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Praveen Unnikrishnan

Financial Controller | RTR / R2R Manager | SMSF Manager | Reporting Manager | FP&A | Budgeting & Forecasting | IFRS · US GAAP · ATO | GL & Close

Greater Bengaluru Area

12+ years of work experience

PRICEWATERHOUSECOOPERS SERVICE DELIVERY CENTER (KOLKATA) PRIVATE LIMITED
Jul 20233 yrsPresent

Bengaluru, Karnataka, India

Leading RTR (Record to Report) operations, managing end-to-end month-end and year-end close, ensuring accuracy in financial reporting and statutory compliance Overseeing General Ledger (GL), journal entries, and balance sheet reconciliations, ensuring alignment with IFRS, US GAAP, and ATO compliance Managing SMSF accounting, including financial statements, tax returns, and compliance (BAS, IAS, GST, PAYG) Driving audit readiness, coordinating with internal/external auditors, and ensuring zero major audit observations Leading and mentoring a team of 10+ members, focusing on performance management, training, and productivity improvement Spearheading process improvement and automation initiatives, reducing turnaround time and improving reporting efficiency Handling stakeholder and client management (Australian SMEs & global clients), ensuring high-quality service delivery
PRICEWATERHOUSECOOPERS SERVICE DELIVERY CENTER (KOLKATA) PRIVATE LIMITED
Jun 20194 yrs 2 mosJul 2023

Greater Bengaluru Area

Managed end-to-end financial close processes, including journal postings, reconciliations, and financial statement preparation Reviewed General Ledger balances and account reconciliations, ensuring accuracy and compliance Handled SMSF accounting and Australian taxation, including income tax returns, BAS/IAS, and compliance reporting Coordinated with cross-functional teams and stakeholders to ensure smooth reporting cycles and issue resolution Supported audit processes, ensuring adherence to internal controls and compliance frameworks Delivered variance analysis and management reporting, supporting business decision-making Conducted team training, knowledge transfer, and mentoring, improving team performance and delivery quality
State Street
Apr 20162 yrs 10 mos2019

Bengaluru, Karnataka, India

Employer : State Street Global Advisors Designation : Emerging Lead Duration : From March 2016 to till date Roles & Responsibilities: • Leading a team of 10 members. • Preparing the Financial Statements for the managed investments in Australia. • Preparing reports for the clients comparing the prior year’s income and expenses. • Managing the team and providing reports to the Team Lead. • Reviewing the team work and answering and handling complex issues and queries and escalate as needed acting with a sense of urgency to meet required deliverables. • Work closely with inter-departmental contacts in processing all necessary tasks to ensure risk mitigation. • Training the newly hired employees. • Working Post NAV. • Closely working with on shore team. • Providing the deliverables as per the time. • Working on BAS (Business Activity Statements) for the clients in Monthly and Quarterly basis. • Error Log Management.
Deloitte U.S. India offices
Feb 20133 yrs 2 mosMar 2016

Greater Hyderabad Area

Managed SMSF accounting and Australian tax compliance, including financial statements and income tax returns Performed tax reconciliations and compliance checks, ensuring correct tax treatments Prepared investment strategies, pension calculations, and audit documentation Supported pre- and post-NAV activities and fund transactions Handled client onboarding and documentation for superannuation funds Trained and supported new team members, ensuring process consistency
Mphasis
Feb 20102 yrs 5 mosJun 2012

Bangalore

Designation : TPO Duration : From Feb 2010 to June 2012. Client Name: TD Ameritrade Job Position: Financial Analyst Roles & Responsibilities:  Analyzed market share and data on competitors.  Send accounts record analysis report to management  Analyzing and generating reports of the process.  Researching and analyzing financial information relating to specific companies.  Responsible for developing financial forecasts and generating internal management reports.  Preparing quality and productivity reports of the team.  Planning / forecasting and recommending future objectives/ goals for the clients.  Transferring client’s asset (Cash, Stock, MF, Bonds, Options, T-bills) from one a/c to another a/c internally and externally.  Reviews customer accounts, checks balances against ledger amounts and we reconcile the customer statement with our record if any error find will send it to supervisor and will inform to client via email if necessary.  To coordinate with Front Office, Back Office, Research and Quality Team.  Processing of brokerage documents of all customers of our client’s like students, Business Professionals, Employers, Working Professionals, Homemakers, Retired professionals.

Education

KSR College of engineering

MBA, Finance&MArketing

KSR College of engineering

20072 yrs2009

B.COM, Commerce

Govt College Thrissur

20043 yrs2007

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Headline

Financial Controller | RTR / R2R Manager | SMSF Manager | Reporting Manager | FP&A | Budgeting & Forecasting | IFRS · US GAAP · ATO | GL & Close

