Sonali Jain Email and Phone Number
As a Chartered Accountant and Data Analytics Specialist, I bring a unique blend of expertise in finance transformations, regulatory compliance, and advanced analytics. With over a decade of experience leading high-impact projects at top financial institutions like Morgan Stanley and J.P. Morgan, I’ve driven significant operational efficiencies, saving thousands of hours through automation and process optimization. My deep technical skills in Power BI, Alteryx, SQL, and financial systems like SAP and Oracle enable me to turn complex data into actionable insights, supporting informed business decisions. I excel in cross-functional collaboration, stakeholder management, and strategic leadership.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 78669
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Director (Avp)Morgan Stanley May 2024 - PresentGlasgow City, Scotland, United Kingdom
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DirectorMorgan Stanley Jan 2022 - May 2024Mumbai, Maharashtra, IndiaDelivered a high-impact Alteryx project that saved 1600+ hours annually, achieving automation in finance workflows within a compressed timeline.Drove digital tool automation across the finance department, increasing accuracy and efficiency.Led multiple cross-functional projects, including UAT testing, data analysis, and tool deployment for finance processes.
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AssociateMorgan Stanley Aug 2019 - Dec 2021Mumbai, Maharashtra, India
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AnalystJpmorgan Chase & Co. Aug 2016 - Aug 2019Mumbai Area, IndiaManaged end-to-end month-end GLRS activities, ensuring accuracy in financial data extraction, financial reporting, and variance analysis.Developed and implemented SOPs and controls for the accounting structure, improving financial data quality.Conducted cross-team training on financial reporting procedures and system use.
Sonali Jain Skills
Sonali Jain Education Details
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The Institute Of Chartered Accountants Of IndiaChartered Accountant -
Business/Commerce, General -
Utpal Shanghvi School
Frequently Asked Questions about Sonali Jain
What company does Sonali Jain work for?
Sonali Jain works for Morgan Stanley
What is Sonali Jain's role at the current company?
Sonali Jain's current role is Chartered Accountant | Data Analytics Expert | Finance Transformation Leader | Process Automation.
What schools did Sonali Jain attend?
Sonali Jain attended The Institute Of Chartered Accountants Of India, University Of Mumbai, Utpal Shanghvi School.
What skills is Sonali Jain known for?
Sonali Jain has skills like Auditing, Microsoft Office, Microsoft Word, Tally Erp, Indirect Taxation, Microsoft Excel, Income Tax, Accounting, Tax Software, Financial Analysis, Databases.
Who are Sonali Jain's colleagues?
Sonali Jain's colleagues are Hesham Hussen, Dipifr, William J. Knowles, Matthew Wong, Sindhu K, Bill Miller, Marcin Rutkowski, Shruti Sawant.
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