SAKET LOHIA
Senior Financial Analyst
Mumbai
Summary
Proactive Manager with strong background in financial analysis, budgeting and forecasting, and investor relations. Develops and implements financial plans and delivers strategic financial advice.
Overview
12
12
years of professional experience
1
1
Certification
3
3
Languages
Work History
Manager - Financial Planning and Analysis
Citibank, APAC-EMEA Regions
5 2021 - Current
- Collaborated with cross-functional teams, ensuring alignment between financial plans and business goals for direct expenses of Asia region (Treasury and Trade solutions business)
- Championed continuous process improvement efforts within the finance function by promoting a culture of innovation and adopting best practices from industry peers.
- Supported executive decision-making with ad-hoc analyses, highlighting potential risks, opportunities, and areas for improvement.
- Conducted variance analyses on a regular basis, enabling prompt identification of deviations from budgetary targets or strategic objectives.
- Identified cost-saving opportunities through thorough analysis of direct expense reports and vendor contracts.
- Streamlined budget preparation and reporting, leading to increased accuracy and reduced turnaround time.
- Played an instrumental role in annual budget development by working closely with department heads to establish realistic projections based on historical data analysis.
- Drove increased profitability through rigorous cost control measures and strategic resource allocation decisions informed by comprehensive financial analysis.
- Enhanced stakeholder understanding of financial performance through clear and concise presentations.
Assistant Manager - Finance
Atos Syntel GDC
03.2016 - 05.2021
- Collaborated with senior management to refine corporate messaging, improving clarity and consistency in external communications.
- Played an instrumental role in the successful execution of investor relations strategies, ensuring management''s messages were effectively communicated to relevant stakeholders.
- Built strong relationships with sell-side analysts through clear communication of facts and expectations.
- Conducted thorough industry research to identify market trends and benchmark performance against competitors.
- Streamlined internal communications processes between finance, legal, operations departments while preparing materials for earnings releases.
- Enhanced financial strategy by conducting in-depth revenue forecasting and analysis.
- Conducted ad hoc analyses to address specific business questions and support strategic decision making.
- Managed budget preparation, monitoring, and forecasting to ensure fiscal responsibility.
Senior Financial Analyst
Pecan Advisors Pvt. Ltd.
03.2013 - 03.2016
- Managed multiple Real Estate funding projects simultaneously under tight deadlines while maintaining high-quality output levels in deliverables.
- Managed a Family Office with INR 10 Billion AUM
- Increased client satisfaction by providing comprehensive financial analysis and strategic recommendations for investment opportunities.
- Conducted thorough due diligence on potential investments, mitigating risk and improving portfolio performance.
- Supported deal execution by managing timelines and coordinating efforts among team members, ensuring timely completion of critical tasks.
- Prepared detailed investment memoranda for senior management, effectively communicating the risks and rewards of potential deals.
- Contributed to the development of pitch materials for prospective clients, highlighting key strengths of the firm''s offerings.
- Presented findings from financial models in concise reports, enabling clients to make informed decisions regarding investments.
Management Trainee
JPMorgan Chase
03.2012 - 03.2013
- Enhanced team productivity with effective communication strategies and regular performance reviews for US Custody Service (Trade Settlement)
- Provided training for new hires, fostering a supportive learning environment conducive to success in their roles.
Education
MBA - Finance
ICFAI Business School
Hyderabad, India 04.2010 - 2012.05
Bachelor of Engineering - Computer Engineering
Mumbai University
Mumbai, India 05.2005 - 2009.05
Skills
Financial planning & analysis
- Investment Banking
- Financial Modelling
- Pitchbook Creation
- Stakeholder Management
- Leadership
- Quick Learner
- Teamwork
- Problem-Solving
- Communication
Expense Management
Variance Analysis
Certification
Chartered Financial Analyst 2018
Timeline
Assistant Manager - Finance
Atos Syntel GDC
03.2016 - 05.2021
Senior Financial Analyst
Pecan Advisors Pvt. Ltd.
03.2013 - 03.2016
Management Trainee
JPMorgan Chase
03.2012 - 03.2013
MBA - Finance
ICFAI Business School
04.2010 - 2012.05
Bachelor of Engineering - Computer Engineering
Mumbai University
05.2005 - 2009.05
Manager - Financial Planning and Analysis
Citibank, APAC-EMEA Regions
5 2021 - Current
Chartered Financial Analyst 2018
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