Pratik Modi

Citi | Chartered Accountant | FP&A

Role
Financial Analyst at Citi
Location
Mumbai, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Pratik Modi

Pratik is a qualified Chartered Accountant and a Bachelor\'s in Commerce (B.Com) from Narsee Monjee College of Commerce and Economics. He currently works as an Analyst at Citi. He is pre-dominantly involved in forecasting processes as a part of their Financial Planning and Analysis team and brings value to Citi by providing advanced forward-looking analytics using metrics and trends to support complex business decisions. His role also involves performing adhoc analysis on various balance sheet and profit drivers to support senior management in decision making. Pratik has also dabbled into tax consultancy during my articleship tenure at Nexdigm and has extensive experience with transfer pricing audits, benchmarking, APA related, assessment and loan benchmarking assignments along with a variety of advisory projects. He is an avid follower of current affairs along with being a motorsport enthusiast. Exploring new places and cultures is one of his greatest passions. If you want to connect with me - drop a note here p••••••••@gmail.com

Experience

  1. Financial Analyst

    Citi

    Mar 2023 — Present · Mumbai, IN

    Personal Banking and Wealth Management • Providing advanced forward-looking analytics using metrics and trends to support complex business decisions.• Facilitating various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes.• Optimizing resource allocations and supporting management and Finance CFO teams in strategic decision making.• Periodic forecasting processes and reviewing results against plans.• Generating highlights and slide decks for Board of Directors’ reports and Executive Management reports.

Education

  • Narsee Monjee College of Commerce and Economics

    High School Certificate (Maharashtra State Board), Percentage - 90.46%

    2015 — 2017

  • Narsee Monjee College of Commerce and Economics

    Bachelor's degree, Business/Commerce, General, SGPI: 8.27/10.00

    2017 — 2020

  • The Institute of Chartered Accountants of India

    Chartered Accountant, Accounting

    2017 — 2022

  • Children's Academy

    Secondary School Certificate (Maharashtra Board), Percentage - 94.20%

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Pratik Modi — Financial Analyst at Citi in Mumbai, IN | Unifers