Rajan Palan
A-102, Vashistha, Saptarishi Park, Mulund (West), Mumbai – 400080 | (M) +91 9833321619 | Email – [email protected]
Summary
MBA in Finance with a total of 5.5 years of experience in ‘Pension Fund Accounting’ & ‘Accounts
Receivable’ teams
Experience
Analyst (Pension Fund Accounting) 03/2019 to 08/2020
03/2021 to 04/2023
Willis Towers Watson GDS India Private Limited – Mumbai, India
Procuring required information from the on-shore team (Ireland) to work on year-end financial
accounts
Preparation, control & reconciliation of cash book, bank book & cashflow management for
pension fund accounts
Preparing schedules for the fund accounts
Collate & analyze monthly investment reports from various fund managers
Document all activities and perform checks, financial analysis and reconciliation
Ensuring that the investment schedules are prepared as per the pension guidelines i.e under
SORP regulation
Preparing the trustee annual reports as prescribed by the on-shore team
Audit handling: Resolving auditors’ queries, providing requested information until auditors are
satisfied & provide us with the signed ‘Independent Auditor’s Report’
Trustee review: Getting the final draft of the annual reports reviewed by the trustees & make
requested changes before the final signed report is delivered to client
Projects Undertaken:
The European Insurance and Occupational Pensions Authority (EIOPA) Reporting
Documentation (SOP) of the process via audio-visual medium
Data visualization: Transitioning excel data into Power BI dashboards for MIS reporting
Systems:
Power BI
GlobalScape EFT
CPAS Pension Administration Solutions
Microsoft Excel, Word, PowerPoint, Outlook & Teams
Sr. Executive Finance (Accounts Receivable) 01/2017 to 12/2018
General Mills India Pvt Ltd – Mumbai, India
Processing the weekly customer promotional invoices/debit notes in SAP
Report preparation & analysis of trial balance with reconciliation, work flow management,
quadrant analysis based on ageing and dollar valuation
Develop and maintain trade profiles and document customer-specific behavior
Gain an in-depth knowledge of customer details as well as comprehensive understanding of GMI
product groups/SKUs
Adherence to all audit control requirements and SOX requirements
Mentor new joiners in team by training them, resolving process related queries and trouble-
shooting system related issues
Projects Undertaken:
Robotic Process Automation [RPA]
Workflow Management System
Systems:
SAP
Microsoft Excel, Word, Outlook, Skype & SharePoint
Trade Planner/Nexus (Promotion Planning System)
Finance Executive, 02/2016 to 01/2017
Sudarshan Rice Traders – Navi Mumbai, India
Financial planning & analysis of company’s purchases, sales and expenditures
Worked as a cashier, sales book entries into the system, accounts receivable collection and all
other clerical work
Equity Research - Summer Intern, 05/2015 to 06/2015
Elara Capital (India) Pvt Ltd – Mumbai, India
Conducted Equity Research on publicly listed companies like Somany Ceramics & Essel Propack
Analyzing the company’s financials, preparing financial model and report writing
Strengths & Achievements
Academic Achievements:
Secured the highest marks in “Advanced Financial Statement Analysis (AFSA)” and “Operations
Research” in SEM II of PGDBM Finance Program in the MBA Institute
Professional Achievements:
Got Promoted to Senior Executive position within the first appraisal cycle in GMI
“Award for Consistent Results” (September 2018) in GMI
Liaised with Analyst team to create Excel-enabled Macros which helped in clearing Invoices
directly into the system thereby saving 200 hours per annum in invoice clearing process at GMI
“Spot Award” received for automation of ‘Quality Management Framework’ process at WTW
Professional Strengths:
Short learning curve
High analytical capability
Ability to troubleshoot & find root cause
Consistency & perseverance
Extra-Curricular Achievements:
Successfully ran an Online Gaming venture during my Under-Graduate tenure
Participated in Stock Mind 2014 organized by ICICI Direct Centre for Financial Learning
Participated in Bloomberg’s Inter Institute Trading Competition
Academic Qualification
Board/ University Name of the College / Inst Degree Year Percentage
AICTE N.L. Dalmia Institute PGDM 2016 72.00
Mumbai University S.K Somaiya College BMS 2013 75.75
Maharashtra Board S.K Somaiya College H.S.C 2010 71.50
Maharashtra Board F.C.E.S School S.S.C 2008 77.23
Personal Information
Birth Date : 22nd March 1992
Gender : Male
Nationality : Indian
Marital Status : Married
Contact # : +91-9833321619
Email ID : [email protected]
Linguistic Abilities : English, Hindi, Marathi, Gujarati & Kutchi
Hobbies : Playing cricket, fitness enthusiast, reading & watching movies
All the above information is true & reliable to the best of my ability and knowledge.
