Shubhi Shukla

• Partnered with 6 Consumer & Community Banking (CCB) sub-lines of business and 12
corporate functions to prepare and manage comprehensive Opex budgets covering
Compensation and Non-Compensation expenses using oracle Hyperion and Essbase cubes.
• Acted as advisory for the leadership (Executive Directors, CFOs, and CEOs), delivering
financial reporting, scenario analysis, variance analysis, monitoring KPIs and providing
decision support for strategic initiatives.
• Conducted variance and scenario analyses against budgets and forecasts; presented
findings to CFOs and CEOs via Investor Day, Quarterly Earnings, and Annual Reports.
• Partnered with firm-wide finance teams to deliver consolidated CCB expense analysis and
leadership ad hoc insights.
• Oversaw headcount forecasting, resource allocation, and workforce strategy across
multiple lines of business.

• Led the Real Estate Financial Planning process covering New Builds, Consolidations,
Relocations, Lease Renewals, and Buy vs. Rent evaluations.
• Developed financial models using NPV, IRR, PV, and Break-even analysis to evaluate CAPEX
decisions and improve investment efficiency.
• Created automated dashboards and business cases for deposit review meetings and
performance tracking using Power BI, Tableau, and Excel-based tools.
• Provided strategic advisory to the Consumer Banking CFO on branch economics, CAPEX
optimization, and portfolio rationalization.
• Collaborated with U.S.-based LOB Modelling Leads and Executive Directors to deliver
business case presentations, influencing key investment and expansion decisions.
• Managed a team of 3 FTEs; created SOPs, training manuals, and process flow charts to
ensure knowledge transfer and business continuity.