Niroopama Srivastava

About Niroopama Srivastava

I’m a finance executive with over 20 years of experience in capital planning, forecasting, and regulatory strategy across institutions like JPMorgan, Citigroup, and Credit Suisse. I’ve managed and collaborated with teams globally across the U.S, Switzerland, UK, India, and APAC, and worked extensively across U.S. and Swiss regulatory frameworks, building models, leading transformations, and navigating critical deliverables across Finance, Risk, and Treasury.What I enjoy most is bringing structure to ambiguity, whether it’s redesigning planning systems, driving regulatory execution, or helping teams think through the “how” behind high-stakes initiatives. I’ve led stress testing and capital planning through some of the most demanding environments, and I’m someone colleagues rely on not only to get things done, but to get them done right.I care deeply about clarity, documentation, and building tools people actually use. I value humility, strong teams, and the opportunity to contribute to meaningful change, especially when it means helping others grow while delivering outcomes at scale.

Experience

1. Director, Balance Sheet Fp & a & Treasury Lfo

   Citi

   Oct 2022 — Present · New York, NY, US

   Led critical regulatory and planning deliverables during Citigroup’s enterprise-wide transformation and Consent Order remediation. Supported documentation uplift, control design, and AI opportunity framing across a 220+ person planning function. Planning Cycle Optimization: Helped reduce execution timeline across QMMF and CCAR cycles from ~60 to ~48 days by driving clarity in process handoffs and governance. Regulatory Documentation: Authored redesigned desktop procedures and forecast taxonomies submitted to the Fed as Consent Order deliverables. Control Framework Design: Implemented MCA-aligned controls across Balance Sheet FP & A; improved audit readiness and consistency across regions. Forecasting Architecture: Partnered with IT and model owners to improve data flow across loans, deposits, and goodwill forecasts; guided UAT and integration feedback. AI Adoption Leadership: Core member of Citigroup’s AI Accelerator; guided teams in applying GenAI for report automation and SME enablement. SME Training: Created a central knowledge hub and launched quarterly training sessions to improve tool fluency and reduce turnover impact.

Education

• York College of the City University of New York

  Bachelor of Science (BSc) in Accounting

• Baruch College

  Master of Business Administration (MBA) in Finance , Finance