Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Yashvvi Jangid

Seattle,WA

Summary

Detail-oriented professional with analytical thinking having four years of post-qualification experience in financial analysis. Seeking a dynamic and challenging environment allowing to showcase possessed skills and contribute to the growth of the organization.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

Citibank
08.2022 - 12.2023
  • Driving the preparation of Citi's PBWM division's expense annual 5-year operating plans, mid-year re-forecasts and monthly outlooks in partnership with segment, business and country FP&A teams.
  • Preparing various analytics in support of CEO/CFO reviews including business initiatives.
  • Production of monthly management reports, flash results and business decks (by region and by product) to provide insights on financial performance of bank.
  • Working closely with different finance heads and BU stakeholders to understand key expense drivers of organization to facilitate preparation of expense and its associated drivers analysis reports for senior management.
  • As a part of Citi's tools & process workgroup, collaborated with cross-functional teams to drive process improvements and increase operational efficiency.

Senior Financial Analyst

Deutsche Bank Group
01.2020 - 07.2022
  • Lead financial planning and analysis activities, including preparation of flash, forecast and 3-year operating plan in alignment with corporate objectives and financial targets of Leverage (in accordance with CRDIV norms) for Deutsche Bank's CRU division.
  • Prepared monthly reports and presentations for senior leadership, providing insights into key performance metrics and trends in Leverage.
  • Led process improvement initiatives to streamline financial reporting processes, resulting in 10% reduction in reporting time.
  • Delivered exhaustive commentaries in financial line items between various forward looking cycles and identified trends for those above as part of SOX reporting.
  • Monitored and analyzed Leverage against flash, forecast and operating plan, identifying variances and recommending corrective actions.
  • Reported and attested income statement, PPNR and IFRS for CRU America's CCAR regulatory requirement.

Education

Chartered Accountant (Finance and Accounting) -

The Institute of Chartered Accountants of India
Mumbai, MH
05.2019

Bachelor of Commerce (Finance and Accounting) -

University of Mumbai
Mumbai, MH
04.2017

Skills

  • Proficient in MS Office (Word, Excel, PowerPoint)Outlook, Tableau, Cognos TM1, SAP ERP, QlikView, Power BI, Hyperion Essbase and MicroStrategy
  • Advanced financial analysis, Excellent attention to detail, Superior time management, Analysing performance, Forecasting trends, KPI Monitoring and Variance reporting

Certification

  • Financial Risk Manager (FRM) Part 1 certified in first attempt in Aug 2023.
  • Financial Risk Manager (FRM) Part 2 (in progress).
  • Financial Modelling and Valuation certificate issued by Udemy in Dec 2019.

Accomplishments

  • Received Gratitude award from Citi Bank for outstanding performance and analysis of expenses of PBWM Finance division.
  • Received Name & Fame award from Deutsche Bank's Finance India Leadership for critical deep dive analysis on leverage allocations which CRU receives from its partner business/divisions.
  • Received Recognition award from Deutsche Bank for outstanding performance and contribution as a fresher in 2020.

Timeline

Senior Financial Analyst

Citibank
08.2022 - 12.2023

Senior Financial Analyst

Deutsche Bank Group
01.2020 - 07.2022

Chartered Accountant (Finance and Accounting) -

The Institute of Chartered Accountants of India

Bachelor of Commerce (Finance and Accounting) -

University of Mumbai

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Yashvvi Jangid