheet, Statement of Operations, Notes), and ensuring SEC/EMEA compliance using Confluence Unity Financial Reporting. Proven ability to collaborate with cross-functional onshore and offshore stakeholders, streamline reporting workflows, strengthen controls, and support finance transformation initiatives through process standardization and automation. Seeking opportunities in Finance Transformation, Process Excellence, and Financial Systems & Reporting.

Location

Bengaluru

AI stack

claude

openai

ChatGPT

Work experience

Assistant Manager at Coforge, Feb 2026 - Aug 2026 · 7 mos, Gurugram, * Manage end-to-end financial reporting, including financial statements, supporting schedules, and management reports for global clients. * Drive reporting process improvements by supporting the transition from manual reporting to automated reporting platforms. * Collaborate with cross-functional teams to ensure data accuracy, reporting quality, and timely delivery of regulatory and client reporting.

Associate Consultant at Aeries Technology, Aug 2024 - Jan 2026 · 1 yr 6 mos, Bengaluru, • Prepare financial statements (Balance Sheet, SOI, Cash Flow, Notes) for global investment clients using Confluence Unity Financial Reporting. • Support automation and template customization, improving accuracy and reducing reporting turnaround. • Assist in Confluence onboarding, testing, and implementation for client reporting workflows. • Validate NAV, fund expenses, and performance metrics to ensure 100% compliance with regulatory standards (SEC, EMEA). • Collaborate with onshore/offshore teams for smooth process transitions and governance compliance.

Analyst at KPMG India, Jul 2022 - Aug 2024 · 2 yrs 2 mos, Bengaluru, Karnataka, India

Claims Associate at Legato Health Technologies, Nov 2020 - Jun 2022 · 1 yr 8 mos, Bengaluru, Karnataka, India

Education

Bachelor of Business Administration - BBA, Finance, bangalore university

Woodbine Modern School - India