Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Raj Jani

Chartered Accountant & Chartered Financial Analyst
Mumbai

Summary

With a distinguished background as a Chartered Financial Analyst (CFA) and Chartered Accountant, complemented by an All India Rank holder status, I bring nearly a decade of expertise to the financial services sector. My focus on Financial Planning & Analysis (FP&A) and Management Reporting is underscored by hands-on experience in Digitization & Data Transformation, utilizing cutting-edge tools such as Tableau, Power BI, and KNIME. Navigating the global financial landscape, I have successfully managed senior stakeholder relationships across prominent hubs including Hong Kong, London, and New York. A testament to my international recognition is the nomination for a month-long forecasting assignment in Hong Kong. Notably, I've showcased adept leadership skills by steering a team of seven to a Manager Efficiency Index of 100%. This multifaceted journey reflects not only a robust academic foundation but also a commitment to excellence, innovation, and effective cross-functional collaboration in the dynamic realm of financial services.

Overview

11
11
years of professional experience
11
11
years of post-secondary education

Work History

Vice President - FP&A

Citicorp Services India Pvt. Ltd.
02.2014 - Current
  • Lead budgeting & forecasting exercise for investment banking, lending and liquidity management
  • Regular Finance partnership with business teams to enable informed decision making
  • Program manage finance led digital initiatives with technology teams
  • Revenue per client enhancement by triggering cross-selling opportunities & highlighting customer acquisition investment geographies
  • Key projects handled:
  • Extensive actual & pipeline analysis for M&A and Equity & Debt Capital Markets revenues
  • Competitor & Wallet Share Analysis for business development
  • Revenue recognition facilitation related to cross border deals
  • Productivity analysis for headcount optimization
  • Beta Sensitivity analysis - Impact of interest rate movements on profitability

Asst. Manager - Valuations

Deloitte Touche Tohmatsu India Pvt. Ltd.
04.2013 - 02.2014
  • Valuations for M&A and demerger transactions
  • Valuations as per FEMA Requirements for sell/purchase of equity stake in foreign currency
  • Valuation as per Transfer Pricing Requirements for related party transactions

Education

Chartered Financial Analyst -

CFA Institute, USA
United States Of America
07.2012 - 08.2016

Chartered Accountant -

Institute of Chartered Accountants of India (ICAI)
India
11.2008 - 11.2012

Bachelor of Commerce -

Mumbai University, Narsee Monjee College of Commerce & Economics
Mumbai
06.2008 - 06.2011

Skills

Analytical mindset

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Accomplishments

  • 1 Rating for last 3 years signifying “exceeds expectations” in yearly goals
  • Rewards & recognition at Citi
  • Winner of the “KNIME Challenge”
  • Awarded multiple accolades over the years from both senior on-shore stakeholders and local rewards & recognitions team

Additional Information

Recreational triathlete & marathon runner with a keen interest in stock markets

Timeline

Vice President - FP&A

Citicorp Services India Pvt. Ltd.
02.2014 - Current

Asst. Manager - Valuations

Deloitte Touche Tohmatsu India Pvt. Ltd.
04.2013 - 02.2014

Chartered Financial Analyst -

CFA Institute, USA
07.2012 - 08.2016

Chartered Accountant -

Institute of Chartered Accountants of India (ICAI)
11.2008 - 11.2012

Bachelor of Commerce -

Mumbai University, Narsee Monjee College of Commerce & Economics
06.2008 - 06.2011
Raj JaniChartered Accountant & Chartered Financial Analyst