Dhruv Trivedi
Dover,NJ
Summary
Executed strategic finance transformations, focusing on system integration after mergers and the streamlining of reporting processes for improved accuracy and accessibility.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Senior Director, Fixed Income Financial Planning & Analysis (FP&A)
SUN LIFE CAPITAL MANAGEMENT/RYAN LABS ASSET MANAGEMENT
01.2020 - 08.2025
- Led monthly/quarterly reporting and analysis of Fixed Income business (FI) for Canada and USA on non-financial KPI metrics such as Assets Under Management (AUM), Fee Earning AUM (FE AUM), Assets Under Advisory (AUA), Sales, Commitments, Flows, Income Statement, Clients, and Commissions.
- Lead strategic (5-year plan) and annual budget processes, liaising with key individuals/departments to compute planning/forecasting models for the whole Fixed Income business. Reporting through Tableau/PowerBI.
- AUM – C$75b
- Revenue – C$101m
- Participated in monthly sales meetings to discuss sales pipeline and market impact on SLC’s FI KPIs.
- Developed Marginal Contribution and Product Profitability models to help analyze new mandates and products for margin analysis.
- FP&A project lead in setting up FI businesses using Longview (Tidemark) for clients, products, fee schedules, flows, and commitments for forecasting and planning.
- Managed full transition of Ryan Labs accounting and finance processes into SLC Management.
- Supervised a Senior Associate and Co-Op through program in Canada.
- Received CEO award for Fixed Income Investor Day.
Director, Accounting
Ryan Labs
02.2017 - 12.2019
- Financial planning and analysis related to monthly/quarterly KPI metrics, reporting to Chief Operating Officer (COO).
- Board materials and participated in quarterly Board meetings to discuss key performing Indicators.
- Led strategic (5-year plan) and annual budget processes, liaising with key individuals/departments to compute planning/forecasting models.
- AUM – C$17b
- Revenue – C$20m
- Managed all accounting functions using QuickBooks, supervising monthly, quarterly financials, GL closing/reconciliations, controls, billing, and payroll functions.
- Product development – analyzed economics, profitability, and accounting impacts on launching new products or changes to existing products or fee changes to consultant relationships.
Product Control Manager (Vice President)
SOCIÉTÉ GÉNÉRALE/NEWEDGE GROUP/CALYON FINANCIAL/FIMAT
08.2009 - 05.2016
- Supervised daily/monthly PnL/Balance Sheet processes for Legacy Newedge USA activities through multiple mergers
- Integrated, computed, reported, and analyzed daily and monthly PnL/Balance Sheet into SG Analytical Structures and passed internal and external audits for this integration. Revenue of US$200m.
- Received CEO award for this transformation.
- Created new automated accounting and control process for FX product through GMI to Oracle.
- Reduced closing by 1 day for this product.
- Led project in migrating activities of Futures/Securities - Front/Back Office and GL Systems.
- Conducted regulatory reporting for products controlled by the team (FOCUS reporting, CFTC, TFC1/TFC2).
Deputy Controller / Management Accountant
Calyon Financial SNC, London
10.2004 - 12.2007
- Managed a team of 10 staff, analyzing P&L/Balance Sheet, and reconciliations.
- Prepared monthly management reports (P&L, Balance Sheets, KPI, and Essbase).
- Sensitivity reports based on the balance sheet for French Regulators (Commission Bancaire).
- Reviewed daily FSA Seg/monthly liquidity positions.
- Prepared tax computations monthly and liaised with external consultants.
- Liaised with external/internal auditors on any queries.
Accountant/Treasury
CHEVAL GROUP
01.2000 - 10.2004
- Prepared monthly/year-end accounts for management review for the group.
- Treasury functions and budgets.
- Manage and utilize £42m bank facilities for the group.
- Assist with quarterly tax filings and payments
- Received CEO award for business processes transformation.
Education
Bachelor of Arts - Accounting Finance, Honors (2:1)
University of Brighton
Brighton, East Sussex, UK06-1999
Skills
- Achieved improved team efficiency by leveraging Microsoft Office tools including Excel, Word, and PowerPoint for effective project management Delivered actionable insights through data visualization with Tableau and Longview (Tidemark) Enhanced financial accuracy by utilizing QuickBooks and Oracle for comprehensive financial management Streamlined operations with SAP and GMI, resulting in optimized workflows Maximized trading performance through effective use of Kondor and Opics Elevated reporting capabilities with Cognos and Codaiq, leading to better data-driven decisions Improved financial reconciliation processes with BlackLine, ensuring timely and accurate reporting
Certification
ACMA, CGMA (CPA), Chartered Institute of Management Accountants, London, UK
INVOLVMENT
Coached U13 Harrow St. Mary’s Cricket Club team to become National Champions in 2006 out of 1700 clubs within England, Wales, and Scotland.
Timeline
Senior Director, Fixed Income Financial Planning & Analysis (FP&A)
SUN LIFE CAPITAL MANAGEMENT/RYAN LABS ASSET MANAGEMENT
01.2020 - 08.2025
Director, Accounting
Ryan Labs
02.2017 - 12.2019
Product Control Manager (Vice President)
SOCIÉTÉ GÉNÉRALE/NEWEDGE GROUP/CALYON FINANCIAL/FIMAT
08.2009 - 05.2016
Deputy Controller / Management Accountant
Calyon Financial SNC, London
10.2004 - 12.2007
Accountant/Treasury
CHEVAL GROUP
01.2000 - 10.2004
Bachelor of Arts - Accounting Finance, Honors (2:1)
University of Brighton