Karan Jitendra Ghelani

About Karan Jitendra Ghelani

Hi! I’m Karan Ghelani, a Chartered Accountant and CFA candidate deeply rooted in the world of financial valuation, risk governance, and analytical modeling. For me, finance isn\'t just about numbers—it\'s about uncovering meaningful insights hidden within them.Over the last 7+ years, I\'ve specialized in valuation control and financial analytics, managing substantial portfolios in structured finance and derivatives at JP Morgan Chase. Valuation excites me; it demands precision, judgment, and a sharp understanding of complex financial instruments. Navigating IFRS, US GAAP, and FAS 107 standards, I’ve built a reputation for clarity, accuracy, and reliable governance.Now, while finance is my core, automation and technology are my energizing passion—the thrill that adds a spark to my professional journey. I see automation as an exciting puzzle, a stimulating challenge I love solving. By integrating Python, SQL, Alteryx, Databricks, and Excel VBA into my workflows, I\'ve enhanced processes, streamlined operations, and achieved efficiency gains of up to 60%. For me, automating isn’t merely about efficiency—it\'s about creatively tackling problems and freeing up time to dive deeper into strategic analysis.I’m a firm believer in turning complex financial data into clear, actionable narratives. With visualization tools like Power BI and Tableau, I bridge the gap between numbers and strategy, ensuring insights aren\'t just understood but acted upon. Finance becomes impactful only when it tells a compelling story, and that\'s exactly what I strive to deliver.Mentorship is another important part of who I am. Helping team members grow professionally, encouraging curiosity, and fostering collaboration brings me tremendous satisfaction. The best teams aren’t just skilled; they’re also motivated by curiosity, creativity, and a shared sense of purpose.Outside work, you’ll find me exploring fintech trends, advancing through CFA material, or simply appreciating the intricate beauty of a balanced financial model. Finance is, after all, an elegant blend of logic and creativity, science and art.As I look ahead, my goal is clear: continue excelling in financial valuation and analysis, enhance strategic decision-making, and embrace automation as a powerful tool for solving meaningful problems.I’m always open to insightful conversations, collaboration opportunities, or even just a good chat about the future of finance and technology.Thanks for stopping by—I’d love to connect! Let’s connect and innovate together!

Experience

1. Associate Financial Planning & Analysis

   JPMorganChase

   Dec 2025 — Present · Mumbai, IN

   Owned budgeting and forecasting for the Rates business, covering headcount, compensation, trader costs, and revenue, with detailed monthly and quarterly variance analysis against plan, prior forecast, and actuals.• Managed headcount planning and cost tracking for front-office trading desks, including joiners/leavers, compensation run-rate, and cost allocations, ensuring alignment between business strategy and financial plans.• Performed revenue and expense analysis for the Rates trading business, identifying key drivers, explaining forecast variances, and supporting management decision-making with clear, data-backed insights.• Prepared management reporting and presentations for senior stakeholders, translating complex financial data into clear summaries covering performance, risks, and outlook for Operating Committee–level discussions.• Built and maintained financial models (recurring and ad-hoc) to support budgeting, forecasting, and scenario analysis, with strong ownership of assumptions, data accuracy, and controls.• Automated reporting and analysis workflows using advanced Excel, macros, and structured data checks, reducing manual effort, improving turnaround time, and increasing consistency across forecasts and management packs.• Partnered closely with Firmwide P&A, Functional Finance, and business stakeholders to ensure timely, accurate delivery of forecasts, ad-hoc analyses, and responses to senior management requests.

Education

• The Institute of Chartered Accountants of India

  Chartered Accountant

  2017 — 2020

• The Institute of Chartered Accountants of India

  Chartered Accountant