CA Janavi Lakhani

CEO

India4 yrs 10 mos experience

Key Highlights

Expert in financial analysis and strategic planning.
Proven track record in risk management and insurance.
Passionate about mentoring and developing others.

Stackforce AI infers this person is a Finance and Insurance professional with expertise in strategic planning and risk management.

Contact

Skills

Core Skills

Risk ManagementInsuranceFinancial AnalysisBusiness PlanningBusiness StrategyStrategic PlanningFinancial ModelingMentoring

Other Skills

Insurance advisoryProject ManagementMicrosoft Power BIMicrosoft ExcelMicrosoft Power QueryMicrosoft PowerPointSAP ERPBalanced ScorecardTimely ReportingStakeholder ManagementBusiness Process DevelopmentProfessional MentoringStudent CounselingNonprofit Organizations

About

I work in business strategy, FP&A, and insurance risk management, creating data-driven strategies to improve efficiency, optimize costs, and support growth. I have experience in high impact projects like insurance consolidation, treasury operations, scorecard automation, and sales strategy, delivering measurable business results. I am passionate about solving complex challenges and turning financial insights into actionable strategies that align with business goals. Let’s connect if you’re interested in discussing finance, strategy, risk management, or business growth.

Experience

Aditya birla sun life insurance

Chief Manager - Sales Strategy

Nov 2025 – Present · 4 mos · Mumbai, Maharashtra, India · On-site

Aditya birla global trading (formerly swiss singapore)

2 roles

Assistant Manager - Insurance

Jan 2025 – Nov 2025 · 10 mos · Dubai, United Arab Emirates · On-site

Managed company risk by placing adequate insurance policies through brokers and insurers.
Worked on risk management in third-world and high-risk countries to safeguard company assets.
Worked on an insurance consolidation project, streamlining coverage across multiple locations and achieving significant cost reductions.
Conducted premium reconciliations, identifying duplicate invoices and preventing overcharges.
Identified uninsured stock, assessed risk, and secured coverage to mitigate potential financial exposure.
Recovered insurance claims by coordinating damage surveys, loss assessments, and compiling claim documentation.
Managed accurate premium payments, ensuring compliance and timely processing.
Streamlined MIS reporting and implemented weekly dashboards to enhance management oversight and decision-making.

Risk ManagementInsuranceInsurance advisoryFinancial AnalysisProject Management

Assistant Manager – FP&A

May 2023 – Jan 2025 · 1 yr 8 mos · Dubai, United Arab Emirates · On-site

Responsible for financial analysis of a USD 640 million annual turnover Rice vertical.
Lead budgeting and variance analysis across the business.
Conduct data analysis by importing country (destination), exporting country (source), and business model, based on Incoterms and payment terms.
Manage USD 20 million in monthly treasury operations, including payment processing, KYC checks, accounting, fund management, and payment release.
Oversee inventory and working capital control.
Create daily commodity price dashboards using Bloomberg Terminal and automated AR/AP dashboards using Power BI.

Microsoft Power BIMicrosoft ExcelMicrosoft Power QueryMicrosoft PowerPointBusiness PlanningSAP ERP+1

Aditya birla health insurance company limited

2 roles

Manager - FP&A

Nov 2022 – Jun 2023 · 7 mos · Mumbai, Maharashtra, India · On-site

Designed and maintained monthly dashboards to track key KPIs across Sales, Operations, HR, and Marketing, providing actionable insights for senior leadership.
Led the creation and management of the Operations budget, collaborating with department heads to ensure alignment with organizational goals.

Balanced ScorecardBusiness PlanningBusiness StrategyFinancial AnalysisTimely Reporting

CFO & COO's Office

Nov 2021 – Nov 2022 · 1 yr · Mumbai, Maharashtra, India · On-site

Worked at the intersection of finance and operations, collaborating with department heads across verticals.
Led strategic planning and budgeting for Claims Operations, managing a 50% increase in claims volume without additional headcount through process optimization.
Built and automated a Financial Scorecard across 10 Operations departments, providing real-time budget vs actual insights for senior leadership using Excel formulas and Power Query.
Collaborated with Operations to align budgeting and expense processes, including training teams on accruals, provisioning, and invoice management.

Stakeholder ManagementFinancial ModelingBusiness Process DevelopmentStrategic PlanningMicrosoft Power QueryMicrosoft Excel

The lighthouse project india

Student Mentor

Jul 2021 – Jun 2022 · 11 mos · Mumbai, Maharashtra, India · Hybrid

Mentored a student as part of LightHouse Project India, dedicating 4 hours a month over 8 months to developing life and social skills.
Designed personalized, engaging sessions to foster a strong mentor-mentee relationship.
Provided ongoing support and guidance to help my mentee navigate personal and academic challenges.

MentoringProfessional MentoringStudent CounselingNonprofit Organizations