Mahima Jaiswal

Business Development Executive

Bengaluru, Karnataka, India6 yrs 7 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in financial analysis and forecasting.
Proven track record in management reporting.
Strong analytical skills with data-driven insights.

Stackforce AI infers this person is a Financial Analyst with expertise in Fintech and Consulting.

Contact

Skills

Core Skills

Financial AnalysisForecastingBusiness AnalysisReporting

Other Skills

BenchmarkingBudgetingCareer ManagementCultural AwarenessData AnalysisData analysisData analyticsData integrityDecision-MakingFinancial Variance AnalysisFinancial analysis and planningFinancial modellingFinancial reportingHigh Impact CommunicationInterpersonal Communication

Experience

Jpmorgan chase & co.

Financial Analyst

Aug 2022 – Present · 3 yrs 7 mos · Bengaluru, Karnataka, India

o Tracking and execution of Banking management reporting deliverables. This is aligned with financial data, analysis and insights provided to US Banking LOB business partners
o Forecasting on the annual plans, 5 year, outlook and rolling forecasts with monitoring and tracking against the outlook/Budget.
o Ad-hoc management reporting analysis on Banking balance sheet, income and expense items.
Data analytics and management
o Maintain Essbase data, organization hierarchies, data mapping
o Loading and analysis data on large data sets
o Advanced Excel and moderate Visual Basic skills would be an advantage
Presentations and documentation, as required
o Prepare presentations based on FPA insights and reviews for senior management
Responsible for a wide range of activities including forecasting and budgeting, analysis of financial metrics, delivery of weekly/monthly/quarterly management reporting/business review.
Calculate and consolidate the month-end results, forecast for the remainder of the year, and the budget for future years.
Help to coordinate month end close reporting and variance explanation activities, deliver leadership financial reporting packages, and contribute to monthly business review material preparation.
Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets
Produce weekly/monthly/quarterly and Adhocs reporting of the results and drivers for senior management
Support all financial processes and reporting including month end close, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis
Prepare headcount report– inclusive of in-seats, open requisitions, known leavers / estimated attrition, compared to approved forecast. Views include product level and US/India splits to assist in managing expense impacts and assessing risks and opportunities to latest budget or forecast.

BudgetingForecastingFinancial Variance AnalysisFinancial analysis and planningData analyticsMicrosoft Excel+3

Kpmg global services (kgs)

Business Associate

Jan 2022 – Aug 2022 · 7 mos · Gurugram, Haryana, India

Responsible for driving the Sweden Account Support Project - Providing insightful business, market and financial research to the account managers; Assessment and business review of an account which includes account strategy, competitive landscape and performance review.
Supports analysis of business performance versus budget and forecast and proposes improvement actions. Performs benchmarking of key performance indicators with external and internal peers.
Works with the management team to understand and analyse the drivers of financial performance and identify trends.
Prepares financial modelling for various “what if” scenarios and the overall impact to organization. Financial Reporting. Supports preparation of relevant organization financial reporting, business planning, budgeting and forecasting.
Validates accuracy of financial data and business information and reports by performing reconciliations and review of exceptions. Information and communication
Provides information to management by assembling and summarizing data, preparing reports, making presentations of findings, analyses, and recommendations. Optimization
Performing Secondary Research, Reporting and Analysis: Opportunity Pipeline, Sentinel Reporting followed by providing Market Advisory.
Working with the Sweden member firm and providing them with the required data analysis and research insights about the end clients which helps them keep track of existing and generating new business.
Account Plans: Assessment and business review of accounts which includes account overview and strategy, competitive landscape and business and financial performance review.

Financial modellingBusiness analysisMarket researchFinancial reportingBenchmarkingData analysis+2

Kotak securities

2 roles

Deputy Manager

Jul 2021 – Jan 2022 · 6 mos

Calculate and consolidate the month-end results, forecast for the remainder of the year, and the budget for future years.
Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets
Produce weekly/monthly/quarterly and Adhocs reporting of the results and drivers for senior management
Create, maintain and review financial analyses (both recurring and ad-hoc) and Enhance controls and streamline processes, where possible.
Support all financial processes and reporting including month end close, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis
Create financial review decks for senior management that clearly articulate the financial story/strategy to the F&BM and technology stakeholders
Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics
Provide ad-hoc analysis to senior management on a frequent basis
Identify opportunities and recommend improvements for increased process and reporting efficiencies
Ensure data integrity, accuracy, and timeliness in all financial/ headcount reporting and presentations
Adhere to internal compliance policies and other business reporting requirements

Variance analysisFinancial reportingData integrityProcess improvementFinancial AnalysisReporting

Management Trainee

Jul 2020 – Jun 2021 · 11 mos

Money matters club

Newsletter Head

Feb 2019 – Feb 2020 · 1 yr · IBS HYDERABAD

Syndicate bank

Summer Internship

Feb 2019 – May 2019 · 3 mos

Credit appraisal
The project was undertaken for enhancing skills and gaining practical knowledge for the
assessment of Term Loans and working capital loans for various types of Financial Models and
preparing client’s proposals.