Looking for a job

Shreekumar Nair

@shreekumarnair

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I lead investment fund accounting, financial reporting, and finance operations for global institutions.

Canada

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What I'm looking for

I'm looking to lead accounting, fund finance, or financial reporting operations where I can strengthen controls, improve processes, develop teams, and deliver accurate reporting in complex regulatory environments.

I've led investment fund accounting and financial reporting for Sun Life Global Investments, Citigroup, and Principal Financial Group across North America, Europe, and Asia.

At Sun Life Global Investments, I managed corporate and fund accounting operations, led NAV calculations for multiple funds, and supervised fund accountants responsible for daily valuation and reconciliations. I also directed financial statements and regulatory filings while improving reporting workflows.

At Citigroup, I led NAV processing for multi-billion-dollar investment funds across global markets, managed accounting teams, and resolved complex pricing and corporate-action discrepancies. My work has included portfolio valuation, regulatory compliance, budgeting, variance analysis, payroll reconciliation, and profitability monitoring.

Today, I provide full-cycle accounting and tax services through Kallem Associates, helping individuals and small-to-medium-sized businesses with financial statements, tax compliance, incorporation, budgeting, forecasting, and improved bookkeeping systems. I'm also pursuing my CPA designation to strengthen my financial leadership and strategic decision-making.

Experience

Work history, roles, and key accomplishments

Current

Accounting & Tax Consultant

Current

Kallem Associates

Jan 2019 - Present (7 years 8 months)

Provide comprehensive accounting and tax services to individuals and small-to-medium sized businesses, including full-cycle accounting, financial statement preparation, and tax compliance.

Bookkeeping Financial Statement Preparation Tax Compliance Corporate Tax Personal Tax Sales Tax Financial Planning Budgeting Forecasting

Manager – Investment Fund Finance

Sun Life Global Investments

Jan 2012 - Dec 2018 (6 years 11 months)

Managed corporate and fund accounting operations, supervised a team for financial reporting and regulatory compliance, and led NAV calculations for multiple investment funds.

Fund Accounting NAV Calculation Financial Reporting Regulatory Compliance Team Leadership Mentorship Payroll Reconciliation Budgeting Variance Analysis Operational Workflow Optimization

Senior Fund Accountant

Citigroup

Jan 2007 - Dec 2012 (5 years 11 months)

Oversaw fund accounting and valuation processes for large investment portfolios across global markets, including NAV processing and team management.

NAV Preparation Fund Accounting NAV Calculation Portfolio Valuation Team Management Training Financial Reporting Pricing Discrepancies Corporate Actions

Manager – Transaction Services (Operations)

Principal Financial Group

Jan 2004 - Dec 2006 (2 years 11 months)

Managed operational processes for mutual fund transactions and investor services, supervising a team and ensuring efficient execution of fund transactions.

Process Improvement Operations Management Investment Transactions Investor Services Team Supervision Workflow Coordination Service Quality Improvement