Neha Jose
Bengaluru
Summary
Finance professional with extensive experience in FP&A reporting and executive management reporting. Proven analytical skills with a focus on creating informative presentations and concise summaries for management. Holds a Post Graduate Diploma in Management specializing in Finance and Operations. Dedicated to continuously improving professional knowledge and business operations by applying top-notch skills.
Overview
10
10
years of professional experience
Work History
Senior Manager
Standard Chartered GBS
Bengaluru
05.2023 - Current
- Created presentation decks for CFO and CEO reviews to support executive decision-making. Some of the examples include the Asia Review Deck for Samir, and the Country Bulletin Deck for Jean.
- Executed budget processes and corporate planning cycles to align with organizational objectives. Last year, as part of the Asia team, I created standard files for markets using SAC extracts, which was being used for the first time.
- Consolidated country submissions for outlook cycles, Target Setting and CP, ensuring accuracy and consistency.
- Developed financial strategy decks for CFO approval, enhancing communication of results.
- Reported monthly C&O actuals to CFO, detailing year-over-year and month-over-month movement.
Assistant Vice President - Finance
Barclays
Chennai
09.2020 - 04.2023
- Conducted peer analysis for US and UK banks on key P&L, capital, and BS metrics to benchmark performance.
- Managed tax and capital updates for quarterly results announcements.
- Executed Legal Entity Tax Planning for various businesses to forecast effective tax rates, DTA, and discrete tax items.
- Collaborated with Group Treasury on capital planning, analyzing key metrics and trends across all businesses.
- Provided financial data for HR Awards to facilitate bonus calculations for Directors.
- Prepared regulatory reports for PRA submission, ensuring CFO sign-offs were obtained.
- Developed Emerging View presentations for senior management on tax rate and capital changes affecting RoTE, CET1 ratio, and TNAV.
- Coordinated tax planning between Tax team and business clusters for outer planning cycles such as MTP, STP, IST, and SLP.
Financial Analyst - Mortgage Support Services
J.P. Morgan Chase & Co.
06.2020 - 09.2020
- Prepared financial and volume-based reports for Mortgage Servicing Team leadership.
- Participated in budgeting and forecasting cycles for Mortgage Servicing operations.
Financial Analyst - Planning and Analysis (FP&A)
J.P. Morgan Chase & Co.
04.2015 - 06.2020
- Conducted in-depth analysis of competitor banks during earnings and major announcements for executive review.
- Compiled weekly and monthly financial reports detailing performance metrics for CFO's office.
- Developed a weekly newsletter disseminating key industry updates and insights on US stock market trends to large JP Morgan audience.
- Prepared regulatory reports for oversight by Office of Comptroller of the Currency (OCC), USA.
Education
MBA - Finance, Operations
Goa Institute of Management
03.2015
Bachelor of Pharmacy (B.Pharm) -
Manipal College of Pharmaceutical Sciences, Manipal University
03.2012
Skills
- Essbase and Hyperion Planning
- Data visualization and analysis
- Verbal and written communication
- Strategic planning
- Team collaboration
- Project leadership
- Microsoft Office suite
- Lean management principles
- Financial planning and analysis
- Variance reporting
- Capital management
- Management reporting techniques
- Forecasting methodologies
Languages
English, Hindi - Native or Bilingual Proficiency, German - Elementary Proficiency
Hobbies and Interests
Reading, History, Healthcare, Innovation, Animal Welfare
Timeline
Senior Manager
Standard Chartered GBS
05.2023 - Current
Assistant Vice President - Finance
Barclays
09.2020 - 04.2023
Financial Analyst - Mortgage Support Services
J.P. Morgan Chase & Co.
06.2020 - 09.2020
Financial Analyst - Planning and Analysis (FP&A)
J.P. Morgan Chase & Co.
04.2015 - 06.2020
MBA - Finance, Operations
Goa Institute of Management
Bachelor of Pharmacy (B.Pharm) -
Manipal College of Pharmaceutical Sciences, Manipal University
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