Pooja Lothade
Mumbai
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
Work History
Associate
CITI Bank
Mumbai
05.2023 - Current
- Collaborate with controllers team for monthly revenue closure, raising queries in case of any anomalies.
- Assisted team in simplification and creating the monthly reporting file
- Preparing monthly country decks and presentations along with o/(u) commentaries for plan and outlook
- Provided support during budgeting cycles by leveraging forecasts as inputs into financial planning processes.
- Synchronized with business teams during plan cycle and ensured compliance related to plan activity.
- Providing support to onshore team to maintain a collaborative work environment.
Associate
JP Morgan Chase Bank
Mumbai
11.2019 - 05.2023
- Preparing monthly expenses reports for FP&A teams on SQL for monthly analysis.
- Identified opportunities for cost savings through improved processes and procedures related to expense management.
- End to end managed projects and laid strategies to enhance efficiency and save cost like BU (cost center) purge, Location Strategy, Travel and entertainment tableau dashboard, Allocation (indirect cost analysis)
- Creating International geographic report monthly for regional heads and providing variance analysis
- Performed reports for external reporting to U.S. Securities exchange commission on quarter and annual basis which were published in annual report and ensuring reconciliation and controls are maintained
- Performed Quality Check for CCAR and Risk Appetite Submissions done to U.S Federal reserve, synchronize with center team and maintain controls before submission.
- Creating decks such as Location Strategy Deck, India Headcount Walk and Allocations report and presenting to CFO and P&A Leads.
- Providing inputs such as headcount details, allocations report for expense dashboard.
- Monthly and weekly validating and signing off the expense dashboard.
- Involved in creating reports and perform variance analysis for internal submission by Legal entity for Banking business
- Been a control champion for user tool management, ensure creating monthly reports and report to the lead incase of any failures
- Maintaining controls within team by creating review mechanism for the team, maintaining SOP's and revisiting as and when required, maintaining error tracker for activities.
Analyst
KPIT Technologies
Pune
05.2016 - 11.2019
- Involved in monthly, quarterly and annual revenue closure
- Collaborate with the delivery managers to track completion of fixed price and time and material projects for revenue reporting
- Implementing IFRS working for Fixed Price projects to ensure accurate revenue recognition
- Creating Annual operational plan deck for the financial year for business unit considering company level strategies
- Analyzing monthly and quarterly performance and finding out the business reasons and probable impact on coming quarters with the help of variance and trend analysis
- Re-stating next quarter forecast depending upon the previous quarter performance as well as projects in hand.
- Collaborating with technical team for implementation of SAP Hana and creating monthly reports.
- Analysis of ongoing projects contribution and generating their profitability reports with highlighting key projects with either higher or with lower contribution and their business impact for margin improvement.
Intern
Broadband Pacenet India Private Limited
Mumbai
- Description:
- Cost Evaluation of Business
- Preparation of Internet Packages for clients
- Billing and Collection - Created bills for clients on weekly basis
Education
MBA and PGPM - Finance
IBS Mumbai
Mumbai, MH03.2016
Bachelor of Accounting And Finance - Finance And Accounting
B.L. Amlani College
Mumbai, MH03.2014
Skills
- End User Tableau
- Structured Query Language (SQL)
- Essbase (smart view - excel add-in)
- SAP HANA and Busiess Objects (MIS Reporting)
- MS Office
- Financial Modeling
- Management Reporting
- Budgeting and Planning
- Project Planning and Management tool
- Scenario analysis
Accomplishments
- Go getter” award for driving PCMT implementation for deals won in 2018 in KPIT Technologies.
- KROWN” award for providing excellent support in preparing annual operational plan in 2017 in KPIT Technologies.
- Won internal JP Morgan Chase "Step Up" awards
- Won internal JP Morgan Chase Bank “LOB Quarterly Excellence” awards
- Green Belt in Digital Accelerator program.
Affiliations
- Hiking and adventures
- Travelling
- Volunteer for CSR activities
Timeline
Associate
CITI Bank
05.2023 - Current
Associate
JP Morgan Chase Bank
11.2019 - 05.2023
Analyst
KPIT Technologies
05.2016 - 11.2019
Intern
Broadband Pacenet India Private Limited
MBA and PGPM - Finance
IBS Mumbai
Bachelor of Accounting And Finance - Finance And Accounting
B.L. Amlani College
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