Strong hold on finance know-how with experience in Reconciliation,Taxation and Management Reporting.

1. Resume
Shobhit Saxena
303,Mokshagana Castle, Email: saxena.shobhit03@gmail.com
PJR Nagar,Near Ramky, Ph No: 7093039431
Gachibowli,
Hyderabad - 500032
Career Objective:
Seeking a position to utilize my skills and abilities in the financial domain of a company that offers
professional growth while being resourceful, innovative and flexible.
Education Summary:
Degree/ Institution Year Aggregate
 MBA Finance , KIAMS,Harihar . March 2013 63%
 B.COM Finance , Christian College,Lucknow. May 2011 55.8%
 12Th
ISC,St. Paul’s College,Lucknow April 2008 75%
 10Th
ICSE,St. Paul’s College,Lucknow. April 2006 82.6%
Professional Experience:-
Current: November 2015 - Present
 Senior Finance Associate , Mettl,Gurgaon,Haryana.
Roles & Responsibilities
 Financial Activities
 Revenue Analysis
 Taxation
 Accounts Payable
 Reporting (Management / Financial)

2. Previous:
November 2014 – November 2015
1) Tax Consultant I, Deloitte Tax Services India Pvt. Ltd,Hyderabad,Telangana.
Roles & Responsibilities
 Financial analysis of Statements (1099s, trust and partnership K-1s, balance sheets ) to prepare
and review the work papers and US federal and state income tax returns for HNW Institutional
Trust clients (Form 1041, 990PF, 5227) as per IRS guidelines.
 Prepared annual federaland state tax returns on these accounts. Returns prepared were
predominantly 1041's with some 1099's including those requiring grantor tax information letters.
 Examined all trust agreements and wills to interpret the types of entities and to determine the tax
treatment of the entities.
 Proficient in Hedge Fund investment reclassifications for tax reporting purposes.
 Billing analysis of all the trust accounts by taking out CAD reports every month.
 Responding to information requests from the clients and IRS for Notices and Amendments.
 Handle client queries and coordinate conference calls with US counter parts.
System Experience
 Global fx
 One Source Trust Tax
 GoSystem
 CorpTax
 MS-Excel
2) Financial Analyst, Northern Trust,Bangalore, Karnataka. July 2013 – July2014

3. Northern Trust (NASDAQ:NTRS) is a global leader in delivering innovative investment management,
asset and fund administration, fiduciary and banking solutions to corporations, institutions and affluent
individuals. For more than 120 years, NT has evolved with the changing needs of clients successfully.
As of March 31, 2014, Northern Trust Corporation had:
 $93 billion in banking assets.
 $5.0 trillion in assets under custody.
 $810.2 billion in assets under management.
Roles & Responsibilities
 Reconciliation & investigation of Chicago & London FX Deals.
 Over 20 Million Report ( To ensure payment has been made to the correct SSI’s)
 QDPX,DFDT & FX Cancellation Report ( To ensure all the duplicate FX deals are cancelled)
 Fixed Deposit Report (To ensure the Deposits have been processed as per the instructions)
 Setting up Standard settlement instructions for NT clients both (202 & 103 Formats).
 Sending MTS SWIFTS & Setting up payment and receipt Templates.
Professional skills & Strengths:
 Confidence, Positive attitude, Responsible.
 Excellent team working skills.
 Proficient with basic computer knowledge.
 Strong Will Power,Adjust To Any Given Situation.
 Love playing with numbers.
Project / Internship Details
 MBA Internship Details: SBI Funds Management Pvt.Ltd Apr – May 2011
Topic of Study: “Comparative Analysis of Equity Mutual Funds in Large Cap Segment” : To make a
comparative analysis of equity mutual funds in large cap segment on the basis of certain financial ratios
such asBeta,Standard deviation,R-squared and Portfolio turnover.These ratios determine the performance
of a given scheme under mutual funds and help an investor know whether it would be appropriate for him
to invest in the scheme or not.For example,if the investor is risk-averse,it would be more appropriate for
him to invest in large cap funds because these are less volatile.
 B.COM Project Details: Jain Irrigation Limited
Topic ofStudy: “A Study on Working Capital Management ofJain Irrigation Ltd” This
project was to study about the importance of maintaining optimum level of current assets and current
liabilities and also to understand core concepts like inventory management, receivables and cash
management. The result of the project was to find minimum level of current assets in order to maximize
profits which would increase shareholders wealth.
Achievements:
 Awarded spot award in Deloitte for exceptional client service.

4.  Awarded spot award in Northern Trust for commitment for SSI’s projects success.
 Won a Certificate of Merit in Inter-College Painting Competition.
 Participated in various cultural activities at school and college level.
Personal Details:
Name : Shobhit Saxena
Date of Birth : 03-Oct-1990
Father’s Name : N.C. Saxena
Nationality : Indian
Languages Known : English, Hindi.
Hobbies : Cricket & Singing.
Permanent Address : L-94,Sector-D,LDA Colony,Kanpur Road,Lucknow – 226012.
Declaration:
I hereby declare that the above mentioned information is correct up to my knowledge and I bear
the responsibility for the correctness of the above-mentioned particulars.
Shobhit Saxena