Krishna Jalan

Background

About Krishna Jalan

A skilled finance professional with 5years of experience in leading Accounting and Auditing Firms. I Worked at PwC Acceleration Centre- Kolkata, as a Senior Associate for almost 4years under Assurance Business Unit. It was throughout a rewarding and learning experience with PwC. In my tenure in this organization, I had the privilege to work with global clients primarily from the United States, Canada, Japan, Australia etc. A valuation expert of Investment Price Testing for major Asset Management & General Assurance clients focusing on their securities and derivatives valuation. Investment testing involved various audit procedures such as security price testing, custody & fund reconciliation, classification of asset class, report analysis,etc. It further involved analysis of prices of securities held by client and comparison between the prices obtained from other various vendors/sources such as Bloomberg, J.P. Morgan Direct, Thompson Reuters, BnY, BoA, etc. I also reviewed & performed Knowledge Management by detailing on client's background and performed comparison between its peers. Research related to planning phase of the audit using PwC's internal and approved knowledge databases like IBIS world, S&P netadvantage, Reuters Avention, D&B Factiva etc. Also worked on presenting Client's profile and industry, financial ratios, SWOT Analysis, Peers and Customers Benchmarking using MS office. Furthermore I prepared & reviewed periodic newsletters for specific engagement teams. I was majorly involved in other activities supporting the main audit team in US and other territories relating to planning, execution and substantive procedure stage of audit. Which required preparation of engagement specific templates for analysis of budget vs actual. Also involved in generation of various reports using Business explorer & interpreting the results using MS Excel functionality such as pivot table, charts, timeline. I earned a basic knowledge in Alteryx to support digitization and Tableau for visualization. My role also extended to shadowing & training new team members and conduct digital lab sessions for elementary level of Tableau. I also worked for Muthoot Finance Ltd.(Renowned NBFC) as Accounts Assistant as I started my professional journey. I was involved in verification and valuation of collateral securities and documents for secured Loan Sanctions. My role was also to maintain books of accounts and cash management in the branch. I was also involved in coordination with various Banks and preparation of Bank Reconciliation Statements.