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
21
21
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
Education
Chartered Accountant -
Institute of Chartered Accountants of India (ICAI)
11.2003
B. Com -
Delhi University
06.2000
Skills
- Stakeholder management
- Leadership and team management
- Business analytics
- Strategic planning and decision-making
- Financial planning and reporting
- Budgeting and forecasting
- Operational risk and controls
- Process transition and improvement
- Communication and presentation
- Proficient in financial software and tools
Awards
- COE Group Finance Award in 2014 for Successfully Migrating Forecasting Process
- Group Finance Global Award (from Deputy CFO) in 2016 and 2017 for Process Automation
- Regional CFO award in 2008 for successful implementation of online tool for 'Account Reconciliation and Certification'
Timeline
Group Financial Controller (Vice President)
EPIC Investment Partners
04.2024 - Current
Vice President (Finance)
HSBC Software Development (India) Pvt. Ltd.
07.2018 - 05.2023
Assistant Vice President
Credit Suisse Services India Pvt. Ltd.
09.2010 - 07.2018
Operational Risk Control Officer
Royal Bank of Scotland N. V.
06.2005 - 08.2010
Copal Research India Pvt. Ltd.
06.2005 - 05.2006
A. R. Credit Information Services Pvt. Ltd.
04.2004 - 06.2005
Chartered Accountant -
Institute of Chartered Accountants of India (ICAI)
B. Com -
Delhi University
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