SUDHANSHU DOGRA
BENGALURU
Summary
As a Team Lead, I bring extensive experience and a proven track record in fund accounting, coupled with a commitment to excellence in financial management. With a strong emphasis on clear communication and effective presentation, I excel in leading teams to achieve strategic objectives and deliver high-quality results. My organizational skills, optimism, and collaborative approach enable me to drive efficiency and foster a positive work environment. I am dedicated to personal and professional growth and seek opportunities with a forward-thinking firm that values continuous development and aligns with my goals of contributing to both individual and organizational success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Team Lead
J.P MORGAN
04.2022 - Current
- Has worked on month-end/quarter-end/year-end calculation and review of NAV work papers.
- Has worked on preparation and review of Financial Statements of PE Funds as per US GAAP.
- Has experience in calculation and review of management fee and waterfall calculation.
- Has worked on capital activities like capital call allocation, distribution allocation, subsequent close equalization work papers and processing of partner transfer in Investran and CRM.
- Has knowledge of PE fund life cycle and structures.
- Preparation and review of Investor capital account statements and reconciliations.
- Preparation and review capital call, distribution and PCAP notices.
- Has worked on automation of various reports to cater to the needs.
- Has worked with global partners and different teams while delivering services to the client.
- Has managed a team of 5 members and has been involved in work delegation, team building and training across the process.
Internship Student
SHAREKHAN LTD
02.2021 - 05.2021
- An analysis on equity price behavior - Analyzed the behavior of the investors according to the movement of the price of the stock.
- Conducted in-depth analysis and forecasting of stock price trends for multiple companies by examining financial statements, market conditions, and historical data.
Education
Master of Business Administration - Finance
ICFAI Business School
01.2022
Bachelor of Business Administration - Finance
DAV College
01.2019
Senior Secondary -
SD Sarvhitkari Vidya Mandir
01.2016
High School -
SD Sarvhitkari Vidya Mandir
01.2015
Skills
- Microsoft Office
- Investran
- Report Wizard
- Crystal Reports
- SSRS Reports
Certification
- Financial Statement Forecasting
- Financial Statement Analysis
- Excel: Advanced Formulas and Functions
Additional Information
Team player, Presentation skills, Adaptable, Flexible
Languages
Punjabi
Hindi
English
Extra-Curricular Activities
Actively participated in discussions on financial markets, investment strategies, and stock analysis. Took part in mock trading competitions and portfolio management exercises. Working as a storyteller with 'Bookwallah' under company's CSR activity. Organized the event (Shades of Nature) as a POC for Club Prakriti.
Awards Activities
Received the 'Operational Excellence' Award for outstanding contributions to Automation Project
Timeline
Team Lead
J.P MORGAN
04.2022 - Current
Internship Student
SHAREKHAN LTD
02.2021 - 05.2021
Bachelor of Business Administration - Finance
DAV College
Senior Secondary -
SD Sarvhitkari Vidya Mandir
High School -
SD Sarvhitkari Vidya Mandir
Master of Business Administration - Finance
ICFAI Business School
Similar Profiles
NAPOLON HOXHANAPOLON HOXHA
PM at J.P MORGANPM at J.P MORGAN
ShaKyla GrantShaKyla Grant
Client Service Associate at J.P MorganClient Service Associate at J.P Morgan
MANUELA CONCHAMANUELA CONCHA
Incoming Summer Analyst, Commercial Banking at J.P MorganIncoming Summer Analyst, Commercial Banking at J.P Morgan
Madhuri KonduruMadhuri Konduru
Assistant Manager at VodafoneAssistant Manager at Vodafone
Sandhya CSandhya C
Assistant Manager – People Advisory Services at Ernst and YoungAssistant Manager – People Advisory Services at Ernst and Young