Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
SHIVANGI TYAGI

SHIVANGI TYAGI

Mumbai

Summary

Chartered Accountant with 7+ years of hands-on experience in Financial Planning & Analysis and Finance Controllership roles, specializing in the dynamic Banking & Finance sector. Proficient in conducting variance analysis, identifying cost-saving opportunities, and ensuring compliance with regulatory requirements.

Overview

7
7
years of professional experience

Work History

Financial Planning and Analysis Manager

Citibank
07.2022 - Current
  • Undertaken end to end ownership of financial planning of Treasury & Trade P&L ($4.5Bn Revenues & $3Bn Expenses) : conducted in-depth financial analysis, providing insights to CFO, LFOs, Business etc.
  • Prepared and presented material decks for Regional & Product MBRs, Outlook and Plan reviews
  • Became a SME for Product expenses, driving expense optimization initiatives including vendor expense monitoring, indirect workforce deep dive, trend analysis etc
  • Conducted Headcount forecasting during QMMF cycles in RPM for aligning the TTS headcount by Products as per business expectations
  • Prepared monthly financial reports, variance analysis, and forecasts for executive decision support

Financial Planning Analyst - O&T

Mastercard
08.2021 - 07.2022
  • Supported the financial close process, and developed & managed standardized financial packages which help drive and support the business
  • Assisted extensively in creating headcount dashboard for FTEs analysis by location, level, division mix to identify expense drivers and opportunities

Financial Controller (Regional)

J.P. Morgan Chase
07.2018 - 07.2021
  • Held Responsibility for Corporate, Financial and Management Reporting functions of Legal Entity Controller (LEC) for LATAM region
  • Finalized legal entities financials on monthly basis as per US GAAP reporting, implemented internal controls, ensuring compliance with regulatory requirements

Education

Chartered Accountancy -

Institute of Chartered Accountants of India
New Delhi
11.2017

Bachelors of Commerce -

LSR, Delhi University
New Delhi
08.2015

Skills

  • Forecasting and Financial Analysis
  • Advanced Excel and VBA Macro
  • Stakeholder Management
  • Problem Solving
  • Multitasking
  • Regulatory Reporting
  • IFW Pearl/FRM/Essbase
  • Microsoft Office
  • Cognos & EOTT

Accomplishments

  • Promoted to Assistant Vice President (AVP) - in Jan'25 due to consistent high performance and strategic contributions in the Services FP&A team
  • Award & Recognition - for Delivering with Pride and Exceptional contribution to Operational excellence in Jun'25, Sep'24, Sep'23 & Jul'23
  • International Secondment - to Peru Branch for project migration ~550 annual hrs & VBA Marco automation ~350 annual hrs saves

Timeline

Financial Planning and Analysis Manager

Citibank
07.2022 - Current

Financial Planning Analyst - O&T

Mastercard
08.2021 - 07.2022

Financial Controller (Regional)

J.P. Morgan Chase
07.2018 - 07.2021

Chartered Accountancy -

Institute of Chartered Accountants of India

Bachelors of Commerce -

LSR, Delhi University

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