Summary
Overview
Work History
Education
Skills
Timeline
Generic
Anupriya Chaturvedi

Anupriya Chaturvedi

Chartered Accountant
Mumbai,MH

Summary

Accomplished Chartered Accountant with over 8 years of experience specializing in Financial Planning & Analysis, Budgeting, Forecasting, Variance Analysis, and Cost Management. Collaborates with onshore teams to analyze P&L reports and align finances with business objectives. Skilled in developing annual and monthly budgets, conducting risk analysis, and offering strategic recommendations for business success. Trusted partner adept at building relationships with department heads, conducting simulations, and presenting findings to senior management. Professional with strong leadership skills, effective team collaborator with a focus on achieving results and adapting to changing needs. Known for reliability, integrity, and exceptional problem-solving abilities.

Overview

8
8
years of professional experience
2
2
Languages

Work History

Assistant Vice President

JP MORGAN CHASE & CO.
07.2024 - Current
  • P&A & COE Expense Team, DPS P&A & tech , Allocations, Tech P&L, Flows and Premium Deposit Analysis, Divisional Budgeting, Forecasting, Variance Analysis, Expense & Revenue forecasting, Business Reviews of Wealth Management, Analysis of financial performance Headcount Planning & Budgeting, Advisor Comp Reporting & other Ad-hoc
  • Optimized resource allocation by analyzing operational needs, reallocating resources as needed to maximize efficiency across all functions.
  • Increased efficiency by streamlining processes and implementing new software tools for the team.
  • Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.

SENIOR ASSOCIATE

JP MORGAN CHASE & CO.
04.2021 - 06.2024
  • Divisional Budgeting, Forecasting, Variance Analysis, Expense & Revenue forecasting, Preparation of P&L Dashboard with the help tools like Essbase and Tableau, Business Reviews of Wealth Management, Analysis of financial performance Headcount Planning & Budgeting, Ad-hoc Analysis on Headcount Processes
  • Advisor Comp Reporting, Draw & Premium deposit Analysis
  • Trained and supported new team members, maintaining culture of collaboration.
  • Implemented process improvements that led to significant time savings and increased accuracy in deliverables.

Financial Analyst

HEWLETT PACKARD ENTERPRISE
07.2017 - 04.2021
  • Expertise in Financial Planning & Analysis, Fixed Asset Accounting, CAPEX, PPE, Lease Accounting under ASC 842 & IFRS 16 including B/S Reporting, Real-time Segmentation of Leases, Contract Compliance Audit, Tax Audit, Vendor Reconciliation Audit & Robotics Process Automation of Reconciliation formats
  • Business Invoicing, Cost Model, Balance Sheet Reporting, Responsible for the monthly preparation & finalization & overall analysis of P&L including reporting
  • Responsible for analysis of monthly variation in Gross Margin, preparation of overall analysis of change, Consolidation of the overall budget

Education

Chartered Accountant - undefined

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA

Masters of Business Administration -

IGNOU

ACCA BUSINESS CERTIFICATION -

ACCA

IFRS -

ICAI
04.2001 - 2021.06

Skills

Financial performance evaluation

Timeline

Assistant Vice President

JP MORGAN CHASE & CO.
07.2024 - Current

SENIOR ASSOCIATE

JP MORGAN CHASE & CO.
04.2021 - 06.2024

Financial Analyst

HEWLETT PACKARD ENTERPRISE
07.2017 - 04.2021

IFRS -

ICAI
04.2001 - 2021.06

Chartered Accountant - undefined

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA

Masters of Business Administration -

IGNOU

ACCA BUSINESS CERTIFICATION -

ACCA

Similar Profiles

CREATE PROFILE
Anupriya ChaturvediChartered Accountant