Karishma Lalwani
Associate - Financial Planning & Analysis @JPMorganChase
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WORK HISTORY
Associate - Financial Planning & Analysis @JPMorganChase
Mumbai, IN
EDUCATION
Mulund College Of Commerce
Bachelor of Commerce, Business/Commerce, General
Carmel Convent Sr. Sec. School, Neemuch
HSC, Commerce, Maths
K J Somaiya Institute of Management
Master of Business Administration, International Business
ABOUT KARISHMA LALWANI
I am a dedicated finance professional working as an Associate in the Equities Financial Planning & Analysis (FP & A) team at J.P. Morgan. In this role, I focus on planning and forecasting business financials, transforming legacy financial accounting processes, and supporting business reviews for senior management.My career began in the Equities Product Control domain, where I developed expertise in financial reporting, balance sheet management, and month-end close processes. This foundational experience was built upon a robust academic background, including an MBA in International Business, complemented by various live projects, certifications, and internships spanning core finance areas such as Project Finance, Equity Research, and Private Equity.To further advance my proficiency, I successfully cleared CFA Level 1 in January 2025, underscoring my commitment to continuous learning and excellence in the finance sector.
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