Shrikriti Nair
Melbourne,Australia
Summary
Results-oriented banking and manufacturing professional with 7 years of experience. Expertise in financial planning, analysis, and reporting, providing actionable insights for informed business decisions.
Overview
7
7
years of professional experience
Work History
Associate
J.P Morgan Chase & Company
Melbourne, Australia
05.2024 - 06.2024
- Prepared monthly management reports analyzing financial performance, client calling, top deal tracking and pipeline conversions for effective client relationship management.
- Automated reporting and enhanced data accuracy by leveraging MS-Excel and other financial software.
Associate
J.P Morgan Chase & Company
Madrid, Spain
05.2022 - 05.2024
- Conducted in-depth company profile research leading to 400+ international clients within two years
- Created financial models for budgeting, forecasting, and assessing revenue and profitability in different sectors.
- Evaluated creditworthiness of potential borrowers by analyzing financial statements and market conditions, reducing non-performing loans by 7.5%.
- Collaborated with a Qlik Sense developer to design an intuitive banker dashboard for data analysis and decision-making
- Engaged in identifying, onboarding, and managing client data during the collapse of SVB, Credit Suisse, and other financial institutions.
Senior Analyst
J.P Morgan Chase & Company
Bangalore, India
05.2019 - 04.2022
- Assisted in managing a diverse clientele of $500 million to $2 billion under the CCBSI division
- Managed client and prospect pipelines in collaboration with bankers across various business units
- Created informative presentations and reports for high-profile clients and internal meetings
- Generated strategic analyses of Deals Done Away to avert similar future issues.
Financial Analyst
Honeywell Technology
Bangalore, India
07.2017 - 05.2019
- Led the FP&A team based in Bangalore, overseeing a product business portfolio valued at USD$600M
- Created weekly monitoring tools for analyzing revenue, orders and sales metrics across the current and previous years along with budget figures to ensure better accountability among sales personnel.
- Offered insight into product demand through detailed global-level product line reports on revenue, gross profit, and orders.
Education
MBA - Finance
Alliance School of Business Bangalore
Bangalore, India06.2017
Skills
- Expertise in Microsoft Office
- Management Reporting Analysis
- Business Analytics
- Financial Analysis and Modelling
- Credit Evaluation
- Financial Budgeting
- Client Relationship Management
- Banker Portfolio Management
Workauthorisation
Australian PR
Timeline
Associate
J.P Morgan Chase & Company
05.2024 - 06.2024
Associate
J.P Morgan Chase & Company
05.2022 - 05.2024
Senior Analyst
J.P Morgan Chase & Company
05.2019 - 04.2022
Financial Analyst
Honeywell Technology
07.2017 - 05.2019
MBA - Finance
Alliance School of Business Bangalore
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