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Vaibhav Purba

@vaibhavpurba

I build FP&A models, reporting automation, and capital-raising insights for banking products and leadership teams.

India
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What I'm looking for

I'm looking to lead FP&A, forecasting, profitability, reporting automation, and capital-markets initiatives where I can partner with senior leadership to drive data-backed decisions.

At Jana Small Finance Bank, I lead budgeting, rolling forecasts, product profitability models, and CXO reporting across retail and microfinance loan and liability products. I manage a four-member team delivering monthly MIS, KPI dashboards, performance decks, and quarterly forecasts.

I've automated Structured Finance reporting with SQL and Knime, reducing turnaround time by about 70%, corrected a reporting logic issue affecting roughly Rs. 1 crore monthly, and supported IPO and private-placement capital raises exceeding Rs. 1,300 crores. Earlier, I built DCF and comparable-company valuations and audited statutory financial statements for MNCs, manufacturing entities, and trusts.

Experience

Work history, roles, and key accomplishments

Jana Small Finance Bank Limited logoJL
Current

Senior Manager – Financial Planning & Analysis

Jana Small Finance Bank Limited

Oct 2022 - Present (3 years 11 months)

Led annual driver-based budgeting and rolling forecasts across loan and liability products, presenting variance analysis to senior management. Managed a team of four to produce monthly MIS reports and dashboards, and supported capital raising initiatives exceeding Rs. 1,300 crores.

Education

Degrees, certifications, and relevant coursework

CFA Institute logoCI

CFA Institute

Chartered Financial Analyst, Finance

Advanced to Level III of the Chartered Financial Analyst program, having cleared Level II in November 2025.

Institute of Chartered Accountants of India logoII

Institute of Chartered Accountants of India

Chartered Accountant, Accounting

2018 - 2022

Completed the Chartered Accountancy program, clearing all levels in the first attempt.

BU

Bengaluru Central University

Bachelor of Commerce, Commerce

2018 - 2021

Pursued a Bachelor of Commerce degree, gaining a strong foundation in commerce and finance.

Tech stack

Software and tools used professionally

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