Hetvi Bhagat

Operations Associate

San Francisco, California, United States11 yrs 11 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in financial analysis and auditing methodologies.
  • Proven track record of cost-saving process improvements.
  • Strong leadership in cross-functional team collaborations.
Stackforce AI infers this person is a Financial Services expert with a strong focus on auditing and process improvements.

Contact

Skills

Core Skills

Financial AnalysisBusiness Process ImprovementAuditing

Other Skills

Data AnalysisFinancial KPIsCost Saving StrategiesData Sharing EfficienciesTask ManagementStandardizationProcess ImprovementsFinancial ModelingAI ToolsAudit ProceduresStakeholder ManagementOperational ControlsCross-functional CollaborationResearch and TestingAudit Implementation Procedures

About

Hetvi is a data-driven Finance professional enrolled in a leadership development program at USC Marshall and building a life-long network. A qualified Chartered Accountant formerly working at Deloitte, she gained expertise in the Financial Services industry by auditing the two largest Indian private-sector banks. Focused on improving audit methodologies using data analytics and AI tools, she has managed client interactions, analysed financial trends, identified inefficiencies, and made recommendations for process improvements. Technical Skills: Advanced Excel, SQL, Tableau, JIRA, WorkDay, PowerBI, Oracle, Tally ERP, MS Project

Experience

11 yrs 11 mos
Total Experience
3 yrs 11 mos
Average Tenure
5 yrs 9 mos
Current Experience

Ey

2 roles

Manager

Aug 2022Present · 3 yrs 10 mos

Senior Consultant

Sep 2020Aug 2022 · 1 yr 11 mos

Sharp focus, inc.

Research Associate

Jul 2020Sep 2020 · 2 mos

Airbnb

MBA Intern - Platform Controllership

Jun 2019Aug 2019 · 2 mos · San Francisco Bay Area

  • Developed a scorecard to measure and track operational and financial KPIs for 25+ payment processors and provide support for partnership decisions and cost saving strategies worth $1.2M
  • Initiated data sharing efficiencies and internal synergies between Payments Operations, FP&A, and Accounting resulting in time savings of 36 hours in the monthly cash reporting cycle
  • Implemented standardization of JIRA tickets and task management dashboard leading to improved visibility and faster resolution of 400+ issues worth $6M
  • Built proof-of-concept model to analyse monthly merchant fee rates and its driving factors resulting in identification of high-cost markets and currencies
Data AnalysisFinancial KPIsCost Saving StrategiesData Sharing EfficienciesTask ManagementStandardization+2

University of southern california - marshall school of business

MBA Candidate

Jul 2018May 2020 · 1 yr 10 mos · Greater Los Angeles Area

Deloitte haskins & sells llp

Assistant Manager

Jan 2017May 2018 · 1 yr 4 mos · Mumbai Area, India

  • Spearheaded process improvements across Revenue, Treasury, and Payroll departments to address business risks, and workflow inefficiencies, leading to annual cost savings of $1.6M
  • Created financial models for 2 Fortune 500 India companies worth $25B to present trend analysis, forecasts, and summary statements to senior management
  • Led team of 5 on a multinational company Tax Audit to ensure compliance with Income Tax laws within a stringent deadline of 25 days, saving the client from a $2M penalty
  • Collaborated with engineers and data scientists for building AI and analytics tools to automate audit procedures and increase data visibility, thereby increasing operational efficiency by 60%
  • Managed key interactions with 50+ employees and stakeholders within client’s organization to gain comprehensive understanding of business objectives and operations resulting in improved compliance and efficiency across key financial processes
  • Mentored junior associates and interns on audit practices and assessed performance for engagement reviews
Process ImprovementsFinancial ModelingAI ToolsAudit ProceduresStakeholder ManagementFinancial Analysis+1

Deloitte haskins & sells llp

Senior Associate

Sep 2013Sep 2016 · 3 yrs · Mumbai Area, India

  • Led over 20 Branch visits across India to ensure smooth functioning of operational controls and information systems with respect to data security and user control and access
  • Partnered with cross-functional teams such as Tax, Risk Advisory, and Legal, to enhance quality of service resulting in increased client retention by 2 years
  • Conducted intensive research, evaluated eligibility criteria and performed detailed testing to provide assurance on 8 Government-regulated deliverables worth $5M
  • Redesigned reference material for audit implementation procedures by integrating legal reforms, expert opinions, and best practices to serve as guidance for 4 projects aggregating $1M in revenue
Operational ControlsCross-functional CollaborationResearch and TestingAudit Implementation ProceduresAuditing

Education

USC Marshall School of Business

Master of Business Administration - MBA

Jan 2018Jan 2020

The Institute of Chartered Accountants of India

Chartered Accountant

Jan 2016Present

Narsee Monjee College of Commerce and Economics

Bachelor’s Degree

Jan 2012Jan 2015

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