Sumit Dubey, ACA

Experience

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  S S Joshi and Associates

  Sept 2015 - Feb 2019

  Article Trainee

  ▪ Interacted directly with government officials in Sales and Goods and Service Tax, enhancing knowledge and skills in assessment and appeal procedures.▪ Ensured compliance with regulations and standards by managing tax and statutory audit tasks for 20-25 private limited companies and partnership firms.

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  Morgan Stanley

  Jul 2019 - Apr 2022

  Analyst - Fixed Income

  ▪ Conducted month-end investigations to reconcile differences between general ledger and sub-ledger, finalizing Net Revenue and Expense accounts.▪ Implemented VBA macros to send daily deliverables to stakeholders, resulting in an annual time savings of 85 hours.▪ Provided daily commentaries on P&L movements, guaranteeing alignment of key market drivers with risk exposures.▪ Monitored trader activities including cancellations, re-bookings, and backdated bookings, ensuring business justification.▪ Resolved queries and breaks promptly by collaborating with regional teams, operations team, valuation team, and traders. Show less

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  JPMorganChase

  Jan 2023 - Aug 2023

  Analyst - Securities Services

  Successfully predicted Net Interest Income for the Securities Services team amidst a challenging rate hike environment and bank runs, with a variance of less than $1 million.

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  Boston College Carroll School of Management

  Aug 2023 - now

  Research Assistant

  Working as a Research Assistant to Prof. Thomas Chemmanur assisting him with his paper on, "Management Quality, certification and initial public offerings" and "Management Quality and Anti-takeover provisions"