Komal Bhatt
VP - Financial Planning & Analysis (FP&A)
Andheri, Mumbai
Summary
Vice President with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical strategies.
Organized, dependable, Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
19
19
years of post-secondary education
Work History
Vice President
JP Morgan Chase
Mumbai
09.2015 - Current
- Prepare weekly / daily / monthly executive management reports on a timely basis with a very high level of accuracy & quality
- CCAR/ICAAP and Stress Testing for Asset & Wealth Management
- Worked on projects related to discretionary spends control and Business Unit Management
- Financial Modeling and Analysis and Forecasting of Financial Statements
- Location Strategy
- LIBOR Transition Reporting and RFR reporting, along with fallback analysis for LIBORAssist senior management in effective and informed decision making by providing timely, accurate and incisive business information reporting
- Particularly reporting all expenses, including allocations, Stress Testing, International reporting and headcount
- Maintain reporting procedures, tools and workflows necessary to facilitate the reporting process
- Clear, concise communication in an efficient manner with multiple support teams both locally and globally
- Support all aspects of maintenance and improvement of the Reporting processes
- Address various ad-hoc analyses
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Established performance goals for department and provided methods for reaching milestones.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Directed technological improvements, reducing waste and business bottlenecks.
Assistant Manager
InSync Analytics (India) Pvt Ltd
07.2012 - 09.2015
- Delegating daily projects and Managing 3 teams of 25 members
- Training new and existing members on product and client process
- Ensuring deliverables are completed on time
- Provide timely feedback about member performance
- Undertake training for continuous quality improvement across the organization
- Building simple/complex Excel models to evaluate financial results and to value companies
- Financial Modeling: Analysis and Forecasting of Financial Statements, Mergers/Acquisitions, Spin Off/Divesture, Forecasting Key Metrics, Ratio Analysis
- Conducting business research activities such as company/industry information searches
- Analyzing financial and operating information relating to companies and industries
- Completed special projects and miscellaneous assignments as required.
Senior Associate
Infomedia 18 Limited
01.2009 - 01.2012
- Arranged and conducted training for relationship managers and clients
- Successfully managed clients of the entire Gujarat region and enhanced the quality of the portfolio
- Communicated with clients over the phone
- Worked with relationship managers as well as contacting clients directly to resolve compliance related questions and inquiries
- Recognized for providing excellent service delivery and building customer relationships
- Awarded Best Associate
- Developed various reports on excel concerning member performance on all fronts
- Completed special projects and miscellaneous assignments as required.
Senior Associate
Sitel India Limited
01.2005 - 01.2009
- Communicated with clients over the phone
- Managed Corporate Clients including BBC, L’Oréal, Marks and Spencer, Orange, Barclays
- Conducted telephonic training for Corporate Clients
- Successfully managed Email queue of the entire corporate base to resolve website related questions and inquiries
- Recognized for providing excellent service delivery and building customer relationships
- Promoted as Senior Associate
- Accolades include 14 Certificates for excellence in various areas and 2 Best across country trophies
- Worked with managers to maintain daily reports for the Corporate as well as Email divisions
- Managed many team’s Service Levels individually
- Developed various reports on excel concerning client and associate performance
- Completed special projects and miscellaneous assignments as required
- Resume – Komal Bhatt Page 1 of 2
Education
MBA - Finance
Narsee Monjee Institute of Management Studies (NMIMS)
Mumbai, India 06.2009 - 03.2012
Masters of Commerce - Management
Mumbai University
Mumbai, India 06.2007 - 03.2009
Bacherlors of Commerce - Commerce
Narsee Monjee College of Commerce & Economics
Mumbai, India 06.2002 - 03.2005
H.S.C - Commerce
Narsee Monjee College of Commerce & Economics
06.2000 - 03.2002
S.S.C -
Bombay Cambridge School
Mumbai, India 06.1990 - 03.2000
Skills
Able to manage people (Managed a team of 25, currently managing a team of 7 across varied functions)undefined
Additional Information
Seeking a challenging position in a well-established company where my finance education and experience will have valuable application.
Title: Vice President - Asset & Wealth Management, Managing team
Awards: Asia Impact award 2019, Excellence awards, Star Jun'17, Jan'17 & Jun'16 awards, Employee of year 2013
Experience & Key functional areas: 11 years of financial experience, Expense Management, Financial Planning & Analysis (FP&A), CCAR/ICAAP and Stress Testing for Asset & Wealth Management, projects related to discretionary spends control and Business Unit Management, Financial Modeling and Analysis and Forecasting of Financial Statements, Mergers/Acquisitions, Spin Off/Divesture, Forecasting Key Metrics, Ratio Analysis & Location Strategy, Excel, Access, projects on Tableau, Alteryx and learning Python.
Education: MBA Finance (Dean's List: 3rd Rank in NMIMS)
Timeline
Vice President
JP Morgan Chase
09.2015 - Current
Assistant Manager
InSync Analytics (India) Pvt Ltd
07.2012 - 09.2015
MBA - Finance
Narsee Monjee Institute of Management Studies (NMIMS)
06.2009 - 03.2012
Senior Associate
Infomedia 18 Limited
01.2009 - 01.2012
Masters of Commerce - Management
Mumbai University
06.2007 - 03.2009
Senior Associate
Sitel India Limited
01.2005 - 01.2009
Bacherlors of Commerce - Commerce
Narsee Monjee College of Commerce & Economics
06.2002 - 03.2005
H.S.C - Commerce
Narsee Monjee College of Commerce & Economics
06.2000 - 03.2002
S.S.C -
Bombay Cambridge School
06.1990 - 03.2000
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