Global Markets Lead for FP&A and CCAR

An initiative under the Citi CEO’s Execution 2.0 Priorities – Performance Management - Client Reporting. Role involved liaising with all Business units and finance leaders to develop a standard framework (model) of allocating externally disclosed expenses to all Corporate and Investor Clients through a series of methodologies- The resultant model resulted into a standard reporting format for all Country CEO’s / Business heads as a useful tool to manage client relationships across… Show more An initiative under the Citi CEO’s Execution 2.0 Priorities – Performance Management - Client Reporting. Role involved liaising with all Business units and finance leaders to develop a standard framework (model) of allocating externally disclosed expenses to all Corporate and Investor Clients through a series of methodologies- The resultant model resulted into a standard reporting format for all Country CEO’s / Business heads as a useful tool to manage client relationships across products and countries Show less

 Leading the analysis of financials for all planning dimensions: Outlooks, Forecasts, Annual Plan, and manage the preparation of key senior financial executive presentations for CEO/CFO and Operating Committee Actively engaged in the monthly / quarterly close process, in partnership with Corporate Reporting, Business Controllers and Tax Leading ad-hoc analytics on themes that arise at senior management's request or through proactive research of potential issues  Partner with the… Show more  Leading the analysis of financials for all planning dimensions: Outlooks, Forecasts, Annual Plan, and manage the preparation of key senior financial executive presentations for CEO/CFO and Operating Committee Actively engaged in the monthly / quarterly close process, in partnership with Corporate Reporting, Business Controllers and Tax Leading ad-hoc analytics on themes that arise at senior management's request or through proactive research of potential issues  Partner with the Decision Support team to deliver the content, analysis and thought leadership for key strategic projects led by regional senior management (e.g. reviews and other engagement with senior management in London, New York, Region wide review of client footprint and coverage, Quarterly Pre-Earnings presentation to Citi CFO) Actively manage the standardization initiative for EMEA wide Management Reporting Show less

Part of the Pilot team to set up Centre of Excellence for the Planning & Analysis Function at Citigroup

− Preparation of 3 year Strategy & Annual Operating Plan − Quarterly business reviews (QBR): Preparing QBR presentations for the regional and product heads providing Trend Analysis and Commentary on the same.− Preparation of Quarterly earnings release (ER) data to the external audience− Weekly Report on key financials and business metrics for Senior Management review.− Pipeline Analysis: Analysis of the future deals in pipeline (sales & cancels) to be able to… Show more − Preparation of 3 year Strategy & Annual Operating Plan − Quarterly business reviews (QBR): Preparing QBR presentations for the regional and product heads providing Trend Analysis and Commentary on the same.− Preparation of Quarterly earnings release (ER) data to the external audience− Weekly Report on key financials and business metrics for Senior Management review.− Pipeline Analysis: Analysis of the future deals in pipeline (sales & cancels) to be able to use this information for forecasting future revenues of the company. Show less

Management ReportingCompile and analyze financials, profitability reports at both corporate as well as business unit level for management reportingCompiling presentation for the Monthly Operational Review Participate in monthly management reviews of each of the business units and corporate review with the Senior ManagementFinalize Cost & Revenue Accruals post review with each SBUComparing BU-level costs/revenue to identify areas of concern in meeting corporate… Show more Management ReportingCompile and analyze financials, profitability reports at both corporate as well as business unit level for management reportingCompiling presentation for the Monthly Operational Review Participate in monthly management reviews of each of the business units and corporate review with the Senior ManagementFinalize Cost & Revenue Accruals post review with each SBUComparing BU-level costs/revenue to identify areas of concern in meeting corporate targetsParticipate in weekly client calls from Invoicing and Receivables perspectiveQuarterly AuditsSegment Reporting of Revenue and Costs for USGAAP and IGAAP to consolidate at parent company (TCS) levelHandling Quarterly Audits for Revenue and Cost Show less

Profile briefly comprised of:Analysis of Cost and Revenue Variances and reporting to the Senior ManagementProfitability Reports based on various regions/segments/cluster and present to the Cluster HeadsHandling the Migrations of New Projects - co-ordinating with the Businesss Development Team to finalize the Service Level Agreement and Pricing Policies.