Leading the finance transformation with ERP Implementation. Served as the finance lead for General Ledger and Management Reporting ERP project, partnering with the technology lead. The strategic project included development of roadmap for the consolidation of multiple ERP systems and building of core integrated financial systems and platforms to achieve harmonized set of systems and processes for delivering timely, accurate financial close and business reporting with data enabling analytics.

Executive Director in Corporate FP&A group, led the Corporate FP&A function for budget, forecast, management reporting and analysis for Morgan Stanley with 3 key business segments - Wealth Management, Institutional Securities, and Investment Management. Involved in Board and Operating Committee presentation focused on financial performance and strategic decision making.Managed “Pre-Provision Net Revenue (PPNR)” forecasting and analysis for the Comprehensive Capital Analysis and Review (CCAR) process mandated by Federal Reserve for large Bank Holding Companies.This involved building of key cross functional and cross business relationships to ensure timely implementation and accuracy of forecasting processes. Key member of CCAR working committee involved in risk identification /vulnerability assessment, scenario design and development of macro & market variables for PPNR forecasting. Proactively focused on continuous improvement plan to enhance, streamline and automate processes through implementation of technology tools. Integrating and leveraging of PPNR forecasting processes for annual and mid-cycle submissions with traditional FP&A (budgeting and forecasting) processes.

As a Vice President, CFO of US Information Services (USIS) in TransUnion’s Finance Department, I was responsible for accounting, finance, management reporting, forecasting and analysis for the US business segment (including US Information Technology). Provided finance decision support to Key business segments comprising of Financial Services, Insurance and Healthcare.Developed multi-year strategic plan by line of business. Involvement in various strategic initiatives related to business, finance, operational excellence & information technology. Also supported & participated “due-diligence” activities for M&A transactionsProvide financial support to USIS CEO, USIT CIO and business leaders, building a business-finance partnership. Also, led shared services organization for a year on “Interim CFO” basis.

As a Senior Vice President of business information, planning and analytics at a global bank HSBC North America Holdings Inc., I led management reporting, analysis, planning, and forecasting for North America. Held responsibility for customer group reporting across multiple legal entities and lines of businesses. Oversaw reporting for key business segments, including retail banking and wealth management (includes personal banking, credit cards, insurance, mortgage etc.), commercial banking, global banking and markets, and global private banking. Directed planning and forecasting with profit and loss statement, balance sheet, risk-weighted asset, and headcount planning. Developed multiple-view analytics, consisting of products, customer groups, lines of business, and geographic and legal entities. Led North America rollout and implementation of management reporting tools (Cognos and TM1). Reported financials in both U.S. GAAP and IFRS basis of accounting.

Managed monthly, quarterly and annual Financial Close processes for the credit card division of HSBC North America and supported Corporate for external reporting requirements & Board reporting. Responsibilities included Regulatory (Call) reporting for Card issuing Bank; management of Credit Quality / Loan Loss Reserves accounting and managing Treasury operations for credit card division, including securitization & accounting thereof. Also responsible for Management reporting, Planning and Forecasting.