Heti Jhaveri

About Heti Jhaveri

I am a CIMA-qualified finance professional with 5 years of cross-functional advisory experience across corporate banking, trade finance, wealth management, and financial analysis. I have advised Fortune 500 clients, primarily in the BFSI and Tech sectors, across EMEA, APAC & AMER regions.I specialise in solving business challenges through structured problem‑solving, data‑driven analysis and collaborative execution. My cross‑functional experience spans finance, strategy, compliance, and operations, with a proven track record in delivering actionable insights, streamlining processes, and enhancing stakeholder outcomes.I am now building a long‑term career at the intersection of consulting and FP & A, helping organisations optimise finance functions, improve budgeting and forecasting accuracy, strengthen performance management, and unlock value through strategic decision support.Key Projects: Deloitte Ireland LLP• Helped the world’s largest technology company set up their IT residency and Program Management practice in Dublin, advising on global mobility, immigration policy design, cost structuring, employee screening, family relocation, and cross-border tax efficiency.• Led Kaizen performance improvement efforts during a divisional gross profit decline—analysed cost-revenue drivers, identified inefficiencies, and implemented process changes to improve margins and business resilience. ICICI Bank Ltd – Corporate Banking for MNCs• Managed a portfolio of 15+ multinational clients across agro-tech, construction, oil & gas, IT, and manufacturing, offering end-to-end trade finance and working capital solutions.• Recognised as the “Client’s Favourite Banker” for delivering exceptional service and relationship management. Successfully sourced and consolidated 100% of client banking relationships, deepening wallet share and enabling cross-sell. ICICI Bank Ltd – Wealth Management• Advised HNIs on portfolio diversification, fixed income, and structured wealth solutions during market uncertainty, resulting in increased AUM and stronger client retention:Financial Planning & Analysis (FP & A)| Cost & Revenue Optimisation | Performance Management | Corporate & Wealth Banking | Trade Finance | Compliance & Risk Management | Client Relationship Management | Stakeholder Engagement | Management Consulting Outside work, I am a trained Indian Classical Vocalist and have performed across India. I’m deeply committed to continuous learning and passionate about driving impact in the business and financial services space.

Experience

1. Senior Consultant - Technology and Transformation (Financial Services)

   Deloitte

   Sep 2025 — Present · Mumbai, IN

Education

• Narsee Monjee College of Commerce and Economics

  Bachelor's in Management Studies - Finance, Finance and Financial Management Services

• UCD Michael Smurfit Graduate Business School

  Masters' in Strategic Management, Business Administration, Management and Operations

• Chartered Institute of Management Accountants (CIMA)

  Chartered Global Management Accountant, Finance and Financial Management Services