Krupali Shah Email and Phone Number
I am a Certified Public Accountant (CPA) USA [passed all 4 parts], I pursued Masters in Accounting from Brooklyn College, New York. I am also a Chartered Accountant (CA) [India], with an extensive academic background in accounting. I am currently working with J.P Morgan Chase, wherein I execute Stress Testing Exercise for CIB [Corporate & Investment Bank] line of business which is focused on future financial performance. Before pursuing Masters, I worked with Morgan Stanley Fund Services in the Financial Reporting Team, wherein I prepared financial statements for hedge fund clients based in the US. My internship experience covers financial industries in India. I am an experienced Financial Services Professional. With my previous work experience, I have developed the ability to meet stringent deadlines, I am comfortable working under pressure, independently or in team. I continue to aspire in putting the clients first and doing the right thing.
Jpmorgan Chase & Co.
View- Website:
- jpmorganchase.com
- Employees:
- 213060
-
Assistant Vice President - Financial Planning And AnalysisJpmorgan Chase & Co.New York, United States -
Assistant Vice President - Financial Planning & AnalysisJpmorgan Chase & Co. Jan 2024 - PresentNew York, Ny, Us• Executing CCAR, quarterly Risk Appetite exercises for Corporate & Investment Banking Line of Business – this a measure of forward-looking financial performance• Forecasting expenses for Corporate & Investment Banking Line of Business• Preparing valuations for objects of sale under resolution planning• Establishing timelines for all deliverables to ensure timely submission• Presenting results to senior management with respect to future financial performance -
Associate - Financial Planning & AnalysisJpmorgan Chase & Co. Jan 2022 - Jan 2024New York, Ny, Us• Actively involved in the execution of annual CCAR, quarterly Risk Appetite stress testing exercises.• Performed detailed variance analysis for stressed financials and drivers behind cycle-over-cycle variances.• Preparing presentations for senior management explaining stressed results and drivers.• Key member of process automation, laying down the requirements, actively testing the enhancements. -
Senior AssociateMorgan Stanley Jan 2019 - Nov 2019New York, Ny, Us• Preparation of financial statements for hedge fund clients based in the US, including restructure and conversion funds, funds having complex structures and diverse mix of derivative products, with multiple side-pocket investments. • Financial Statement Analysis and Review of work done by team members.• Actively involved in training new hires.• Co-ordinating with Senior Account Managers and Accounting team for present and foreseen issues and keeping them informed with status updates on fund’s financial statements preparation and deliverables.• Tracking work status of new hires, helping them in planning the audit, troubleshooting their queries.• Conducting training and discussion sessions with entire team, highlighting specific new requirements/updates encountered.• Keeping a track of any Accounting Standards Updates (ASUs) which might be applicable for the team and keeping the team members updated. -
AssociateMorgan Stanley Oct 2016 - Jan 2019New York, Ny, Us• Preparation of financial statements as per US GAAP for the hedge fund clients based in the US.• Working with minimal supervision, in entire hedge fund audit process from planning for audit process, preparation of financial statements and resolving auditor queries.• Computation of Net Asset Value (NAV), Profit and Loss made by the hedge fund and its allocation to different series or classes of investors, preparing Statement of Condensed Schedule of Investments, Statement of Cashflows, Schedule of Financial Highlights and Notes to Accounts.• Verifying if management fees and incentive fees have been appropriately calculated and charged to the respective series or classes of investors.• Sanity checks to ensure that financial statements tie-back to each other, especially financial highlights.• Ensuring Financial Statements have appropriate back-ups for all the numbers derived.• Preparation of Fund Annual Return (FAR) for investment companies for regulatory filings, preparation of Form PF for regulatory reporting of assets under management.• Involved in testing of new projects. -
Article AssistantM. P. Chitale & Co., Chartered Accountants May 2013 - Jan 2016Mumbai, In• Independently handled Anti-Money Laundering (AML) Assignments for Asset Management Companies.• Preparation of Annual Certification for individual investors in Portfolio Management Services.• Active Participation in internal audit for various Mutual Funds and Asset Management Companies. -
Article AssistantShailesh Parekh & Associates Aug 2012 - May 2013• Accounting for Individuals as per the Income Tax Act, 1961.• Preparation of Income Tax Returns for Individuals as per the Income Tax Act, 1961.• Preparation of Wealth Tax Returns for Individuals.
Krupali Shah Education Details
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American Institute Of Certified Public AccountantsAccounting -
Brooklyn CollegeAccounting -
The Institute Of Chartered Accountants Of IndiaAccounting -
Narsee Monjee College Of Commerce And EconomicsAccounting
Frequently Asked Questions about Krupali Shah
What company does Krupali Shah work for?
Krupali Shah works for Jpmorgan Chase & Co.
What is Krupali Shah's role at the current company?
Krupali Shah's current role is Assistant Vice President - Financial Planning and Analysis.
What schools did Krupali Shah attend?
Krupali Shah attended American Institute Of Certified Public Accountants, Brooklyn College, The Institute Of Chartered Accountants Of India, Narsee Monjee College Of Commerce And Economics.
Who are Krupali Shah's colleagues?
Krupali Shah's colleagues are Rafael H., Bryan Pflaster, Prerana Parkhi, Ania Vaydman, Apratim Dutta, Zaldy Dela Cruz, Shivam Singh.
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