Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Aman Katyal

Delhi

Summary

Delivered precise financial statement submissions at JP Morgan Chase through effective teamwork. Enhanced regulatory reporting processes during my articleship by applying a detail-oriented and analytical approach to problem-solving.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Industrial Trainee

JP Morgan Chase
08.2021 - 08.2022
  • Managed all aspects of preparing and reviewing the annual financial statements for a hedge fund, achieving zero non-compliance instances by implementing rigorous checks on data integrity.
  • Examined over 1,000 entries within diverse investment schedules each quarter, ensuring full compliance standards were met without error or delay throughout the review process.
  • Compiled a detailed, condensed investment schedule in compliance with US GAAP, ensuring clarity and accuracy.
  • Coordinated with a diverse group of finance and compliance professionals, ensuring on-time submission of financial statements while maintaining 100% accuracy across four consecutive reporting cycles during the fiscal year.
  • Collaborated as part of a team to create tailored regulatory reporting templates, reducing inaccuracies by over one-third, and elevating the quality of information submitted to stakeholders for critical decision-making.

Article Assistant

Gupta, Rustagi, and Agarwal Associates
02.2020 - 08.2021
  • Engaged in all phases of the audit process, from comprehensive planning to supervision; contributed to successful completion rates while strictly adhering to established accounting and regulatory frameworks throughout.
  • Collaborated on detailed audit efforts at State Bank of India's Stressed Asset Management Branch, achieving 100% adherence to guidelines related to transferred advances, while enhancing accuracy in provisioning for Non-Performing Advances.
  • Reviewed compliance against FCRA guidelines; streamlined foreign donation utilization reporting process, resulting in enhanced transparency and accountability measures.

Article Assistant

SCV & Co. LLP Chartered Accountant
08.2019 - 02.2020
  • Collaborated in the preparation of complex GST return forms, including GSTR-9 and GSTR-9C. Identified three key factors that caused filing delays for client documents.
  • Developed a systematic approach for assembling multi-layered GST returns, including both GSTR-2A reconciliation with records, as well as GSTR-3B finalization.

Education

ICAI -

CA - Final

ICAI -

CA - Inter

B.Com -

Indira Gandhi National Open University (IGNOU)

ICAI -

CA - CPT

XII - Commerce -

Mata Jai Kaur Public School, Delhi
Delhi

Skills

  • MS – Excel, PowerPoint, and Word
  • Utilize Moneycontrol for comprehensive financial news and market data
  • Experienced in Investar for the technical analysis of Indian stocks
  • Familiar with Tally for basic accounting needs

Certification

  • Attained certification from NSE by successfully completing the NCFM Capital Market (Dealers Module).
  • Completed the Corporate Finance Fundamentals program provided by the Corporate Finance Institute (CFI).

Timeline

Industrial Trainee

JP Morgan Chase
08.2021 - 08.2022

Article Assistant

Gupta, Rustagi, and Agarwal Associates
02.2020 - 08.2021

Article Assistant

SCV & Co. LLP Chartered Accountant
08.2019 - 02.2020

ICAI -

CA - Final

ICAI -

CA - Inter

B.Com -

Indira Gandhi National Open University (IGNOU)

ICAI -

CA - CPT

XII - Commerce -

Mata Jai Kaur Public School, Delhi

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Aman Katyal