Namrata Parekh

- Managing Asset Management Improvement Program. Develop methodology and reporting for close link of improvements and company targets - Managing the Digitalization project and automatize the reporting process - Manage period end reporting and compliance with external, internal clients - Managing inventory optimization project by forecast to fulfill process and management.

- project management skills & leadership skills by driving different projects and coordinated process across BUs and FUs - Cash Planning : estimated cash inflows and outflows of cash during a period and the cash balance at the end of a period - Managing the Digitalization project and automatize the reporting process - Managed inventory optimization project by forecast to fulfill process. - Global Function Controlling, monthly Reporting , Budget Control & Financial Projections

- Productivity Controlling by managing internal system called OPW (One Puma Web), knowledge sharing of the tool, its process and timeline. - Commercially support technical colleagues by preparing budgets, forecasting costs, reporting actuals and charging out cost for the Technology transfer projects & improvements projects.

- FATCA & CRS Analyst with expertise in supporting tax reporting for both domestic and foreign clients. - Perform tax tool testing of FATCA & CRS regulations and participate in related system modifications as it related to tax reporting. - Analyzing the data and uploading to IRS/HCTA/ respective country websites. Preparing KOP for respective LE’s. Have prepared reports and documents for yearend audit requirements. - Conducted targeted tax research for project planning and compliance efforts.

- Responsible for calculating and Preparing Partnerships, Individuals and Corporations taxation under the jurisdiction of US federal and state tax laws. Preparation of 1065, 1040, 1120S and 1120F returns for the clients. - worked with U.S.-based clients to provide tax compliance services, including income and several other tax return preparation, and computations of financial statements (Trail Balance, Income Statements, cash flow & Balance Sheet as per specifications of US GAAP).

- Generated new business and referral clients in partnership with financial advisors and branch team. - Educated customers about currency & equity market, currency trade, capital & derivative markets. - Motivating clients to invest in mutual funds. - Managing client portfolio and preparing monthly reports.