Namrata Jain
Sydney,Australia
Summary
Dynamic financial reporting manager with extensive experience at JP Morgan Chase & Co., excelling in regulatory compliance and risk mitigation. Proven track record in project implementation and team leadership, driving process improvements that enhance efficiency. Adept at financial analysis and fostering strategic client relationships to deliver impactful results.
Overview
14
14
years of professional experience
Work History
Manager – Financial Reporting
JP Morgan Chase & Co.
Sydney, Australia
06.2023 - Current
- Deliver comprehensive tax, financial and other auxiliary services and reporting to internal and external clients, including review of supplementary reporting such as BAS, Indirect cost ratio, AASB7 and ABS reporting
- Liaise with clients on various reporting requirements and resolve financial statement, taxation and all other-related queries with subject matter expertise
- Build and maintain strategic relationships with internal and external clients, acting as SME for related matters
- Provide support on client-specific projects, process improvements, and product development initiatives. Identify and mitigate operational risks associated with tax reporting and related processes
- Share knowledge proactively and contribute to team member development and capability building
- Managed complex financial reporting for diverse client portfolio across various regulatory frameworks
Associate Manager – Endeavor Project
JP Morgan Chase & Co.
Mumbai, India
01.2020 - 05.2023
- Assisted in development of end-state tool for Financial Statement Reporting for GLS (Australia-based client), contributing to JP Morgan's migration initiative to unified platform (Investone/WINS)
- Proposed model office solutions including Excel User Tool, Xceptor, Smartnextgen, DFIN, and Unity (Confluence-based systems)
- Conducted system evaluations, gap analysis, and cross-team discussions to ensure alignment of new platforms with operational processes
- Recommended workflow improvements and process enhancements to increase efficiency and mitigate risks
Team Leader – Financial Reporting
JP Morgan Chase & Co.
Mumbai, India
06.2017 - 12.2019
- Produced financial statements, tax distribution reports, income tax returns, audit packs, BAS, indirect cost ratios, and regulatory reports
- Represented financial reporting team for major process improvement and product development initiatives
- Ensured compliance with SLAs, risk controls, and SOPs while managing team escalations and performance
- Managed review team for Australian Superannuation and Unity Funds operations
Senior Executive – Audit & Assurance
M/s D. Kothary & Co.
Mumbai, India
10.2011 - 02.2016
- Managed accounts finalization and tax computations in accordance with Indian tax laws and Accounting Standards
- Conducted statutory audits, tax audits, internal audits, payroll audits, and risk management assignments
- Performed due diligence for listed companies for project finance evaluations
- Handled VAT/CST filings, TDS, service tax payments, and liaison with external consultants
Education
Chartered Accountant -
Institute of Chartered Accountants of India
01.2016
Company Secretary -
Institute of Company Secretaries of India
01.2016
Bachelor of Commerce - Accounting & Finance
Dr. Harisingh Gour University
Sagar01.2013
Skills
- Financial Reporting
- Due Diligence
- Project Implementation
- Project Management
- Budgeting
- Forecasting
- Internal Audit
- Financial Management
- Financial Analysis
- Regulatory Compliance
- Risk Mitigation
- System Implementation
Timeline
Manager – Financial Reporting
JP Morgan Chase & Co.
06.2023 - Current
Associate Manager – Endeavor Project
JP Morgan Chase & Co.
01.2020 - 05.2023
Team Leader – Financial Reporting
JP Morgan Chase & Co.
06.2017 - 12.2019
Senior Executive – Audit & Assurance
M/s D. Kothary & Co.
10.2011 - 02.2016
Chartered Accountant -
Institute of Chartered Accountants of India
Company Secretary -
Institute of Company Secretaries of India
Bachelor of Commerce - Accounting & Finance
Dr. Harisingh Gour University