Chintan Sanghvi

• Growth Path (Nov 2015-Present): Analyst > Senior Analyst > Associate > Associate Vice President (Jan'21-Present)

Current Process: Financial Planning & Analysis

Key Result Areas:

• Led end-to-end FP&A cycles —annual budgets, monthly forecasts, outlooks, and actuals reviews—while preparing CFO- and Executive-level management reporting, business review decks, and scenario-driven financial insights
• Produced forward-looking financial outputs including forecasts, mid-quarter estimates, business plans, variance analysis, and KPI dashboards by analyzing internal performance, industry trends, and competitor benchmarks (incl. Coalition submissions)
• Reviewed and challenged forecasts with Business Managers , ensuring accuracy, transparency and alignment with strategic priorities; oversaw headcount planning , staffing forecasts and key performance drivers supporting senior leadership decisions
• Enhanced FP&A processes and data quality by driving digital transformation including Tableau Dashboard, implementing data-driven decision frameworks, streamlining workflows, and collaborating cross-functionally to strengthen planning discipline, controls, and MI reliability
• Provided leadership and SME support through mentoring analysts, promoting continuous learning, fostering a collaborative culture, and consistently delivering high-quality, time-critical analysis with strong judgment and independence

Achievement / Highlights:

• Delivered $1MM cost savings through strong attention to detail
• Awarded Q2 '25 Excellence for dashboard creation
• Earned Employee of the Month early and contributed to Team of the Year wins (2016–17)

• Process: Fixed Income Product Control (T+1 P&L)

Key Result Areas:

• Prepared and reviewed daily Profit and Loss (P&L) and P&L explanations for the Emerging Markets (EM) and FX business including products like Corporate Bonds, Swaps, FX, Futures, Options
• Reviewed daily position/P&L reconciliations performed by operations and ensured the differences are explained and adjusted. Prepared and reported P&L reconciliations for Asia and London region on strict timeline basis
• Interacted with various groups across the firm including, but not limited to trading desk, operations, technology

• Process: Fund Accounting Department

Key Result Areas:

• Oversaw daily and monthly NAV calculations for equity and fixed-income portfolios, ensuring valuation accuracy, timely delivery, and adherence to governance and control standards.
• Directed the review and processing of corporate actions, assessed financial impact on NAV, led reconciliations of fund NAV, book values, and accounting returns against system analytics and custodian data.
• Led end-to-end NAV and asset reconciliation processes, investigated and resolved valuation breaks, and strengthened control frameworks to maintain reporting integrity and audit-ready documentation.

• Process: NRI Broking Customer Service

Key Result Areas:

• Assisted Senior Manager for preparation of drafts, maintained & reported files of NRI pending funds pay-out within time and created innovative solutions for reduction in repeat E-mails and providing first time resolutions
• Consulted internal departments like Compliance, Operations, Risk team and other teams for the best possible solution
• Enhanced customer satisfaction by efficiently resolving customer service issues using company processes and policies and provided updates to customers.

GPA: 74.28%