Anand M. Email & Phone Number

Wilmington, Delaware, Us

RWA & Regulatory Capital Reporting coverage includes: SA-CCR, SCCL, FR-Y9 C, FR-Y15, FFIEC101 and CCAR Projections; Other Multi Year Strategic projects like Basel EndGame implementation etc.

Tokyo, Jp

Paris, Fr

Review of the Monthly RWA & CIB Reg Capital for the IHC entities, performing financial analysis, audits, reviews, and compilations for senior management review. Manage Balance Sheet, Capital, and RWA reporting requirements both internal and external while also working with Regulatory Reporting team /various workstream leads for enhancement of Reg Reporting to regulatory agencies (Reports include FR-Y9C HC-R, FR-Y15 forms).Maintain RCM framework to adhere to strong controls in the RWA calculation and validate the RWA Calculation of Client and House Derivative Clearing activity (cleared on ICE, CME, LCH, and OCC) /OTC Derivative Products and SFT Style Transactions (Repos/Margin Loans). Guide analysts to systemically improve the reconciliation of MTM and NOTIONALS with RISK & LEDGER for OTC Derivatives. Also, reconcile REPO STYLE transactions between RISK & LEDGER (cash legs and securities leg). Manage governance around infrastructure review meetings, including materials and key agenda items for discussion. Develop key MIS performance dashboard /analytics for reporting, including monthly Executive Reporting for CFO, CTO, and Operating Committee using visualization tools like TABLEAU & QLIK view, Moody’s.Manage/participate in the UAT related to the enhancement of the new RWA reporting platform, participate in various gap assessments with regards to newer reg reporting rules. Participate in Data governance, Project mgt, business analysis, and non-financial transversal activities like approving BRD documents for multiple assignments for Risk Group. Support leadership to drive data governance and project management demands working with IT, Middle office and Back office ops.Involved in requirement gathering, data and gap analysis, transformation /documenting business requirements, functional specifications for Counterparty Credit risk and General credit risk, Risk Adjustments and Topside module.

New York, Ny, Us

a) Responsible for Special Projects & Regulatory Reporting of JPMorgan's Global Rates & Hybrids Business by producing Daily Inv.Bank's Balance sheet and performing Financial statement audits, reviews & compilation for Senior Management review( Treasury, CFO).b) Understanding the Capital Mix and participate in various Balsheet Stress Tests & scenarios, Capital & Liquidity Risk Reporting using the LRI framework, Fed 4G templates, Basel 3 NSFR, Long term-Short term debt mix & Deposits review for the Liquidity Risk Controllers & Bank's Treasury team.c) Assisting the Head of Capital Committee, Local Business management & Front office with robust Capital Planning, Calculation of Monthly Liquidity Surcharge to maintain stronger Capital Ratios / Shareholder Value add 2.0 (SVA), G-SIB, Applying the FDIC Surcharge to Bank Chain Co, Holding Company Surcharge to HoldCo, Reviewing the Legal Entity level Balsheet and risks associated within them.d) Monitoring monthly OTC Derivative MTM positions & Notionals and reconciling them to the firms Gen.ledger & Risk management systems. Addressing any risks & concerns to Front office Technology & Business heads if any.e) Performing Financial Planning /Quarterly forecasting of the Balance Sheet with business partners and analyse actuals against the forecasts. Apply business acumen and sound corporate finance principles in providing financial analyses for business partners to support decision making and assisting on various finance projects & initiatives.f) Produce impactful management reporting and presentations for executives and other internal stakeholders. Identifying & executing upon process improvement opportunities including participating in some infrastructure improvement projects driving efficiency across the board. (Applying LEAN Six sigma techniques).g) Assisting with the Business Control agenda. Tasks include tracking CSA’s, SOX, BCC and errors reporting.

New York, Ny, Us

Responsible for Global Oil & Global Equities Financial Control & Reg Reporting.Aug 2010 - Sep 2011 - JPM, London, UK - Global Commodities Financial Controller.a) Producing KPIs/ Mgt Decks providing detailed explanation for P&L & Balance sheet for the Global Oil Markets(Commodities business). b) Was involved in the integration of Books & Records of SEMPRA (San Diego Energy) with JPMorgan. c) Conducting Stress tests of the Global Oil inventory, FX exposure & Operational risk review.d) Ensuring accuracy of firms Books & Records, daily review and sign-off for Balance Sheet, P&L and RWA reporting metrics.e) Monthly close review & follow-up calls to ensure smooth functioning during the close.Address & resolve issues raised by various global regulatory bodies like the US FED, FDIC, UK PRA/FSA.f) Working closely with Global and Regional controllers, Traders, Business Managers, Risk & Valuation groups, Technology & Operations to address control, audit, technology & infrastructure issues.Sep 2011- April 2014 - JPM London, UK - Global Equities Financial Controller.g) Was a part of Bank’s Liquidity Risk Project Mgmt team helping build LRI reporting tool, driving efficiency through change management initiatives across the board and doing UATs, other quality assurance checks & participating in various tech forums & conference calls.h) Performing Financial Analytics and Quarterly business review for the regional Equities CFO desk lead which also included Country of Risk Reporting for the Legal Entity controllers using various tools like Cognos, SAP, ESSBASE, Business objects & in-house Risk Management Systems.i) Reviewing OTC & Exchange Traded Derivative transactions- MTM & Notionals to leger and flag risks to the Head of US Reg.j) Mentoring & Training junior staff members on daily & monthly tasks and answering their questions/concerns.

New York, Ny, Us

Was a part of a pilot operations of JPMorgan's Finance & Accounting Control set up in India.Responsibilities were as follows:a) End to end control for maintaining accuracy of books & records for the business.b) Heavily involved end to end reconciliations, Investigation of variances, Monthly Closing of books & records, FX Exposure management, GLRS substantiation.c) Validating Monthly GL using source risk management data and reconciling/investigation of the variances to regional CFO’s and controllers to address any risks. (Built reconciliations using MS Access to handle large sets of information)d) Participating in various technological initiatives related to migration of General Ledger systems, processes and stabilization of the Regulatory reporting firm wide. (Cognos Reporting, SAP, Business Objects etc)e)Work closely with auditors to meet SOX & BCP requirements and continuously improving controls and driving efficiency agenda for the management.

Palo Alto, Ca, Us

a) Responsible for daily processing of Order Fulfillment for the HP's EMEA region.b) Reviewing the financials ie matching order, Claims etc tie back to what was placed.c) Addressing any concerns and cancellations/ Change requests to the EMEA Lead beyond SLA. d) Helping maintain accuracy & training standards for the daily operations.e) Doing weekly followups/reviews and leading team meetings and assisting Supervisor wherever possible. f) Addressing queries, questions & concerns from junior team members and striving to make cohesive and conducive environment for everyone.

Economics, Finance

Bachelor Of Commerce (B.Com.), Accounting And Finance

Education record