Kalpesh Khanvilkar

Senior Analyst, Financial Planning & Analysis

Brookfield Asset Management

Transformed Opex reporting by expanding cost visibility from 7 summary categories to 300+ expense line items. Prepared quarterly forecasts, annual budgets, and five-year financial plans, and developed AI-enabled solutions for financial analysis and reporting.

FP&ABudgetingForecastingVariance AnalysisCost AllocationPower BISnowflakeSalesforcePower QueryPower AutomateChatGptClaudeConcurWorkdayFinancial ReportingData IntegrationAI Solutions

Manager, Financial Planning & Analysis

SS&C GlobeOp

Reviewed revenue across multiple business units and managed month-end revenue close for business units generating $250M+ in annual revenue. Led annual budgets, bi-monthly revenue forecasts, and quarterly expense reforecasts, and developed cost allocation models and dashboards.

FP&ABudgetingForecastingVariance AnalysisCost AllocationClient ProfitabilityWorkdaySUN InforPower BIUATFinancial ReportingKPI Dashboards

Accounts and Tax Consultant

Handled account finalization, direct and indirect taxation, statutory and tax audits, and compliance services including ROC filings and company formations.

Financial StatementsIncome taxGSTStatutory AuditsTax AuditsROC FilingsComplianceIRDAIMISPSolvency Certificates

Industrial Trainee

Prepared financial statements in compliance with Schedule III of the Companies Act, 2013, and played a key role in preparing the Annual Director's Report and quarterly financial results.

Financial StatementsSchedule IIICompanies ActAccounting StandardsSegment ReportingAudit Coordination

Intern

Performed statutory audits of public and private limited companies, banks, and general insurance companies, and conducted tax audits and concurrent audits of loan sanctions.

Statutory AuditsTax AuditsConcurrent AuditIncome taxTDSService Tax

Intern

Performed statutory audits, tax audits, and prepared income tax computations and returns.

Statutory AuditsTax AuditsIncome taxTDSService Tax