NAVEEN KUMAR GARG
Pune
Summary
Results-driven individual with exceptional project management and communication capabilities. Proven track record of effectively handling multiple priorities in dynamic settings, enhancing operational efficiency. Acknowledged for proactive problem-solving and process optimization in leading financial institutions. Specialized knowledge in IFRS, US GAAP, GAAP conversion, and regulatory compliance.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Finance Director
EXA Infrastructure
09.2024 - Current
- Managed month-end close and quarterly reporting under IFRS and UK GAAP for finance team of 20 members.
- Streamlined operations, yielding $2 million in cost savings via efficient task management.
- Facilitated strategic meetings across UK to ensure alignment on team objectives and process optimization.
- Executed process enhancements that improved financial performance and reporting efficiency.
- Achieved rapid career progression with double promotion within nine months of tenure.
Associate Director
UBS (Credit Suisse)
01.2022 - 08.2024
- Led GFR team in preparation of financial reports and disclosures, focusing on Loans and Derivatives.
- Managed IFRS conversion from USGAAP for post-merger Derivatives and Loans disclosures with UBS.
- Collaborated with stakeholders to ensure GAAP compliance and address queries prior to publication.
- Played key role in migrating reporting tool, improving inter-team collaboration and efficiency.
- Developed client relationship management strategies and governance mechanisms.
Associate - Finance Controller
JP Morgan Chase Bank
04.2020 - 12.2021
- Oversaw financial reporting and variance analysis for UK Asset Management business.
- Led monitoring of inter-entity balances, investigating discrepancies to ensure accuracy.
- Implemented Alteryx automation projects to streamline journal entries and MIS processes.
- Spearheaded optimization of error payment processes, significantly reducing regulatory breaches.
- Conducted team training sessions on automation techniques and process enhancements.
Manager - Finance & Taxation
Genpact
12.2018 - 03.2020
- Spearheaded group consolidation and tax team for Australian insurance and banking client.
- Prepared tax calculations, statutory accounts, and consolidated reports in compliance with AASB/IFRS.
- Oversaw preparation of financial statements, income statements, cash flows, and notes to accounts.
- Implemented automation projects using Alteryx to improve process efficiency.
- Managed client relationships and established governance mechanisms to enhance oversight.
Assistant Manager - Finance
Royal Bank of Scotland
11.2014 - 07.2018
- Prepared financial statements in accordance with IFRS and UK GAAP.
- Conducted variance analyses to identify discrepancies and trends.
- Managed audits to ensure compliance with regulatory standards.
- Performed IXBRL tagging for accurate entity reporting and compliance.
- Collaborated with stakeholders to address compliance requirements effectively.
- Oversaw complex business entities, ensuring adherence to SOX and risk management protocols.
- Facilitated transition of Lombard entities from UK through WebEx sessions.
- Streamlined processes to enhance operational efficiency during transitions.
Article Assistant
Ajay Kumar Vijayvergia and associates
08.2013 - 08.2013
- Acquired comprehensive knowledge in finance, taxation, accounting, and reporting.
- Conducted statutory and tax audits for banks and corporations.
- Filed direct and indirect tax returns as well as performed tax audits per Income Tax Act.
Education
CA -
ICAI
Jaipur11.2013
B. Com -
University of Rajasthan
Jaipur03.2011
Skills
- Collaborative teamwork
- Detail orientation
- Multitasking capabilities
- Technical skills
- Organizational abilities
- Effective decision-making
- Issue resolution
- Time organization
Accomplishments
- Supervised team of 15 staff members.
- Achieved process efficiency through effectively helping with task simplifications and eliminating non-value-added tasks
- Achieved significant FTE reduction by introducing Alteryx for journals and MIS tasks
Certification
Equity Stock Market, IIM B
Hobbies and Interests
- Traveling
- Sports
- Listening to Music
Timeline
Finance Director
EXA Infrastructure
09.2024 - Current
Associate Director
UBS (Credit Suisse)
01.2022 - 08.2024
Associate - Finance Controller
JP Morgan Chase Bank
04.2020 - 12.2021
Manager - Finance & Taxation
Genpact
12.2018 - 03.2020
Assistant Manager - Finance
Royal Bank of Scotland
11.2014 - 07.2018
Article Assistant
Ajay Kumar Vijayvergia and associates
08.2013 - 08.2013
CA -
ICAI
B. Com -
University of Rajasthan
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