Author, Certified Life Coach and NLP CoachChartered Accountant and Company Secretary with over two decades of extensive experience both in India and at global locations, in various aspects of Finance Function across almost all segments of a Universal Bank, including Strategy Planning, Transformation Projects, Financial Services Operations Management, Process Improvement Initiatives In current role am leading the business management function for the India Shared Service Entity working closely with India Co-CEOs in the capacity as their Chief of Staff and business manager to Executive Leadership group. Adept at managing multiple projects concurrently in challenging & fast-paced environments. Strong interpersonal skills and adept at liaising effectively across cross functional teams. Extensive international experience in working with culturally diverse teams, including cross functional / virtual teams.
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Co-FounderUlpoChennai, Tn, In
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Co-FounderHuman Compass Coaching Sep 2023 - PresentLife and Career Coaching using NLP (Neuro Linguistic Programming) techniques -
Head Of Strategic Projects And Business OperationsOptum Mar 2024 - PresentChennai, Tamil Nadu, IndiaHead of Strategic Projects, including Business Operations and Chief of Staff to Optum India Managing Director & CEO, -
Business Manager - India Finance And Bgsc IndiaBarclays Aug 2019 - Mar 2024Chennai Area, IndiaLead for Business Management function for India Finance and Barclays Global Shared Services Entity in India, supporting the CEO and the India ExCo. Also responsible for oversight of Finance Transform team and global Workforce reporting teams -
Global Head Of Service Management For FinanceBarclays Nov 2018 - Dec 2023Chennai Area, IndiaAs global lead for finance service Management responsible for overseeing compliance with service management framework for all of Finance function services globally working with finance leads across each of finance services and Central Service Management.Also interim lead for Service Management for India Global Service Centre responsible for compliance with Service Management framework for India service centre
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Director-FinanceBarclays Shared Services India Private Limted May 2013 - Nov 2018Chennai, IndiaDirector - Equity Financial ControlIn addition to Service Delivery function also responsible for end to end financial control for equity products in the Banking and Broker Dealer entity, including monitoring of capital ratios, leverage ratios and other regulatory returnsHead of Service Delivery and ManagementManaging team covering Service Entity Financial Control, Global Recharge and Transfer Pricing and Compesation and Benefits function across Investment Banking, Corporate Banking and Wealth Management
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Vice President - Global Financial ReportingBarclays Dec 2010 - Feb 2013SingaporeHead of Global Controls and Support Services-managing a team of 25 FTEs covering central control process for entire Barclays Capital such as • Revenue Transfer Pricing• Cost Recharges• Account Ownership • Legal Entity Static Management• Centralised Trading / Settlement book opening and downstream mapping along withFinancial Control for Barcap’s Service Companies in UK, US and Asia, including preparation of standalone statutory financials.In addition to the above also working closely with Senior Management on firm's location strategy, involved in setting up the IB shared service unit in Chennai and managing the Group Financial Reporting function for Corporate division of the firm, consisting of team of over 30 staff based in Chennai
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Head Wealth Finance IndiaBarclays Oct 2007 - Dec 2010MumbaiHead of Finance for India Onshore Wealth platform• Seconded from Barclays Capital, Singapore to Barclays Wealth, Mumbai • Responsible for setting up finance function and managing the function for India Onshore Wealth Management• Was part of the core Infra team that set-up the overall processes for the franchise. Was extensively involved in the various onshore product roll-outs• Developed Banker-Level, Product Level revenue tracking MI to determine different management views to assess profitabilityKey Highlights of the role include• Opportunity to work closely with very senior management in Barclays Wealth, both regionally and globally• Part of the core Management that launched and managed the onshore franchise • Exposure to end to end processes for wealth products
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Avp - Product ControlBarclays Jul 2005 - Sep 2007SingaporeDaily P&L Reporting, Price Testing and Monitoring of trader mandate for Portfolio Management desk.• Exposure to Loans, Credit Derivatives and Total Return Swaps• Involvement in migration of roles from UK and US into Singapore
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Assistant ManagerAbn Amro Bank Nov 2002 - Jul 2005Mumbai Area, IndiaTreasury and Fixed Income Product Control - Responsible for setting up product control function for Onshore India Treasury and Fixed Income trading desk.Key Highlights of the role• Responsible for understanding the set-up in Singapore and creating a similar operating framework for Onshore businesses• Included daily p&l reporting and decomposition of p&l• Preparation of ALCO packs • Working closely with the treasury desk on the ALM policies for retail banking productsFinancial Control – Part of the project team that centralised the preparation of annual accounts for ABN Amro India bank branch.Key Highlights of the role• Project role involving close interaction with the FC team and IT• Delivery of the automated solution in a tight schedule• Part of the core team that finalised the 2003 financials• Key Finance contact for the regulatory Inspection in 2003 -
TraineePricewaterhousecoopers Jul 1999 - Jun 2001
Chetan Bulsari Education Details
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Chartered Accountant -
Company Secretary
Frequently Asked Questions about Chetan Bulsari
What company does Chetan Bulsari work for?
Chetan Bulsari works for Ulpo
What is Chetan Bulsari's role at the current company?
Chetan Bulsari's current role is Co-Founder.
What schools did Chetan Bulsari attend?
Chetan Bulsari attended The Institute Of Chartered Accountants Of India, Institute Of Company Secretaries Of India, Narsee Monjee Institute Of Management Studies.
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