Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Parth Sharma

Mumbai,Maharashtra

Summary

Adept at leveraging AI/ML automation in financial operations, with proven experience managing high-volume, high-complexity workflows using LLMs, Python, and RAG. My background as a Team Lead and former Professor grounds my practical, results oriented approach delivering impactful solutions like Project Stuffi that improve workflows, accelerate reporting, reduce compliance risk, and cut costs.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Team Lead

JP Morgan Chase & Co.
04.2024 - Current
  • Conceptualized and deployed “Project Stuffi”, an AI-powered chatbot built using LLaMA, LangChain, and RAG, trained on SOPs and job aids to support tax form validation, SOP queries, PDF/image upload Q&A, and control report generation for users across all levels.
  • Enabled >1800 hours of manual effort savings through chatbot-driven automation, significantly reducing human-in-the-loop dependency and enhancing process accessibility.
  • Integrated Stuffi with report creation tools and currently expanding it under the Agentic AI framework to deliver full automation of tax form validation.
  • Spearheaded IRS compliance projects for W-9/W-8 (BEN, BEN-E, EXP, IMY, ECI) and CRS forms, ensuring a 100% audit-compliant documentation lifecycle.
  • Automated reference data updates using Python scripts and logic triggers, improving turnaround time and eliminating manual data correction loops.
  • Collaborated with stakeholders across Client Onboarding, Legal, Compliance, and Tech to drive standardization, risk mitigation, and workflow excellence across global locations (San Antonio, Delaware, Bangalore, Mumbai).
  • Championed process efficiency by transforming recurring manual tasks into low-touch Python automations, reducing handoffs and minimizing errors.

Team Lead

NielsenIQ
08.2022 - 03.2024
  • Led a team of 11 managing R2R operations for 21 Latin American countries.
  • Steered monthly closing consolidations (SAP to EPM), managing BAUs and key processes like Depreciation run, FX run, and GL module closure with zero error.
  • Identified and implemented workflow optimizations, automating reconciliation processes and contributing to the closure of 100K+ open items.
  • Partnered with global controllers to enhance KPI reporting accuracy and timeliness.
  • Played an active role in driving quarterly ROC improvements (10%+) through cross-functional collaboration and automation efforts.
  • Facilitated team-building, process documentation, interviews, and continuous training.

R2R Associate

NielsenIQ
05.2021 - 08.2022
  • Managed R2R and shared service accounting activities with high attention to timeliness, data accuracy, and control adherence.
  • Supported reconciliations, ledger processes, and intercompany reporting with minimal escalation rate.

Professor – Commerce & Management

Dr. M. K. Umathe College / Priyadarshini Lokmanya Tilak Institute
08.2019 - 05.2021
  • Delivered graduate/postgraduate lectures in Financial Management, Accounting, and Economics.
  • Mentored students in research, finance projects, and presentation techniques.
  • Condensed complex financial concepts into engaging and understandable content.

Education

Master of Commerce - Commerce

Nagpur University
Nagpur
07-2019

Bachelor of Commerce - Commerce

Nagpur University
Nagpur, India
05-2017

Skills

  • AI/ML & Technical Skills
  • Prompt Engineering
  • Python (Pandas, NumPy and Scikit-learn)
  • LangChain
  • LLaMA
  • RAG
  • Hugging Face
  • Ollama
  • Chatbot Development
  • Agentic AI (Ongoing)
  • Data Validation
  • LLM Finetuning
  • Workflow Optimization

    • Financial & Business Skills:

  • Record to Report (R2R)
  • Tax Documentation & Compliance
  • Process Automation Strategy
  • Control Reporting
  • Risk Mitigation
  • Stakeholder Management
  • MIS Reporting
  • SOP Governance
  • Business Transformation
  • Attention to detail
  • Team Leadership

    • Tools & Platforms:

  • Python
  • VS Code
  • SAP
  • Oracle HFM
  • Power BI
  • Trintech T-Recs
  • Blackline
  • Tally ERP
  • MS Excel
  • MS Office Suite

Certification

  • Advanced Certification in Investment Banking Operations | IIT Guwahati | Oct 2023
  • Prompt Engineering Certification | Edureka
  • Generative AI Building-Deploying-Optimizing | Udemy
  • Agentic AI Certification (Ongoing) | Edureka
  • Capstone Projects: DocuExtract, AskFin Chatbot, Multilingual Storytelling

Timeline

Team Lead

JP Morgan Chase & Co.
04.2024 - Current

Team Lead

NielsenIQ
08.2022 - 03.2024

R2R Associate

NielsenIQ
05.2021 - 08.2022

Professor – Commerce & Management

Dr. M. K. Umathe College / Priyadarshini Lokmanya Tilak Institute
08.2019 - 05.2021

Master of Commerce - Commerce

Nagpur University

Bachelor of Commerce - Commerce

Nagpur University

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Parth Sharma