Sapan Kumar
Financial Reporting & Fund Accounting Manager | Expert in US GAAP, IFRS, NAV, Audit, Regulatory Reporting | Automation & Stakeholder Leadership
- Role
- Senior Manager at State Street
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Sapan Kumar
Precision is the art of finance — when every figure matters, mastery lies in the…
Experience
Senior Manager
Jan 2017 — Present · Bengaluru South, IN
Driving high-impact fund reporting, financial oversight, and automation-first process transformation for global investment clients across hedge, mutual, private equity, and real estate portfolios.Delivered comprehensive financial reports across fund types, aligning with IFRS, US GAAP, and Irish GAAP for global clientele.Oversaw precise preparation of SOO, SOAL, SOCF, SOCINA, audit footnotes, and financial highlights, maintaining audit-readiness.Served as key liaison for client communication and audit governance, ensuring SLA adherence, transparency, and issue resolution.Built and nurtured a high-performing 12-member team through structured evaluations, upskilling, and personalized growth plans.Championed automation initiatives using RPA and macros, enhancing data accuracy and reducing manual dependencies in core processes.Recognized with Automation Driver of the Month (Sep 2024) for pioneering efficiency in financial reporting workflows.Enabled seamless process migration across jurisdictions, maintaining operational continuity with detailed documentation and governance.Hedge Funds, Financial Reporting, Equity Derivatives, IFRS & US GAAP Compliance, Process Automation, Fund Accounting
Education
CFA
CFA
Delhi University
B.Com, Coomerce, Finance
2000 — 2003
Savitribai Phule Pune University
Master of Business Administration (M.B.A.), 2008; Finance
2008 — 2010
D.Y. Patil Law College, Pune University
Diploma, Taxation Law
2011 — 2012
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