Summary
Overview
Work History
Education
Skills
Certification
Interests
Accomplishments
Timeline
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Shriddhi Jain

Shriddhi Jain

Chartered Accountant
Bengaluru,KA

Summary

Detail-oriented finance professional with 5+ years of experience in product control and audit. Expert in daily P&L production and front-to-back reconciliation for fixed income and derivatives portfolios. Skilled in variance analysis, risk management (Greek analytics: Delta, Gamma, Vega), and financial reporting under US/GAAP/IFRS/IND AS. Adept at leveraging VBA/SQL automation to enhance efficiency and control. Proven track record of collaborating with trading, middle office, and finance teams to deliver accurate financial insights and strengthen operational controls.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Assistant Manager - Financial Market FP&A & Product Control Client

Standard Chartered GBS
04.2021 - Current
  • Daily P&L preparation and reporting to Front Office
  • Monthly verification and reporting of P&L, Balance sheet positions
  • Provide daily commentary on P&L swings, conduct variance investigations
  • Report liquidity positions with precision
  • Enhance controls, streamline processes, introduce automation
  • Proactively engage with stakeholders, resolve issues, foster team development
  • Support projects to improve efficiencies as directed by management
  • Mentored junior specialists, fostering a collaborative environment that improved team efficiency and enhanced analytical capabilities.
  • Streamlined financial reporting processes, reducing turnaround time and increasing the reliability of key performance indicators.

Industrial Trainee

Morgan Stanley
09.2019 - 09.2020
  • Process Automation of day to day activities through VBA coding
  • Front to back P&L reconciliation & P&L breakdown
  • Provide commentaries Daily, Weekly, Monthly, QOQ and YOY on significant P&L movements
  • Analyzing the P&L explanations and ensuring key drivers are in line with expectations given risk exposures in the business
  • Identifying improvements to processes which deliver efficiencies and improve key controls
  • Proficiency in software like Mainframe, Poseidon, Qwest, Taps, Omega Suite

Staff Accountant

KPMG
08.2018 - 09.2019
  • Conducted statutory audits for financial institutions including Reliance Health Insurance, ICICI group, Tata Motors Finance Ltd, Barclays Financial Group
  • Led ICICI Bank IBG audit across international locations: UK, Canada, Dubai, Bahrain, Singapore, Hong Kong
  • Performed tax audit for Julius Baer Wealth Advisors (India) Private Limited, identifying internal control deficiencies and proposing corrective measures

Education

Master of Business Administration -

NMIMS
12.2023

Chartered Accountant - undefined

Institute of Chartered Accountants of India
11.2022

CFA (Level - 1) - undefined

CFA Institute
12.2018

Bachelor of Commerce -

Ravenshaw University
07-2018

Skills

Microsoft Office

Certification

Power BI

Interests

Financial Markets Simulation, Yoga, Process Automation Projects, Global Economic Forums

Accomplishments

  • Robust Front-to-Back Reconciliation Experience: Executed full P&L reconciliation, including flash vs actual variance, liquidity reporting, demonstrating ownership and control over the financial production chain.
  • Enhanced Process Efficiency: Increased automation by 30% using VBA, reducing manual errors.
  • Cross-Functional Stakeholder Management: Extensive collaboration with Front Office, Middle Office, Finance teams to resolve key issues.
  • Leadership in a High-Pressure, Multi-Location Environment: Successfully led audits and worked in globally matrixed teams, showing resilience, leadership without authority, and ability to navigate multi-geography business dynamics.

Timeline

Assistant Manager - Financial Market FP&A & Product Control Client

Standard Chartered GBS
04.2021 - Current

Industrial Trainee

Morgan Stanley
09.2019 - 09.2020

Staff Accountant

KPMG
08.2018 - 09.2019

Chartered Accountant - undefined

Institute of Chartered Accountants of India

CFA (Level - 1) - undefined

CFA Institute

Master of Business Administration -

NMIMS

Bachelor of Commerce -

Ravenshaw University
Shriddhi JainChartered Accountant