At JPMorgan Chase, I drive financial planning, forecasting, and performance evaluation for the Commercial Term Lending portfolio, partnering directly with business leadership.
I translate actual-versus-forecast-versus-budget results into driver-level insights, build KPI frameworks tied to business outcomes, and own weekly, monthly, and quarterly management reporting for senior leadership. I also use Anaplan, Alteryx, and Tableau to consolidate financial data, automate reporting, and identify portfolio, cost, and consumption optimization opportunities.
Previously, I analyzed firmwide RWA for AFS/HTM portfolios under Basel III, performed CCAR stress testing, and led quarterly Adjustments Reporting for senior governance committees. My automation work saved more than 370 hours annually while strengthening reporting continuity, controls, governance, and audit readiness.
I bring an MBA in Finance and Marketing from IIM Ranchi, along with experience in financial modeling, valuation, market research, KPI design, and factoring risk analysis.
