Sai Prakash Surakanti
Legal Entity Controller
Bengaluru,KA
Summary
Chartered Accountant and CFA Level II holder with 3.5+ years of experience in Financial Management, Asset Management Controllership, and Automation. Proven track record in streamlining complex financial workflows using Alteryx and Python, with a deep focus on technical analysis and process innovation for Research and Portfolio Management roles.
Overview
7
7
years of professional experience
3
3
Certifications
Work History
Analyst: Legal Entity Controller, Asset Management
JPMorgan Chase & Co
03.2023 - Current
- Financial Oversight: Responsible for complete financial reporting and compliance for 2 legal entities, including preparation of financial statements, Monthly variance analysis and regulatory filings.
- Month-end analysis and reporting including inter-company transactions and unnatural balances.
- Policy & Control: Interpret and implement corporate accounting policies; perform quarterly review and substantiation of Balance Sheet positions (GL attestation).
- Audit & Regulatory Lead: Manage all statutory, income tax, GST, and Transfer Pricing filings; provide primary support for internal/external audits.
- Intelligent Automation: Led high-impact projects using Alteryx for Bank Journals, Cost Recovery, and GL Attestation automation.
Paid Assistant / Article Assistant
R Krishna & Associates
12.2018 - 03.2022
- Audit Leadership: Led a team of 3 for quarterly Internal Audits and GST Audits of listed companies, presenting deficiencies directly to top management.
- Cost Optimization: Conducted business analysis for a listed manufacturing company to identify and implement cost-cutting suggestions.
- Compliance: Managed preparation of financial statements, independent audit reports, and filings for GST, TDS, and ROC.
- Reconciliations: Resolved complex bank reconciliation breaks and maintained accurate financial records for diversified clients.
Education
CFA Level II -
CFA Institute
11.2025
Chartered Accountant -
ICAI
11.2022
Investment Banking Analyst Program -
Planet Finance Business School
01-2023
Bachelor of Commerce -
Osmania University
01.2019
Skills
Financial Reporting & Research: P&L Variance Analysis
Audit & Assurance: Statutory, GST, and Internal Audit; GL Attestation & Substantiation
Asset Management Operations: Inter-company Transactions, Transfer Pricing
Automation of repetitive tasks using Alteryx & Python through AI
Process enhancement
Project management
Accomplishments
- Nominated for Rising star award within 10 months of joining the firm.
- Awarded LOB Excellence Award for actively taking part in S4 Hana migration.
- Featured in Deep Insights (published by CEO-India) and Power of Curiosity (published by CEO-AWM) for AI and automation leadership.
Certification
Alteryx Designer Core
Timeline
Analyst: Legal Entity Controller, Asset Management
JPMorgan Chase & Co
03.2023 - Current
Paid Assistant / Article Assistant
R Krishna & Associates
12.2018 - 03.2022
CFA Level II -
CFA Institute
Chartered Accountant -
ICAI
Investment Banking Analyst Program -
Planet Finance Business School
Bachelor of Commerce -
Osmania University