Chittur Venkatachalam Vinod
Bangalore
Summary
Dynamic financial professional with extensive experience at JP Morgan Services India Pvt. Ltd., excelling in financial planning and analysis. Proven track record in budgeting and forecasting, leading to 63% annual savings through process automation. Adept at stakeholder management and cross-functional collaboration, driving impactful insights and strategic decision-making.
Overview
18
18
years of professional experience
Work History
Senior Associate (AVP)
JP Morgan Services India Pvt. Ltd.
04.2018 - Current
- Collaborated with the Finance and Business Management team in the Treasury Services division of Commercial Banking to produce financial reports, management reports, weekly sales and pipeline reporting, including projects on Client Attrition analysis, Cross-selling products, Banking data pack, Product Bundle analysis and Banker loading
- Facilitated the review of incentive analysis of the Treasury services business for Banker performance, based on key parameters such as sales, reported revenue, pipeline and client calling velocity
- Responsible for preparing financial reports for all segments, with focus on pipeline revenue, reported revenue and headcount of Bankers
- Also collaborated with the segment leads in preparation of offsite decks, quarterly business reviews and management reporting packs highlighting segment performance, along with commentaries that provide insightful analysis
- Complete ownership of the budgeting and forecasting process for the Treasury Services business for all segments based on business performance, including tracking the outlook numbers on a monthly basis to analyze the financial health of the business
- Reporting and Analyzing the top clients for the markets based on their pipeline and reported revenue, including ramping of products sold to the clients
- Coordinated with all segment leads in the review of Executive Management packs, implemented changes to reporting, reviewed segment and banker performance and conducted variance analysis on year on year growth on product performance
- Coordinated across different organizational levels as a Functional Manager, from analysts to VPs, Business Managers to ensure efficient and timely delivery of processes and projects
- Contributed actively to various Commercial Banking and Finance pillar engagement initiatives, including the Controls Agenda, Skills Agenda, Wellness programs and Fun Republic initiatives
- Supervised a team of 6 analysts and associates, managed responsibilities related to adhoc reporting, pipeline analysis, forecasting and also mentored new joiners on processes and business knowledge, along with reviewing the reporting in the Business Management team
- Tools used- Essbase, Qliksense dashboard, Pitch pro, Think cell, Alteryx, Hyperion
- Collaborated with the Finance automation team to improve operational efficiency and achieved 63% annual savings in reporting by automating nearly 1000 hours of annual book of work, decommissioned 30 reports, generating annual savings of over 1100 hours
- Coordinated with the team in publishing the monthly data pack reporting for the Treasury Services business, which provides information on key financial performance, including actionable insights for stakeholders
Lead Financial Analyst
Honeywell Technology Solutions
05.2012 - 04.2018
- Facilitated decision-making by providing insightful and actionable analysis across various sub-lines of business on key metrics like Sales, Orders and Revenue and also ensured the alignment of reports with organizational standards and processes
- Compiled and analyzed Revenue and Cost Flash reports, compared actual results to prior year figures and the Annual Operating Plan, broken down by Strategic Business Units (SBUs)
- Consolidated regional performance data, particularly for high-growth regions and worked closely with stakeholders to prepare Monthly and quarterly presentations for leadership review, including ad-hoc reports & analysis in response to requests from senior management
- Managed the preparation and distribution of management packs, provided detailed revenue and expenses for APAC, EMEA entities, covering different time periods
- Contributed to the Innovation Council by driving the standardization of reporting processes across different lines of business
- Tools used- Hyperion (HFM and Essbase), SAP, Oracle and Business Intelligence
- Traveled to Dubai, United Arab Emirates for the transition of new activities for the Middle East region reporting and build business acumen with the business partners in April 2016
