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Hello, I am a highly motivated and results-oriented financial modeling leader with 19 years of experience in progressively senior roles within the financial services industry and a CFA charter. I am skilled at building and guiding high-impact financial models and FP&A processes to support strategic decision making. In my roles, I have led and mentored teams to deliver data-driven insights, optimize forecasting cycles, and drive performance across banking and financial services functions. I have a proven ability to manage complex financial models for FP&A forecasting, monthly rolling balance sheet and income statement forecasting, and I have led high-performing teams to deliver impactful solutions that address complex business challenges, resulting in improved data-driven decision making.…Hello, I am a highly motivated and results-oriented financial modeling leader with 19 years of experience in progressively senior roles within the financial services industry and a CFA charter. I am skilled at building and guiding high-impact financial models and FP&A processes to support strategic decision making. In my roles, I have led and mentored teams to deliver data-driven insights, optimize forecasting cycles, and drive performance across banking and financial services functions. I have a proven ability to manage complex financial models for FP&A forecasting, monthly rolling balance sheet and income statement forecasting, and I have led high-performing teams to deliver impactful solutions that address complex business challenges, resulting in improved data-driven decision making.

Santosh Padhi

1st Assistant Director, Pitch Deck Designer, Writer

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Hello, I am a highly motivated and results-oriented financial modeling leader with 19 years of experience in progressively senior roles within the financial services industry and a CFA charter. I am skilled at building and guiding high-impact financial models and FP&A processes to support strategic decision making. In my roles, I have led and mentored teams to deliver data-driven insights, optimize forecasting cycles, and drive performance across banking and financial services functions. I have a proven ability to manage complex financial models for FP&A forecasting, monthly rolling balance sheet and income statement forecasting, and I have led high-performing teams to deliver impactful solutions that address complex business challenges, resulting in improved data-driven decision making.…Hello, I am a highly motivated and results-oriented financial modeling leader with 19 years of experience in progressively senior roles within the financial services industry and a CFA charter. I am skilled at building and guiding high-impact financial models and FP&A processes to support strategic decision making. In my roles, I have led and mentored teams to deliver data-driven insights, optimize forecasting cycles, and drive performance across banking and financial services functions. I have a proven ability to manage complex financial models for FP&A forecasting, monthly rolling balance sheet and income statement forecasting, and I have led high-performing teams to deliver impactful solutions that address complex business challenges, resulting in improved data-driven decision making.

Available to hire

Hello, I am a highly motivated and results-oriented financial modeling leader with 19 years of experience in progressively senior roles within the financial services industry and a CFA charter. I am skilled at building and guiding high-impact financial models and FP&A processes to support strategic decision making. In my roles, I have led and mentored teams to deliver data-driven insights, optimize forecasting cycles, and drive performance across banking and financial services functions.

I have a proven ability to manage complex financial models for FP&A forecasting, monthly rolling balance sheet and income statement forecasting, and I have led high-performing teams to deliver impactful solutions that address complex business challenges, resulting in improved data-driven decision making.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Language

English

Advanced

Work Experience

Senior Manager, Financial Modeling at ATB Financial

November 1, 2022 - November 7, 2025

Led development and implementation of standardized policies and processes for financial models across the organization. Key member of the Financial Planning & Analysis team, responsible for managing the long-term financial plan. Led the development of monthly rolling forecasts and quarterly forecasts using Anaplan, reducing the 6-week cycle to 6 days. Developed scenario analyses that provided senior leadership with data-driven insights to assess the impact of potential external factors on the organization.

Senior Manager, Analytics at Canadian Western Bank

November 1, 2022 - November 1, 2022

Led development and implementation of the annual budget model, setting performance targets for banking regions and lines of business. Managed a portfolio of projects focused on key performance areas, including branch optimization, incentive programs, business reporting, marketing campaign analysis, and customer insights.

Senior Business Analyst at RBC & Manulife (across Chennai, Boston, Toronto)

May 1, 2014 - May 1, 2014

Successfully led teams and delivered solutions across diverse financial institutions (RBC, Manulife) in Chennai, Boston, and Toronto. Spearheaded system implementations, streamlined application support, and optimized business processes through in-depth analysis, demonstrating expertise in driving efficiency and enhancing overall performance in the financial services sector.