Shivam Shukla
@shivamshukla4
Finance reporting and middle-office professional leveraging SQL, Alteryx, and BI tools to automate compliance-ready insights.
What I'm looking for
I’m a finance and data reporting professional focused on improving process efficiency, data accuracy, and regulatory compliance. In my current role as a Global Middle Office Associate, I’m partnering with the onshore (London) lead on a project consolidating multiple source systems into one golden source.
Previously, I worked as a Business and Reporting Analyst in Corporate and investment banking at J.P. Morgan Chase. I developed and delivered complex reports for senior management, drove process improvements, and strengthened data governance by collaborating with technology teams using Jira to automate manual reporting.
I used Alteryx to publish weekly and daily reports for senior management and offshore stakeholders, and I analyzed and optimized dashboards (Qlikview/Qliksense/Tableau) to enable self-service reporting for front and middle office users. I also built strategic roadmaps for new reporting requirements based on stakeholder feedback, then partnered with stakeholders and tech teams to continuously refine solutions for accuracy and alignment.
Earlier in my career, I served as a Data management specialist IV and led data remediation work through profiling, cleansing, validation, and SQL-based querying. I utilized UI Path to automate PDF data extraction, supported trade booking system fixes to improve data accuracy, trained teams with SOPs and sign-off reports, and later as a Fraud & Cards Specialist, I was recognized as “BestAchiever” for lowering delinquency rates by analyzing unusual account activity to prevent fraudulent transactions.
Experience
Work history, roles, and key accomplishments
Global Middle Office Associate
Nomura Finance
Oct 2025 - Present (5 months)
Partnered with the London onshore lead on a project consolidating multiple source systems into a single golden source to improve reporting and data consistency.
Business and Reporting Analyst
J.P. Morgan Chase
Aug 2023 - Oct 2025 (2 years 2 months)
Developed and delivered complex management and regulatory reports while improving data accuracy and compliance through automation. Built report generation and dashboard enhancements using Alteryx, Jira, and Qlik/Tableau, including automating a daily report that saves over an hour weekly.
Data Management Specialist IV
J.P. Morgan Chase
Sep 2020 - Jun 2022 (1 year 9 months)
Performed data profiling, cleansing, validation, and SQL-based remediation to fix trade booking data issues and improve accuracy for middle office operations. Automated PDF data extraction with UIPath and strengthened controls by creating SOPs and sign-off reports.
Fraud & Cards Specialist
J.P. Morgan Chase
Sep 2015 - Sep 2020 (5 years)
Analyzed unusual consumer card activity to detect and prevent fraudulent transactions, helping protect against losses. Recognized as BestAchiever for lowering delinquency rates of consumer card accounts while maintaining metrics-driven client engagement.
Education
Degrees, certifications, and relevant coursework
University of Mumbai
Bachelor of Financial Markets, Financial Markets
Earned a Bachelor of Financial Markets from the University of Mumbai, graduating in 2015.
Availability
Location
Authorized to work in
Job categories
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