Prerak Bakliwal
Executive Director at JPMorgan Chase & Co. | Ex-Goldman | Chartered Accountant and CFA L3
- Role
- Executive Director at JPMorganChase
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Prerak Bakliwal
Highly skilled and experienced in complex business analytics, product strategy, tech enabled automation and transformation, financial reporting, and running internal consulting projects for business leaders and industry stalwart.
Experience
Executive Director
Jan 2026 — Present · NY, US
Product Director - Data Solutions & Analytics Lead for Securities Services - F & BM
Education
Maharshi Dayanand Sarswati University
Bachelor's Degree, Banking and Financial Management, Economics, Business Management, Accountancy
2011 — 2014
ACCA
Diploma in International Financial Reporting Standards, International Financial Reporting
2014 — 2014
The Institute of Chartered Accountants of India
CA, Chartered Accountancy
2011 — 2015
CFA Institute
CFA Level 3 Candidate, Finance and Financial Management Services
2016 — 2017
St. Stephen's Sr. Sec. School, Ajmer
High School, Commerce (with Mathematics and Economics)
2009 — 2011
Skills
- Public Speaking
- Finance
- Creative Writing
- Indirect Taxation
- Website Development
- Ifrs
- Internal Controls
- Financial Modeling
- Management
- Analysis
- Cost Variance Analysis
- Financial Accounting
- Income Tax
- Internal Audit
- Corporate Branding
- Accounting
- Microsoft Office
- Tax
- Erp Planning
- Financial Reporting
- Account Reconciliation
- Investment Advisory
- Auditing
- Financial Analysis
- Microsoft Word
- Strategic Planning
- Corporate Finance
- Erp Development
- Financial Planning
- Editing
- Powerpoint
- Microsoft Excel
- Mis
- Inventory Management
- Cost Reduction Analysis
- Research
- Risk Management
- Management Accounting
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