Toronto, Ontario, Canada
Experienced Assistant Vice President with a demonstrated history of working in the Banking and financial services industry. Strong professional skilled in Financial Accounting, Internal Audit, Analytical Skills, and Sales Strategy.
• Scope : Planning and analysis of Wealth Management Technology • Managing monthly financial reporting’s including accruals, allocations • Steering monthly meeting with multiple line of business to review financial performance and addresses any issues. • Recommend financial management solutions based on analysis of issues and implications for the business • Work with the business to align key performance indicators with financial forecasts/plans and initiatives. • Assists in the development of strategic plans; assessment of opportunities; determines the financial impact of initiatives/strategic decisions. • Automation : Developed Power BI reporting framework to manage monthly reporting requirements Build a power Automate flow to make entire contract management process digital Created a self service platform enabling budget movements between projects • Develop systems and automate the process of reconciliation between multiple systems, entities and business • Project management for cloud cost and managed reporting of Patching and Vulnerability projects in Wealth
• Scope : Planning and analysis of all development IT cost centres in North Americas for BNP Paribas • Managed end to end budget process including discussions with senior management and ensuring the expectations of the group and senior management are in sync with regards to reported results • Managed the communications and addressed all queries of line of business with regards to Budget allocations • Presented cost and allocation methodology to sponsors. Developed a protocol of formalizing the discussions between business and IT centres on cost allocation process. • Post the completion of Budget process conducted a series of review and completed the budget transfer process between departments • Building a strong reporting framework inline with group reporting methodology • Preparing dashboard for regulatory reporting, headcount and expense management • Developed Headcount analytics and reporting tool. First of its kind in BNP Paribas and it was used as a pilot project to feed various internal process like Budget cycle, Forecasting activities and month end reporting • Actively participated and successfully cleared the audits conducted for IT departments • Responsible for conducting and presiding IT governance forum • Develop systems and automate the process of reconciliation between multiple systems, entities and business • Managed a Project on vendor assessment in lines with group policies and created a framework of complying with group policies on vendor management and lifecycle reporting • Building a strong reporting framework inline with group reporting methodology • Preparing dashboard for regulatory reporting, headcount and expense management • Responsible for conducting and presiding IT governance forum • Develop systems and automate the process of reconciliation between multiple systems, entities and business
Responsible for Business planning and sales effectiveness of Sales and distribution unit. Financials and Expenses Management: o Created financial model computing Cost of Acquisition across different acquisition channels o FAS – 91 Validation and successful Audit completion for Cards and Personal Loan business o Placed new automatic system for managing vendor payments of “Third Party Sales” o Managed and trained the unit on Tax reform transition Goods and Services Tax (GST) o Planning Exercise: Analysis of Consumer behavioral pattern to understand the market .Deliberation on final budgeting exercises with stakeholders & relationship managers .Allocation of targets to markets basis growth and CITI current penetration and opportunity Chief of Staff to Sales Head o Introducing Video KYC customer onboarding journey in Citibank (First ever) o Creating “Zero Contact” and “Best in class” customer journey model o Planning for Headcount and linking the same to business volume o In-depth analysis of Producer population – Productivity , mandatory training , SIP participation rate , Operating efficiency ( Linked to revenue generated ) o Spearheaded the usage of Digital Tool (Power BI) in Consumer Bank analytics. o Presented Analytical / Assurance Package produced as part of Best Practice Sharing to Global Controller o Co-ordinating on New York led initiatives and presentations for Citibank NA India
Responsible for driving the budgeting process o Segment wise Revenue & Expense Planning and analysis o Headcount Planning and compensation analysis. o Ensuring Budget alignment with the strategic plans and overall CITI vision. Branch profitability analysis Preparation of a monthly forecast with a detailed buildup along with Revenue updates with regular weekly revisions. Detailed Expenses analysis and estimation of final expense landing numbers. Highlight and present trends to Country Business Manager Responsible for giving expense targets to Business/Functions. Managing end to end Expense analysis and reporting of Global Consumer Banking India