Summary

Overview

Work History

Education

Skills

Awards

Timeline

Charanjeet Popli

Noida

Summary

Finance Professional with comprehensive experience in Transformation & Strategy Execution, Change Management, Operational Risk & Controls, and Extensive knowledge of financial planning & analysis, budgeting, forecasting, and Operational Risk & Controls. Proven track record of developing and implementing effective financial strategies to drive efficiencies and cost savings. Strong leadership skills with the ability to adapt, motivate teams, collaborate cross-functionally, and achieve business objectives. Proficient in financial reporting, data analysis, and utilizing financial software and tools. Excellent communication and presentation skills, adept at conveying complex financial information to diverse stakeholders. Detail-oriented, analytical thinker, and problem solver with a strong focus on continuous improvement.

Overview

years of professional experience

Work History

Group Financial Controller (Vice President)

EPIC Investment Partners

Noida

04.2024 - Current

Oversight of consolidated financial statements for the group, ensuring accuracy, compliance with accounting standards, and transparency
Timely and accurate financial reports to senior management, including variance analysis, KPIs, and other key financial metrics to support decision-making
Leading the financial planning and analysis, budgeting and forecasting processes across the group, working closely with division heads to establish financial targets
Establishing and maintaining effective internal controls and risk assessment policies to ensure compliance with financial regulations
Managing the relationship with external auditors and coordinating the audit process to ensure timely completion of audits and compliance with audit requirements
Leading a team of 25 professionals, providing guidance, mentorship, and professional development opportunities
Part of India Management Team for implementing strategy, optimisation of organizational structure, and help establishing effective processes, governance, risk management to ensure alignment of financial goals with overall business objectives

Vice President (Finance)

HSBC Software Development (India) Pvt. Ltd.

Pune

07.2018 - 05.2023

Managed Financial Planning & Analysis, Management Reporting, Expense Management and Accounting Control, Operational Process efficiency for $1.3bn CTB cost base
Business partnering to drive strategic initiative, execution of transformation strategy and implementation of cost reduction measures resulting in 5% cost savings
Led process Automation and Improvisation resulting in time saving by 15% and ensuring smooth process management and governance
Led key finance processes i.e., Financial Planning, Budgeting, Forecasting, month end close, with understanding of end-to-end flow, which helped governance around processes
Led preparation of MI Consolidation, analytical reports, variance analysis for Business heads to make informed decisions
Value-add through understanding of financials, business landscape, and analysis to support decision making and strategic initiative
Managed a team of 10+ finance professionals, providing mentorship and development opportunities
Implemented Internal Controls (first line of defense) and 'Balance Sheet Substantiation' process to comply with regulatory requirements and banks operational risk control policy
Centralisation and Standardisation of Forecasting process which help in reducing the 0.5 FTE monthly efforts in updating the Forecast and eliminating unproductive time
Simplification of MI Reporting to CIO/COO to provide one version of truth and eliminate reconciliation between different reports

Assistant Vice President

Credit Suisse Services India Pvt. Ltd.

Pune

09.2010 - 07.2018

Managed and deployed processes for Financial Planning and Management Reporting across location (cost base of $ 250m), and managed migration related risks and concerns
Led process efficiency by Process Automation, resulting in 10% savings, challenging status quo to eliminate non-value-added process
Led Financial Planning, Forecasting and Budgeting (c$ 450mn) for Shared Service Finance, ensuring inputs have business justifications
Provide ad-hoc analysis and preparation of analytical reports, trend and variance analysis for Business heads to make informed decisions
Led the 'Balance Sheet Substantiation' process to ensure all the balances are correctly reflected and have sufficient documentations
Designed Process Control for Risk assessment and effectiveness, to comply with SOX by ensuring controls are sufficient to mitigate operational risk
Built and managed team of 8 finance professionals and help the team grow through value creation
Pune COE Group Finance Award in 2014 for successful deployment of FP&A process across various locations
Group Finance Award in 2016 and 2017 for Process Automation

Operational Risk Control Officer

Royal Bank of Scotland N. V.

06.2005 - 08.2010

Implemented online internal tool for 'Reconciliation and Certification' for Balance Sheet substantiation, SOX implementation, Oversight of Operational Risk Assessment Procedures, Assessment of Process design for Risk effectiveness

Copal Research India Pvt. Ltd.

06.2005 - 05.2006

A. R. Credit Information Services Pvt. Ltd.

04.2004 - 06.2005