Vatsal Jadav
Financial Analyst @Barclays
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WORK HISTORY
Financial Analyst @Barclays
Mumbai, IN
Financial Analysis, Wealth Management, Taxation and Regulatory Compliance-• Analysing and approving financial statements and tax computations for Trust structures and HNI clients and statutory filings to companies, ensuring full compliance with regulatory requirements• Prepared and analyzed monthly MIS for management’s review, supporting strategic decisions and highlighting key financial insights to cross-functional teams and business heads• Ensured timely Audit completion by coordinating with Auditors, external wealth managers, front office, Bankers and ensured timely payment of statutory dues• Performing Financial Analysis and reconciliations of various product classes like Equity, Mutual Funds, Derivatives, Bonds & Alternate Investment Funds and submission of Reports for management review• Managed AUM based Invoicing to clients, involving detailed analysis and transaction execution• Preparing submission for scrutiny assessments to tax officer, in co-ordination with the consultant• Collaborated with the technology team to automate workflows and drive process improvements
EDUCATION
The Institute of Chartered Accountants of India
Chartered Accountant
Mithibai College
Bachelor of Commerce - BCom
The Institute of Company Secretaries of India
CS Executive
ABOUT VATSAL JADAV
A Chartered Accountant with 3+ years of experience in areas of Financial Analysis, Wealth Management, Regulatory Compliance and Taxation at a leading banking MNC and Articleship experience of 3 years in Financial Analysis, Audit and Taxation. Proven ability to leverage analytical skills and financial knowledge to drive business performance and provide actionable insights.
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