HARSH MELANI
Indore
Summary
MBA in finance and CFA Level 3 cleared professional with specialization in financial analytics. Demonstrated success in investment and retail banking, emphasizing financial planning, forecasting, and variance analysis. Proficient in data visualization tools such as Tableau and KNIME. Focused on leveraging analytical skills to drive organizational profitability and meet business goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate in Financial Planning and Analysis
Citi Bank (CSIPL)
Mumbai
08.2022 - 05.2025
- Guided execution of financial planning and analysis strategies to enhance executive decision-making. Executed multiyear plans across 15+ APAC geographies for Treasury and Trade Solutions & Securities services.
- Contributed to CCAR/QMMF modeling for deposits, identifying key market variables affecting revenues. Conducted variance analysis on products, evaluating client behavior impacts on deposits under various scenarios.
- Performed timely variance analysis, assessing trends in deposits through Macroeconomic variables to optimize net interest income. Analyzed revenue metrics including interest rate scenarios and client profitability for strategic insights.
- Developed a global client analytics model using Tableau, KNIME, and Power Pivot to refine pricing strategies.
Senior Analyst in Product Control
Barclays Investment Bank (BGSC)
10.2021 - 08.2022
- Managed EMEA business for the Structured Credit team in the product control domain, covering financial books like derivatives, Repo, Swaps, and Accruals.
- Produced daily desk P&L, including commentaries, trade investigations, and managing flash/formal differences.
- Ensured a strong internal control environment, reviewing key controls, FOBOs, trade adjustments, and trade amendments.
- Monitored trader mandates, loss thresholds, and back-testing submissions, while addressing ad-hoc queries from traders and infrastructure teams.
Assistant Manager in Branch Banking Department, Head Office
Federal Bank
Mumbai
05.2019 - 10.2021
- Analyzed business performance for Branch Banking department, including financial budgeting and strategic planning across all zones.
- Coordinated with Planning, Credit, and Inspection departments to monitor performance metrics like deposits and advances.
- Collaborated with Risk Management team to evaluate high-value credit proposals and support credit monitoring efforts.
- Served as Executive Assistant to Regional Head, overseeing operations of 38 branches in Chennai Region for one year.
Education
PGP - MBA -
Institute for Financial Management and Research (IFMRGSB)
Chennai03.2019
BBA - Bachelor of Business Administration
NAEMD
Mumbai04.2017
12th -
Shree Vaishnav Academy
Indore03.2014
Skills
- Financial analytics and budgeting
- Forecasting techniques and variance analysis
- Data visualization and reporting
- Tableau and KNIME proficiency
Certification
- CFA Institute: CFA Level 3 Passed, 04/2025
- CFA Institute: CFA Level 2 Passed, 07/2024
- CFA Institute: CFA Level 1 Passed, 02/2022
- Udemy: Master Course in Tableau for Business Intelligence
- IIBF: JAIIB
- IIBF: Risk Management in Financial Services (L1)
- IIBF: Certified Credit Professional,
- IIBF: Certified Treasury Professional
- NISM: Series I - Currency Derivatives,
- NISM: Series V - Depository Operations
- NISM: Series VI - Mutual Fund Distributors
Extra Curriculars
- Received recognition and appreciation from the FP&A head at Citi for creating the Global Client Analytics Model using Tableau and Power Pivot/Query.
- Completed Portfolio Construction & Analyst skills training module by CFA Institute.
- Interned at Motilal Oswal Financial Services Ltd. for 2 months in the Year 2018. Responsible for Acquiring channel partners for Private Equity, PMS & Mutual Funds related products.
Language
English, Hindi, Sindhi
Interests
Cricket, Swimming, Badminton, Chess, Travelling, Reading
Timeline
Associate in Financial Planning and Analysis
Citi Bank (CSIPL)
08.2022 - 05.2025
Senior Analyst in Product Control
Barclays Investment Bank (BGSC)
10.2021 - 08.2022
Assistant Manager in Branch Banking Department, Head Office
Federal Bank
05.2019 - 10.2021
PGP - MBA -
Institute for Financial Management and Research (IFMRGSB)
BBA - Bachelor of Business Administration
NAEMD
12th -
Shree Vaishnav Academy
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