SAMIKA VANZAR
Chartered Accountant
Toronto,ON
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
7
7
Years of experience into Finance profile
Work History
Associate
J.P. Morgan Services India Pvt Ltd
Mumbai, MH
01.2019 - 02.2023
- Conceptualizing models for ease of calculating revenues based on internal (client deposit amount, client nature of deposit) and external factors (market driven LIBOR and SOFR rates, Fed Fund rates)
- Performed detailed analysis supporting executive management in understanding business unit performance
- Worked very closely with all levels of management to ensure integrity in financial planning function
- Assisted management with strategic initiatives with respect to on boarding of new clients
- Generated sales reports and presentations for senior management
Analyst
J.P. Morgan Services India Pvt Ltd
Mumbai, MH
11.2015 - 01.2019
- Led planning and forecasting activities to ensure proper recording of annual budget plans and forecasts in planning application system related to business of Transaction Services
- Reviewed and analyzed financial results and trends; documented cost allocation and assignment methodologies
- Undertook assignment of revenue & expenses and translated profitability results into actionable items for finance & businesses
Manager
Kotak Mahindra Bank, Kotak Mahindra
Mumbai, MH
03.2013 - 11.2015
- Examined risks associated with various activities of CPC operations and accordingly implemented controls - manual or system based to overcome risk o Administered different audits taking place in retail operations unit
- Analyzed observations raised by auditors and provided solution on basis of appropriate evidence and clarifications (Internal Audit, FEMA Audit and NR Audit)
- Contributed in area of product designing of various products introduced by banks
Article Assistant
KM Shah & Associates
Mumbai, MH
08.2008 - 01.2012
- Managed various Statutory Audits of Private Limited Companies and Nationalized Bank (Oriental Bank of Commerce) and performed Stock Audit of branches of Zoroastrian Co-op Bank
- Balance Sheet, Profit and Loss Account, accompanies schedules for returns filed for non- individual entities and companies and generated cash flow statements
- Verified Bank Reconciliation statements, i.e ascertained reasons for differences between bank balance as per company's book and bank balance as per bank statement
Education
Chartered Accountant -
Institute of Chartered Accountants of India
Mumbai, India 06.2008 - 01.2013
Bachelors of Commerce - Commerce
Narsee Monjee College of Commerce
Mumbai, India 06.2008 - 01.2011
Skills
Variance analysis
Financial modeling
Forecasting & Budgeting
Financial Reporting
Business Management
Timeline
Associate
J.P. Morgan Services India Pvt Ltd
01.2019 - 02.2023
Analyst
J.P. Morgan Services India Pvt Ltd
11.2015 - 01.2019
Manager
Kotak Mahindra Bank, Kotak Mahindra
03.2013 - 11.2015
Article Assistant
KM Shah & Associates
08.2008 - 01.2012
Chartered Accountant -
Institute of Chartered Accountants of India
06.2008 - 01.2013
Bachelors of Commerce - Commerce
Narsee Monjee College of Commerce
06.2008 - 01.2011