Summary
Overview
Work History
Education
Skills
Timeline
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Praveen Kumar Pundalik

Analyst
Bengaluru,KA

Summary

Dynamic Client Tax Analyst with a proven track record at JPMorgan Chase, leveraging critical thinking and fraud detection techniques to enhance compliance and optimize tax strategies. Successfully reduced fraudulent activities through proactive measures and effective communication, driving improved financial performance and client satisfaction. Recognized for implementing process improvements that streamlined operations.

Overview

2026
2026
years of professional experience

Work History

Client Tax Analyst

JPMorgan Chase
06.2016 - Current
  • Prepared and reviewed complex tax returns for high-net-worth individuals and corporate clients, ensuring compliance with federal and state regulations.
  • Conducted in-depth tax research to identify opportunities for tax savings and risk mitigation, utilizing advanced analytical tools and databases.
  • Collaborated with cross-functional teams to implement tax planning strategies that optimized financial performance for various client portfolios.
  • Analyzed financial statements and transaction data to assess tax implications, advising clients on potential impacts of business decisions.
  • Collaborated with colleagues to research complex tax issues, ensuring accurate interpretation of regulations and laws.
  • Analyzed tax issues and made recommendations for remediation to management.
  • Conducted call audits to assess interaction quality, accuracy and service success.

Fraud Prevention Specialist

JPMorgan Chase
  • Conducted thorough investigations of suspicious transactions using fraud detection software to mitigate financial losses and enhance security protocols.
  • Collaborated with cross-functional teams to identify emerging fraud trends and develop targeted prevention strategies, resulting in improved detection rates.
  • Analyzed transaction data for patterns and anomalies, utilizing advanced analytical tools to provide actionable insights for risk management initiatives.
  • Trained and mentored new staff on compliance protocols and fraud prevention techniques, fostering a knowledgeable team environment focused on maintaining security standards.
  • Implemented process improvements that streamlined the reporting of fraudulent activities, enhancing response times and overall operational efficiency within the department.
  • Monitored real-time transactions using risk assessment tools to detect potential fraud, enabling proactive measures to protect customer accounts and company assets.
  • Reduced fraudulent activities through continuous monitoring of financial transactions and customer behaviors.
  • Educated staff members on best practices for identifying and preventing fraudulent activities, fostering a culture of vigilance within the organization.
  • Enhanced surveillance of high-risk transactions, leading to decline in undetected fraudulent activities.

Customer Support Specialist

Mphasis
06.2008 - 06.2016
  • Provided timely and effective support to customers through various channels, including phone, email, and live chat, ensuring a positive customer experience.
  • Resolved customer inquiries and issues by utilizing CRM software, accurately documenting interactions for future reference and trend analysis.
  • Collaborated with team members to develop knowledge base articles that enhanced self-service options for customers, reducing inquiry response times.
  • Assisted in training new staff on customer support procedures and best practices to improve service delivery and team efficiency.
  • Managed a high volume of inbound calls while maintaining excellent call quality standards and adhering to established procedures.
  • Developed strong relationships with clients, resulting in repeat business and positive feedback.
  • Enhanced customer satisfaction by addressing and resolving complex issues promptly and professionally.
  • Reduced call handle time, allowing for more customer inquiries to be resolved each day.

Education

MBA - Finance

Sikkim Manipal University
Bengaluru, India
04.2001 -

B.com - Finance

St. Joseph's College of Commerce (Autonomous)
Bengaluru, India
04.2001 -

Skills

Critical thinking

Timeline

Client Tax Analyst

JPMorgan Chase
06.2016 - Current

Customer Support Specialist

Mphasis
06.2008 - 06.2016

MBA - Finance

Sikkim Manipal University
04.2001 -

B.com - Finance

St. Joseph's College of Commerce (Autonomous)
04.2001 -

Fraud Prevention Specialist

JPMorgan Chase

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Praveen Kumar PundalikAnalyst