Vishwaja Gurunath Bichu
Team Lead, Financial and Investment Analytics @ Xelay Acumen
About
I am an experienced professional with 3+ years in Accounting and Auditing space. My penchant for analyzing financial data drove me to pursue the MFin degree at the University of California, Irvine. I get excited about opportunities where I am able to leverage my existing 📈 financial modeling and critical analysis skills to derive meaningful results. Simply put, I love making sense of numbers. My friends and family describe me as a great collaborator with a growth mindset who goes above and beyond to make sure that people around me are comfortable and the same can be corroborated by my top 5 Clifton strengths: 𝗥𝗲𝗹𝗮𝘁𝗼𝗿, 𝗜𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻, 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗿, 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝗮𝗹, 𝗛𝗮𝗿𝗺𝗼𝗻𝘆 During my leisure hours, I love watching Shark Tank, reading, and baking. Please feel free to reach out and connect with me!
United States
San Francisco Bay Area
Government Administration
IBM SPSS, Operations Management, Statistical Data Analysis, Financial Planning and Analysis (FP&A), Investment Analysis, Project Management, Performance Dashboards, Skilled Multi-tasker, Attention to Detail, High Sense of Urgency, Accruals, Account Reconciliation, User Acceptance Testing, Problem Solving, Enterprise Resource Planning (ERP), Cross-functional Collaborations, Leadership, Tax Advisory, Data Analysis, Financial Modeling
Experience

Member
United States
A lifetime member of Beta Gamma Sigma (BGS). BGS recognizes and honors the top 10% of undergraduate students, top 20% of graduate students and all doctoral candidates from around the world in business schools accredited by The Association to Advance Collegiate Schools of Business (AACSB).

Financial Analyst
Mumbai, India
• Reduced tax liability by identifying inconsistencies in tax workings provided by consultants. • Advised senior management on the non-adoption of a new tax payment software, by presenting a cost-benefit analysis. • Coordinated with 3 - 4 team members across multiple functions such as purchase, sales, and IT to oversee inventory reconciliations. • Extracted reports from the ERP system to account for depreciation and CAPEX entries.

Financial Audit Assistant
Mumbai, Maharashtra
• Led multiple teams of 3 - 6 people for internal audit of Mutual Funds and Asset Management Company (AMC) simultaneously, thereby reducing reporting time by 50%. • Gathered audit evidence by collaborating with finance and compliance departments at each respective client audited. • Audited mutual fund systems via simulated software to improve system efficiency in monitoring investments of over 150 portfolios with $ 1.4 Billion assets under management. • Assessed effectiveness of internal controls of high-risk clients to recommend upgrades in their policies. • Analyzed variance between expected and actual securities exposure in 20+ portfolios and presented the results to the client’s management, enabling client to correct irregularities before regulatory audit.

Articled Assistant (Statutory Audit)
M.S. Phadke and Associates
Mumbai, Maharashtra
• Obtained thorough knowledge about clients’ status and business to compute taxable income. • Built and maintained relationships by helping 7+ clients strategize and adopt tax-saving avenues. • Conducted tax audits and aided in closing the books of companies to file tax returns in a timely manner.
Vishwaja Gurunath Bichu's Contact Information
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