Omkar S.

About Omkar S.

Global Financial Planning & Analysis Team - Treasury/Chief Investment Office and Strategic Investments.Responsible for managing the annual budget, mid-year forecast and capital stress processes on behalf of the business. Also manage the weekly forecast process and is a provider of critical MIS reports which go to senior management on a daily, weekly and monthly basis. Primary contact for interfacing with various Corporate Finance Groups such as firm wise P&A, RCMO and Investor Relations.Main Responsibilities* FX forecast & International Reporting of actual & forecast for Asia and EMEA Regions* Preparation of Monthly & Quarterly EMR’s (Executive Mgt. Report) & other Finance Reports for Higher Management.* CCAR, ICCAP, Budget and Risk Appetite scenario cycles as per regulatory requirements* Private Investments - Balance sheet and Revenue forecast.* Publishing SI Variance Tracker for comparison between actuals Vs estimate on critical business days (BDs.)* Preparation of daily/weekly/monthly Business Analysis report providing trend analysis and variance analysis with commentary* Preparing RWA (Risk weighted Asset) Projections report for Private Investment business having actual & forecast numbers* Submitting Pre-Provisioned Net Revenue report quarterly as per Fed requirement for filing Y-9C report* EMEA expense pack for headcount reporting* Generate various reports analysis that provide management with information on trends, major movements and monthly/quarterly revenue and expense segmentation report with several other key measures with commentaryPreviously:J.P.Morgan: Finance and Risk CFO TeamLiaise with members of Risk Reporting/Risk Management, Finance, and Treasury to establish reporting requirements and develop the tools, analysis and reporting necessary to proactively identify and manage risk with respect to portfolios and products, and continuously update the reporting process to reflect the current business structure.J.P. Morgan: Financial Reference TeamFRD creates and manages the common, structured data elements that are leveraged across JPMorgan Chase to enable interpretation of all financial and non-financial transactions for the purposes of management and legal processing and reporting.Business Analytics Skills: Data Analytics, Python, R, Machine Learning, Time Series forecasting, Data mining, Predictive modeling, Data Visualization, Tableau, Hadoop, Apache, Hive, Spark, Big Data Analytics.

Experience

1. Associate Vice President

   JPMorganChase

   Jan 2024 — Present

   Treasury & CIO - Global Financial Planning and Analysis TeamResponsible for managing the annual budget, mid-year forecast and capital stress processes on behalf of the business. The group also manages the weekly forecast process and is a provider of critical MIS reports which go to senior management on a daily, weekly and monthly basis. P&A is also the primary contact for interfacing with various Corporate Finance Groups such as firm wise P&A, RCMO and Investor Relations.Main Responsibilities* FX forecast & International Reporting of Plan, actual & forecast for Asia and EMEA Regions* Preparation of Monthly & Quarterly EMR’s (Executive Mgt. Report) & other Finance Reports for Higher Management.* CCAR, ICCAP and Risk Appetite scenario cycles as per regulatory requirements* Preparation of daily/weekly/monthly Business Analysis report providing trend analysis and variance analysis with commentary* Generate various analysis that provide management with information on trends, major movements and monthly/quarterly revenue and expense segmentation report with several other key measures with commentary* Responsible for Strategic Investments business - Balance sheet, Revenue & RWA.* Revenue, expense, balance sheet and capital actuals and forecasting* Expense & headcount reporting and managementPreviously:J.P.Morgan: Finance and Risk CFO TeamLiaise with members of Risk Reporting/Risk Management, Finance, and Treasury to establish reporting requirements and develop the tools, analysis and reporting necessary to proactively identify and manage risk with respect to portfolios and products, and continuously update the reporting process to reflect the current business structure.J.P. Morgan: Financial Reference TeamFRD creates and manages the common, structured data elements that are leveraged across JPMorgan Chase to enable interpretation of all financial and non-financial transactions for the purposes of management and legal processing and reporting.

Education

• Texas McCombs School of Business

  PGPBA, Business Analytics

• Great Lakes Institute of Management

  PGPBA, Business Analytics

• University of Mumbai

  M.com, Business Management

• AIMS

  Master's degree, Finance, General

• Sydenham Institute of Management Studies, Research and Entrepreneurship Education

  Bachelor’s Degree, Banking and Insurance