Senior Analyst
JP Morgan Chase
Total years of experience :14 years, 5 Months
• Responsible for Daily MIS reporting provided to Senior Management of Treasury CIO P&A
• Knowledge country tax codes and publications to prepare tax returns.
• Generate various performance reports that outline TCIO P&L, Net Interest Income, Foreign Exchange Hedging on weekly and monthly basis
• Monthly actual/forecast reporting of TCIO expenses and headcount
• Identify and understand significant revenue variances from Budget/Forecast and provide financial update to Corporate Planning & Analysis team
• Actual Vs Budget comparison and analysis (Monthly, quarterly, annually)
• Statutory reporting for Stress Scenarios to meet regulatory requirement.
Pricing and Contract Management :
• Commercial evaluation of Contracts with Customers/Vendors
• Costing for ASEAN and AFRICA region
• Play a key role in Pricing, Preparation & Vetting of Proposals
• Understand the requirement of the proposal and suitably provide the tailor made costing to meet the requirement.
• Reviewing Master Service’s agreements (MSA), SOW and other agreement necessary for executing the deal.
• Providing a competitive edge costing considering the requirement and market trend using innovative techniques and templates
Taxation:
• Playing a key role in handling US based subsidiary.
• Liaised with company's finance/accounting department to gather sufficient information, being able to analysis tax risk
• Maintained portfolios of tax due diligent with updated progressions
• Identified sales and use tax errors to pursue refund opportunities and minimize liability
• Worked with taxing authorities to negotiate approval of audit reductions and refunds
• Corresponded with auditing department for tax provisions