Pooja Singh
Bengaluru
Summary
Analyst with a proven track record at JP Morgan & Chase, adept in financial reporting and analysis, and bank & vendor reconciliation. Excelled in strategic planning, enhancing team collaboration, and implementing predictive analytics, significantly contributing to project success. Skilled in fostering client relationships and leading cross-functional teams to exceed financial objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Analyst
JP Morgan & Chase, Bengaluru, India
11.2019 - Current
- Specialize in month-end activities, including preparing and reviewing journal entries, accruals, balance sheets, financial statements, and income statements.
- Manage reconciliation of bank statements, credit card transactions, and vendor accounts.
- Offer functional advice, training, and guidance to new joiners, fostering professional growth and development.
- Collaborate cross-functionally, engaging with stakeholders across the organization to address financial challenges.
- Conduct testing and quality assurance to ensure functionality, accuracy, and compliance.
- Conduct regular project reviews and assessments to identify areas for improvement and implement corrective actions during project migration.
- Develop and maintain project governance documentation, including charters, policies, procedures, and reporting mechanisms.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Implemented predictive analytics techniques that enabled proactive adjustments to business strategies based on emerging trends.
Intern
Sundaram Mutual Fund
01.2019 - 06.2019
- Helped with administrative support, including managing incoming calls, coordinating files and sorting mail.
- Designing and implementing project during internship.
- Advanced research by compiling data, updating spreadsheets and producing timely reports.
- Assisted in the KYC on boarding process for new clients, ensuring compliance with regulatory requirements and internal policies.
Education
Bachelor of Commerce - Accounting
Soundarya Institute of Management and Science
Bengaluru, KA2017
Master of Commerce - Finance
Soundarya Institute of Management and Science
Bengaluru, KA2019
Skills
- Accounts payable and receivable
- Client Relationships
- Accounting standards /GAAP
- Strategic planning and analysis
- Financial Reporting & Analysis
- Month-End Close Processes
- Journal Entries & Accruals
- Balance Sheet Management
- Bank & Vendor Reconciliation
- Testing & Quality Assurance
- Team Collaboration & Leadership
- Project Governance & Documentation
- Team Support & Training
- Cross-Functional Collaboration
- Event Coordination & Budget Management
Certification
- Completed CPT
- Pursing IPCC
- Completed personality development course
Timeline
Analyst
JP Morgan & Chase, Bengaluru, India
11.2019 - Current
Intern
Sundaram Mutual Fund
01.2019 - 06.2019
Bachelor of Commerce - Accounting
Soundarya Institute of Management and Science
Master of Commerce - Finance
Soundarya Institute of Management and Science
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