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Adarsh Kumar

Adarsh Kumar

Asst: Manager

Followers of Adarsh Kumar1000 followers
location of Adarsh KumarChennai, Tamil Nadu, India

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  • Timeline

  • Skills

    Financial analysis
    Team management
    Analysis
    Finance
    Business analysis
    Financial reporting
    Accounting
    Financial modeling
    Banking
    Business development
    Competitive analysis
    Corporate finance
    Valuation
    Us gaap
    Mis
    Investments
    Strategic financial planning
    Market research
    Data analysis
    Capital markets
    Change management
    Forecasting
    Analytics
    Ifrs

  • About me

    13+ years of experience in Finance Reporting. Post Graduate in commerce with broad experience in Team Handling, Financial Reporting, Mutual Funds, US GAAP. Preparation/Analyzing Financial Statements of companies ( US, APAC, UK, EMEA), Accounts Payable, Balance Sheet Reconciliation. Specialties: Financial Reporting (Mutual Funds, Capital Market)

  • Education

    • Sree Narayana College ( Kerala University)

      2003 - 2005
      Master’s Degree Accounting and Finance First Class

      Activities and Societies: PG Representative (2003 -2005)

    • S N College, Kollam, Kerala under Kerala University

      2000 - 2003
      Bachelor of Commerce (B.Com.) Taxation and Law

      Activities and Societies: Students Representative (2004 - 2005)

    • S N Public School (CBSE), Kollam, Kerala

      1998 - 2000
      XII; S N Public School commerce, Science, Maths

      Activities and Societies: Skit, Monoact

    • University of Kerala

      -
      Master's degree Accounting and Finance

  • Experience

    • Weigh Well Scales India Ltd

      Jun 2005 - Jan 2006
      Asst: Manager

      Handling a team of 5 sales executive.Ensuring Business Development. Accounts Auditing. ( AP/AR)

    • Accenture

      Feb 2006 - Dec 2006
      Customer Support Executive

      Handling Direct customer calls for a UK based Motor/Home/Pet Insurance Company. Handling Accounts Receivable. ( Oracle Based Application ).Selling new Insurance Policies.Renewal of Policies.

    • Thomson Reuters

      Jan 2007 - Oct 2010
      Market Analyst - Investments and Advisory

      Updating financials of Industries, Banks, Utility Companies, Insurance etc. of various countries which includes Annuals & Interim financial statements, Segments, Shares, Float etc..Analysis of financial data. Calculation of ratios, Statistical Analysis.Handling Client Queries - Educating the client, Trouble Shooting, Sharing Power point presentations.Product Knowledge - Reuters Knowledge, Reuters Xtra, SDI - Single Data Ingest, Doplus.

    • RR Donnelley

      Apr 2011 - Oct 2015
      Senior Financial Analyst

      · Team Handling - Handling a team of 17 members in Financial Reporting domain. Helping the team to improve productivity and quality. Monthy one to one. Quality check on Financial Reporting of Mutual Fund companies ( 485 BPOS, 497 Filings), US GAAP and IFRS companies. (10K, 10Q, 8K)· Quality check on the interactive filings of SEC filing. Checking the accuracy of tags used across the statements (Income Statement, Balance Sheet, Cash Flow, Notes to financial statements). Clients include all major commercial, financial, utility companies. The financial statements would be tagged by the associates and analysts, which would be passed through a QC. The final output will be uploaded in SEC after the client's approval.· Assessing the client's requirements and making the filing more transparent for the investment decisions. Each client would have their own style of using the tags for the elements in the statements. Checking the description of the tags to be used to analyze the suitability.· Ensuring the ETA is met without fail - All the jobs would fall under different ETA based on the complexity and priority. Have to ensure the output is delivered on time without fail.· Calculating the quality of the team and giving proper feedback on the same - Quality would be shared on an individual basis to my POD on a monthly basis without fail.· Quality check on the jobs done by the Associates and Analysts.· SPOC for interaction with onshore clients - Have weekly calls where in the clients would request any kind of requirements they are looking for.· Prepare work instruction manuals and training modules for the teams - Preparation of SOP for the training batches, team and updating it on a regular basis by including the changes if any. Show less

    • STATE STREET HCL

      Oct 2015 - Jun 2018
      Operations Team Lead

    • BNY

      Jul 2018 - Feb 2024

      Proof and AuditFinancial Reporting

      • Manager / Vice President Fund Reporting

        Sept 2021 - Feb 2024

      • People Manager

        Jul 2018 - Sept 2021

  • Licenses & Certifications