Jatin Gulati
@jatingulati
I deliver accurate P&L reporting, reconciliations, and internal audit insights across finance operations.
What I'm looking for
At UBS Business Solutions, I prepare and validate daily P&L and MTM reporting for trading and funding portfolios, investigate breaks, and provide commentary that supports traders, stakeholders, and senior finance leadership.
I've performed P&L attribution and variance analysis across new trades, market movements, coupon accruals, and time decay. I also reconcile back-office, finance, and risk-system outputs, process upfront fees and holiday-transfer adjustments, and resolve valuation and booking queries with front-office teams.
Previously at Felix Advisory, I worked on internal audits across education, steel manufacturing, real estate, agro-processing, and pharmaceuticals. My work included audit planning, procurement and inventory reviews, fixed-asset verification, IFC testing, and Risk Control Matrix preparation for O2C, Treasury, P2P, HR, and Finance.
I've identified procurement savings exceeding 6 lakhs, stock variances totaling 45 lakhs, and HR discrepancies of over 4 lakhs. I was recognised as Article of the Quarter for performance and leadership.
Experience
Work history, roles, and key accomplishments
Industrial Trainee
UBS Business Solutions (India) Private Limited
Mar 2025 - Present (1 year 6 months)
Prepared and validated daily P&L and MTM reporting for trading and funding portfolios, ensuring accuracy before submission to senior management. Performed detailed P&L attribution and variance analysis, identifying key drivers such as new trades, market movements, coupon accruals, and time decay.
Education
Degrees, certifications, and relevant coursework
Institute of Chartered Accountants of India
Chartered Accountancy Intermediate, Accounting
Grade: 52%
Completed CA Intermediate in November 2023 with 52% and secured exemption in 2 subjects.
Guru Nanak Dev University
Bachelor of Commerce, Commerce
2019 - 2022
Grade: 72%
Completed Bachelor of Commerce with 72% and secured First Division.
Institute of Chartered Accountants of India
Chartered Accountancy Foundation, Accounting
Grade: 61%
Completed CA Foundation in December 2020 with 61%.
Government Senior Secondary School
Higher Secondary Certificate, General Studies
Grade: 85%
Completed Class XII with 85% and secured 1st rank in class.
Vivekanand High School
Secondary School Certificate, General Studies
Grade: 89%
Completed Class X with 89%.
Availability
Location
Authorized to work in
Job categories
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