Naveen Patange

Management Consultant

Provide finance-focused management consulting support to businesses, with emphasis on profitability analysis, expense management, financial dashboards, and cash flow planning.

Profitability AnalysisExpense ManagementFinancial DashboardsCash Flow PlanningFinancial Forecasting

Academic Content Creator

Develop and validate high-quality accounting and finance assessment content, including questionnaires, practice questions, and application-based assessments.

Academic Content DevelopmentAccountingFinanceAssessment Quality Assurance

Senior Accountant (Assistant Vice President)

Swiss Re Global Business Solutions India Pvt. Ltd.

Managed end-to-end Unit Linked Accounting process, facilitated booking of Enhanced Finance Repository (EFR) vouchers, and supported quarterly closing activities for Statutory focusing on L&H IGR Operations. Trained and mentored new joiners and drove workflow automation through Nintex workflows.

Accounting OperationsIFRS 17Financial ReportingUnit Linked AccountingEFRIGRNintexWorkflow AutomationTrainingMentorship

Accountant-III (Associate)

Swiss Re Global Business Solutions India Pvt. Ltd.

Managed end-to-end Unit Linked Accounting process, facilitated booking of EFR vouchers, and supported quarterly closing activities for Statutory focusing on L&H IGR Operations.

Accounting OperationsIFRS 17Financial ReportingUnit Linked AccountingEFRIGR

Accountant-II (Associate)

Swiss Re Global Business Solutions India Pvt. Ltd.

Managed end-to-end Unit Linked Accounting process, facilitated booking of EFR vouchers, and supported quarterly closing activities for Statutory focusing on L&H IGR Operations.

Accounting OperationsIFRS 17Financial ReportingUnit Linked AccountingEFRIGR

Editor - Finance & Accounting

Conducted comprehensive content reviews and quality assessments across Basic, Intermediate, and Advanced Accounting topics, ensuring accuracy and alignment with learning objectives. Performed end-to-end accuracy and quality checks of academic content published on student learning platforms.

Content ReviewQuality AssessmentAccountingExcelAlgorithmic Validation

Author – Finance & Accounting

Developed, reviewed, and updated Finance & Accounting academic content for use by colleges and educational institutions. Validated algorithmic datasets and question iterations, performing 20+ iterations of static questions to identify data inconsistencies.

Academic Content DevelopmentAccountingFinanceExcelAlgorithmic Validation

Chartered Accountancy Articleship

Executed end-to-end Company Audits, Financial Statement Analysis, Bank Audits, and Tax Audits, ensuring compliance with statutory requirements. Maintained accounting records and processed journal and financial transactions in Tally ERP.

AuditFinancial Statement AnalysisTax AuditsTally ERPVAT ComplianceService Tax

Research Associate (Loan Servicing)

Worked as a Research Associate in Loan Servicing.