Shivani P. Bhatia

Financial Planning and Analysis Associate Iii @Swiss Re

Bengaluru, KA, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Financial Planning and Analysis Associate Iii @Swiss Re

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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

N/A

CIMA

Chartered Institute of Management Accountants, International Finance

2017 — 2020

St Joseph's College of Commerce (Autonomous)

Bachelor of Business Administration - BBA

2025 — 2026

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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Shivani P. Bhatia — Financial Planning and Analysis Associate Iii at Swiss Re in Bengaluru, KA, IN | Unifers