Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Sakshi Mahajan

Chartered Accountant
Amritsar

Summary

Dynamic External Reporting Analyst at JP Morgan & Chase with expertise in regulatory reporting and automation. Proven track record in enhancing reporting efficiency and accuracy, alongside strong communication skills. Proficient in Axiom and Microsoft Excel, driving successful GL reconciliations and SOP development to ensure compliance and operational excellence.

Overview

7
7
years of professional experience
25
25
years of post-secondary education

Work History

External Reporting Analyst

JP Morgan & Chase
Bangalore
05.2024 - Current
  • Conduct comprehensive regulatory reporting for the APAC region, encompassing daily, monthly, quarterly, semi-annual, and annual reports for Australia and Malaysia.
  • Execute meticulous daily General Ledger (GL) adjustments to ensure the completeness and accuracy of data posted in Axiom, a critical tool for regulatory reporting.
  • Initiate the feed monitoring process on Business Day 1 (BD1), verifying the accurate transfer of data from source systems to Axiom.
  • From BD1, engage in detailed GL reconciliation to align trial balance figures with Axiom data, identifying discrepancies and resolving them through targeted adjustments by BD8.
  • Commence the preparation of regulatory reports from BD9, aiming for timely submission by BD15.
  • Spearhead the development of automation processes for an Australian report, enhancing efficiency and accuracy.
  • Craft SOPs to maintain stringent controls and prevent breaches in reporting protocols.
  • Provide comprehensive training to the onshore team on the newly launched Grafana dashboard, which fully automates the feed monitoring process.
  • Regularly create and present production decks for the Australian team, highlighting key issues, solutions, and monthly performance insights.

Management Trainee

Genpact India Pvt. Ltd
Noida
04.2023 - 05.2024
  • Participated in Knowledge Transfer (KT) from the onshore team to implement critical financial processes.
  • Handled daily accounting tasks: journal entries, account reconciliations, payment processing, and wire operations.
  • Managed high-risk FED Account reconciliations for securities and transactions, ensuring accuracy for large dollar items.
  • Monitored and cleared Deferred Clearing cash letter floats into the FED regularly.
  • Ensured accurate daily settlement of debit card transactions and monthly revenue recognition adjustments in PeopleSoft.
  • Performed reconciliations for various accounts, including ATM and International Clearing accounts.
  • Utilized financial software such as Recon Plus, PeopleSoft, and Global One for effective financial management.

Articled Assistant

Gaurav Gupta & Co.
Amritsar
03.2018 - 03.2021
  • Part of Bank Audit Team where I do statutory audits of many banks like Punjab National Bank, Canara Bank, Oriental Bank of Commerce.
  • Prepared and filed Income Tax returns for a diverse client base.
  • Checking of Insurance & Stock Register, verification of NPA, checking of revenue and expense account keeping in mind relevant vendor agreement and auditing standards during concurrent audits of Punjab and Sind Bank, Bank of India and UCO Bank.
  • Performed Revenue audits of Partition museum, Hop on Hop Off Buses, Gobindgarh Fort where I checked cash through slips and prepared report on that.
  • Performed Currency Chest Audit of where I did physical verification of cash and reconciliation with statement sent by RBI.
  • Prepared reports and materials to assist with audits.

Education

Chartered Accountancy -

ICAI
New Delhi
04.2001 - 11.2022

Bachelor of Commerce -

DAV College
Amritsar
04.2015 - 05.2018

Skills

-Proficient in Common Accounting Software like Busy, Smarttax

-Worked on software like Recon Plus, People Soft, Global One, Spreadsheet Loader, Teamsites, Google sheets, Axiom

-Microsoft Excel

-Reporting efficiency and accuracy

-Good Communication and Presentation Skills

Interests

Badminton

Cooking

Travelling

Timeline

External Reporting Analyst

JP Morgan & Chase
05.2024 - Current

Management Trainee

Genpact India Pvt. Ltd
04.2023 - 05.2024

Articled Assistant

Gaurav Gupta & Co.
03.2018 - 03.2021

Bachelor of Commerce -

DAV College
04.2015 - 05.2018

Chartered Accountancy -

ICAI
04.2001 - 11.2022

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Sakshi MahajanChartered Accountant