At JPMorgan Chase & Co., I delivered institutional and fund-level client reporting for Asset Management, including holdings, transactions, factsheets, and audit response letters. I automated 35% of reporting workflows using VBA, Python, and UiPath, saving 650+ hours annually.
I supervised 600+ annual audits as a checker and subject matter expert, maintaining 100% accuracy and compliance with reporting standards. I also managed onboarding and validation for 300+ institutional accounts.
Working with global stakeholders, I resolved data delays and audit inquiries while supporting timely, US GAAP-compliant reporting. I reconciled portfolio and transaction data and created allocation trackers for resource-distribution and workload planning.
At S&P Global Market Intelligence, I analyzed financial statements for 500+ Fortune 500 companies and generated monthly quality reports. I also developed onboarding SOPs and worked with the quality-check team to resolve technical issues.
