Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Timeline
Generic

Siddhi Rathi

Surat

Summary

Results-driven analyst with experience in Finance & Business Management at JP Morgan Services India Pvt Ltd, supporting Sales and Marketing teams with data insights and strategic initiatives. Skilled in market research, financial reporting, and sales strategy development. Expertise in streamlining reporting processes, creating dashboards, and implementing automation tools to improve efficiency and reduce errors. Proven track record of managing multiple projects, enhancing cross-functional collaboration, and driving business outcomes through continuous process improvement.

Overview

2025
2025
years of professional experience
2024
2024
years of post-secondary education
2
2
Languages

Work History

Associate

JP Morgan Services India Pvt Ltd, India, Mumbai
01.2025 - Current

Having been promoted in January 2025, I am looking to build on my expanded responsibilities and explore new opportunities to further enhance my skills and advance my career.

Analyst

JPMorgan India
07.2022 - 01.2025


As an analyst in the Finance & Business Management (F&BM) department at JP Morgan Services India Pvt Ltd, I was responsible for supporting the Sales and Marketing team in achieving their targets and objectives. This role required strong analytical skills, attention to detail, and the ability to work in a fast-paced and dynamic environment.

• Assisted in developing and implementing sales strategies

• Conducted market research and analyzed data to identify potential opportunities

• Collaborated with cross-functional teams to support marketing initiatives

• Created financial reports and presentations for senior management

  • worked on Pipeline report for senior management and maintained distinguished information for global teams
  • Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
  • Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
  • Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
  • Increased efficiency by streamlining data analysis processes and implementing automation tools.
  • Streamlined reporting procedures by creating user-friendly dashboards for easy access to key performance indicators.
  • Supported budgeting processes by providing accurate forecasts and timely variance analyses.
  • Increased operational transparency by developing and implementing new reporting framework.
  • Streamlined reporting processes, significantly reducing time required to generate insights.
  • Managed multiple projects simultaneously while adhering to strict deadlines and quality standards.
  • Reduced errors in data entry, instituting rigorous quality control checks.

Tax Department

ndrect
  • GST returns, Annual Return and audit work under Goods and Service Tax Act, 2017
  • Clients Worked with: Hospitality, Media Network Business, Insurance, Shipping Business

Tax and Audit Department

PKMG
  • Income Tax returns for individual, HUF, Partnership firm
  • Audit working for textile sector
  • Stock audit, Physical verification of fixed assets and inventory for Textile sector

Education

CA FINA -

Institute of Chartered Accountants of

CA INTERMEDIATE - undefined

Institute of Chartered Accountants of

CA COMMON PROFICIENCY - undefined

Institute of Chartered Accountants of

BACHLOR of COMMERCE - undefined

Veer Narmad South Gujarat University

HSC-SSC - undefined

Central Board of Secondary Education
03.2015 - 01.2017

Skills

  • Practical and Professional approach
  • Critical Thinking
  • Time Management
  • Effective Communication
  • Adaptability

Teamwork

Positive attitude

Problem-solving

MS office

Excellent communication

Decision-making

Accomplishments

  • Pursuing Visharad (7th year of Bharatnatyam)
  • Awarded with Grant-Stars for qualitative deliverable in limited time
  • Served as a member of WIRC-WICA
  • Performed at national level in classical dance
  • Served as a member to support NGO campaigns

Personal Information

Date of Birth: 07/02/99

Timeline

Associate

JP Morgan Services India Pvt Ltd, India, Mumbai
01.2025 - Current

Analyst

JPMorgan India
07.2022 - 01.2025

HSC-SSC - undefined

Central Board of Secondary Education
03.2015 - 01.2017

Tax and Audit Department

PKMG

CA INTERMEDIATE - undefined

Institute of Chartered Accountants of

CA COMMON PROFICIENCY - undefined

Institute of Chartered Accountants of

BACHLOR of COMMERCE - undefined

Veer Narmad South Gujarat University

Tax Department

ndrect

CA FINA -

Institute of Chartered Accountants of
Siddhi Rathi