Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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Ashwin Raj Menon

Bengaluru

Summary

Finance Associate with 5+ years of experience in financial analysis, budgeting, and forecasting. Proven track record in cost allocation management and improving reporting accuracy in large financial settings. Proficient in Excel, SQL, Alteryx, and enterprise tools such as SAPCO and Essbase. Focused on providing actionable insights to support data-driven decision-making.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Finance Associate

JPMorgan Chase
Bengaluru
03.2023 - Current
  • Company Overview: Home Lending Operations Finance Team
  • Responsible for headcount and expense forecasting for Home Lending Operations, supporting strategic resource planning and cost management.
  • Collaborated with stakeholders to incorporate key business updates into financial projections and models.
  • Acted as primary point of contact for Manila reporting and forecasting, ensuring timely and accurate deliverables.

Financial Analyst

JPMorgan Chase
Bengaluru
04.2020 - 03.2023
  • Company Overview: Consumer & Community Banking Indirect Expense Team
  • Managed budget-related processes and allocation metrics, ensuring accurate cost distribution across functions.
  • Prepared the annual Foreign Exchange hedging cost base for CCB, ensuring regulatory compliance.
  • Reconciled Quarterly and Annual Appendix-10 reports and aligned SAPCO cost center data.
  • Oversaw cost center maintenance and led local cleanup initiatives during legal entity transitions.
  • Participated in UAT for system enhancements and trained new team members for seamless onboarding.
  • Consumer & Community Banking Indirect Expense Team

Education

MBA - Banking & Finance

Symbiosis School of Banking and Finance
Pune
12.2020

Bachelor of Commerce -

Sacred Heart College
Kochi
12.2018

Skills

  • Budgeting and forecasting
  • Variance analysis
  • Financial modeling and reconciliation
  • Expense reporting and cost allocation
  • Excel and SQL proficiency
  • SAPCO and Essbase expertise
  • Alteryx data analysis
  • Stakeholder collaboration
  • Process improvement strategies
  • Team mentoring

Websites

Certification

  • Certified Credit Research Analyst (CCRA), AIWMI & NISM
  • Excel from Beginner to Advanced, Udemy
  • Alteryx for Beginners, Udemy
  • The Complete SQL Bootcamp, Udemy

Timeline

Finance Associate

JPMorgan Chase
03.2023 - Current

Financial Analyst

JPMorgan Chase
04.2020 - 03.2023

MBA - Banking & Finance

Symbiosis School of Banking and Finance

Bachelor of Commerce -

Sacred Heart College

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Ashwin Raj Menon