Mohammed Dholkawala

About Mohammed Dholkawala

Head of Assited Services - XBRL US and working on Malaysia SSM | Key Responsibilities and Achievements 1. Leading teams across multiple markets, including the US and ACFR. Successfully contributed to quarterly and annual filings in the US, ensuring accuracy and timeliness. Independently managed mutual fund filings and complex forms such as FORM D, CORREPS, 6-K, 8-K, DEF14A, 424B2, S1, S3, 20F, FORM 3, 4, 5, 485BPOS, and 497, while updating and guiding team members. Provided clear, actionable solutions to client queries and ensured seamless communication for issue resolution. Prepared demo and live documents for ESMA and US clients in compliance with the latest mandates, delivering error-free files for test and live filings. Allocated tasks within the assistance team and supported members in resolving queries efficiently. Collaborated with the testing team for IRIS CARBON releases, performing smoke, UAT, and other testing phases across US, ESMA, and other markets, ensuring smooth rollouts. Actively participated in sprint meetings and grooming sessions to enhance IRIS CARBON’s performance and provide valuable inputs. Conducted training sessions for internal team members and partners, sharing feedback and insights to improve performance. Mentored and trained new team members, offering guidance, feedback, and addressing doubts, leading to their successful onboarding. Managed peak filing sessions for ESMA and US markets simultaneously, ensuring timely and efficient execution of all activities. Played a key role in the recruitment process by conducting interviews for new hires. Provided on-call support as per client requirements, demonstrating 24/7 availability to assist team members, partners, and clients. Promoted from Senior Analyst to Team Lead and now to Head of XBRL US in recognition of exceptional performance and contributions. Currently working on the ACFR project, contributing to its success. Working on Malaysia project for SSM - demonstrate inhouse software to COSEC and solve queries related to SSM requirement and related to the software. Working as a support team and training other member related to Mtool and IRIS INSTANT. Prepared and managed shift schedules for the team to optimize productivity.

Experience

1. Assistant Manager

   IRIS Business Services Limited

   Oct 2011 — Present

   As a team lead at XBRL US, I oversee the analysis of client reports, ensuring accurate tagging according to US-GAAP, IFRS guidance, and industry best practices. I am responsible for preparing quarterly and yearly filings in alignment with clients\' financial reports. Additionally, I address client queries, providing solutions throughout the filing process, manage shifts, and conduct training for team members and new hires. My expertise extends to XBRL/iXBRL, mutual funds, and Edgar, and I am proficient in handling various forms such as 10Q, 10K, 20F, 40F, S1, S3, Correps, 6K, 8K, 424B3, 485BPOS, 497, DEF14A, among others.

Education

• University of Mumbai

  Bachelor of Commerce (B.Com.)

  2010 — 2011

Skills

• Vba
• Xbrl
• Backend Operations
• Management
• Erp
• Internal Audit
• Analysis
• Microsoft Excel
• Oracle
• Xml
• Mis
• Testing
• Financial Analysis
• Finance
• Business Analysis