Rahul Sharma

Finance and strategy leader with 14+ years across Goldman Sachs, J.P. Morgan, PwC and First Citizens (formerly Silicon Valley Bank), operating where financial performance meets strategy and execution. Owns enterprise planning and business finance — AOP, forecasting, multi-billion-dollar P&Ls and portfolios, financial modeling and capital-allocation business cases — while running Chief-of-Staff operating rhythm (MBR/QBR, OKRs, board & investor reporting) for leadership.

Has led finance and business transformation at scale, including two greenfield GCC build-outs and an 800+ FTE cross-border transition, and partners with CFOs, Country Heads and business leaders to turn strategy into funded, executed outcomes.

Associate Director — Strategy & Business Management (FP&A / Chief of Staff / GBS) at First Citizens India (formerly Silicon Valley Bank) (2024-09 – Present)

• Partner with the Country Head as Chief of Staff for a multi-function GBS (1200+ FTE), steering site strategy, operating-model transition and cross-border integration in a post-acquisition environment.
• Site FP&A — AOP, rolling forecasts and workforce planning across a ~$100M cost base — with financial models and ROI business cases that inform C-suite capital-allocation decisions.
• Architected the MBR/QBR cadence, KPI scorecards and board & management reporting that convert performance data into leadership decisions.
• Led finance transformation and reporting automation, cutting executive reporting cycle time ~30%
• Own site governance, capacity planning and resource allocation while driving talent development across multiple teams.

Principal Consultant — Strategy, Finance Transformation & Shared Services Advisory at PwC India (2022-08 – 2024-09)

• Led greenfield GCC build-outs — strategy, design and transition of 800+ FTEs from global hubs and front offices to India — on a $10M program delivered on schedule across three continents.
• Designed FP&A architecture, operating models, KPI frameworks and forecasting automation for transitioning entities, advising CFOs and Finance Directors.
• Built investment business cases and tracked value realization against ROI targets across financial-services and industrial clients.
• Ran executive financial-health assessments and workshops, building agile, future-ready GCC operating models, Go To Market strategies for GCC business

Vice President — Business Finance & Chief of Staff, Consumer Banking / Engineering at Goldman Sachs India (2019-10 – 2022-07)

• Owned bottom-up, zero-based budgeting for a multi-billion-dollar P&L, adopted as the divisional planning standard and driving margin/EBITDA improvement.
• Ran competitor analyses and KPI dashboards, converting benchmarking into business-growth and EBITDA-improvement recommendations for leadership.
• Served as Chief of Staff to a 600+ person Engineering organization — aligning strategy, fiscal planning, investment approvals and OKRs, and steering India growth strategy and hiring.
• Led expense-optimization across business units, delivering ~$15M in savings plus ~15% cost reduction via strategic insourcing and ~$200K from vendor renegotiation.
• Improved process efficiency ~20% and reduced time-to-hire ~30%; established an automation Center of Excellence and an integrated finance-PMO operating rhythm.

Associate — Finance & Business Management (Home Loan / Mortgage Banking) at J.P. Morgan Chase & Co. (2018-06 – 2019-09)

• Ran annual budgeting and quarterly forecasting for the Home Loan division and managed a $1B+ professional-services expense base across 160+ vendors and four sub-lines of business.
• Built automated, driver-based expense-forecasting and vendor-accrual tools, improving cost ~3% with tighter accuracy.
• Partnered with commercial leads on pricing and resource allocation to improve ROE.

Associate — Finance Management & Strategy (Investment Banking Division) at Goldman Sachs India (2015-08 – 2018-06)

• Led IBD budgeting, forecasting and variance analysis; built a bottom-up three-year strategic-plan model, and managed the P&L
• Ran competitor benchmarking that supported a new product launch with ~$5M P&L impact.
• Automated management reporting and migrated reporting to Tableau.

Associate Manager, Finance (FP&A & Management Reporting) at Mu Sigma Business Solutions (2014-12 – 2015-08)

Assistant Manager, FP&A (CFO Office) at IDBI Federal Life Insurance (2013-06 – 2014-09)

Associate Consultant (Business Analyst / ETL) at Capgemini (2010-01 – 2011-06)

MBA in Finance – Symbiosis International University (SIBM Pune) (2013)

B.E. in Computer Science Engineering – RGPV / SVITS (2009)