Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Director, India Lead , Central FP&A
BNY Mellon
06.2024 - Current
- Prepare & Analyze EMR outlining key financial metrics & presented to CFO
- Created financial dashboards (Power BI, Tableau) to provide insights into key performance indicators which can be accessed for self-serve every week
- Month-end close packs which provided an early view of the financial summary about the current year, quarter comparing YoY, Sequential, and against budget
- Supported CFO with dynamic P&Ls which reflect current Platform Operating Model alignment
- Analyzed business processes to identify cost savings and operational efficiencies.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Executive Director, India Lead - Strategic Finance/Global FP&A
JP Morgan & Chase
02.2018 - 05.2024
- Manage India financial planning and analysis team for Payments organization with over $18 billion in revenues
- Responsible for monthly and quarterly management reporting to senior executives and leading the budgeting, forecasting and capital stress testing processes
- Partnered with senior leaders across the organization as well as external reporting to implement a major restructuring initiative across Payments products to increase operational and financial effectiveness
- Established product level P&L statements by revamping the revenue and expense hierarchy and allocation models to increase profitability transparency across the various Payments products
- Supported and led the FP&A team to implement the company wide effort to overhaul the financial management system
- Led data analytics for utilization, headcount, vendor spend and invoicing using tableau and advanced Excel models to help drive operational efficiencies
- Orchestrated major re-structuring of systems, processes, reporting and personnel movements with which involved acquisitions of Instamed, WePay, Viva & Renovite by integrating their financials with budgeting and forecasting
- Designed and implemented effective financial models for forecasting to help drive business objectives across NII business
- Comprehensive knowledge of deposit pricing, forecasting NII using current interest rate environment
- Trained, mentored, and directly supervised a team of 55 employees cementing consistency, optimizing efficient workflow, and problem resolution
Vice President, CPG & Risk P&A
JP Morgan & Chase
02.2014 - 01.2018
- Risk & CPG, a credit risk management group that actively manages the credit risk of the firm developing & sound trading, market making & hedging strategies
- Developed NII forecasting model to provide effective NII across the CPG exposure
- Sound knowledge in the derivatives hedging concepts like Credit Valuation Adj (CVA), Debit Valuation Adj (DVA) & Funding Valuation Adj (FVA)
- Developed expense allocation metrics for each of the Risk groups within CIB LOB
- Responsible for end-to-end support to the business manager to CIB Risk group for central reporting, location strategy, efficiency & productivity tracking, plan transfers, expense management, month-end, etc.
- Support on monthly outlook, mid-year forecast & annual budgeting exercise
- Understand the various business drivers reflected in the management reports and highlight key variances with roundtable discussions with front office organization
Senior Associate, Global Investment Banking P&A
JP Morgan & Chase
02.2010 - 01.2014
- Managed all global (US, Canada, Puerto Rico, EMEA, APAC) financial reporting and analysis for an Investment Bank with over $9B in revenues
- Coordinated international budgeting strategies and forecasting cycles, assessed requirements, and implemented standards and guidelines
- Consolidated reports and documentation to present to the company CFO and other executives
- Drove process improvements and directed a team of subordinate finance professionals
- Competitor Data was key highlight of the role which was used to reported to office of the CEO every week
Analyst - General Ledger Reconcilation
JP Morgan & Chase
02.2008 - 01.2010
- Reconciliation specialist of sub-ledger to general ledger, nostro & inter-entity activity,
- Sound domain knowledge in accounting flow for billing & payments products
- Collaborating with Product controllers, Ops, LEC
Team Member, Corporate Accounts Payable
JP Morgan & Chase
01.2004 - 01.2008
- Part of the team to process, evaluate & control the invoicing & T&E for the firm
Education
Bachelor of Commerce (B.Com) - Accounts, Finance & Audit
Skills
- Financial Data Analysis & Reporting
- Expense Management
- Financial Modeling
- Problem Solving
- Payments products
- Cross-Functional Teams collaboration
- Business Strategy partnership
- Leadership
- Organizational development
- Staff development
- Skill Enhancement
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Gujarati
Advanced (C1)
Marathi
Upper intermediate (B2)
Certification
- Cleared NCFM Depository, Derivatives, Capital Markets Dealers, Commodities Market & Interest Rate Derivatives Modules of NSE.
Additional Information
- Computer Skills: MS Office tools, Excel Macros, Alteryx, Tableau
- Article Clerk - Deloitte Haskins & Sells, Aug 2000 - Jul - 2003
Timeline
Director, India Lead , Central FP&A - BNY Mellon
06.2024 - Current
Executive Director, India Lead - Strategic Finance/Global FP&A - JP Morgan & Chase
02.2018 - 05.2024
Vice President, CPG & Risk P&A - JP Morgan & Chase
02.2014 - 01.2018
Senior Associate, Global Investment Banking P&A - JP Morgan & Chase
02.2010 - 01.2014
Analyst - General Ledger Reconcilation - JP Morgan & Chase
02.2008 - 01.2010
Team Member, Corporate Accounts Payable - JP Morgan & Chase
01.2004 - 01.2008
University of Mumbai - Bachelor of Commerce (B.Com), Accounts, Finance & Audit
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