Umar Patel
@umarpatel1
I manage accurate accounting operations and regulatory reporting for financial clients.
IndiaWhat I'm looking for
At H&S Dairy Farm, I maintain daily accounting records across sales, purchases, expenses, and cash transactions.
I manage accounts payable and receivable, prepare invoices and payment summaries, reconcile bank accounts, and support budgeting and monthly MIS reporting using Excel and Zoho Books.
Previously at SS&C GlobeOp, I managed end-to-end regulatory reporting for global hedge fund and asset management clients under SEC Form PF, CFTC CPO-PQR, and ESMA AIFMD.
I reconcile fund accounting, risk, exposure, and investor data, coordinate with cross-functional teams to resolve data breaks, and support clients and auditors with accurate, timely submissions.
Experience
Work history, roles, and key accomplishments
Accountant
H&S Dairy Farm
Nov 2025 - Present (10 months)
Maintained day-to-day accounting records, managed AP/AR, performed bank reconciliations, and prepared invoices and payment summaries. Utilized MS Excel and Zoho Books for accurate accounting and MIS reporting.
Associate - Regulatory Reporting Analyst
SS&C GlobeOp
Nov 2024 - Oct 2025 (11 months)
Managed end-to-end regulatory reporting for hedge fund and asset management clients under SEC Form PF, CFTC CPO-PQR, and ESMA AIFMD. Performed reconciliations and coordinated with internal teams to ensure timely and accurate submissions.
Education
Degrees, certifications, and relevant coursework
BK Birla College of Commerce, University of Mumbai
Master of Science, Finance
Master of Science in Finance from BK Birla College of Commerce, University of Mumbai, graduated in 2024.
KPB Hinduja College of Commerce, University of Mumbai
Bachelor of Commerce, Finance
Bachelor of Commerce in Finance from KPB Hinduja College of Commerce, University of Mumbai, graduated in 2021.
NISM
NISM Series VIII - Equity Derivatives Certification, Equity Derivatives
NISM Series VIII - Equity Derivatives Certification.
NISM
NISM Series XV – Research Analyst Certification, Research Analysis
NISM Series XV – Research Analyst Certification.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
Skills
Interested in hiring Umar?
You can contact Umar and 90k+ other talented remote workers on Himalayas.
Message UmarGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
