Summary
Overview
Work History
Education
Skills
Articleship Experience
Personal Information
Awards
Languages
Websites
Notice Period
Timeline
Generic

CA Vrushali Popat

Mumbai

Summary

To continuously grow as a professional on the back of technical and soft skills attained during professional qualification, while widening and refining them, giving quality results for my organization and team.

Overview

4
4
years of professional experience

Work History

Manager - HDFC Bank

HDFC Bank Ltd
07.2023 - Current
  • Driving organic book growth for government liabilities segment through dedicated sales channel & collaboration with alternate sourcing channels of the bank
  • Leading & executing projects focused on customer experience based on institutionalized from ground teams or through guidelines emanating from regulatory aspect
  • Time-bound deliveries of projects by preparing project roadmaps, writing Concept Notes/BRDs, reviewing FSDs & conducting UATs jointly with Technology teams
  • Ensuring project go-live as per project plan & reporting and escalating to senior management as may be required
  • Capacity building initiatives through virtual & onsite training programs to sales teams Pan-India on products, processes & operational aspects
  • Creating repository of e-learning videos, knowledge series, user manuals, SOPs to be hosted on bank's common accessible platforms
  • Stakeholder management through liaising with cross-functional teams like Audit/Complaince/Legal/Technology group for seamless excution of projects undertaken
  • Supporting regulatory compliance & reporting for projects like Thematic Review, RBS Audit Review, CKYC Implementation.

Manager-Finance

HDFC Bank Ltd
09.2021 - 07.2023
  • Responsible for setting the Fund transfer price between the departments's internal to the Bank
  • Preparation of Business division profitability report of all divisions of the bank
  • Preparation of profitability evaluation report for its reportingto CFO
  • Automation of the process revolving around the profile for smooth and efficient preparation of reports and statement
  • Managing the key stakeholder relationships with objective of aiding the business
  • Provide value added information to management related to NIM, ROA, product mix & profitability of major division of the Bank
  • Present the proposed changes in FTP policy in ALCO Forum & implement in FTP system.

Financial Analyst

Barclays PLC
03.2020 - 09.2021
  • Responsible for managing and controlling all financial related activities for subsidiaries of Barclays bank (NBFC, BrokingHouse & Trusteeship Co.)
  • Managing direct and indirect taxation of three subsidiaries
  • Responsible for the finalization and consolidation of the annual accounts & the relevant disclosures and documentation of financial control
  • Ensuring expense processing and payment obligations for all funding requirements of internal and external commitments of the company
  • Ensuring submission of returns of all regulatory and statutory authorities as per RBI guidelines
  • Preparing mid-office treasury reports of the bank
  • Ensuring the Fund Transfer pricing calculation between Treasury and Business for all Lending and Borrowing deals booked in Bank.

Education

Chartered Accountant -

The Institute of Chartered Accountants of India
11.2019

Bachelor of Commerce -

Mithibai college
University Of Mumbai
01.2016

Skills

  • Excellent communication and presentation skills
  • Empathic listener and persuasive speaker
  • Good analytical skills
  • Team leadership
  • Problem solving skills
  • Financial Management

Articleship Experience

  • Chhajed & Doshi Chartered accountants, Internal audit, Pension Fund
  • Chhajed & Doshi Chartered accountants, Statutory Audit, Banking, Mutual Fund, Printing and Heavy Engineering industries
  • GMJ & Co, Indirect Taxation-Service Tax, 02/01/15, 09/01/15

Personal Information

Date of Birth: 04/04/95

Address - Flat no. 101, Ganesh Darshan building, Road no. 09, Daulat Nagar, Borivali East
Mumbai - 400066, Maharastra, India.

Awards

Kudos, For multi-tasking abilities and contribution towards projects with stringent timelines, Q1 of FY 2023-24

Languages

English
First Language
Hindi
Proficient (C2)
C2

Notice Period

1 month

Timeline

Manager - HDFC Bank

HDFC Bank Ltd
07.2023 - Current

Manager-Finance

HDFC Bank Ltd
09.2021 - 07.2023

Financial Analyst

Barclays PLC
03.2020 - 09.2021

Chartered Accountant -

The Institute of Chartered Accountants of India

Bachelor of Commerce -

Mithibai college
CA Vrushali Popat