Jatin Batra

About Jatin Batra

A Chartered Accountant (CA) and Company Secretary (CS) with a Master\'s in Commerce, currently serving as Assistant Vice President - FP & A at Mahindra Finance. Specializing in financial planning and analysis, the role involves analyzing KPI trends, preparing annual operating plans, and delivering profitability insights to top management. The position also includes driving budget planning, forecasting, and variance analysis to support strategic decision-making. Previous roles include Senior Manager at Moneyboxx Finance, where contributions were made in end-to-end fundraising and financial reporting, and Finance Manager at Manappuram Finance, focusing on productivity, credit cost reduction, and financial analysis. Proficient in Microsoft Power BI and financial modeling, with a strong foundation in finance and corporate laws.

Experience

1. Assistant Vice President - Fp & a

   Mahindra Finance

   Jun 2023 — Present · Mumbai, IN

   Conducted sharp analysis of KPI trends, including ROA tree, NIM, and portfolio at risk. • Provided insights to top management on monthly profitability across branches, states, and verticals. • Leads Budgets, Annual operating plans, Forecasting, Reforecasting & Variance analysis reports for informed decision-making. • Identified cost concerns and implemented control measures to enhance operating leverage.

Education

• The Institute of Chartered Accountants of India

  Chartered accountant, Finance

  2012 — 2017

• The Institute of Company Secretaries of India

  CS, Corporate Laws

  2016 — 2020

• Kurukshetra University

  Master of Commerce, Accounting and Finance