Headline

Finance & Business Management | Financial Planning and Analysis | Ex-Product Control at Northern Trust | Financial Reporting, Controls & Banking Analytics | CFA Candidate | MBA (Finance)

About

Finance professional with extensive experience in financial planning and analysis, cost governance, and productivity assessments. Currently serving as a Financial Analyst in Finance & Business Management for JPMorgan Chase, contributing to data-driven decision-making and financial performance insights. Previously supported First Republic Bank integration and delivered executive reporting by managing investment plans, financial performance, and integration milestones collaboratively. Experienced in profitability analysis, expense allocation, and productivity analysis, with a strong commitment to delivering accurate, timely financial insights.

Location

Bengaluru

AI stack

claude

gemini

github copilot

meta

Work experience

Financial Analyst: Finance & Business Management - Commercial and Investment Banking at JPMorganChase, May 2026 - Present · 6 mos, Financial Planning and Analysis

Financial Analyst: Finance & Business Management - Consumer and Community Banking at JPMorganChase, Feb 2025 - May 2026 · 1 yr 4 mos, First Republic Bank Integration — Tech Finance: • Served as the Technology Finance individual contributor for the First Republic Bank Integration, working directly with the Executive Director leading the integration and coordinating across Finance, Technology, Corporate Finance, F&BM, and Line of Business stakeholders. • Maintained and reported FRB integration estimates, Investment Plans (IPs), cost centers, financial performance, and integration milestones, providing leadership with visibility into program status and spend. • Partnered with Corporate Finance and F&BM teams to reconcile Essbase actuals and develop recurring Pillar and Tower reporting, strengthening segment-level financial reporting and visibility. • Supported financial governance of the $450MM FRB integration budget, tracking approximately $301MM of actual costs and supporting ongoing management reporting and financial oversight. • Executed and coordinated the transfer of approximately $11MM of remaining 2026 budget across firmwide and LOB cost centers, collaborating with P&A stakeholders to validate and complete transfers. • Managed cost-center and Investment Plan closures following successful completion of integration activities, ensuring financial and governance requirements were completed. • Prepared executive dashboards, governance materials, and leadership updates covering financial performance, integration milestones, risks, actions, and strategic priorities. • Presented the successful closure of the FRB Integration to CFO leadership during the India visit, representing the Technology Finance workstream.

Financial Analyst: Finance & Business Management - Consumer and Community Banking at JPMorganChase, Jul 2023 - Jan 2025 · 1 yr 7 mos, Financial Planning and Analysis

Senior Analyst - Product Control at Northern Trust Corporation, May 2022 - Jul 2023 · 1 yr 3 mos, Pune District, Maharashtra, India, • Prepared and reviewed daily P&L and valuation reporting for hedge fund clients, providing analysis of key performance drivers and movements across portfolios. • Delivered time-sensitive reporting within strict SLAs, coordinating with internal teams and stakeholders to resolve reporting breaks and maintain data accuracy. • Supported monthly close and control processes through validation of P&L and market value balances, contributing to disciplined reporting governance. • Partnered across teams to investigate discrepancies, improve reporting quality, and maintain consistency in client-facing and internal reporting outputs. • Built product and market knowledge across equities, fixed income, derivatives, credit products, TRS, and repo, strengthening analytical review and issue resolution.

Analyst ll - Product Control at Northern Trust Corporation, Oct 2021 - Apr 2022 · 7 mos, Pune Division, Maharashtra, India, * Prepare / review daily PnL reports and analyse to determine the largest gainers or losers for the 3rd Part Administrator platform * Review and resolve daily pricing exceptions raised and assist in price verification of various types of financial products * Examine quality of prices received from Vendors and pricing exception tolerance level with onshore team in HK, Chicago, NY and Dublin * Work with Shared Services team in Chicago to identify and fix PnL problems * Work on ad-hoc products for the onshore Product Control team * Knowledge of financial products like Equity, Credit, Derivative instruments, TRS, Repo, etc.

Analyst I - Product Control at Northern Trust Corporation, Oct 2020 - Sep 2021 · 1 yr, Pune, Maharashtra, India, * Prepare / review daily PnL reports and analyse to determine the largest gainers or losers for the 3rd Part Administrator platform * Review and resolve daily pricing exceptions raised and assist in price verification of various types of financial products * Examine quality of prices received from Vendors and pricing exception tolerance level with onshore team in HK, Chicago, NY and Dublin * Work with Shared Services team in Chicago to identify and fix PnL problems * Work on ad-hoc products for the onshore Product Control team * Knowledge of financial products like Equity, Credit, Derivative instruments, TRS, Repo, etc.

Equity Research at FACTSHEET INC, Oct 2019 - Jan 2020 · 4 mos, Pune, Maharashtra, India,  To build comprehensive models with well-defined revenue/cost driver assumptions  To build advanced models for Equity  To do company valuation using Discounted cash flows (DCF) and Relative Valuation  Ratio Analysis and Interpretation

Senior Portfolio Manager at Icici securities, May 2018 - Sep 2019 · 1 yr 5 mos, Mumbai, Maharashtra, India,  To build comprehensive models with well-defined revenue/cost driver assumptions  To manage the portfolio of HNI and retail clients, based on their respective investments  To analyze the current market and provide solutions to the customers financial needs  To indulge into diversified investment products and provide financial planning to customers  To write investment snapshot for clients investments and analyze risk return business prospect

Equity Research Intern at Antique Stock broking ltd, May 2017 - Jun 2017 · 2 mos, Mumbai, Maharashtra, India, Project Title: Comparative study on Financial Performance of companies in Consumer Durables sector :  Fundamental Analysis of Consumer Durables sector and found out the future growth opportunities of the same  Linking of Financial models; Attended conference calls of various companies of Consumer Durables Sector  Worked on Capitaline Plus database; Attended Bloomberg seminar in India Bulls (Lower ParelMumbai)

Education

Chartered Financial Analyst, International Finance, CFA institute

Certification, Power BI, The Tools