Shivani P. Bhatia
Financial Planning and Analysis Associate Iii @Swiss Re
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WORK HISTORY
Financial Planning and Analysis Associate Iii @Swiss Re
Gained an in-depth understanding of the performance measures, planning process & timelines and the technical aspects of risk selection of a (re)insurance company Prototyping new sophisticated analytics from concepts to implementation to give insights into the Life & Health business Creating standardized visualization of the key data stories and business messages to support senior executives in driving the organization Providing the accuracy of data/graphs needed to support Division & Product Heads\' presentation requirement for board meeting, external events, internal meetings and similar Working in close collaboration with colleagues in Finance, Valuation, Regional Client Markets and Financial Modelling team on topics related to IFRS Supporting L&H BU Planning process and analysis by portfolio & market Embraced to the changes in process/deliverables to deliver IFRS results Analyzing market, client, and underwriting portfolios\' performance, explain performance drivers, and regularly work on quickly emerging ad-hoc tasks by being flexible and adaptive
EDUCATION
CIMA
Chartered Institute of Management Accountants, International Finance
St Joseph's College of Commerce (Autonomous)
Bachelor of Business Administration - BBA
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master of Business Administration - MBA, Finance
ABOUT SHIVANI P. BHATIA
FP&A Associate III Swiss Re | NMIMS MBA | CIMA qualified | Ex Goldman Sachs
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