Satish P.

Experience

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  Manipal Global Education Services

  Aug 2011 - Mar 2014

  Senior Executive- Finance

  Preparing Financials & Schedules, Preparing MIS, Budgeting, forecasting, Variance analysis- Actual vs AOP, Preparing Presentation for Audit committee, Board Meeting,etcHandling Treasury Operation (like mutual fund investment, investment in subsidiary) and managing the daily Fund Position.

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  GE HealthCare

  Mar 2014 - Jun 2015

  Assistant Manager - Financial Planning and Analysis (onsite consultant for GE Heathcare)

  Working as consultant handling end to end FP&A process for their R&D business (part of Global COE) Financial Review preparation-Actual vs Forecast vs OP plan Ownership of base cost actual review Base Cost variance reporting Consolidation of Profit and Loss (“P/ L”) BC reports Ledger Reports function

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  DXC Technology

  Jun 2015 - Dec 2017

  Divisional Finance Manager- Healthcare Industry ANZ region (FP&A)

   Financial analyses including budgeting, trend analysis, forecasting, correcting, and financial modeling. Developing recommendations from information and results; and conducting additional analyses as appropriate Collecting budget, midyear forecast and other financial information; interpreting, summarizing and uploading the information to financial systems to provide information about profit and loss Analyzing budget, midyear forecast or other types of financial information and recommending corrections of any problems or inconsistencies to management Assisting in developing financial controls, procedures, systems, and forecasting techniques to evaluate contract/program status and ensure compliance with government and customer requirements Developing executive reports using database structures and end user interfaces to provide information to the appropriate personnel as needed Assisting departments in completion and understanding of, budgets and other financial analyses Preparing, analyzing, and publishing monthly financial rolling forecast with detail to appropriate management and the corporate office Qualification Institution University/Board Year of passing  Maintaining integrity of accounting and budgeting software systems by checking for errors and inconsistencies Show less

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  JPMorganChase

  Dec 2017 - now

  Responsibilities include:• Support production of monthly, quarterly senior level overviews which articulate CB total results with a focus on total balance sheet trend results, liquidity trends, net funding trends, quarterly NII results as well as the underlying business drivers • Support the monitoring and analysis of deposit balance trends across several dimensions, including business segment, product, region, and currency • Execute, monitor and maintain the current framework for identifying drivers of balance growth/attrition • Support the development of various analytical tools to help inform actionable decisions to support portfolio optimization • Work with data infrastructure teams to improve data delivery and dashboard tools for front office and finance/product teams• Guide and develop skills of junior team members. Ensure team resiliency through cross-training, documentation, and process. Critically assess all on-going workstreams to ensure process efficiency and control. Serve as primary filter on new requests and act as lead point of accountability for outgoing work from team. • Liaise, partner and build strong relationship with key stakeholders across P&A and sub line of business teams Show less Responsibilities include:Monitor and analyze deposit balance trends across several dimensions, including business segment, product, region, and currencyDevelop framework for identifying drivers of balance growth/attrition at the client level and help inform actionable decisions to support portfolio optimizationCommunicate drivers of deposit growth/attrition to a variety of audiences at all levels across CB and partner LOBs, including banking, product, and financeManage projects related to deposit balance trending, including working with data infrastructure teams to improve data delivery and dashboard tools for front office and finance/product teamsAd hoc analysis as needed Show less

  • Vice President CIB Treasury Liquidity Analytics

    Apr 2024 - now

  • Vice President - CB Treasury

    Jan 2023 - Oct 2024

  • AVP - Global Liquidity & Revenue Mgmt Analytics

    Feb 2020 - Jan 2023

  • Associate - Commercial Banking Deposit Analytics

    Dec 2017 - Jan 2020
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  JPMorganChase

  -

  Vice President CIB Treasury Liquidity Analytics