Summary
Overview
Work History
Education
Skills
Languages
Websites
Timeline
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Pooja Kishore

Bangalore

Summary

Finance professional with 5 years of experience in financial analysis, credit management, and accounting. Worked 2 years as a Financial Analyst in a fin-tech startup, specializing in reporting, forecasting, and data analysis. Spent 3 years at JP Morgan as a Credit Specialist, focusing on risk assessment and internal controls. Skilled in bookkeeping, group consolidations, and stakeholder relations. Proven ability to manage financial databases, improve processes, and support finance projects while optimizing cash flow. Strong communicator with a focus on building stakeholder relationships.

Overview

7
7
years of professional experience

Work History

Credit Specialist

JP Morgan Chase & Co.
Bangalore
08.2021 - Current
  • Analyzing and preparation of financial statements using audited, reviewed, compiled, tax return, and client-prepared documents. The results we get after the said analysis consist of the following: balance ratio between the borrower and bank, a complete account report, financial income statement, and updated cash flow statements.
  • Performing in-depth credit analysis for various potential and existing CIO investments across the fixed-income spectrum.
  • Understanding the technical accounting issue and the ability to interpret and apply accounting guidance effectively.
  • Skilled in analyzing, interpreting, and recording financial transactions for the APAC business functions, understanding of accounting principles of US GAAP and IFRS.
  • Prepared consolidated financial statements across multiple countries and standalone entity reports.
  • Managed cash flow and assisted in budgeting and forecasting processes.
  • Implemented innovative operational procedures and process improvements.
  • Led the financial reporting process, ensuring accuracy and compliance.
  • Supported finance-related initiatives and ad-hoc projects for internal stakeholders.

Financial Analyst

PrivateCircle
Bangalore
03.2019 - 08.2021
  • Prepare year-end reports and portfolio presentation to lenders/investors.
  • Produce monthly, quarterly, and yearly reporting coverage: equity flows, profit and loss budget forecast, market to market valuations.
  • Shareholder data collection from the company filings to understand how to value unlisted companies, along with shareholder analysis.
  • Data collection for product and business development.
  • Developed strong relationships with external vendors by addressing queries and ensuring smooth vendor management.
  • Managed full-set bookkeeping, including general ledger, accounts payable, accruals, prepayments, and regular audit schedules.
  • Providing walkthroughs to employees and guiding them through the process.
  • Designing and managing SOPs to minimize risks.

Intern

Larsen & Toubro
Mysore
01.2018 - 03.2018
  • Overlooking cash flows, changes during the period of inventories, and operating receivables and payable transactions.

Education

MBA - Corporate Finance

JSS
Mysore
03-2019

BBA - Bachelors in Commerce

MICA
Mysore
06-2017

Skills

  • Proficient in US GGAP and IFRS
  • Advanced Accounting Knowledge
  • Financial analyzing and reporting
  • Effective communication skills
  • Techniques and proficiency in using Microsoft Office programs
  • Quick learner

Languages

English
First Language
Hindi
Proficient (C2)
C2
Kannada
Proficient (C2)
C2
Japanese
Beginner
A1

Websites

Timeline

Credit Specialist

JP Morgan Chase & Co.
08.2021 - Current

Financial Analyst

PrivateCircle
03.2019 - 08.2021

Intern

Larsen & Toubro
01.2018 - 03.2018

MBA - Corporate Finance

JSS

BBA - Bachelors in Commerce

MICA

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Pooja Kishore