Charu Khatri
Delivering High-Impact M&A and IPO Transactions | Corporate Finance Executive | Value Creation Expert
- Role
- Head - Financial Planning and Analysis - Defence and Aerospace Business at Mahindra Group
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Charu Khatri
With over 17 years of experience spanning diverse industries such as aerospace, defense, consulting, and manufacturing, have developed a strong foundation in financial planning, corporate strategy, and operational excellence. My career has been marked by achievements in driving business growth, optimizing processes, and delivering value to stakeholders through data-driven decision-making and strategic execution. At Mahindra Defence & Aero, I specialize in enabling financial planning and analysis to support Aero and Defense projects by uncovering cost-saving opportunities, and securing Board approvals for key initiatives, developing financial models for project funding. Prior leadership roles at EY-Parthenon and Sandhar Technologies refined my expertise in corporate finance, IPO execution, M&A transactions, and turnaround strategies. I have successfully contributed to strategic growth initiatives, operational turnarounds, and value creation, fostering stakeholder trust and delivering measurable financial outcomes. Throughout my career, I have cultivated a results-driven approach, leveraging analytical skills, industry knowledge, and collaborative problem-solving to drive impactful solutions.
Experience
Head - Financial Planning and Analysis - Defence and Aerospace Business
May 2023 — Present · Mumbai, IN
In my role at Mahindra & Mahindra, I am responsible for leading financial planning and analysis for its Aero and Defence entities, focusing on securing Board approvals and funding for new bids/projects. I developed detailed financial models to evaluate future bids and identified cost-saving opportunities across various operational areas.
Education
Maharaja Ganga Singh University, Bikaner
Bachelor's degree
2001 — 2004
Indian Institute of Management, Calcutta
Executive Programme in Leadership and Management
2020 — 2021
All India Management Association (AIMA)
PGDBM
2006 — 2008
Maharaja Ganga Singh University, Bikaner
Master's degree
2004 — 2006
Maharaja Ganga Singh University, Bikaner
Bachelor of Laws - LLB
2010 — 2012
St. Vivekanand School
Senior Secondary
1999 — 2000
Skills
- Project Finance
- Business Strategy
- Auditing
- Corporate Finance
- Mis
- Tax
- Customer Service
- Business Planning
- Banking
- Team Management
- Legal Assistance
- Finance
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