BHAKTI TANNA
Indore
Summary
Dynamic finance professional with extensive experience at Deutsche Bank, excelling in financial analysis and reporting. Proven track record in optimizing operational efficiency and delivering actionable insights. Skilled in stakeholder relationship, management dashboards, driving strategic initiatives and enhancing decision-making processes. Committed to achieving organizational goals through collaboration and analytical expertise.
Overview
14
14
years of professional experience
Work History
Associate
Deutsche Bank
Mumbai
09.2017 - Current
- Managed monthly operating cost reporting, forecasting, and risk analysis, ensuring timely and accurate information delivery.
- Conducted deep-dive analyses of financial costs, providing actionable recommendations for optimization.
- Reviewed financial data to assess performance and derive insights on operational efficiency.
- Delivered monthly summaries and detailed expense reports (P&L) to Business Unit owners, highlighting variance and trend analyses.
- Developed insights on key performance indicators, such as cost per FTE and utilization rates.
- Collaborated with Finance teams on ad hoc projects to meet organizational goals.
- Assisted management with MIS reporting, dashboards, and comprehensive cost analysis reports.
- Facilitated smooth transition for new International Operations sector amidst global challenges.
Senior Manager
Electronica Finance Limited
Pune
04.2016 - 08.2017
- Liaised with banks and financial institutions to secure short-term and long-term funding via loans and securitization.
- Conducted financial metrics, ratio analysis, and sensitivity analysis to support decision-making.
- Managed relationships with bankers and rating agencies to facilitate financing processes.
- Planned cash flow projections and cost analysis to optimize treasury management.
- Developed analytical reports, projections, MIS, and rating-related company data for internal use.
- Executed due diligence and coordinated audits for securitization and stock audit compliance.
- Ensured adherence to regulatory requirements related to banking operations.
- Supervised efforts to minimize financial costs while providing timely information for strategic initiatives.
Articled Assistant
RMR Shah & Co. Chartered Accountant | Kaloti & Lathiya Chartered Accountant
Pune
04.2011 - 09.2014
- Forecasted service tax liability monthly and quarterly for various entities in construction, real estate, and financial services.
- Led preparation and review of returns and challans while ensuring Cenvat credit availability.
- Conducted statutory audits and tax audits for multiple companies.
- Collaborated with team members on comprehensive statutory audit processes.
- Executed internal controls tests to evaluate compliance and efficiency.
- Prepared and filed tax returns for individuals, HUFs, trusts, and partnerships.
- Facilitated bank revenue audits, concurrent audits, and stock audits for hypermarket stores.
Education
CFA Level I -
Chartered Financial Analyst Institute
01-2018
Chartered Accountant -
ICAI
New Delhi01.2015
B. Com -
Sant Gadge Baba Amravati University
Maharashtra01.2013
12th -
Maharashtra State Board
Maharashtra01.2010
10th -
Maharashtra State Board
Maharashtra01.2008
Skills
- Financial Analysis and Reporting
- Variance Budgeting Planning
- Management Dashboards
- Stakeholder relationship
- Internal controls and audit compliance
- MS Office proficiency (Excel)
- SAP AO expertise
- GGL application knowledge
- Think-cell proficiency
- Introductory Tableau skills
- Team collaboration
- Cross-functional teamwork
Accomplishments
- Receiver of the Recognition Award for the transition of an entire new process and automating some parts of the reports single-handedly in 2024
- Recipient of the Name and Fame Winner Award at Deutsche Bank for managing the new process efficiently and effectively in 2022
- Receiver of the Recognition Award for the Automation of the Funding MIS report, 2019
- Aided in the first issue of commercial paper by Electronica Finance Limited, 2017
- Honored with the 'Pat on the Back Award' for processing the securitization transaction end to end in 2017
- Played a pivotal role, won the Best Article Writer Award, and presented papers at conventions, conferences, and sub-regional conferences conducted by the Board of Studies
- Received an award from Padma Shri T N. Manoharan Sir for the best committee member at the National Conference in Nagpur, 2010
- Recipient of the Gold Medal at the inter-state level in fire shooting, 2008-09
Extracurricular Activities
- Second position in Badminton at Deutsche bank internal competitions
- Committee member of LGBTQ group and member of Prayuj Fest team in Deutsche Bank
- Attended Four Weeks Residential Programme on ‘Professional Skills Development’ Course organized by Board of Studies at Centre of Excellence, ICAI, Hyderabad
- Recipient of Color Coat Holder in NCC at All India Thal Sainik Camp (TSC), 2009
Timeline
Associate
Deutsche Bank
09.2017 - Current
Senior Manager
Electronica Finance Limited
04.2016 - 08.2017
Articled Assistant
RMR Shah & Co. Chartered Accountant | Kaloti & Lathiya Chartered Accountant
04.2011 - 09.2014
CFA Level I -
Chartered Financial Analyst Institute
Chartered Accountant -
ICAI
B. Com -
Sant Gadge Baba Amravati University
12th -
Maharashtra State Board
10th -
Maharashtra State Board
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