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SHIVAM SWARAJ

@shivamswaraj

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Business finance and FP&A professional at Bajaj Finance Ltd who automated financial reporting and built KPI dashboards.

India

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At Bajaj Finance Ltd, I lead business performance reporting and financial modelling to support strategic decision-making. I partner with cross-functional teams on planning cycles and profitability initiatives.

In my previous FP&A role at Bajaj Finance Ltd, I managed budgeting, forecasting, and monthly MIS reporting. I automated recurring financial reports and delivered dashboards and insight reports for senior leadership.

I also designed KPI dashboards and analyzed costs, revenues, and performance at Bajaj Finance Ltd. My Think Like Entrepreneur (TLE) Award recognized my work designing and automating an SMS and communication costing report.

Experience

Work history, roles, and key accomplishments

Current

Unit Manager – Business Finance

Current

Bajaj Finance Ltd

Jul 2025 - Present (1 year 3 months)

Lead business performance reporting and financial modelling to support strategic decision-making. Partner with cross-functional teams to drive planning cycles and business profitability initiatives.

Financial Modeling performance reporting Strategic Decision Making Cross Functional Collaboration Analytics Financial Visibility Operational Efficiency

Unit Manager – FP&A

Bajaj Finance Ltd

Feb 2024 - Jul 2025 (1 year 5 months)

Managed full FP&A cycles including budgeting, forecasting, and monthly MIS reporting. Automated recurring financial reports, improving accuracy and reducing manual effort.

FP&A Budgeting Forecasting MIS Reporting Automation Dashboard Development insights reporting Financial Planning

Deputy Unit Manager – FP&A

Bajaj Finance Ltd

Jul 2023 - Dec 2024 (1 year 5 months)

Performed financial data analysis, cost/revenue tracking, and performance evaluation. Designed dashboards to visualize KPIs and improve decision-making visibility.

financial data analysis Cost Tracking Revenue Tracking Performance Evaluation Dashboard Design KPI Visualization Expenditure Monitoring Planning Cycles

Manager – DMS Customer Service

Bajaj Finance Ltd

Nov 2022 - Jul 2023 (8 months)

Led operational performance reporting for customer service metrics and process efficiencies. Developed dashboards and performance reports to monitor service outcomes.

Operational Reporting Customer Metrics Process Efficiency Dashboard Development performance reporting Data Streamlining Operations Insights

Tech Trainee – DMS Customer Service

Bajaj Finance Ltd

May 2022 - Nov 2022 (6 months)

Supported data handling, reporting, and analytics for customer service operations. Built foundational skills in business reporting, data management, and analytics.

Data Handling Reporting Analytics Business Reporting Data Management