- Traveled to Singapore for the transition of new activities for the APAC region reporting in November 2014
- Attained Green Belt Certification for process excellence in Orders and Revenue reporting standardization at the Global level for Honeywell Process Solutions business
Accountant
Basil International Limited
01.2011 - 01.2012
- Compiled and finalized the trial balance and accounts, including preparing and reviewing P&L statements and balance sheets in adherence to accounting standards
- Assisted in the creation of CMA data and loan proposals to secure working capital funding from banks
- Developed comprehensive management reports detailing revenue and expenses across all branches
- Conducted monthly reviews of the balance sheet and followed up on outstanding aged balances
- Reconciled accounts with debtors and creditors and ensured alignment and accuracy of financial transactions
- Drafted and prepared resolutions for the Board of Directors, facilitated formal approvals and documentation
Audit Assistant
PKM & Associates, Chartered Accountants
01.2007 - 02.2010
- Played a key role in finalizing accounts and preparing tax audit reports by analyzing relevant financial records and supporting Statutory and Internal Audits for various companies, ensuring adherence to Auditing & Assurance Standards, the Companies Act and statutory requirements
- Prepared projected financial statements and project reports for companies to assist them in securing loans from banks
- Aided in the preparation and finalization of accounts for companies, partnership firms, and individual clients
- Successfully managed the auditing for nationalized banks in collaboration with senior audit professionals during the CA articleship
Education
Chartered Accountant -
Institute of Chartered Accountants of India
01.2011
M.Com - Accounting & Finance
Calcutta University
01.2008
B.Com - Finance & Accounts
St. Xavier's College
01.2006
Skills
- Financial Planning and Analysis
- Business Management
- Budgeting and forecasting
- Financial reporting
- Management reporting
- Team management
- Stakeholder management
- Data analysis
Personal Information
Date of Birth: 03/04/85
Languages
- English
- Hindi
- Tamil
- Bengali
Training
- Leadership Edge Program on Effective Managerial Skills and Decision Making, JP Morgan Services India Pvt. Ltd.
- FP&A Decision Making, FP&A Controllership, and Leadership Skills Workshop, Honeywell Technology Solutions Pvt. Ltd.
- General Management and Communication Skills Course, Institute of Chartered Accountants of India
- Seminars on Tax Audit, GST, and Companies Audit, Bangalore Cantonment Branch of the Institute of Chartered Accountants of India
Profile Summary - Summary
An accomplished professional with over 14 years of experience across diverse industries in Banking, Finance, Products and Services, catering to areas of Financial Planning & Analysis, Business Management, Accounting and Auditing, steadily delivering high-quality work within deadlines, with the ability to deal tactfully and confidently with stakeholders/personnel at all organizational levels.
Articleship
Audit Assistant, PKM & Associates, Chartered Accountants, 01/01/07, 02/01/10, Played a key role in finalizing accounts and preparing tax audit reports., Prepared projected financial statements and project reports., Aided in the preparation and finalization of accounts for various clients., Conducted Statutory Audit of State Bank of India, Conducted Concurrent Audit of AXIS Bank Ltd, Canara Bank, United Bank of India, UCO Bank, Allahabad Bank, Conducted Stock Audit of Bank of Baroda, Allahabad Bank, Indian Overseas Bank, Conducted Revenue Audit of Indian Overseas Bank, United Bank of India
Languages
English
First Language
Hindi
Upper Intermediate (B2)
B2
Tamil
Elementary (A2)
A2
Bengali
Intermediate (B1)
B1
Accomplishments
- · Collaborated with the Finance automation team to improve operational efficiency and achieved 63% annual savings in reporting by automating nearly 1000 hours of annual book of work, decommissioned 30 reports, generating annual savings of over 1100 hours.
Timeline
Senior Associate (AVP)
JP Morgan Services India Pvt. Ltd.
04.2018 - Current
Lead Financial Analyst
Honeywell Technology Solutions
05.2012 - 04.2018
Accountant
Basil International Limited
01.2011 - 01.2012
Audit Assistant
PKM & Associates, Chartered Accountants
01.2007 - 02.2010
Chartered Accountant -
Institute of Chartered Accountants of India
M.Com - Accounting & Finance
Calcutta University
B.Com - Finance & Accounts
St. Xavier's College
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