Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Madhu Harpalani

Chartered Accountant | CFA L1
Mumbai, India,MH

Summary

An enthusiastic Finance Professional with 6 years of working experience in FP&A and Finance Business Partnering with focus on Europe & Middle East region of BFSI & IT sector. Skilled in Financial Planning, Reporting and Analytics and well versed with MS Office, Hyperion, Tableau & Bloomberg.

Overview

6
6
years of professional experience
1
1
Language

Work History

AVP, FP&A - BS/Treasury

Citi
09.2022 - Current
  • Leading 3-year annual planning and quarterly forward-looking forecast activities for Liquidity/Deposits business of Citi Bank across EMEA region involving 55 countries.
  • Developed comprehensive reports and presentations for Board meetings, including financal summaries, strategic plans and performance metrics.
  • Assisting group CFO with key insights and data analysis to support strategic decisions and recommendations.
  • With a focus on reviewing financial performance, tracking actuals, analyzing variances and providing key insights on a monthly basis enabling senior management to take actions on revenue targets, expense discipline and risk optimization.
  • Conducting macro economic variable analysis on a quarterly basis for the business to focus on factors impacting business which helps with better review during forward-looking financial outlook process.
  • Developed forecasting model for Citi's Deposit business for EMEA region, providing a comprehensive analysis; accounting for conversion ratios, deal phases and revenues.
  • Created automated reporting dashboards saving manual efforts by 10 hours per month and improving turnaround time.
  • Strengthened internal controls through regular testing, identification of gaps, and implementation of corrective actions as needed.

Senior Analyst, FP&A

Accenture
07.2019 - 09.2022
  • Provided value-added financial management, analysis, and advice to client engagement teams to maximize the profitability of engagements.
  • Streamlined financial reporting processes by automating data extraction and consolidation tasks.
  • Analyzed records of present and past operations, trends and costs and estimated and realized revenues to project future revenues and expenses.
  • Identified cost-saving opportunities by conducting in-depth expense reviews and recommending actionable solutions.

Education

Chartered Accountancy (ICAI)
04.2001 -

CFA - L1 Cleared
04.2001 -

Masters of Commerce (Mumbai University)
04.2001 -

Bachelors of Commerce (H.R College)
04.2001 -

Skills

- Skilled in financial planning and analysis.

- Strong communication and presentation skills.

- Collaborative team player with leadership skills.

- Building and sustaining stakeholder connections.

Accomplishments

  • Awarded employee of the month at Citi - Platinum/Gold awards received (Dec'22, Jun'23, Sep'23, Jan'24, Jun'24, Sep'24, Dec'24 Mar'25)
  • Created comprehensive Net Interest Margin (NIM) Analysis to advise senior management on impact of currency/interest rates fluctuation in 2025 on profitability. Highlighting risk of $14Mn in declining rate environment
  • Led digital transformation to automate 50% reporting activities by developing dashboards in Excel and Tableau with help of Technology team.
  • Achieved 120 hours of saves per year and 35% increase in efficiency by eliminating redundant financial processes and transitioning to existing processes to Citi's next-generation finance architecture.

Timeline

AVP, FP&A - BS/Treasury

Citi
09.2022 - Current

Senior Analyst, FP&A

Accenture
07.2019 - 09.2022

Chartered Accountancy (ICAI)
04.2001 -

CFA - L1 Cleared
04.2001 -

Masters of Commerce (Mumbai University)
04.2001 -

Bachelors of Commerce (H.R College)
04.2001 -

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Madhu Harpalani Chartered Accountant | CFA L1