vaibhav beohar

Assisted Insurance Accounting Controllers Team in reporting, analyzing and processing client related Multi-Basis Accounting strategies, advisory and consultation reports (GAAP, PGAAP, STAT) received from the custodian; Analyzed and helped in analyzing SEC GAAP Filings such as 10Q Footnote disclosures, Investment Accounting Policy, Operations and Financial Reports using accounting guidelines such as FAS157, FAS 115-2, FAS91 - Enhanced data analysis by creating Excel spreadsheet tools such as VB Macros, Bloomberg Data Point, Lookup and gained knowledge of Fixed Income, Insurance Sales/Client Relation Management and Month-End Reporting processes

IWeb GS360 Portfolio Center Enhancement – Developed and enhanced Fixed Income Portfolio Management Web site. Introduced Portfolio Management changes such as grouping, aggregating, sectoring on reports including Transactions, Holdings and Risk Reports. GSAM Fixed Income Insurance Advisory Rollout – Developed, tested and supported core modules of a new Fixed Income Advisory system Sec-DB – Automated Portfolio Exception reports using GSAM proprietary Risk Database “Sec-DB” Bond-Edge Interactive Data Analytics - Worked with external vendor for integrating 3rd party application into GSAM Portfolio Management flow. Customized positional data for system import. Designed user training course and explained system flow to system maintenance team. Gain Loss Monitor and Pinkbook–Reevaluated system front-to-back & performed data set enhancements. Introduced custom data filtering and categorization (e.g. TBA filtering, sectoring). Enhanced portfolio P&L. Introduced Book Yields for Fixed Income portfolios

Engaged in Financial Planning & Analysis build for Firmwide Finance using Anaplan

* Actual to Expected (A-E) analysis * Capital & Surplus Forecasting and Estimation * P&L Analysis and sundry other finance material deliverables such as monthly, quarterly reports * Statutory Accounting and Blue Book Analysis * Life Insurance Embedded Value (EV) analysis * Capital Forecasting based on risk metrics such as Rating changes and Estimation of Risk Based Capital (RBC) * Automation using VBA Macro programming and MS Access * Life Insurance STAT Accounting and Investment Accounting (AVR/IMR, Reserves/Liabilities, Derivatives, PeopleSoft General Ledger, Hyperion Essbase, Oracle nVision)

Awarded Graduate Assistantship – Department of Finance and Operations Management * Treasurer of Graduate Business Association (GBA) student body Activities and Societies: Isenberg UMass Amherst Graduate Business Association, NetImpact