Gautam Panjwani
Financial Analyst @Enfusion Now Cwan
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WORK HISTORY
Financial Analyst @Enfusion Now Cwan
Mumbai, IN
Assisted in data migration projects by converting client data from legacy systems and fund administrators to Enfusion software, ensuring seamless integration and accurate data transfer.Performed trade, position, and cash reconciliations, identifying and resolving discrepancies between internal systems and fund administrator data.Processed corporate actions (both mandatory and voluntary), ensuring correct accounting treatment and updates to client portfolios.Gained hands-on experience with tax lot methodologies including FIFO, High Cost, and Min Tax.Collaborated with senior team members to provide regular status updates on project progress, addressing issues and escalating where necessary.Contributed to the identification and resolution of reconciliation breaks, ensuring accurate and timely financial reporting.
EDUCATION
Imperial School of Banking and Management Studies
Master of Business Administration - MBA
Shri Venkatesh Mahavidyalaya, ICHALKARANJI
Bachelor of Commerce
ABOUT GAUTAM PANJWANI
Finance professional with hands-on experience in fund accounting and investment operations, currently working as an Analyst at Enfusion. Skilled in trade/position/cash reconciliations, P&L and NAV validation, corporate actions, tax lot methodologies, and trial balance reconciliations.
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