Bhavin Patel Email & Phone Number

Singapore

• Accountable for Corporate Planning and Budgeting processes for Enterprise & Global Technology (including operational and project related costs)• Provides performance reporting against all KPIs across the organisation• Monitors the value delivered by the E&G team in line with the commitments made to the customers• Manages the delivery portfolio to prioritise high value projects (improvement and non discretionary)• Ensures operational hygiene is maintained across core processes and data sets

Singapore

• Provides holistic Portfolio financial trend analysis and reporting • Develops and tracks internal KPI’s to track functional value • Identify long term Portfolio challenges and inefficiencies to define improvement approaches • Accountable for the teams workforce strategy, cost save programs and cross governance initiatives driving operational excellence and services • Owns Program and Project reporting capabilities for the Technology Portfolio

Singapore

• Strategic Analysis of all financial aspects of the Program including labour costs, vendor charges (BlackRock, BNP Paribas & GoldenSource), charge out allocations, SLA measures/discounts etc.• Define and track all Benefits (Financial & Non-Financial) related to the Program• Establish baseline Business Case savings with multiple scenario levers for Senior Management to assess• Reconcile Billable AUM data from vendors (BlackRock) vs. in-house calculations• Assess vendor charging models (BlackRock and BNP Paribas) to ensure commercials are as per expectations

Singapore

• Investment Governance of all Change-the-Bank programs impacting WM APAC running multiple scenarios• End to End Financial Management of the key strategic programs (Direct, Allocated and Restructuring costs) including P&L and Balance Sheet impacts Partnering with IT and Operations to track monthly cost allocations and delivery • Vendor Management of all external resources and suppliers • Provide clear and timely ad hoc Financial information to Senior Management on a regular basis • Co-ordinate with teams in Zurich to ensure best practice is leveraged across the Portfolios • Organization of employee engagement with Senior Management

Singapore

• Strategic Cost Analysis with the Asset Management COO team• Global Workforce Management/Planning Lead • Managing and maintaining the Asset Management Change-the-Bank portfolio • Monitoring the Run-the-Bank expenditure in line with new budgetary constraints • Guide Management team through Target Operating Model implementation requirements • Functional Reporting lead with 3 resources • Partnered with Asset Management Business to ensure PnL charges are accurate and benefits realized• Capitalization, Amortization and Restructuring assessments/validation and tracking

London, United Kingdom

• Single point of contact for all financial reporting within Asset Management IT (CtB and RtB) • Partnering with the Segment Heads, COO team and CIO • Preparation and analysis of monthly reports and forecasts • Working closely with the consumer reporting team to ensure that allocations to the business are accurate• Execution of month end processes (e.g. corrections, variance analysis) • Preparation of ad-hoc analysis and reports • Ensuring the capitalization programs are included accurately and being allocated back to Asset Management business • Preparation and delivery of presentations for management • Establish strong working relationships with the client and within the wider Controlling community CtB program and project business case sign off and validation

London, United Kingdom

• Detailed Cost Savings analysis due to budgetary cuts within IT • Cost optimization of contracts with suppliers • Ad hoc reporting on request from senior managementFrom February 2012 onwards I took on an additional position (Asset Management IT Chief of Staff). Responsibilities included: • Covering Risk and Audit items (co-ordination of front to back requirements) • Creating documentation for Asset Management Operating Committee meetings • Managing initiation of Benchmarking metrics for Corporate Centre • Overseeing Workforce Planning optimization

London, United Kingdom

Placed with Asset Management IT with an initial accountability to create reports showing the month on month progress of the department on KPI’s including headcount, financial overviews and project statuses. Required to:• Gather requirements from clients and identify a specification.• Source and validate data from existing systems and reports.• Create an automated template which formats the essential information in an easy to understand way.During the process I became very familiar with the requirements from the Finance department for Asset Management IT and was asked to help where capacity allowed. As a result I began to work on:• Re-statement and organisation of the accruals process in place.• Design of a new accruals methodology to be implemented by 2011.• Preparation of the Forecast reports for the departments and month-on-month variance analysis to prepare for discussions with senior management.• Year-to-date invoice mapping and liaising with Infosys to establish best practice so that contracts are easily identifiable.• Cost Object preparation in line with new process requirements.• Analysis into GTIS costs and shreds for proposed new projects.• Ad hoc reporting on request from senior management.

Sheffield, United Kingdom

Role involved providing support to countries that had gone live with the Unify project which aligned all countries to the same Accounting system. I also assisted in the pre “Go Live” process to prepare the accounts for the new system.

Burton Upon Trent, Staffordshire

Analysing competitors, margins and budgets.

Bachelor Of Science With Honours, Accounting & Information Systems

Education record