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Jatin GulatiJG
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Jatin Gulati

@jatingulati

I deliver accurate P&L reporting, reconciliations, and internal audit insights across finance operations.

India
Message

What I'm looking for

I'm looking for finance, capital-markets, audit, or risk-focused work where I can apply P&L analysis, reconciliations, controls testing, and process-improvement skills to support informed business decisions.

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

UL
Current

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 logoII

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 logoGU

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 logoII

Institute of Chartered Accountants of India

Chartered Accountancy Foundation, Accounting

Grade: 61%

Completed CA Foundation in December 2020 with 61%.

GS

Government Senior Secondary School

Higher Secondary Certificate, General Studies

Grade: 85%

Completed Class XII with 85% and secured 1st rank in class.

VS

Vivekanand High School

Secondary School Certificate, General Studies

Grade: 89%

Completed Class X with 89%.

Tech stack

Software and tools used professionally

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