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Naveen Patange

@naveenpatange

Management consultant and finance content creator at Freelancer, building dashboards and developing accounting assessments.

India
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At Freelancer, I provide finance-focused management consulting support, including profitability analysis, expense management, financial dashboards, and cash flow planning. I also prepare financial forecasts and support fundraising initiatives with structured financial information.

At Swiss Re Global Business Solutions India Pvt. Ltd., I managed the end-to-end Unit Linked Accounting process and supported quarterly statutory closing activities for L&H IGR Operations. I also supported audit work for Legacy and IFRS 17 (EFR).

At Swiss Re, I drove workflow automation across multiple teams through the customization and implementation of Nintex workflows. I also trained and mentored new joiners and reviewed their work.

Earlier, at ANSR Source India Pvt. Ltd., I developed and reviewed Finance & Accounting academic content and checked its accuracy on student learning platforms. I also automated dataset checks using Excel, reducing time consumption by almost 70%.

Experience

Work history, roles, and key accomplishments

Swiss Re Global Business Solutions India Pvt. Ltd. logoSL

Senior Accountant (Assistant Vice President)

Mar 2022 - May 2025 (3 years 2 months)

Managed end-to-end Unit Linked Accounting process, facilitated booking of Enhanced Finance Repository (EFR) vouchers, and supported quarterly closing activities for Statutory focusing on L&H IGR Operations. Trained and mentored new joiners and drove workflow automation through Nintex workflows.

AL

Editor - Finance & Accounting

ANSR Source India Pvt. Ltd.

Apr 2016 - Feb 2018 (1 year 10 months)

Conducted comprehensive content reviews and quality assessments across Basic, Intermediate, and Advanced Accounting topics, ensuring accuracy and alignment with learning objectives. Performed end-to-end accuracy and quality checks of academic content published on student learning platforms.

AL

Author – Finance & Accounting

ANSR Source India Pvt. Ltd.

Sep 2013 - Mar 2016 (2 years 6 months)

Developed, reviewed, and updated Finance & Accounting academic content for use by colleges and educational institutions. Validated algorithmic datasets and question iterations, performing 20+ iterations of static questions to identify data inconsistencies.

KA

Chartered Accountancy Articleship

K.R.N. Babu and Associates Chartered Accountants

Feb 2009 - Aug 2012 (3 years 6 months)

Executed end-to-end Company Audits, Financial Statement Analysis, Bank Audits, and Tax Audits, ensuring compliance with statutory requirements. Maintained accounting records and processed journal and financial transactions in Tally ERP.

OL

Research Associate (Loan Servicing)

Ocwen Financial Solutions India Pvt. Ltd.

May 2008 - Jan 2009 (8 months)

Worked as a Research Associate in Loan Servicing.

Education

Degrees, certifications, and relevant coursework

Institute of Management Accountants logoIA

Institute of Management Accountants

CMA, Management Accounting

Earned the Certified Management Accountant (CMA) designation in 2022.

Institute of Chartered Accountants of India logoII

Institute of Chartered Accountants of India

Intermediate, Chartered Accountancy

2009 - 2013

Completed Group 1 of the Intermediate level of Chartered Accountancy, including 3.5 years of articleship.

CC

Christ College

Bachelor of Commerce, Commerce

Completed Bachelor of Commerce from Christ College, Bangalore University.

Tech stack

Software and tools used professionally

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