Karan Jhaveri
Associate Principal, Strategic Finance at Intercom- Claim this Profile
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Bio
Susan Baldock
Karan is an experienced professional with a breadth of knowledge focused on enabling business mandates through technology. He has a track record of effectively translating corporate strategy into executable business requirements. He has demonstrated ability to lead these projects to fruition. Leveraging his strong interpersonal skills, Karan is able to keep his projects on track and effectively set expectations at all levels. His take-charge approach and willingness to lead projects end-to-end has resulted in successful delivery.
David Setbon
Karan is a team player and has good work ethic. He enhances his understanding by bouncing ideas and questions around. He is proactive in seeking feedback and diligently applies it.
Susan Baldock
Karan is an experienced professional with a breadth of knowledge focused on enabling business mandates through technology. He has a track record of effectively translating corporate strategy into executable business requirements. He has demonstrated ability to lead these projects to fruition. Leveraging his strong interpersonal skills, Karan is able to keep his projects on track and effectively set expectations at all levels. His take-charge approach and willingness to lead projects end-to-end has resulted in successful delivery.
David Setbon
Karan is a team player and has good work ethic. He enhances his understanding by bouncing ideas and questions around. He is proactive in seeking feedback and diligently applies it.
Susan Baldock
Karan is an experienced professional with a breadth of knowledge focused on enabling business mandates through technology. He has a track record of effectively translating corporate strategy into executable business requirements. He has demonstrated ability to lead these projects to fruition. Leveraging his strong interpersonal skills, Karan is able to keep his projects on track and effectively set expectations at all levels. His take-charge approach and willingness to lead projects end-to-end has resulted in successful delivery.
David Setbon
Karan is a team player and has good work ethic. He enhances his understanding by bouncing ideas and questions around. He is proactive in seeking feedback and diligently applies it.
Susan Baldock
Karan is an experienced professional with a breadth of knowledge focused on enabling business mandates through technology. He has a track record of effectively translating corporate strategy into executable business requirements. He has demonstrated ability to lead these projects to fruition. Leveraging his strong interpersonal skills, Karan is able to keep his projects on track and effectively set expectations at all levels. His take-charge approach and willingness to lead projects end-to-end has resulted in successful delivery.
David Setbon
Karan is a team player and has good work ethic. He enhances his understanding by bouncing ideas and questions around. He is proactive in seeking feedback and diligently applies it.
Experience
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Intercom
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United States
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Software Development
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700 & Above Employee
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Associate Principal, Strategic Finance
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Apr 2022 - Present
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Yelp
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United States
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Technology, Information and Internet
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700 & Above Employee
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Senior Manager, Corporate & G&A FP&A
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Apr 2021 - Apr 2022
- Supported C-level and senior executives in ensuring firm-wide alignment between strategy, financial targets and product roadmap. Partnered with executive and finance leadership in preparing Board updates - Accountable for LRP, led monthly forecasting and fostered continuous collaboration across GTM, Product, Engineering and G&A - Enhanced budgeting and planning cadence within G&A and Corporate to improve accuracy and increase transparency - Facilitated critical decision making by providing recommendations based on risks and opportunities and highlighting emerging trends across key metrics
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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FP&A Lead, Investment Banking & Capital Markets
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Sep 2018 - Apr 2021
- Led financial planning and forecasting across M&A advisory, underwriting and Corporate Lending - Work closely with banking C-Suite to manage firm-wide business planning and forecasting for legal entities globally- Hired, mentored and trained surgical finance team that consistently delivered on key internal and external deliverable under tight deadlines
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Vice President
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Jan 2017 - Sep 2018
- FP&A across multiple banking products, leading a team of on end-to-end financial reporting, executive initiatives, and forecasting- Facilitated stress testing globally with cross functional teams across equities and fixed income- Led analysis around treasury funding and liquidity costs associated with core businesses and established equitable allocation methodologies
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AVP
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Nov 2014 - Dec 2016
- Built the financial reporting infrastructure for US Intermediary Holding Company to enable first Comprehensive Capital Analysis and Review (CCAR) submission to the Federal Reserve- Implement US Fed-mandated CCAR reporting initiative, bringing investment banking function into modern compliance- Built dashboards, weekly and daily P&L reports and quarterly business performance reports for C-Suite and BoD. Spearheaded driving entity profitability and efficient capital deployment by leading budget to actuals variance analysis
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Senior Consultant
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Jul 2014 - Nov 2014
- Designed and built a financial planning and stress testing tool, enabling the first CCAR submission for a leading European Bank.- As a product owner, shepherded the software development process across requirements, design, build, testing and deployment using an agile approach- Enabled significant cost savings for a leading European Bank by partnering with executives to refine and redesign IT strategy to be in line with business objectives
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Staff
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Jul 2012 - Jul 2014
- Developed Anti-money laundering (AML) metrics dashboard for C-Suite and BoD at a leading US Bank- Assisted the compliance team at a leading US Bank to develop and launch a customer segmentation model globally for transaction monitoring purposes within the AML program
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Syracuse University
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United States
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Higher Education
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700 & Above Employee
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Faculty Assisstant
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Sep 2011 - May 2012
Advance databases systems in Oracle 11G and database systems in MS SQL server
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Teaching Assistant
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Sep 2011 - May 2012
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KPMG US
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United States
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Financial Services
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700 & Above Employee
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Management Consulting Intern
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May 2011 - Aug 2011
- Reduced operational risk for a major securities depository with 20M+ accounts by reengineering the business continuity plan - Drove vendor selection process for a leading insurance firm for front to back design and build of a disaster recovery data center - Reduced operational risk for a major securities depository with 20M+ accounts by reengineering the business continuity plan - Drove vendor selection process for a leading insurance firm for front to back design and build of a disaster recovery data center
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Education
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2010 - 2012
Syracuse University
School; M.S, Information Studies; Information Management -
University of Mumbai
Bachelor of Engineering, Information Technology
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