Summary
Overview
Work History
Education
Skills
Projects
Certification
Positions Of Responsibility
Extracurricular Activities
Timeline
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Priyanka Aggarwal

Financial Associate
Delhi

Summary

Dedicated and analytical finance professional with a proven track record in financial planning and analysis. Seeking to leverage strong analytical skills, attention to detail, and strategic thinking in a dynamic market research role to contribute valuable insights and drive informed business decisions.

Overview

5
5
years of professional experience
3
3
Certifications

Work History

Financial Associate

JP Morgan and Chase
09.2022 - Current
  • Developed working relationships and provided financial decision support to business unit General Managers through weekly / monthly / quarterly reporting, projects and ad hoc analysis that provide insights into portfolio, product, and customer behavior
  • Analyzed financial results and forecasts to provide recommendations on performance to finance and business clients and stakeholders
  • Created and maintained multi-year financial models, assessing impact of strategic decisions and trade-offs on Profit and Loss
  • Conducted competitor analysis and market trend research to support creation of client reports
  • Reviewed financial reports and streamlined operations to increase productivity and minimize manual reporting.

Financial Analyst

JP Morgan And Chase
04.2020 - 09.2022
  • Supported Credit Card Dashboarding Team in validation, enhancement, and refresh of Dashboards
  • Automated Quality Check Process for all Card Dashboards using Alteryx
  • Process reduced time taken to refresh Dashboards by 40%
  • Wealth Continuum Dashboard – Worked on creating Dashboard that showcased P&L Metrics and provide segmentation based on JPMC Credit Card users' wealth class.

Program Manager

Amazon
04.2019 - 06.2019
  • Met with project stakeholders on regular basis to assess progress and make adjustments
  • Worked on the new ‘Women in Technology' program to encourage more women to pursue tech careers.

Education

PGDM -

Great Lakes Institute of Management, Chennai
01.2020 -

BA Economics Honors - undefined

Daulat Ram College, Delhi University
01.2017 - undefined

H.S.C - undefined

Manav Sthali School, New Delhi, CBSE
01.2014 - undefined

S.S.C. - undefined

Manav Sthali School, New Delhi, CBSE
01.2012 - undefined

Skills

Financial Analysis: Budgeting, forecasting, variance analysis, financial modeling

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Projects

  • Innovation Project, Professor Sumeet Kaur, Daulat Ram College, 2016,

The objective of the project was to evaluate the monetary benefits which one could get if air pollution is reduced., Prepared a questionnaire and surveyed 75 families, analyzed results with regression in SPSS, Health Stock Index is positively related to Mitigating Activities Expenditure 

  • Financial Statement Analysis, Dr. Manaswee Kumar Samal, Great Lakes Institute of Management Chennai, 2018

 Reformulated the Balance sheet, Income statement, Cash Flow statement and Equity statement of Tata Motors, Mahindra and Mahindra and Maruti Suzuki.

Conducted valuation of the three companies using Discount Cash flow model and Residual earnings Model

Certification

Certification in Alteryx, Tableau and SQL

Positions Of Responsibility

  • Core Member, Admissions Committee, Great Lakes
  • Core Member, Research Department, Economics Society, Daulat Ram College, Delhi University
  • Core Member, Placement Cell, Daulat Ram College, Delhi University, Delhi, 2015-2016
  • Core Member, Indian Dance Society, Daulat Ram College, Delhi University, Delhi 2015-2017

Extracurricular Activities

  • Junior Diploma in Bharatanatyam, Nritya Shakti Academy, Delhi,2013


Timeline

Financial Associate

JP Morgan and Chase
09.2022 - Current

Financial Analyst

JP Morgan And Chase
04.2020 - 09.2022

PGDM -

Great Lakes Institute of Management, Chennai
01.2020 -

Program Manager

Amazon
04.2019 - 06.2019

BA Economics Honors - undefined

Daulat Ram College, Delhi University
01.2017 - undefined

H.S.C - undefined

Manav Sthali School, New Delhi, CBSE
01.2014 - undefined

S.S.C. - undefined

Manav Sthali School, New Delhi, CBSE
01.2012 - undefined
Priyanka AggarwalFinancial Associate