Shivam Swaraj
Pune
Summary
Dynamic finance professional with extensive experience at Bajaj Finance Ltd, excelling in FP&A and business performance reporting. Proficient in advanced Excel and data storytelling, I drive strategic insights and enhance operational efficiency. Recognized for automating reporting processes, I foster cross-functional collaboration to support informed decision-making and business profitability.
Overview
4
4
years of professional experience
Work History
Unit Manager – Business Finance
Bajaj Finance Ltd
Pune
07.2025 - Current
- Lead business performance reporting and financial modelling to support strategic decision-making.
- Partner with cross-functional teams to drive planning cycles and business profitability initiatives.
- Develop analytics-driven insights to strengthen financial visibility and operational efficiency.
Unit Manager – FP&A
Bajaj Finance Ltd
Pune
12.2024 - 07.2025
- Managed full FP&A cycles including budgeting, forecasting, and monthly MIS reporting.
- Automated recurring financial reports, improving accuracy and reducing manual effort.
- Delivered dashboards and insight reports for senior leadership to support financial planning.
Deputy Unit Manager – FP&A
Bajaj Finance Ltd
Pune
07.2023 - 12.2024
- Performed financial data analysis, cost/revenue tracking, and performance evaluation.
- Designed dashboards to visualize KPIs and improve decision-making visibility.
- Supported key FP&A deliverables including expense monitoring and planning cycles.
Manager – DMS Customer Service
Bajaj Finance Ltd
Pune
11.2022 - 07.2023
- Led operational performance reporting for customer service metrics and process efficiencies.
- Developed dashboards and performance reports to monitor service outcomes.
- Streamlined data processes and improved quality of operational insights.
Tech Trainee – DMS Customer Service
Bajaj Finance Ltd
Pune
05.2022 - 11.2022
- Supported data handling, reporting, and analytics for customer service operations.
- Built foundational skills in business reporting, data management, and analytics.
Education
PG Diploma - Big Data Analytics
CDAC ACTS
PUNE03-2022
Bachelor of Engineering - Mechanical Engineering
SAVITRIBAI PHULE PUNE UNIVERSITY
PUNE07-2021
Skills
- Advanced Excel
- SQL
- Python
- EDA
- Data Cleaning
- Trend Analysis
- Automation
- Power BI
- Tableau
- KPI Reporting
- Dashboard Development
- Business Metrics Tracking
- Data Storytelling
- Insights Generation
- Variance Analysis
- FP&A Support
- Forecasting Assistance
- Budgeting Assistance
- MIS Reporting
- Stakeholder Management
- Business Communication
- Problem Solving
- Business analytics
- Cross-functional collaboration
- Stakeholder management
- Communication
Accomplishments
Think Like Entrepreneur (TLE) Award, Awarded for designing and automating the SMS and communication costing report, enhancing accuracy, cost visibility, and efficiency for business and FP&A stakeholders.
Languages
- English, Proficient
- Hindi, Native
- Marathi, Advanced
Hobbies and Interests
Data Analysis
Personal Information
Date of Birth: 05/06/99
Current Role
Data Analyst / Financial Data Analyst
Timeline
Unit Manager – Business Finance
Bajaj Finance Ltd
07.2025 - Current
Unit Manager – FP&A
Bajaj Finance Ltd
12.2024 - 07.2025
Deputy Unit Manager – FP&A
Bajaj Finance Ltd
07.2023 - 12.2024
Manager – DMS Customer Service
Bajaj Finance Ltd
11.2022 - 07.2023
Tech Trainee – DMS Customer Service
Bajaj Finance Ltd
05.2022 - 11.2022
PG Diploma - Big Data Analytics
CDAC ACTS
Bachelor of Engineering - Mechanical Engineering
SAVITRIBAI PHULE PUNE UNIVERSITY