NEERAJ MENDIRATTA

Senior Finance Leader with over 20 years of experience in global banking environments, specializing in enterprise-wide financial steering across revenue and cost portfolios. Expertise includes P&L oversight, performance management, and finance transformation, serving as a trusted business partner to regional and global leadership teams to enhance cost transparency, reporting quality, and financial governance within multi-entity structures. Proven track record in leading large, cross-functional teams across diverse geographies while managing end-to-end R2R (Accounting), P2P, financial reporting, and FP&A operations, alongside IFRS reporting and regulatory compliance frameworks. Successfully spearheaded multiple enterprise-wide finance transformation initiatives focused on process re-engineering, digital enablement, governance enhancement, and operating model redesign, while architecting robust budgeting, forecasting, and variance analysis frameworks that elevate P&L accountability across global business units and support functions.

• IFRS
• UK ACCA (pursuing)
• Growth Mindset
• DEI
• Change Management
• Emotional intelligence
• Executive presence
• Power BI for Finance

• Implementation of Simplified cost allocation Methodology (SALT–SAM Convergence & AKT), Société Générale Global Solution, Finance – FPA, Took full ownership of the SALT–SAM convergence initiative from the GCC, with end-to-end accountability for budget control, IT steering coordination, and stakeholder governance. Designed and rolled out a simplified cost allocation framework, introducing structured key collection and formal approval mechanisms to enhance transparency and control. Worked closely with finance, technology, and global stakeholders to ensure alignment, timely execution, and sustainable adoption. Delivered EUR 800K reduction in IT run costs while improving allocation accuracy and reporting clarity.
• Project RTS – Global Centralization & Cost Optimization Initiative, Société Générale Global Solution, Finance – FPA, Directed the consolidation of FP&A activities into a Centre of Excellence (COE) model, strengthening reporting consistency and support to global CFO stakeholders. Aligned the operating model by simplifying processes, strengthening governance structures, and overseeing transition execution from the GCC, resulting in EUR 500K in local cost savings through improved resource utilisation and centralization.
• Fixed Asset Register (FAR) Remediation Project, Accenture, Finance Transformation & DQ, Managed a large-scale remediation program covering GBP 1B+ in inter-entity fixed asset transfers, ensuring accurate accounting treatment and balance sheet alignment. Coordinated cross-functional teams and maintained governance oversight, providing structured updates to senior leadership. Strengthened financial controls and closed reporting gaps within committed timelines; recognized by leadership for disciplined execution.

• Directed multi-process finance migrations to offshore centres, improving scalability and cost efficiency.
• Resolved critical asset backlog, correcting EUR 2M parent-level P&L impact and strengthening audit integrity.
• Led Data Lake integration and automated financial steering dashboards (Power BI, Alteryx), eliminating manual reporting dependencies.
• Enabled accurate cost attribution and fund valuation integrity during financial platform rollout at Fidelity.
• Redesigned enterprise cost allocation model, enhancing transparency and delivering measurable accuracy improvements.