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Mansi Joshi
Pnl Rec and Analysis Associate @Point72
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WORK HISTORY
Pnl Rec and Analysis Associate @Point72
Warsaw, PL
Perform daily and monthly P&L reconciliation between the Front Office and Back Office systems for the Firm’s portfolios• Coordinate with MO, BO, & the Valuations team on P&L break resolution• Product scope includes but not limited to Equities, Fixed Income, & Derivatives• Generate daily P&L variance reports for several internal teams• Finalize Portfolio Manager’s P&L in our Front Office systems on a monthly basis via the True Up process• Consists of allocating PM financing and adjusting for any residual P&L variances between the Front Office and Back Office systems• Completion within a designated time frame required for the PMs, Risk, and Investment Services teams who utilize the finalized P&L figures for future decision-making, investor statements, and yearly compensation purposes• Assist in responding to ad hoc P&L queries from the PMs, Trading, and Investment Services• Participate in continuous improvement of the team’s processes via automation and/or identifying and correcting process inefficiencies
EDUCATION
Wyższa Szkoła Gospodarki Euroregionalnej im. Alcide De Gasperi
Master of Business Administration - MBA, Finance, General
The Institute of Chartered Accountants of India
Professional degree, Accounting and Finance
Veer Narmad South Gujarat University, Surat
Bachelor of Business Administration - BBA, Business Administration and Management, General
ABOUT MANSI JOSHI
Finance & Accounts professional with over 5 years of experience•Rich experience in entire gamut of accounting & finance operations•Excellence in monitoring cash flows•Track record of overseeing financial statements •Gained exposure in processing payroll, preparation of quarterly TDS Returns (Salary & Non-Salary) and Individual Tax Returns•Hands-on in creating supplier code in the software•Effective advisor in taxation field (including Direct and Indirect Tax )
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