Mohit Kumar
Financial Reporting Associate at Ameriprise | Ex. Reconciliation Analyst at Clearwater Analytics.
- Role
- Financial Reporting Associate at Ameriprise Financial Services, LLC
- Location
- New Delhi, IN
- LinkedIn followers
- 500 followers
About Mohit Kumar
I am a capable Fund Accountant with extensive knowledge of Financial Reporting and Reconciliation software and processes. I am highly accomplished in client relationship management with a strong ability to build and maintain relationships. I have a proven track record of managing multiple projects and consistently meeting deadlines under pressure. Tools: Arc Filling, Bloomberg, Perseus, Arc Pro, InvestOne, MS-Excess Puddin, MS-Excel, Arc Reporting DFIN, WSO, SAP -Ariba
Experience
Financial Reporting Associate
Ameriprise Financial Services, LLC
Sep 2023 — Present · IN
Prepare annual, semi-annual and quarterly financial reports including financial statements, notes to the financial statements, financial highlights and portfolio of investments- Validate financial information for accuracy and analysis of various financial relationships. Completion of various control roll forwards, reconciliations and other supporting documentation- Prepare reports that are filed with regulatory agencies including SEC, such as Forms N-Q,Tailored Shareholders Report, NCSR and N-MFP- Responsible for various centralized activities such as internal reports and information summaries to facilitate shareholder reporting- Identify business requirements for potential system enhancements and/or development of procedural changes to accommodate any financial reporting impacts brought on by regulatory or business initiatives- Coordinate and maintain strong relationship with business partners during the preparation of financial reports and regulatory filings (legal, tax, internal audit, managed assets). This includes managing production deadlines and resolution of any reporting issues or inconsistencies that arise during the report production and regulatory filing process- Work closely on NAV calculation.
Education
St Xaviers High School
12th
2014 — 2016
Babasaheb Bhimrao Ambedkar Bihar University
Bachelor of Commerce - BCom
2016 — 2019
Institute of technology and science
Master of Business Administration - MBA
2020 — 2022
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