Summary
Overview
Work History
Education
Skills
Websites
Achievements
Languages
Hobbies and Interests
Timeline
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Harsh Jain

Mumbai

Summary

An Independent and Result oriented Finance Professional excellent at juggling multiple tasks and working under pressure. Seeking to leverage my comprehensive skill set to contribute to the success and profitability of a forward-thinking organization.

Overview

8
8
years of professional experience

Work History

Assistant Manager, Financial Planning & Analysis

Citigroup
10.2022 - Current
  • Detailed understanding of Citi Treasury and Trade Solution products and its business performance at Global level comprising all geographies
  • Provided analytical and technical support for forecasting process and monthly/quarterly management discussion and presentations highlighting key movers and opportunities
  • Supporting business leadership team by providing timely client analytics reports and highlighting key movers along with any ad-hoc requests
  • Engaged in developing monthly revenue estimate file considering all the Risks & Opportunities as well as other Inputs like Day count impact, One timers etc. so as to review and challenge regions as well as Product LFOs once the actuals started flowing in system.
  • Initiated and developed quarterly reporting of TCE so as to give senior stakeholders a view of overall TTS TCE and underlying drivers driving increase or decrease on QoQ basis
  • Collaborated and supported Onshore partners for having a structured framework for RWA monthly analysis and the underlying drivers driving that change over MoM and other historical and forward looking scenarios.
  • Engaged in Automation of several time consuming reports to ensure accuracy, timeliness of reporting and Rationalization and reduction of End User Computing (EUCs) for cost control and optimization.

Senior Associate

BSR & Co. LLP (KPMG India)
08.2020 - 10.2022
  • Part of Core team in USGAAP Audit and independently performed procedures around USGAAP disclosures to be incorporated in Form 20F
  • Conducted process walkthrough and substantive procedures around Loans and Advances area and gained an understanding about the methodology implemented by Bank and tested controls around the same
  • Performed control testing and substantive procedures as part of specified audit procedures received from Bank's foreign branch and subsidiaries for their local GAAP reporting
  • Conducted process walkthrough of allocated allowance, gained an understanding about the methodology implemented by Bank and its compliance with relevant ASCs and tested controls around it
  • Performed Substantive Analytical Procedures over Interest Income including building an expectation to arrive at Expected Interest income and compare with it the Actual Interest Income and investigate variances.

Team Leader & Intern

M.L. BHUWANIA AND CO LLP
01.2016 - 01.2019
  • As part of statutory audit team, obtained understanding of various treasury products such as investments, forward & derivative contracts, borrowing and lending.
  • Performed branch audits including process understanding and performing test of controls of key products
  • Conducted statutory audit, tax audit and limited review of various listed clients and part of core team in performing special assignments.

Education

Chartered Accountant -

The Institute of Chartered Accountants of India
05.2019

Master of Commerce: Business Administration -

MDS University
03.2019

Skills

    IT Skills

  • MS Office (Excel, Word and Power Point)
  • KNIME
  • Hyperion
  • Power BI
  • Skill Highlights

  • Financial Planning & Analysis
  • Accounting & Auditing
  • Automation & Standardization
  • Variance & Trend Analysis
  • Business & Client Analytics

Achievements

  • Awarded Silver Award in Citi within 6 months of Joining.
  • Received Positive Feedback from onshore partners during Mid year reviews.
  • Fast Track Promotion in KPMG from Associate to Senior Associate within span of 1 year.
  • Awarded with SPOT award at KPMG.

Languages

English
Hindi

Hobbies and Interests

  • Playing Basketball and Table Tennis
  • Reading Political Insights

Timeline

Assistant Manager, Financial Planning & Analysis

Citigroup
10.2022 - Current

Senior Associate

BSR & Co. LLP (KPMG India)
08.2020 - 10.2022

Team Leader & Intern

M.L. BHUWANIA AND CO LLP
01.2016 - 01.2019

Chartered Accountant -

The Institute of Chartered Accountants of India

Master of Commerce: Business Administration -

MDS University
Harsh Jain