Diploma in Web Technology & Web Designing
Kajal Puraswani
Financial Planning & Analysis
Summary
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, capacity planning and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning.
Overview
4
4
years of professional experience
6
6
years of post-secondary education
Work History
Financial Analyst
JPMorgan Chase & Co.
3 2022 - Current
- Manage capacity planning and forecasting across multiple workstreams, optimizing volumes and productivity in Correspondent Home Lending and Consumer Lending through dedicated capacity models for each function ; creation of new capacity models as per process changes
- Track daily volumes and productivities , analyzing data from various sources including business reports and Essbase retrieves
- Synthesize data into actionable insights, providing strategic recommendations based on volume trends, assumptions and analysis
- Present capacity models and findings clearly to senior leadership, driving change initiatives and highlighting impacts
- Collaborate with stakeholders to develop planning assumptions and align headcount forecasts accurately
- Establish and manage capacity models within dedicated tools, ensuring forecasting accuracy and efficiency
- Conduct monthly analysis of actual data, updating capacity planning tools and providing detailed variance reports and consolidated decks along with various adhoc analysis
- Lead monthly capacity planning calls with senior onshore business leaders, influencing hiring decisions and operational strategies
- Communicate staffing needs and propose adjustments to align team sizes with business demands for long-term productivity based on utilization trends
- Provide training and support to new hires, ensuring seamless integration into team processes
- Collaborate cross-functionally with Finance for expense planning, Pricing for daily pricing adjustments, and Volume team for trend analysis, operational alignment and ascertaining pull throughs.
Management Trainee
BOSCH Ltd.
05.2020 - 01.2022
- Budgeting & Reporting – Worked on Budget cycles and actual expenses analysis each month, built provisions and monthly P&L Reporting
- Forecasting – Sales volumes and expenses forecast , monthly sales turnover analysis reporting with view of multiple years summary
- Product Cost Controlling – Effectively worked on cost per piece allocations and monthly reportings along with material cost analysis
- Performed Yearly Business Planning to forecast all plant expenses for coming years along with allocation of the expenses on different cost centers of different products
- Managed WBS Element – Created various WBS Elements for tracking huge plant production costs and allocated budget accordingly.
Education
MBA - Finance -
INTERNATIONAL SCHOOL OF INFORMATICS AND MANAGEMENT
01.2018 - 04.2020
B.Com (Honors) - Financial Studies - undefined
ICG, The IIS University
01.2015 - 04.2018
Skills
Capacity Planning, Business Analysis, Budgeting, Forecasting, Reporting, Cost Allocation, Variance Analysis, Cross-functional Coordination
SAP FI-CO Modules, Advance MS Excel, MS PowerPoint (Pitch-Pro Internal JPMC Add-in), JPMC Internal Forecasting Tools - Capacity Planning Tool, Headcount and Expense Application, Essbase, HTML/CSS/JavaScript
Software
Citizenship & Social Entrepreneurship
Business English Certificate Preliminary by CAMBRIDGE ENGLISH Language Assessment, Council of Europe
Accomplishments
Recognized with the Operational Excellence Award at JP Morgan Chase & Co. for successfully leading the budget pass and promptly addressing additional business partner requests in a newly assumed function.
Timeline
Management Trainee
BOSCH Ltd.
05.2020 - 01.2022
MBA - Finance -
INTERNATIONAL SCHOOL OF INFORMATICS AND MANAGEMENT
01.2018 - 04.2020
B.Com (Honors) - Financial Studies - undefined
ICG, The IIS University
01.2015 - 04.2018
Financial Analyst
JPMorgan Chase & Co.
3 2022 - Current
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