Mita Patel Email & Phone Number

London, England, Gb

London, England, United Kingdom

Spearheaded Technology Department of circa 2,500 employees, including 1,000 external resources, with a cost base of circa CHF 200M. Guided the department's strategic direction in line with the bank's overall strategy and swiftly execute significant cost reductions. Managed key business stakeholders by providing transparency and regular progress updates on their investments. Oversaw the financial management of the department, ensuring accurate reporting of the financial performance, projections,… Show more Spearheaded Technology Department of circa 2,500 employees, including 1,000 external resources, with a cost base of circa CHF 200M. Guided the department's strategic direction in line with the bank's overall strategy and swiftly execute significant cost reductions. Managed key business stakeholders by providing transparency and regular progress updates on their investments. Oversaw the financial management of the department, ensuring accurate reporting of the financial performance, projections, and key KPIs. Directed programme portfolio and workforce management, including long-term strategic planning and meeting resource levels and KPIs. Oversaw the vendor management team, including contract negotiations and relationship management. Managed the department and planned long-term goals. Built and maintained relationships with stakeholders, external partners, and internal investors. Provided transparency and regular progress updates on investments and program deliverables. Show less

London, England, United Kingdom

Dual role held to lead the Group Revenue Collaboration and Governance team focusing on internally generated revenues within the Bank, encompassing all types of economic sharing agreements (ESA’s), contributing to approximately 20% of the bank's global revenues. Established a global governance team for the newly created department in 2016 to oversee all aspects of collaboration within the Bank. In addition, acted as the Banks Restructuring Board lead driving a Bank-wide initiative to… Show more Dual role held to lead the Group Revenue Collaboration and Governance team focusing on internally generated revenues within the Bank, encompassing all types of economic sharing agreements (ESA’s), contributing to approximately 20% of the bank's global revenues. Established a global governance team for the newly created department in 2016 to oversee all aspects of collaboration within the Bank. In addition, acted as the Banks Restructuring Board lead driving a Bank-wide initiative to significantly reduce costs and externally commit to a three-year restructuring program.Sole management of a Bank-wide initiative to significantly reduce costs and externally commit to a three-year restructuring program. Extensive validation of divisional business cases for eligibility, ensuring compliance with the restructuring policy guidelines and accounting standards. Validated divisional business cases for funding eligibility based on Restructuring policy guidelines and accounting policy. Presented cases to the Banks Restructuring Governance Board for review and approval. Closely managed restructuring programmes' financials to ensure delivery within the firm's target. Managed internal and external communications regarding savings achievement and progress on various savings initiatives. Coordinated and communicated with multiple senior stakeholders across the Bank and Steering Committee programme. Show less

London, England, United Kingdom

Coordinated the group-wide strategic planning and multi year financial planning process, ensuring control consistency and accountability. Developed strategic and financial planning processes to ensure more focus on B/S and risk appetite to meet heightened regulatory requirements. Analysed group forecast and plan financials, including reviewing, challenging, and assessing the feasibility of Divisions meeting their plans and internally/externally communicated target matrix. Consolidated and… Show more Coordinated the group-wide strategic planning and multi year financial planning process, ensuring control consistency and accountability. Developed strategic and financial planning processes to ensure more focus on B/S and risk appetite to meet heightened regulatory requirements. Analysed group forecast and plan financials, including reviewing, challenging, and assessing the feasibility of Divisions meeting their plans and internally/externally communicated target matrix. Consolidated and prepared group-wide reporting to the CFO, Executive Board and Board of Directors. Maintained planning governance and policies. Led a multi-year project to transform strategic and financial planning and forecasting processes and governance in Group Finance, resulting in enhanced performance measurement and capital management capabilities. Delivered an integrated approach to risk, financial, and capital planning, resulting in a more efficient and quicker end-to-end planning process and improved capital allocation. Coordinated critical workstreams to develop the future state planning and forecasting process and system architecture, including scenario planning and analysis, strategic initiative development, capital planning, data collection, and integrated reporting. Partnered closely with key stakeholders across Group and Divisional Finance and Risk and Treasury to jointly derive business requirements and frameworks to meet the demands of the business and new regulations. Show less

London, England, United Kingdom

Deputy for the Global Head of Corporate Functions Planning and Analytics, managing and coordinating the group-wide Corporate Functions forecasting, multi-year strategic, and financial planning processes. Consolidated, reviewed, and challenged the forecasts and plans of the various Corporate Function areas, helping manage the Bank-wide cost base. Coordinated and tracked Corporate Functions' financial targets with senior management and communicated allocations to front-office business divisions… Show more Deputy for the Global Head of Corporate Functions Planning and Analytics, managing and coordinating the group-wide Corporate Functions forecasting, multi-year strategic, and financial planning processes. Consolidated, reviewed, and challenged the forecasts and plans of the various Corporate Function areas, helping manage the Bank-wide cost base. Coordinated and tracked Corporate Functions' financial targets with senior management and communicated allocations to front-office business divisions. Prepared detailed financial analysis for monthly and quarterly Executive Board and annual Board of Directors reporting for forecasting and planning. Delivered accurate and robust financial plans and forecasts despite challenging and constantly evolving conditions. Led Corporate Function areas through a challenging planning process, delivering high-quality plans and forecasts against adverse conditions. Show less

Acca

Ba Hons Accounting And Finance, Accounting And Finance