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 - 06.2021
Skills
Financial performance evaluation
Financial analysis expertise
Expense management
Process optimization
Tableau data visualization
Capex budgeting expertise
Budgeting & Forecasting
Process optimization expertise
Project coordination
Problem-solving abilities
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 - 06.2021
Chartered Accountant - undefined
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
Masters of Business Administration -
IGNOU
ACCA BUSINESS CERTIFICATION -
ACCA