1. CA. ROHAN KHANDELWAL
M: - +91-7036443120, Email: - Rohan.ca2012@gmail.com
Professional Summary
A QualifiedCharteredaccountant,withatotal workexperience of 4years, I startedinan Advisoryfirm
withservicesrangingfromAccounts,Tax andAudit movinginto InvestmentbankingwithProduct
Control functioninUBS,doinga projectwiththeminLondon,before movingintoBofaML witha role
involvingbothLine andproject infinance. Iintendtobe inCore finance andtendto remaina relevant
part inthis paradigmswiftthe currentfinance worldisgoingthrough.
I Embrace trickychallenges,believesindisruptive innovationandprogressive change, revel working
withteams,andfocuson keepingthingssimple andstraight,Iamalwaysup fora challenge providedit
testmy limitsandeventuallymake me learn.
Skills
- Vastly experiencedinFinancialstatementandriskanalysis,developingandreporting
- Productand Finance Control,ProjectandChange the bankExperience.
- StrongTechnicals withAccountingandfinance background.
- Streetsmart,Strong onCommunication,andhave ahuge appetite forlearning
- ProficientinMicrosoftOffice applications,workedonSAP,Oracle,Cognosetc.
- Fiercelycompetitive,settingbarand overreachingthem
Professional Experience
Bank of AmericaMerrill Lynch, Hyderabad (Feb’16- Present)
Designation:AssistantManager,FICC– Middle office Control andProjects
It’sa dynamicrole,arole whichgivesme a groundspace to world as a line control reviewercontrol and
alsowork inprojects beingthe face of finance andmiddle office representingtoCOOand global
projects,interactwithgrouptechnology,supportbroadbusinessrequirementacrossthe bank
- JoinedinProductControl teaminmiddle office functionof the bank,lookingover the Dailyreportingof
the Pnl and Riskfor FICCAPACtradingdesk,also includesanalyzing the balance sheetfordailyand
weeklyandmonthlyreporting
- The role also includesrepresentingthe Middle office ProductControl inthe variousbankwide Projects,
and co-ordinate the changesandpostrelease managementworkingwiththe Global change team.
- Projectsinclude –CFTC BackedSEF reporting,UMR regulations(Doddfrankregulations) etc.
CognizantTechnologiesservicesforUBS Investmentbank, Hyderabad (Sept’13-Jan’16)
Designation:SME,FRC- ProductControl,IntegratedMiddle office
I was part of RatesProduct Control teamcoveringmainlyBonds,IRS,andfutures.Startedoff withaPnl
productionrole,soontobecome a SME and a reviewer, representingteamonDailyWeeklyand
MonthlystakeholdercallswithFO,COO,andinternal Finance teams,leading2-3tradingdesks.
Jobresponsibilitiesincluded –
- Production and reviewof DailyPnl and risk reporting for Fixedincome portfoliosupportingRatesUSdesk
- PerformingRiskbasedPnl Analysisand commentary, movementsincurves,andprice changesonbotha desk
level andtraderlevel onanend-of-day.
- Servedasa primary contact regardingP&Linquiriesliaisingwith Frontoffice,COO,global risk management,IT
amongothers.
2. - Dailyand weekly PnlandBalance sheetmovementandcommentariesforinternal andexternal reporting
- ProfitCenterownership, SubstantiationofLedgervs sub ledgerbreaks and signoff for Month endreporting
- Supervisingand training individual resourcesforknowledgemanagementandmentorshipprogram
UBS AG,London.
Finance BA Change, Project:One balance – MurexImplementation
I was nominatedand made partof the broaderFinance andriskteamworkingoutof UBS London office.
The only offshore resource tobe part of the global finance projectteamandhelpedinsuccessfulgo –
live of the F2B project.The Bank decidedtooutsource the entire ratesandcreditfrontto back systemto
the Accenture Murex, whichalsoledtoa new platformforfinance andriskreportingacrossthe bank.
The responsibilitiesincluded –
- Gatheringand Mapping Businessrequirementfromfinance perspective onT+1 reporting
- Workedcloselywith COO,IT and Finance for spellingoutthe finance strategyandexpectations
- UAT, Scenario basedtesting,Stresstesting,Regressiontesting,Loggingandtrackingdefects
- PreparingTestscripts, contributinginfinalizingthe entire projectplanfromfinance.
- Preparationof extensiveSops,PPTs,training materials for offshore resourcesfornewlymigratedF2B
flow
- Conductingmass sessions,workshops,Imparting Training and knowledge transferto the offshore
usersinhyd.for dailyPnl andriskreporting
- Workedon Applicationslike–JIRA, QC, Cognosreporting, and SAP etc.,while onMurex –OB project.
Goel Nitin& associates, Jaipur (Sept’12-July’13)
Designation:SeniorAssociate,Auditand Taxation
Accomplishments
- HighestPerformance appraisal ratingsfor two consecutive yearsinCognizant.
- WithMonthlyand quarterlyawards, promotedImmediately,asbecame technicallyeligible inCognizant
- Made an earlyimpactin BOA, bagginga award on a project within6 month of joining
- Only one to be selectedforLondonoutof the extendedPCteams,withinayear of joiningasa fresher
- Giftsand recognitionfromtrading desksin Line and COO and London Finance team forthe contribution
inproject.
- VariousrecognitionsforcontributinginNonworkinitiativesaswell
Educational Qualification
Name Of
Examination
Board/University Year Grades
Chartered
Accountancy
ICAI May-2012 1st
Class
University RajasthanUniversity 2009 1st
Class
HSC Maheshwari PublicSchool,Jaipur,C.B.S.E. 2006 81%
Personal Details
PermanentAddress 31C, Malhotranagar, VKIA,Jaipur
Residential Address 202, Laxmi residency,Madhapur,Hyderabad
PAN # AXMPK6454H
Passport# K447732
Date of Birth 12-Jul-1989