Mohit Jain
Summary
Finance professional with over 13 years of experience in Financial Planning & Analysis, Financial Reporting and Corporate Accounting. I have a proven track record of effectively managing teams with competing priorities. I excel in leading transformation initiatives by integrating functional expertise with technological insights to drive strategic change
Overview
17
17
years of professional experience
Work History
Vice President - Financial Planning & Analysis
J.P Morgan Chase & Co
08.2017 - Current
- Responsible for leading the FP&A function to support business planning and strategic decision-making
- Overseeing budgeting, forecasting, and financial analysis processes
- Present executive summary and business performance reviews to segment heads
- SME responsibility on reporting for credit and capital; analysis of loan portfolio, lending revenue and capital / RWA
- Assess client profitability, bankers' performance, and ad-hoc business analysis to facilitate decision making
- Drive strategic and tactical transformation initiatives to digitize and automate processes
- Responsible for effectiveness of internal controls and ensure business resiliency
Associate - Corporate Accounting (Legal Entity Controller)
Goldman Sachs Group Inc
11.2014 - 08.2017
- Month-end ledger close of entities under USGAAP and present financial statements to management
- Critical review of manual journal entries processed, variance analysis and provide commentary
- Provide input for regulatory reporting including FED forms, surveys, and Country Exposure Reporting
Senior Analyst - Financial Reporting & Consolidation
Credit Suisse Group AG
03.2013 - 10.2014
- Prepare disclosures relating to loan portfolio and provision for credit losses for the financials (10K / 10Q)
- Analytical review of the financial statement disclosure and presentation to senior management
Assistant Manager - Finance
J.P Minda Group
04.2012 - 03.2013
- Month-end ledger close and presentation of financial reports and working capital management
- Presentation of credit monetary analysis (CMA) reports to management
Article Assistant (Internship)
C.Baid & Co.
12.2007 - 06.2011
Education
Chartered Accountant -
ICAI
11.2011
Bachelor of Commerce - undefined
St.Xavier's College
01.2010
High School - undefined
St.Joesph's School
01.2007
Skills
- Financial Planning & Analysis
- Financial Reporting
- Budgeting & Forecasting
- Variance Analysis
- Data Storytelling
- Senior Management Presentation
- Business Process Transformation
- Managing High Performing Teams
Accomplishments
- Promoted twice within five years , reflecting exceptional performance and leadership skills
- Spearheaded the set-up of finance team in India, expanding coverage and deepen business knowledge
- Led the Report Rationalization initiative achieving 25% increase in process efficiency
Timeline
Vice President - Financial Planning & Analysis
J.P Morgan Chase & Co
08.2017 - Current
Associate - Corporate Accounting (Legal Entity Controller)
Goldman Sachs Group Inc
11.2014 - 08.2017
Senior Analyst - Financial Reporting & Consolidation
Credit Suisse Group AG
03.2013 - 10.2014
Assistant Manager - Finance
J.P Minda Group
04.2012 - 03.2013
Article Assistant (Internship)
C.Baid & Co.
12.2007 - 06.2011
Bachelor of Commerce - undefined
St.Xavier's College
High School - undefined
St.Joesph's School
Chartered Accountant -
ICAI
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