Open to opportunities

Chandni Patel

@chandnipatel3

Business Manager delivering data-driven insights, operational efficiency, and cross-functional leadership to optimize performance in financial services.

United States

Message

What I'm looking for

I’m looking for a role where I can support senior leaders, lead cross-functional teams, and drive operational efficiency through KPI-driven, data-driven insights—building strategic roadmaps, improving reporting, and delivering measurable business performance.

I’m a results-driven business management professional with 5+ years supporting senior leaders at JPMorgan Chase, focused on strategic initiatives, operational efficiency, and executive-level reporting.

In my current role as a Business Manager, I partner with cross-functional leaders to integrate operating models, align priorities, and create business plans and strategic roadmaps. I lead deliverables and presentation materials, collaborate with Finance and Analytics on capacity modeling, and deliver actionable, data-driven insights that improve profitability, expense management, and operating efficiency.

Earlier, I built executive management reporting for real estate profitability drivers, monitored deposit trends, and supported client-level visibility through KPI-driven analysis. I also helped launch and scale ServiceNow, created user guides for ~1,000 individuals, and produced recurring dashboards and leadership decks—alongside earlier assurance work validating financial statement accuracy and internal controls.

Experience

Work history, roles, and key accomplishments

Current

Business Manager

Current

JPMorgan Chase & Co

Jun 2022 - Present (4 years 1 month)

Partnered with cross-functional leaders to integrate Commercial Card teams and support business priorities. Delivered data-driven insights to drive profitability, expense management, and operating efficiency, including executive reporting and stakeholder communication.

Business Planning Stakeholder Management Executive Reporting Presentation Development Financial Analysis Profitability Management Expense Management Operational Efficiency Operating Model Design

Real Estate Financial Analyst

Commercial Bank

Aug 2021 - Jun 2022 (10 months)

Produced monthly Real Estate Banking executive management reports and compiled key metrics for stakeholder updates. Supported deposit-trend monitoring and revenue-based financial reporting using Essbase.

Executive Reporting Financial Reporting Data Validation Essbase Data Analytics SQL Stakeholder Communication Revenue Reporting

Data Platform Analyst

Commercial Bank

Aug 2020 - Aug 2021 (1 year)

Led buildout and launch of ServiceNow to consolidate global service work and reduce operational risk. Created user guides, supported Qlik dashboard and onboarding data requests, and developed leadership and internal reporting decks.

ServiceNow User Guide Development Qlik Sense Data Analytics Operational Risk Dashboard And Reports PowerPoint PitchPro Stakeholder Management

Client Onboarding Documentation

Commercial Bank

Jun 2019 - Aug 2019 (2 months)

Supported client onboarding documentation by analyzing implementation requests and producing daily reports on active deals. Completed new-client implementation requests and managed related documentation.

Client Onboarding Documentation

Regional Assurance Staff

Ernst & Young

Jun 2019 - Present (7 years 1 month)

Performed audit work on internal controls for two companies, testing for alignment between internal controls, financial statements, and 10-K filings. Prepared workpapers with tie-outs and identified potential internal control issues to support risk mitigation.

Audit Internal Controls 10 K Tie Out Quality Assurance Data Validation