Sumant Patil

About Sumant Patil

Financial Analyst l MBA PostGrad l Software Engineer l FIDE RATED CHESS PLAYERFinance professional with experience in FP & A, regulatory reporting, and process automation. Skilled in managing P&L reporting, month-end closure, and reconciliations while ensuring data accuracy and compliance. I’ve worked closely with CFO, Treasury, Risk, and Finance teams to streamline forecasting and reporting processes.Passionate about simplifying finance through technology, I’ve used tools like Alteryx, Excel VBA, Power BI, and SQL to automate manual workflows, improve turnaround time, and enhance control reliability. With a mix of financial insight and technical problem-solving, I focus on creating efficient, data-driven solutions that make reporting faster and more transparent.

Experience

1. Financial Planning Analyst

   Citi

   Aug 2025 — Present · Mumbai, IN

   Collaborated with Country CFOs, Treasury, Risk, and Finance teams to gather assumptions, validate forecasts & ensure complianceReconciled adjustments to bridge differences between US GAAP and local regulatory standards, maintaining data consistencyHelped prepare master files for RRP (Resolution & Recovery Planning) firm-wide, automating data compilation using Excel Macros and designing interactive dashboards to provide leadership with clear, visualized insights.Actively contributed to the Interest Rate Exposure (IRE) attestations ensuring accuracy and control across entity-level forecastsDeveloped the Attestation Summary, consolidating IRE findings, improving documentation transparency & audit readinessHelped in standardizing the process for the ICAAP - a regulatory exercise involving forecasting of financial statements for each entityProactively identified automation opportunities to replace manual Excel processes with in-house tools, targeting improvements in reporting efficiency, transparency, and turnaround time.Supported multiple business areas by reviewing financial processes, analyzing operational performance, assisting in issue resolution and performing variance & sensitivity analysis, performing root cause analysis.

Education

• University of Mumbai

  Bachelor's degree, Computer Science

  2017 — 2021

• Sydenham Institute of Management Studies, Research and Entrepreneurship Education

  Masters in Management Studies, Business Administration and Management, General

  2023 — 2025