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kalpesh bafana

@kalpeshbafana

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Experienced finance professional specializing in record-to-report and fund reporting.

India

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What I'm looking for

I seek a finance role focused on R2R/fund reporting with collaborative teams, clear processes, growth opportunities, and scope to drive reporting improvements.

I am an experienced finance professional with deep expertise in record-to-report (R2R), fund reporting, and general ledger accounting across US GAAP, IFRS, Ind AS and other standards.

I have led month-end, quarter-end and year-end close processes using NetSuite, SAP, Oracle, PeopleSoft, BlackLine and OneStream, and driven reconciliations, journal entries and audit support for multiple GAAP frameworks.

I have supported fund financial statement production, prepared performance and fund reports, developed reporting efficiencies and BI dashboards, and partnered with stakeholders to manage transitions and ensure accurate deliverables.

I focus on process improvement, risk assessment, team mentoring and clear documentation, and I bring practical experience in credit analysis, valuation techniques, financial modelling and use of Bloomberg and advanced Excel to deliver reliable financial reporting.

Experience

Work history, roles, and key accomplishments

Senior Analyst

TransUnion Global Technology Center LLP

Jan 2024 - Sep 2024 (8 months)

Performed month-end and quarter-end R2R close processes using NetSuite, SAP, Oracle and PeopleSoft, improving timeliness and accuracy of GL accounting and reconciliations for US GAAP and IFRS reporting. Managed transition of financial processes to India center and developed BI/Tableau dashboards to monitor KPIs and process performance.

General Ledger NetSuite SAP OneStream Blackline Reconciliations US GAAP IFRS Tableau

Senior Analyst

BNY Mellon International Operations India Pvt. Ltd.

Feb 2022 - May 2023 (1 year 3 months)

Executed month-end and quarter-end fund reporting and R2R processes using NetSuite, SAP, Oracle and OneStream, prepared fund financial statements and analyses under Ind AS/IFRS/US GAAP and supported investment fund reporting and disclosures. Automated reporting templates and performed valuation and credit analyses to support fund oversight.

NetSuite SAP OneStream Blackline Financial Statement Preparation Excel

Chairperson

M/s K.S. Bafana & Co.

May 2020 - Jan 2022 (1 year 8 months)

Oversaw preparation of financial statements, GL close and balance sheet reconciliations using SAP and Oracle, ensured compliance with Ind AS/IFRS/US GAAP and led tax planning, audits and process improvements for clients. Supervised statutory filings and financial reporting accuracy.

Financial Reporting SAP Oracle Reconciliations IND IFRS Tax Planning Internal Audit Statutory Compliance

Accounts & Finance Assistant

M/S Akshay Kulkarni & Associates

Apr 2017 - Apr 2020 (3 years)

Managed GL accounting, monthly closings, journal entries and reconciliations; prepared financial statements and supported project financing and compliance with Ind AS/IFRS/US GAAP. Conducted ratio analysis and credit reporting to support financial decision-making.

Journal Entries Reconciliations IND IFRS Oracle Blackline Financial Analysis Project Finance

Article Assistant

M/S Bedmutha & Associates

Feb 2011 - Feb 2014 (3 years)

Performed monthly GL close tasks, reconciliations and preparation of timely financial statements; supported audits (statutory, internal, concurrent) and tax filings for clients including banks and manufacturing firms.

Reconciliations SAP OneStream Audit Tax Filings Financial Statement Preparation