Sanjeev Ranjan, CA, CFA

Sanjeev Ranjan, CA, CFA

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  • Timeline

  • About me

    Associate Director at UBS

  • Education

    • CFA Institute

      -
      CFA (US)
    • DAV Public School

      -
      10+2 Commerce
    • The Institute of Chartered Accountants of India

      -
      Chartered Accountant India Commerce
    • Delhi University

      -
      BCOM (Honours) Commerce 61%
  • Experience

    • SC Vasudeva & CO

      Jun 2004 - Oct 2008
      Article

      Worked as a Team member and Team leader for Various Internal Audits, Statutory Audits and Special Assignments

    • Deloitte

      Dec 2008 - Nov 2009
      Analyst

      Statutory Audit

    • Shell

      Nov 2009 - Apr 2015
      Team Manager

      Statutory and Financial reporting- Review of financials in accordance with UK GAAP - involved in holding, treasury, upstream, downstream & service companies.- Collaboration with various stakeholders (including controllers, legal, tax and Auditors) for over 100 UK entities and managed effectively and efficiently audit approach and audit requirements and timelines.- Reviewed impairment for various Investments held by Holding companies - involved in various streams (100+ companies).

    • Barclays

      Apr 2015 - Oct 2016
      AVP- Legal entity controller ( US Entities)

      Legal Entity Controller- Month-end close and US regulatory reporting.- Annual/Quarterly reporting of disclosures for the financials.- Representation in the Board meetings including presenting financials, explaining monthly variances & tabling key issues and potential resolutions.

    • UBS

      Oct 2016 - now
      Associate Director

      Legal Entity Controller & Cost Controlling & Reporting.- IHC (Intermediary Holding Company) reporting & CUSO (Consolidated US Operations) reporting to CFO Americas.- Month-end close and regulatory reporting.- Global Cost analysis & reporting including validation of disclosures in the annual/quarterly financials.

  • Licenses & Certifications