Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Languages
References
Extracurricular Activities
Timeline
Generic
Ankita Sharma

Ankita Sharma

Mumbai

Summary

Financial professional with expertise in budgeting, forecasting, and variance analysis developed at JP Morgan & Chase. Demonstrated ability to leverage advanced data visualization for strategic insights and stakeholder engagement. Proficient in Hyperion and Excel, producing management reports that enhance decision-making and operational efficiency. Track record includes successful project management, strategy implementation, and problem-solving, resulting in improved client efficiency and organizational change.

Overview

7
7
years of professional experience

Work History

Associate Consultant - Financial Planning and Analysis

JP Morgan & Chase
Mumbai
12.2021 - Current
  • Monitored and reported key business metrics for North America and Global Insurance Institutional Clients.
  • Calculated and consolidated month-end results, contributing to global annual planning processes.
  • Prepared scorecards for NAI and GIS Client Advisors while addressing queries and delivering monthly reports.
  • Conducted variance analysis to identify key drivers of results, presenting insights to senior management.
  • Justified AUM movement with detailed presentations for senior management review.
  • Facilitated training sessions on Sales Metrics for the entire sales team.
  • Designed reports and dashboards to enhance financial results delivery to senior management.
  • Developed training materials and user manuals for new systems and processes.

Associate Consultant - Financial Planning and Analysis

Capgemini
Pune
07.2018 - 12.2021
  • Established strong relationships with global finance leads to enhance collaboration.
  • Reported directly to SBU CFO for key financial reports.
  • Supported CFO in Strategic Business Unit control, reporting, and business analysis of actuals, forecasts, budgets, and restatements.
  • Drove month-end closing reporting activities across NA, APAC, and LATAM regions.
  • Validated comments for external communication on a quarterly basis.
  • Finalized profit and loss, KPIs, and headcount with regional controller for actuals and forecasts.
  • Prepared and submitted various reports including dashboards, executive summaries, and headcount analyses.
  • Conducted variance and trend analysis of TRIO costs (BDC, SFC, IDC).
  • Facilitated training sessions for new employees on company policies and procedures.

Intern

H&R BLOCK
Pune
  • Conducted comprehensive study on tax benefits and filing returns for individuals.
  • Analyzed preparation of tax summary to enhance accuracy.
  • Researched e-verification process and downloading of Form-26AS.
  • Examined methods for resolving client queries effectively.

Education

MBA - Finance

Pune University
Hinjewadi
07-2018

Skills

  • Hyperion and Fusion
  • Microsoft Excel and Office
  • Outlook and Power BI
  • Alteryx proficiency
  • Management reporting
  • Budgeting and forecasting
  • Variance analysis
  • Month-end closing
  • Management presentations
  • People management
  • Transition and mobilization
  • KPI analysis
  • Reporting analysis
  • Ad hoc reporting
  • Trend analysis
  • Stakeholder engagement
  • Data visualization
  • Business intelligence
  • Data consolidation
  • Performance reporting

Accomplishments

Extra Mile award, Capgemini, 09/30/20

Personal Information

  • Date of Birth: 12/04/1994
  • Nationality: Indian
  • Marital Status: Married
  • Religion: Hindu

Languages

  • English
  • Hindi

References

  • Neha Deshmukh, Consultant, Capgemini India Pvt LTD, Neha.deshmukh@Capgemini.com, +91 90284 73629
  • Siddhanth Poojary, AVP, JP Morgan Chase & Co., Siddhanth.poojary@jpmchase.com, +91 9619952921

Extracurricular Activities

CSR: Actively involved in CSR Activity with Current organization. Fun Activities: Headed Fun team in Capgemini.

Timeline

Associate Consultant - Financial Planning and Analysis

JP Morgan & Chase
12.2021 - Current

Associate Consultant - Financial Planning and Analysis

Capgemini
07.2018 - 12.2021

Intern

H&R BLOCK

MBA - Finance

Pune University

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Ankita Sharma