Ajay Patni
Global Senior Finance Executive & Business Partner | Strategic Financial Planning & M&A | Transform Finance function for Optimal Efficiency, Revenue Growth, and Enhanced Business Collaboration
- Role
- Head of Business Planning and Analytics Director - Performance & Analysis - Barclays Consumer Bank at Barclays
- Location
- Wilmington, DE, US
- LinkedIn followers
- 500 followers
About Ajay Patni
Globally experienced finance executive, successfully steering financial landscapes across multiple regions as the Head of Finance. Proven expertise in leading high-stake projects, managing multi-functional teams, and orchestrating successful business acquisitions. I bring a strategic focus to financial planning, leveraging bottom-up, driver-based strategies for consistent financial optimization, improved balance sheets, and streamlined operations. Renowned for driving cost-saving initiatives, operational efficiencies, and enhancing productivity in diverse business environments. My unique approach to finance management involves close partnering with businesses and fostering effective collaboration with stakeholders. This has enabled the navigation of complex financial landscapes, leveraging data analytics for informed decision-making, leading to significant revenue increases and cost savings. Recognized with numerous global awards for consistent excellence, service, and stewardship. Looking forward to leveraging this international experience and insights to drive financial performance to new heights in a forward-thinking organization. KEY SKILLS- Strategic Planning & Analysis | P&L and Balance Sheet Management | Financial Reporting & Management | Cross-Functional Leadership | Business Intelligence & Insights | Risk Assessment & Management | Financial Modeling & Analysis | Project & Transformation Management | Operational Efficiency | IFRS & GAAP Accounting expertise | Proficient in Hyperion / Essbase, Tableau | Stakeholder Management Let\'s connect to explore synergies!#GlobalFinance #StrategicPlanning #OperationalEfficiency #CostSavings #Revenuegrowth #BusinessCollaboration
Experience
Head of Business Planning and Analytics Director - Performance & Analysis - Barclays Consumer Bank
Jan 2018 — Present · US
As the Head of Business Planning & Analytics and Director-CFO Business Partner at Barclays Bank (20••••23), I led strategic financial planning, forecasting, and incisive performance analysis for a large-scale US Consumer Banking sector. Managing a team of up to 12, I adeptly navigated high-stakes boardrooms, regulators, investor relations, and executive forums requirements, providing impactful financial insights to inform decision-making. Amidst challenges, I revitalized the annual budgeting process, notably enhancing forecast accuracy, reducing planning cycle time, and securing top audit ratings. Reporting directly to the CFO, I championed efficient and effective FP & A operations, elevating the Finance function.
Education
Institute of Cost and Works Accountants of India - ICWAI
Cost Accountant
St. Xavier's College (Autonomous), Kolkata
Bachelor of Commerce (BCom), Accounting and Finance
The Institute of Chartered Accountants of India
Chartered Accountant, Finance
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