From being the First kid in her family to finish high school, Swati Bagri began as a role as auditor at Deloitte (“I did what any 17-year-old smart kid would do. I just followed my friends”). At Deloitte she discovered a “love of finance” realizing it’s “what I want to do for the rest of my life”.

Swati cemented her FP&A career at some of the world’s biggest brands: Nestlé, Mars, Amazon, and Kraft Heinz. At these giants she absorbed and built a playbook to get from “good” to “great” FP&A. Behing the success of FP&A at these teams, she explains is 3 things: strategic planning and forecasting, technology and risk management.

In this episode Swati talks about:

Finance transformation as a significant part of her role (the slippery term of “finance transformation” defined as the “effective use of technology to free up people’s time”)

How predictive analytics was used at Nestlé from rainfall data, and the wider playbook of building financial models with consumers in mind 

Hyperinflationary markets like Turkey and Egypt and FP&A and the lessons learned

Business partnering roles at Amazon and Nestlé and what I have learned about successful relationship building towards common objectives 

Co-founding The Strategy Story (including learning about Marriage insurance for wedding days)

Start by Explaining the P&L and coaching non-finance folk

War stories – annual planning cycles 

FP&A-led transformation at an ecommerce marketplace business and getting buy-in from senior management through a data story

The power of podcasts to keep your at the top of your finance game 

Sky Jumping and my favorite Excel function

Connect with Swati Bagri on Linkedin

Book a mentoring session with Swati at

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