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Management Manager

Edison, New Jersey, United States
February 14, 2018

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** ***** ****, ****** ** *****

(H) 551-***-**** (C) 201-***-**** (E)

P&A Professional with 14 years of experience (last 10&1/2 years with JP Morgan Chase) focusing on several areas including budgeting, forecasting, competitor analysis and business specific performance analysis. Prepared and presented comprehensive reporting packages to management teams and led various process optimization/automation projects 04/2017 -


JP Morgan Chase - New York, NY

Vice President - Global P&A Lead for Treasury Services Prepared Global level budgets, forecasts and strategic plans for the business including scenario analysis for macro environment changes (e.g. US interest rate change impact). Developed monthly financial statement reports including Executive Management Reports for Senior Management.

Partnered with the Liquidity/Deposit team to effectively analyze business growth drivers in a rising interest rate macro environment.

Developed reporting and analysis within the fee business sub-products to allow business decision-making and support the successful growth of the business. 08/2013 -


JP Morgan Chase - New York, NY

Vice President - CIB Global P&A lead for RWA/Capital/GSIB/SLR Implemented CIB sub-business level forecasting process for GSIB and SLR (mid-2016) Calculated the impact for Operational risk rule change (switching to Basel rule on standardized measurement approach for operational risk) for CIB business Led the GSIB, SLR, Capital and RWA reporting requirements both internal and external including for Quarter end Press Release results. This includes reports analyzing actual results, Annual planning process etc. with detailed results shared with CIB CFO and senior management.

Perform forecasting of RWA (under BIII Advanced and BIII Standardized rules) with business partners (Model review group, Compliance teams, Global Business Managers and Business Controllers). This included tracking model/methodology changes along with portfolio/trading position/loan book changes.

Competitor Analysis on RWA trends / portfolio mix etc based on externally disclosed releases

Drive standardization across processes and reporting by suggesting and implementing controls to improve efficiency and accuracy of existing processes. Build and rollout new training efforts to reduce knowledge gaps.

Deployment of new chart of accounts for migration of reporting from Basel 2.5 to 3 and setting up automated processes to ensure data integrity controls and quality. 09/2012 -


JP Morgan Chase - Hong Kong, HK

Vice President - Asia Regional P&A lead for Country PnL and Expense Management Led APAC regional level various cross-LOB projects e.g. Jamie Dimon Asia review, Country P&L etc.

Had ownership of the monthly Asia regional Executive Management Report (EMR) produced to assist regional and global management team in analyzing APAC result and subsequently forming/adjusting regional strategy. This report also forms basis of our external disclosure of regional results.

Assist the team/team lead on mission critical projects. Some of projects undertaken by the team include - Developing contribution analysis for non SVA positive countries, developing APAC compliance group strategy, Developing Client MIS to assess client PANKAJ M. BHATT



level profitability.

Syndication with individual LOB P&A leads / Business Managers / Controllers within the region

09/2010 -


JP Morgan Chase - Tokyo, Japan

Associate - P&A lead for Asia Rates and FX; Country P&A lead for Japan and Australia Lead for all P&A activities for Japan and Australia Country level reporting as well as for Rates and FX business in Asia

Partner with Strategy for all LOB/country level projects Partner with Regional Planning & Analysis team and Global Rates & FX P&A Lead for providing/validating all information that gets shared with senior management at both Global and Regional levels

Key stakeholders were the Japan CEO, Japan CFO, Australia CFO, LOB business Managers/Controllers

08/2007 -


JP Morgan Chase - Mumbai, India

Associate - Asia Regional P&A lead for Mumbai team Jointly led the Global implementation and subsequent automation of Country level PnL reporting across the firm

Provide support to Asia regional P&A team by timely and accurate production of reports Mentoring the 6 member Mumbai team of Analysts and Senior Analysts 06/2006 -


Bharti Airtel Limited - New Delhi, India

Assistant Manager (Finance)

Business and Financial Forecasting on a monthly, rolling 3 months and Quarter 1 basis Monthly, Bi-Monthly and Weekly Revenue Planning & Revenue Bridge preparation and review. Revenue Analysis, including Bucket-wise revenue, Processing Fee movement and Decrement analysis comprised the key role of revenue planning Preparing the Annual Operating Plan based on the functional inputs and the Leadership teams' expectations for the telecom circle

Operating Expense Monitoring and Control with a view to improve operational efficiency Preparing the monthly MIS and Management review presentations 03/2004 -


Tata Teleservices Limited - Ahmedabad, India

Senior Executive (Finance)

Ownership of Capital expenditure tracking and approval process Preparing the Annual Operating Plan based on the functional inputs and the Leadership teams' expectations for the telecom circle

Preparing the monthly MIS and Management review presentations 2004 Nirma Institute of Management Ahmedabad, India MBA: Finance

2000 St. Xaviers' College, Calcutta University

Bachelor of Commmerce (Accountancy)

Resident Status: Green Card Holder / Legal Permanent Resident Place of Birth: Kolkata, India

Date of Birth: 26th of November, 1978

Education and Training

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