Karan Jaggi

WORK HISTORY

EDUCATION

ABOUT KARAN JAGGI

Working as a Senior Associate - FP & A in a leading Financial services company, Pune. Led budgeting and forecasting for $300M+ revenue global clients, improving forecast accuracy by 15%. Consolidated and aligned $50M+ annual budget across business units reducing planning cycle time by 20%. Identified $4M in cost savings through unit-level margin analysis and cost-centre deep dives. Built dynamic cash flow and scenario models, accelerating client decision-making by 30%. Developed board-ready financial reports and investor decks, enhancing CFO-level reporting and transparency. Created rolling forecasts and variance bridges, enhancing forecast vs. actual tracking. Designed Excel-based planning templates used across finance teams, improving consistency and visibility. Led a team of 6 analysts, standardizing reporting processes and cutting delivery TAT by 25% Worked as an Analyst in Cash Management & Operations at Northern Trust, Pune. Posted and reviewed journal entries; performed cash and bank reconciliations on a periodic basis. Investigated and resolved payment discrepancies, coordinating directly with clients for resolution. Conducted variance analysis and supported the preparation of semi-annual and annual budgets.