SANJAY PATEL

[email protected] • 917974524776 • Bengaluru
LinkedIn: in/sanjay-patel21

PROFESSIONAL SUMMARY

Experienced AVP with 12 years in financial services spanning Treasury Finance, FP&A and client pricing. Proven ability to lead cross-functional initiatives and drive data-backed insights. Proven record of preparing CFO-level presentations, driving forecasting processes (P&L, Balance Sheet, RWAs), and delivering high-quality insights to support strategic decision-making.

WORK EXPERIENCE

Assistant Vice President
09/2022 - Present
JP Morgan Chase
• Directed a team of six analysts, improving productivity by 16% and saving over 2,200 hours through process optimization and automation.
• Supported Treasury reporting by analyzing NII, non-NII, RWA movements and Balance Sheet drivers to provide CFO-level insights implementation and contribute in the Funding process.
• Prepared CFO-level presentations with detailed commentary on Treasury P&L and Balance Sheet movements to supportstrategic decision-making.
• Worked on FTP methodologies and allocation processes to ensure results were explainable and aligned with central Treasury teams.
• Partnered with Treasury, Liquidity and Capital teams to align forecasts with regulatory guardrails and group-level constraints.
• Designed and implemented an automated P&L dashboard, reducing reporting turnaround by 33% and publishing the results in Confluence page.
• Created a variance analysis framework for early error detection in revenue and expense trends, preventing errors in downstream systems.
Assistant Manager
09/2017 - 09/2022
State Street Corporation
• Built Pricing model by detailed analysis of potential revenue and forecast expense for Financial Services from the company.
• Created Base models & Templates as per requirement and made regular updates to be used by associates for various deals.
• Enhanced the models by creating the macros and periodical reviews to improve the process for reducing time and improving the quality.
• Collaborated with central team to consolidate and present the Revenue and Expenses forecast based on upcoming deals and renewed agreements.
• Performed back testing of Revenue and expense forecast to analyze the variance on actual vs predicted and suggesting the feedback accordingly.
Senior Analyst- Equity Research
05/2015 - 09/2017
Probe Equity Research Pvt Ltd
• Prepared research report comprising key findings and analysis for various unlisted and listed companies.
• Delivered comprehensive fundamental, business and financial analysis of companies in India.
• Conducted industry research and financial benchmark reports on various sectors like IT, BFSI, Pharma, Apparel etc.
• Analyzed business model and macro-economic factors to understand its impact on company's financial operations.
• Extensively worked on Bloomberg Database to extract key financial data for various companies and industries.
• Performed Credit profiling and credit appraisal of various Indian Companies.
Associate - Pricing and Company Research
04/2013 - 05/2015
HSBC Global Processing
• Prepared models to facilitate Pricing of various financial instruments through vendor source like Thomson Reuters and Bloomberg.
• Handled client queries with at most diligence.
• Migrated and integrated new tasks after getting trained from clients and counterpart team.
• Automated manual tasks and adapted macros to save time and improve quality.

EDUCATION

MBA/PGDM
01/2011 - 01/2013
SDM Institute for Management Development SDM IMDB
B.B.M
01/2008 - 01/2011
Alliance Business Academy ABALanguage

SKILLS

CERTIFICATIONS

Data Science
Great Learning - McCombs School of Business, US) - ongoing
SAS
Imarticus Learning