About

Results-driven Finance & Accounting professional with 13+ years of experience across RTR (Record to Report), Financial Reporting, and SMSF operations, delivering high-quality outcomes within global environments. Proven expertise in end-to-end close, general ledger (GL) management, account reconciliations, and statutory reporting, with strong exposure to IFRS, US GAAP, and ATO compliance (BAS, IAS, GST, PAYG). I specialize in Australian accounting and SMSF, managing financial statements, tax compliance, and audit readiness while ensuring alignment with regulatory frameworks. Adept at working with Australian SMEs and global clients, I bring strong capabilities in client communication, stakeholder management, and process ownership. Currently leading finance operations, I have successfully managed and mentored teams, driven process improvements and automation initiatives, and consistently delivered accurate, audit-compliant financials with zero major observations. My experience includes variance analysis, balance sheet reconciliations, NAV review, and multi-entity reporting, ensuring both operational efficiency and financial integrity. I am highly proficient in tools such as Xero, Class Super, Advanced Excel, and Power BI, and known for building scalable finance processes, improving turnaround time, and enhancing reporting accuracy. 🔹 Core Expertise: RTR • Financial Reporting • SMSF Accounting • ATO Compliance • GL & Close • Audit & Compliance • Process Improvement • Team Leadership 🔹 Tools: Xero • Class Super • Excel (Advanced) • Power BI 🔹 Domain: Australian Accounting • Superannuation Funds • Global Finance Operations I am currently open to Finance Manager / RTR Manager / SMSF Manager opportunities, including remote roles with Australian organizations, where I can contribute to building efficient, compliant, and high-performing finance functions.

Location

Greater Bengaluru Area

Work experience

Manager at PRICEWATERHOUSECOOPERS SERVICE DELIVERY CENTER (KOLKATA) PRIVATE LIMITED, Jul 2023 - Present · 3 yrs, Bengaluru, Karnataka, India, Leading RTR (Record to Report) operations, managing end-to-end month-end and year-end close, ensuring accuracy in financial reporting and statutory compliance Overseeing General Ledger (GL), journal entries, and balance sheet reconciliations, ensuring alignment with IFRS, US GAAP, and ATO compliance Managing SMSF accounting, including financial statements, tax returns, and compliance (BAS, IAS, GST, PAYG) Driving audit readiness, coordinating with internal/external auditors, and ensuring zero major audit observations Leading and mentoring a team of 10+ members, focusing on performance management, training, and productivity improvement Spearheading process improvement and automation initiatives, reducing turnaround time and improving reporting efficiency Handling stakeholder and client management (Australian SMEs & global clients), ensuring high-quality service delivery

Assistant Manager at PRICEWATERHOUSECOOPERS SERVICE DELIVERY CENTER (KOLKATA) PRIVATE LIMITED, Jun 2019 - Jul 2023 · 4 yrs 2 mos, Greater Bengaluru Area, Managed end-to-end financial close processes, including journal postings, reconciliations, and financial statement preparation Reviewed General Ledger balances and account reconciliations, ensuring accuracy and compliance Handled SMSF accounting and Australian taxation, including income tax returns, BAS/IAS, and compliance reporting Coordinated with cross-functional teams and stakeholders to ensure smooth reporting cycles and issue resolution Supported audit processes, ensuring adherence to internal controls and compliance frameworks Delivered variance analysis and management reporting, supporting business decision-making Conducted team training, knowledge transfer, and mentoring, improving team performance and delivery quality

Emerging Lead at State Street, Apr 2016 - 2019 · 2 yrs 10 mos, Bengaluru, Karnataka, India, Employer : State Street Global Advisors Designation : Emerging Lead Duration : From March 2016 to till date Roles & Responsibilities: • Leading a team of 10 members. • Preparing the Financial Statements for the managed investments in Australia. • Preparing reports for the clients comparing the prior year’s income and expenses. • Managing the team and providing reports to the Team Lead. • Reviewing the team work and answering and handling complex issues and queries and escalate as needed acting with a sense of urgency to meet required deliverables. • Work closely with inter-departmental contacts in processing all necessary tasks to ensure risk mitigation. • Training the newly hired employees. • Working Post NAV. • Closely working with on shore team. • Providing the deliverables as per the time. • Working on BAS (Business Activity Statements) for the clients in Monthly and Quarterly basis. • Error Log Management.

Tax Consultant II at Deloitte U.S. India offices, Feb 2013 - Mar 2016 · 3 yrs 2 mos, Greater Hyderabad Area, Managed SMSF accounting and Australian tax compliance, including financial statements and income tax returns Performed tax reconciliations and compliance checks, ensuring correct tax treatments Prepared investment strategies, pension calculations, and audit documentation Supported pre- and post-NAV activities and fund transactions Handled client onboarding and documentation for superannuation funds Trained and supported new team members, ensuring process consistency

TPO at Mphasis, Feb 2010 - Jun 2012 · 2 yrs 5 mos, Bangalore, Designation : TPO Duration : From Feb 2010 to June 2012. Client Name: TD Ameritrade Job Position: Financial Analyst Roles & Responsibilities:  Analyzed market share and data on competitors.  Send accounts record analysis report to management  Analyzing and generating reports of the process.  Researching and analyzing financial information relating to specific companies.  Responsible for developing financial forecasts and generating internal management reports.  Preparing quality and productivity reports of the team.  Planning / forecasting and recommending future objectives/ goals for the clients.  Transferring client’s asset (Cash, Stock, MF, Bonds, Options, T-bills) from one a/c to another a/c internally and externally.  Reviews customer accounts, checks balances against ledger amounts and we reconcile the customer statement with our record if any error find will send it to supervisor and will inform to client via email if necessary.  To coordinate with Front Office, Back Office, Research and Quality Team.  Processing of brokerage documents of all customers of our client’s like students, Business Professionals, Employers, Working Professionals, Homemakers, Retired professionals.

Education

MBA, Finance&MArketing, KSR College of engineering

B.COM, Commerce, Govt College Thrissur