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ruchita trivedi

@ruchitatrivedi

I streamline financial operations, tax reporting, reconciliations, and risk controls through data-driven process improvements.

United States

Message

What I'm looking for

I'm looking to lead financial operations, operational risk, control, reporting, and process-improvement initiatives where I can use data, automation, and cross-functional collaboration to strengthen governance and efficiency.

I've led tax operations, reconciliations, and operational risk initiatives at J.P. Morgan Chase Asset & Wealth Management and State Street Syntel. At J.P. Morgan, I managed global tax reporting and withholding activities across UK, Indonesia, and Belgium jurisdictions while coordinating audits and strengthening control frameworks.

I led SQL-driven reporting enhancements that saved 45+ hours per month, migrated 108+ manual reconciliations to an in-house tool, and managed teams through process migrations, training, and business continuity work. I bring hands-on experience in risk governance, cash and stock reconciliation, audit coordination, process automation, and mentoring operational teams.

Experience

Work history, roles, and key accomplishments

Associate Manager – International Private Bank Tax Operations

J.P. Morgan Chase Asset & Wealth Management

Dec 2018 - Apr 2023 (4 years 4 months)

Managed global tax reporting for UK, Indonesia, and Belgium, improving efficiency by 45+ hours per month through SQL-driven enhancements. Led cross-functional teams, supervised performance, and coordinated audits.

SQL Tax Reporting Compliance Process Automation Team Leadership Audit Coordination Risk Management Data Analysis

Team Lead - Private Bank Reconciliations

J.P. Morgan Chase Asset & Wealth Management

Apr 2015 - Dec 2018 (3 years 8 months)

Directed cash and stock reconciliation functions, resolving discrepancies and enhancing risk controls. Migrated 108+ manual reconciliations to an in-house tool and developed SOPs for new joiners.

Reconciliations Cash Management Stock Management SOP Development Training Process Migration Risk Control Technology Integration

Senior Associate - KPO, Custody Reconciliations

State Street Syntel Service Pvt. Ltd

Aug 2011 - Mar 2015 (3 years 7 months)

Led a team of 10+ members managing daily operations and client interactions for fund reconciliations. Identified and remediated control deficiencies, conducted audits, and prepared MIS reports.

Reconciliations Team Leadership Client Management Audit MIS Reporting Risk Management Data Analysis