Yash Mittal is an experienced professional with expertise in financial processes and regulatory reporting. His background includes evaluating policy surrender requests and preparing detailed financial reports, including P&L and cash flow statements. He has strong research and analytical skills, having conducted in-depth research on companies and executives for global clients.
Experience
Senior Assistant
DXC Technology
Working in financial process, Surrenders and Withdrawal. Evaluation of the policy surrender request along with W9 form, POA and other supporting documents. Disbursement of the surrender amount to policyholders following thorough verification. Preparation of daily production report of the team.
Associate Analyst
Wipro Ltd.
Preparation and standardization of reports of detailed interactions among investors, brokers and corporate participants in accordance to the MiFID II regulation within agreed client deadlines and SLA. Updating, processing, submission of the sell side/ buy- side interactions for further reporting to its stakeholders. Worked on trial balance (P&L/Cash flow/Balance sheet) of different companies belonging to various sectors (like Insurance, Energy, Technology etc) so that investor can see it across the world. Conducted in depth research about Companies and user including (analyst to C-Level Executives) using client Terminal, LinkedIn, Google, and Finra. Created biographies of various executives that were shared with global clients. Quality check of the reports to assess if they are properly standardized without any error before publishing them on the client portal. Assist in resolution of the team queries and act as a reference point for the clients. Engaged in backup TL activities.
Education
NMIMS Global Access School for Continuing Education
PGDBM in Finance
University of Delhi
B.Com
Licenses & Certifications
Power BI Essential Training
JP Morgan Chase & Co. Excel Skills Virtual Program
Forage