Summary
Overview
Work History
Education
Skills
References
Timeline
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Shradha Lahoti

Bermuda

Summary

Performance-driven Vice President with 10 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

Overview

10
10
years of professional experience

Work History

Vice President

Wafra Inc.
01.2019 - Current
  • Leading operations team for absolute return and portfolio solution strategies with total AUM of $6 billion.
  • Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
  • Conduct in-depth financial analysis and calculation of key metrics used by investors
  • Manage day-to-day operations of our investments including review and approve NAV packages, ILPA compliant capital call and distribution notices, investor capital statements and quarterly reports
  • Review fund governance documents, subscription agreements and investment management agreements to ensure proper application; also resolve any issues related to accounting provisions
  • Review of financial statements ensuring consistency with relevant regulatory reporting framework
  • Responsible for the quarterly and annual financial reporting, investments tracking and annual audits.
  • Identified opportunities to improve business process flows and productivity.
  • Providing competency-based training to staff to develop their skillsets in areas of accounting and finance.

Audit Senior

Deloitte Ltd.
01.2014 - 06.2019
  • Performed external audits based on US GAAP, AICPA, PCAOB and Sarbanes-Oxley including SEC compliance and filing for 10-K, 10-Q, 8-K, etc
  • Conducted walkthroughs of various business processes, gaining in-depth understanding of operations while identifying potential control weaknesses.
  • Leading and managing teams in end to end audits, in performing test procedures for capex, cash, and intangible assets including goodwill and intercompany balances
  • Experience in testing of investment valuations, accounts receivable, accounts payable, unrecorded liabilities etc
  • Summarization and accounting analysis for embedded derivative element in debt, preferred stock, warrants and stock option agreements

Education

Chartered Accountant
The Institute Of Chartered Accountant Of India

Bachelors of Commerce
Osmania University

Skills

  • Team Leadership
  • Decision-Making
  • Critical Thinking
  • Operations Management
  • Process Improvement
  • Microsoft Office
  • Financial Management
  • Forecasting
  • Accounting principles expertise
  • Finance

References

References available upon request.

Timeline

Vice President

Wafra Inc.
01.2019 - Current

Audit Senior

Deloitte Ltd.
01.2014 - 06.2019

Chartered Accountant

Bachelors of Commerce

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