Pooja Chaplot, Ca Email & Phone Number

I am a business strategy and financial planning & analysis manager with over 8 years of experience in the financial industry, and a chartered accountant by qualification. I have a proven track record of developing and managing multi-million dollar budgets, financial models, and strategic plans that help organizations make informed decisions and achieve their goals.In my most recent role at IDFC FIRST Bank, I worked with the Wholesale Banking team to develop and forecast annual/monthly budgets, prepare financial models, identify cost improvement changes, implement productivity benchmarks, and automate client onboarding processes that resulted in significant savings and efficiency gains. I also prepared and presented strategic presentations for various internal and external stakeholders, and analyzed quarterly financials and market trends. Previously, at Edelweiss, I collaborated with cross-functional teams to launch a successful value chain finance product that captured a $2,000MM market opportunity and increased the loan portfolio by 35%. I am passionate about helping organizations optimize their operations and achieve their financial objectives, and I am always eager to learn and improve my skills and knowledge. I have a strong financial acumen and analytical skills, and I am proficient in Ad Hoc Analysis, Corporate Strategy, and Executive Presentations. I am excited to leverage my expertise and experience to drive growth and performance for any organization in the financial services/fin-tech industry.