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Senior Finance Manager with 9+ years in Financial Analysis & Strategic Planning
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Assessing your cultural and operational fit
Analytical and detail-oriented Finance professional with global experience in capital markets, financial analysis across banking and asset management. Skilled in Industry research, forecasting, and economic analysis, with a strong track record at JPMorgan and Bank of America. Thrives in fast-paced, entrepreneurial environments where initiative, cross-functional collaboration, and in-depth research drive client success and meaningful impact.
Thunderbird School of Global Management, ASU
Master of Global Management - STEM · Finance and Management Accounting
N/A – June 30, 2022
ICAI India
Chartered Accountant (Inter)
N/A – Present
University of Delhi
Bachelor of Commerce
N/A – Present
AIMA Delhi
Post-Graduate Diploma in Finance
N/A – Present
J.P. Morgan Chase
Associate - Asset & Wealth Management
October 1, 2023 – Present
Plano, Texas, United States
Bank of America
Senior Analyst - Strategy Execution Lead II
January 1, 2023 – October 1, 2023
Charlotte, North Carolina, United States
Independent Derivatives Analyst
Independent Derivatives Analyst
June 1, 2018 – October 1, 2020
Delhi, Delhi, India
Audi Gurgaon
Procurement Manager
June 1, 2017 – May 1, 2018
Gurgaon, Haryana, India
Various Firms India & Dubai
Audit & Finance Roles
January 1, 2014 – January 1, 2017
India
Venture Capital Fellow, Corestrat Capital
September 1, 2022 – December 31, 2022
Attended pitch conferences, sourced a qualified startup, initiated diligence, and facilitated a founder-GP meeting to explore funding.
Corporate Development Intern, Niagara Bottling, CA
June 1, 2022 – August 31, 2022
Conducted M&A and capex analysis; evaluated manufacturing strategies for major retail clients like Walmart and Coke.
Strategy Consultant, Crepeaffaire, UK
March 1, 2022 – May 31, 2022
Built a $2M franchise business plan and U.S. market-entry strategy for an international dining chain.
Dean Fellow, Los Angeles Mayor's Office - Foreign Direct Investment (FDI)
June 1, 2021 – August 31, 2021
Conducted FDI research and strategic analysis to attract global capital to Los Angeles; presented recommendations on cross-border investment flows and public-private partnerships.
Derivative Simulation (Stock Track Global Portfolio)
Unknown
June 1, 2026 – Present
Bloomberg Market Concepts
Bloomberg
June 1, 2026 – Present
Certificate in Treasury, Applied Finance and Analytics
EY
June 1, 2026 – Present
Fundamentals of Asset Management certificate
J.P. Morgan
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's diverse experience across different companies (J.P. Morgan, Bank of America, Audi), international exposure (UK, India, Dubai), and involvement in various projects (FDI, venture capital, strategy consulting) suggest adaptability and a broad perspective. Their engagement in professional associations like the CFA Society Chicago and leadership roles in academic clubs indicate a proactive and collaborative mindset, aligning well with a dynamic corporate culture. The candidate's willingness to relocate also indicates flexibility.
Soft Skills & Operational Fit
The candidate demonstrates strong leadership and collaboration skills through roles like leading strategic projects, partnering with CFO stakeholders, and co-leading market entry strategies. Their experience in cross-functional teams and presenting to senior leadership indicates effective communication and operational fit for a senior management role. The candidate's involvement in Toastmasters and as President of the Finance Club further supports their communication and leadership capabilities.