Achal Goel
Assistant Vice President at Citi || M.B.A. from University of Delhi
- Role
- Assistant Vice President at Citi
- Location
- North Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Achal Goel
Dedicated and experienced accounting professional with proven success in managing financial operations. I was hired as Management Trainee from prestigious B-school of University of Delhi and it has been my endeavour to be an SME in multiple process along with developing individuals. I have led and organised forums/opportunities for people to learn and showcase their expertise.PROCESS KNOWLEDGENAV Recon – Deep Dives (July’18 – Dec 2019)• Calculating and ascertaining NAV values from fund accounting trial balances and transactional books.Cash Recon (Jan’20 – July 2021)• Expert in identifying, research and resolving breaks related to Dividends, Collaterals, Margins, Corporate actions, Spot FXs etc.ETD and Position Recon (Aug’21 – Present)• Managing a team of 12 individual performing ETD recon against multiple clearing brokers.• Expert in calculating margins payments and getting them paid/received against brokers.• Adept in daily basis reconciling Unrealized gain/loss, Trade settlements and their total impact on equities.• Expert in Futures and Options (both American and European styles) along with working scenarios of “In the money” and “Out of the money” expires.impact on equities.• Expert in position recon alongside resolving breaks due to corporate actions, settlement issues, collateral/loan, repurchase offer and commercial papersmimpact on equities.•Handles all oversight and client queries swiftly.impact on equities.• Leads all client level migrations and process automation. ACHIEVEMENTS• Received appreciation from MDs for 1st Appian Tech use in operations.• Multiple awards from Site head and senior leadership team for my contributions.• Created and led 2 months long program for enhancing presentation skills at Portfolio accounting span.• Created an extensive End to End process flow of entire Portfolio Accounting, which helped understand individual the upstream and downstream of each process.• Hosted the 1st ever TEDx for Citi Gurgaon about managing workspace diversity.• Received numerous awards from my AVPs, VPs and SVPs for my contribution to the process.
Experience
Assistant Vice President
Nov 2024 — Present · Gurugram, IN
Education
Delhi School of Economics
Master of Business Administration, International Business
2016 — 2018
Maharaja Surajmal Institute
Bachelor of Business Administration
2012 — 2015
Kulachi Hansraj Model School
High School, Commerce
2012
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.