poonam  واغيلا, Senior Analyst

poonam واغيلا

Senior Analyst

JP Morgan Chase

البلد
الهند - مومباي
التعليم
الثانوية العامة أو ما يعادلها, Finance and Taxation
الخبرات
14 years, 6 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :14 years, 6 أشهر

Senior Analyst في JP Morgan Chase
  • الهند - مومباي
  • أشغل هذه الوظيفة منذ يونيو 2015

• 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.

Executive (Finance) في Tech- Mahindra Limited
  • الهند - حيدر اباد
  • نوفمبر 2011 إلى مايو 2014

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

Article Trainee في A. B. Waghela & Co
  • الهند - مومباي
  • ديسمبر 2006 إلى أكتوبر 2009

الخلفية التعليمية

الثانوية العامة أو ما يعادلها, Finance and Taxation
  • في Institute of Chartered Accountants of India
  • نوفمبر 2011
الثانوية العامة أو ما يعادلها, Secreterial
  • في Institute of Company Secretaries of India
  • نوفمبر 2011

Specialties & Skills

Pricing
Indirect Taxation
Budget Preparation
ACCOUNTANCY
BUDGETING
FINANCE
PRICING
REPORTS
TAX PLANNING

اللغات

الانجليزية
متمرّس