
Kirti Baheti
@kirtibaheti
FP&A Senior Manager at HDFC Bank analyzing bank costs and identifying opportunities to reduce collection and SMS expenses.
What I'm looking for
At HDFC Bank, I evaluate operating costs against budgets and forecasts, and prepare cost-center productivity dashboards for senior management. I’ve analyzed collection costs to identify high-cost recovery channels and recommended more cost-effective alternatives.
Previously, at Accenture Solutions Private Limited, I supported forecasting and financial performance analysis for client projects, including revenue recognition under IFRS and US GAAP. At Barclays Securities (India) Pvt. Limited (BSIPL), I analyzed assets under management, revenue, and cost-revenue trends.
Experience
Work history, roles, and key accomplishments
Senior Manager
HDFC Bank
May 2023 - Present (3 years 5 months)
Evaluating significant operating cost components by comparing actual results against budgets and forecasts. Assisted in quarterly cost forecasting for the bank and executed productivity analysis at cost center level.
Managed onshore clients based out of US, Europe, and Canada. Liaised with project leads to ensure accurate forecasting and performed cost analysis to manage spending against budget.
Wealth Management Analyst
Sep 2017 - Oct 2018 (1 year 1 month)
Analyzed assets under management and revenue for the entity. Prepared cost-revenue trackers and performed ratio analysis including ROE, CIR, and RoRWA.
Articled Assistant
M/S Paritosh Gupta & Company
Oct 2013 - Oct 2016 (3 years)
Conducted tax audits of noncorporate entities and assisted in preparation of tax audit reports. Prepared project reports for clients in various industries.
Education
Degrees, certifications, and relevant coursework
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting
Grade: 51%
Chartered Accountant qualification completed in May 2017 with 51% marks.
The Institute of Company Secretaries of India
Company Secretary, Corporate Law
Grade: 61%
Company Secretary qualification completed in June 2016 with 61% marks.
Jai Narain Vyas University
Bachelor of Commerce (Hons.), Commerce
Grade: 71%
Bachelor of Commerce (Honours) degree completed in March 2015 with 71% marks.
RBSE, Jodhpur
Higher Secondary, General
Grade: 87%
Higher Secondary education completed in March 2012 with 87% marks.
RBSE, Jodhpur
Secondary, General
Grade: 95%
Secondary education completed in March 2010 with 95% marks.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
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