Open to opportunities

Sridhar Venkata

@sridharvenkata

Fund accounting and financial reporting professional specializing in US GAAP/IFRS reporting automation and audit-ready controls.

India

Message

What I'm looking for

I’m looking for a role where I can own multi-entity fund reporting under US GAAP/IFRS, strengthen controls and audit readiness, and keep scaling reporting automation to improve cycle times without sacrificing numerical accuracy or disclosure quality.

I’m a fund accounting and financial reporting professional with 7+ years in private credit and asset management. I currently support a $100B+ AUM US private credit platform, owning primary financial statement preparation and variance analysis across multi-entity fund reporting.

I’ve built and scaled reporting automation using VBA, Power Query, and Power BI to cut reporting cycle time by up to 40%. Across 8+ consecutive reporting cycles, I’ve sustained zero material errors while delivering under US GAAP, IFRS, and local GAAP for 10–20+ fund entities.

I’m known for turning manual, error-prone workflows into repeatable, audit-ready processes—anchored by risk & control checks, SOPs, and post-audit checklists. Alongside SAP-FI and Workiva, I partner with stakeholders as the primary point of contact for reporting queries, and I continue expanding automation through projects using Python (pandas, matplotlib) and interactive dashboards with React and Power BI-style reporting.

Experience

Work history, roles, and key accomplishments

Current

Financial Reporting & Analysis Specialist

Current

Cognizant Technology Solutions

Oct 2024 - Present (1 year 9 months)

Own primary financial statement preparation and variance analysis for 10+ private credit fund entities under US GAAP, IFRS, and local GAAP, maintaining zero material errors across 8+ reporting cycles. Scale VBA/Power Query/Power BI reporting automation and serve as the primary point of contact for partner-site reporting queries on a $100B+ AUM platform.

Financial Statement Preparation US GAAP IFRS GAAP Report Automation VBA Power Query Power BI SOPs Stakeholder Management

Financial Reporting Analyst

Invesco Asset Management India

Mar 2022 - Oct 2024 (2 years 7 months)

Prepared primary financial statements and disclosure notes for 15+ fund entities under US GAAP, IFRS, and local GAAP, ensuring control compliance and on-time quarterly/annual delivery. Designed and built VBA/Power Query automation from the ground up, reducing reporting cycle time by 40% and establishing a team-standard reconciliation and reporting process.

Financial Statement Preparation US GAAP IFRS GAAP VBA Power Query Reconciliations Compliance SOPs On Time Delivery

Financial Reporting Operations Analyst

Invesco Asset Management India

Mar 2019 - Feb 2022 (2 years 11 months)

Built core financial reporting and control foundations by preparing primary financial statements, maintaining SOPs and checklists, and executing risk and control checks across 20+ fund portfolios. Supported repeatable, audit-ready reporting operations through structured control processes.

Financial Statement Preparation SOPs Reporting