CA AMAN VASANI
Mumbai
Summary
Seasoned CA professional with more than 7 years of work experience, including over 5 years in a financial organization. Result-driven finance professional with a strong foundation in financial data analysis and reporting. Currently focused on developing leadership skills through team collaboration, decision-making, and automation. Eager to take greater managerial responsibilities, and contribute to organizational growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Associate (Senior Associate) Product Controller
Morgan Stanley
Mumbai
07.2024 - Current
- Part of the Asia wealth management team independently responsible for the daily reporting of Australia's wealth management PnL.
- Preparing daily reconciliation between CAPO, CASPAR, and EBBOS systems, and analyzing PnL breaks.
- Performing daily validation and substantiation of profit & loss and attribution between GL and the reporting system.
- Preparation of daily and weekly financial reports for distribution to business units and finance managers.
- Preparing month-end journal entries and performing balance sheet GL reconciliation.
- Served all the ad hoc requests efficiently, and escalated issues in a timely manner to management.
- Helped the team in performing UAT testing and the smooth transition of the CASPAR application to the web.
- Performed testing and provided suggestions for the automation of the weekly management report in Alteryx, ultimately saving 20 minutes of manual effort weekly.
- Received exceptionally strong ratings in just four months of joining the team in all business parameters.
Senior Financial Analyst
Deutsche Bank
Mumbai
04.2022 - 07.2024
- Performing compressions for rates and credit products to reduce overall notional and operational risk of the organization.
- Performed blends to improve the overall scope of trades for the compression process.
- Evaluated and examined financials to extend the scope of compression to provide more efficient capital utilization.
Financial Analyst
JP Morgan Chase & Co.
Mumbai
07.2019 - 04.2022
- Enhanced tracking of firm-wide expense analysis and monthly metrics to senior management.
- Owning the tracking and communication of NII/NIE variances to ensure PnL is accurately reflected for external reporting.
- Performing yield analysis of different Balance Sheet products to ensure returns are within expected market rates.
- Performing multiple automation project tests with the help of the technology team to save production time on files and processes and also improve data quality. I automated multiple processes to save around 10 hours monthly on manual processing.
- Assisting onshore U& onshore team in resolving any ad hoc requests. Working knowledge of automation tools like Alteryx.
Chartered Accountant
Akshar Impex Pvt. Limited/Asha Diamond
Mumbai
07.2017 - 03.2019
- GST and Taxation.
Article Assistant/Audit Assistant
Anandpara & Co.
Mumbai
02.2014 - 03.2016
- Tax & Audit Intern.
Education
Chartered Accountant -
The Institute Of Chartered Accountants Of India
Mumbai11-2017
Bachelor of Commerce -
University of Mumbai
Mumbai03-2014
Skills
- Financial management
- Automation
- Advanced Financial Analysis
- SAP and CDGL queries
- Microsoft Office
- Organization and time management
- Closing processes
- Data analysis
- Management Accounting
Date of Birth
17th March, 1994
Certification
- Green belt alteryx certiied. (J P Morgan Chase & Co.)
Languages
Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Marathi
Intermediate (B1)
B1
Timeline
Associate (Senior Associate) Product Controller
Morgan Stanley
07.2024 - Current
Senior Financial Analyst
Deutsche Bank
04.2022 - 07.2024
Financial Analyst
JP Morgan Chase & Co.
07.2019 - 04.2022
Chartered Accountant
Akshar Impex Pvt. Limited/Asha Diamond
07.2017 - 03.2019
Article Assistant/Audit Assistant
Anandpara & Co.
02.2014 - 03.2016
Chartered Accountant -
The Institute Of Chartered Accountants Of India
Bachelor of Commerce -
University of Mumbai
Similar Profiles
Michael RedigerMichael Rediger
Operations Specialist at Morgan StanleyOperations Specialist at Morgan Stanley
Kevin UppKevin Upp
Request Coordinator at Morgan StanleyRequest Coordinator at Morgan Stanley
Meeta VermaMeeta Verma
Director at Morgan StanleyDirector at Morgan Stanley