JP Morgan Chase & Co.

My 14-year tenure with JP Morgan across different departments is a testament to my versatility and adaptability in the workplace. Starting in the corporate investment banking division, I gained valuable experience in equity accounting, financial analysis, risk management, and complex transaction management. My attention to detail, analytical skills, and ability to work well under pressure were critical in this role, ensuring the successful completion of complex transactions.

I move to Global Finance India provided me with an opportunity to expand my knowledge of regulatory project management in finance and accounting. I not only managed projects but also understood financial statements and budgeting and forecasting activities of all lines of business and verticals of JP Morgan Chase, which helped me to effectively support the growth of the finance team. I got the ability to work with data and generate insights that proved valuable in identifying areas for improvement and implementing process efficiencies.

My move to the legal department demonstrated my ability to adapt to a new field and excel in a different role. I gained valuable experience in client-facing document(s) review and its compliance. My attention to detail and analytical skills were critical in this role, ensuring that legal documents were accurate and reviewed at specific intervals to stay compliant.

Throughout my tenure at JP Morgan, I demonstrated my ability to work collaboratively with different teams and stakeholders, communicate effectively, and manage complex projects/Products. My versatility and adaptability make me a valuable asset to any organization, and my skills and experience will undoubtedly prove valuable in my future career endeavors.

Program Manager - Assistant Vice President

Legal Department | Office of General Counsel

Agile Team (Technology/Program Management) for Client Facing Documentation, Data Warehouse Strategy, Knowledge Sharing & Insights

As a front-runner for the Office of General Counsel agenda, I have supported attorneys as trusted advisors to work quicker, smarter, and better by infusing technology into their BAU.

2022: As the lead for Data Warehouse Strategy, I enabled insights and metrics for global reporting. I drafted a value-enabled strategy for integrating CFD program resources and data into a knowledge-sharing platform that connects subject matter experts (SMEs) and enables access to curated CFD content using AI-ML algorithms.
2021: I collaborated with cross-functional teams including Product, Reporting, UX, and Technology to build a review tool, which serves as a mechanism for attorneys and practice groups across multiple locations. The release plan was divided into three phases:

Release Plan #1: Completed approximately 5,400 reviews in four months.

Release Plan #2: Completed approximately 2,800 reviews in four months.

Release Plan #3: This phase included incremental changes and scope creep to enhance the tool's functionality.

2020: I hosted training and workshops for the Core Legal Team to build their UX Design skills, which included developing a data collection plan, analyzing data, and identifying approximately 8,900 CFDs (Contracts for Differences) within the scope.

From September 2019 to June 2022, I served as a Program Manager (Assistant Vice President) in the Legal Department, Office of General Counsel (OGC) for Client Facing Documents, Data Warehouse Strategy, Knowledge Sharing & Insights at JP Morgan Chase. My primary responsibility was to lead cross-functional teams in delivering data warehouse products by managing the scope, timelines, and budgets. Throughout my tenure, I showcased my expertise in product management, specifically in the field of data warehousing.

To ensure the successful delivery of product objectives, I effectively managed products ceremonies, ensuring on-time and within-budget completion. I communicated efficiently with stakeholders and successfully managed product risks, which was critical to achieving product success.

In addition to my role as an Agilist, I facilitated knowledge sharing and insights across teams, identifying areas for improvement, and providing feedback to team members to help them develop their skills and knowledge. Collaborating with stakeholders across the organization and aligning product goals with business objectives was crucial to achieving product success.

Overall, my experience as a Program Manager for Client Facing Documents, Data Warehouse Strategy, Knowledge Sharing & Insights at JP Morgan Chase demonstrates my expertise in product management, leadership, and communication. My ability to manage multiple products and deliveries successfully will undoubtedly prove valuable in my future career endeavors.

Project Manager - Associate

Global Finance India | Program Management Office

Waterfall Delivery: Workforce Buildout Strategy, Regulatory Compliance & Risk Management

I successfully completed 23 waterfall projects for Inter-Affiliated Services (location strategy build-outs for Global Finance India), spanning across multiple LOBs such as Asset Wealth Management, Corporate Investment Banking, Consumer & Community Banking, and Corporate Finance & Risk.

I supported the optimization of the Global Finance India (GFI) leadership team by proactively identifying and managing potential conflicts towards achieving defined strategic workforce targets. The goal was to achieve growth of over 50%, from approximately 1,200 to 2,500 employees within 2 years.
I executed successful management of local and global regulators by collaborating with Legal, Tax, HR, Technology, Data Privacy, Compliance, and Risk teams. The objective was to ensure that location governance requirements were met during the transfer of services, which took ~ 3 to 12 months.
I used the Kaizen methodology to refine the project scope by collaborating with global stakeholders. As a result, we were able to increase the efficiency by ~ 30%

During my tenure at JP Morgan Chase - Global Finance India, I exhibited versatility and adaptability across multiple Lines of Business, including corporate investment banking, global finance India, and legal. My knowledge of banking products was also versatile.

As the leader of 23 waterfall projects for Inter-Affiliated Services, focused on location strategy build-outs for Global Finance India, I demonstrated my adept project management skills, strategic thinking, and ability to collaborate with stakeholders across multiple lines of business.

My leadership skills were also on display as I optimized the Global Finance India leadership team and achieved over 50% growth in employee headcount within two years. Additionally, my experience managing local and global regulators and navigating complex regulatory environments highlights my cross-functional collaboration skills and ability to manage complex organizational initiatives.

Overall, my proficiency in project management, strategic thinking, cross-functional collaboration, and unwavering commitment to continuous improvement make me a highly valuable asset to any organization.

Accountant (Operations)

J.P. Morgan Chase & Co. |Corporate & Investment Banking | Accounting COE

Process Migration, Accounting Center of Excellence Buildout, and Lean Projects

From 2015 to 2017, I worked on Client Reporting for Plan Sub Accounting, performing validations and product enrichment.
From 2012 to 2015, I worked on the Accounting Super Center location strategy, which involved NAV check and release, same-day valuations, investment managers reconciliation, and private equity funds.
In 2011-2012, I worked on LEAN projects where I brainstormed, identified root causes, performed value stream mapping, and built acceptance strategies for accounting projects.
From 2008 to 2011, I facilitated process migration and resiliency plans for Fund Accounting Teams, including reconciliations for cash versus custody, FX transactions versus broker statements, and other related activities.

My professional background spanning 2008 to 2017 highlights my proficiency in finance and accounting. From 2015 to 2017, I exhibited my meticulousness and dedication to delivering exceptional work by performing validations and product enrichment for client reporting on Plan Sub Accounting.

Between 2012 and 2015, I managed multifaceted initiatives related to the Accounting Super Center location strategy where I traveled to Dallas, United States, which included tasks such as NAV check and release, same-day valuations, investment managers reconciliation, and private equity funds, which showcases my ability to navigate complex financial products.

From 2011 to 2012, I engaged in LEAN projects, applying my analytical skills to brainstorm, identify root causes, perform value stream mapping, and build acceptance strategies for accounting projects. This experience underscores my unwavering commitment to continuous improvement and ability to apply industry best practices to drive project success.

As a fresher in banking, I facilitated process migration training to Manila, Philippines, and Bangalore, India, while also creating resiliency plans for Fund Accounting Teams. This experience demonstrates my ability to adapt to new location or environments and leverage my skill set to deliver successful outcomes.

In summary, my background in finance and accounting highlights my exceptional attention to detail, capacity to manage complex initiatives, unwavering commitment to continuous improvement, cross-functional collaboration skills, and ability to deliver high-quality work.