Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Hobbies and Interests
Timeline
Generic

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
Jaipur
11.2013

B. Com -

University of Rajasthan
Jaipur
03.2011

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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NAVEEN KUMAR GARG