Kalpana Chetty
Hyderabad
Summary
Dynamic manager with a proven track record at Genpact India, excelling in Agile project management and stakeholder engagement. Spearheaded process optimizations that enhanced team productivity and delivered impactful KPI reporting. Recognized for driving continuous improvement initiatives, fostering collaboration, and achieving significant operational efficiencies. Proficient in Jira and Tableau for data-driven decision-making.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Manager
Genpact India
10.2019 - 10.2024
- Facilitated Agile ceremonies, including daily stand-ups and sprint reviews, to promote team alignment.
- Removed impediments to optimize sprint execution and tracked agile metrics for performance insights.
- Implemented Agile practices to enhance workflows, CI/CD processes, pair programming, and scrum ceremonies.
- Utilized Jira and Confluence for seamless project management and documentation.
- Fostered continuous improvement through best practices for productivity, efficiency, and quality.
- Streamlined sprint planning by breaking down features into manageable user stories.
- Prepared weekly stakeholder reports and conducted sprint KPI reporting bi-weekly.
- Managed a team of 30 while coordinating cross-functional initiatives to align business objectives.
SR Financial Executive
HSBC
03.2011 - 08.2019
- Preparing Management Decks, Financials and Executive Summaries for the office of CEO.
- Dealing with Revenue and Cost reporting for business/product lines, submission of daily revenues. This is further divided into Accounting during month close, Daily and monthly reporting.
- Capture daily revenues from different products of Global Markets and Balance Sheet Management and prepare various global, regional and product specific reports.
- Creating Month End Financial Summary for all the BUs which includes detail P&L analysis along with the detail commentary for the senior leadership in the management.
- Financial Reporting, Variance and Trend Analysis - Supports the financial reporting process of periodic financial data to functional management, ensuring accuracy and timeliness is maintained.
- MI Reports to UK Banking Operations from Customer Level to Top Level Management.
- Providing data and reports for analysis and completing research on variances to plan, prior year, and forecasts.
- Operating expense analysis by calculating various ratios, showing trends and detail commentary.
- Supporting the preparation of periodic forecasts for national and regional management review.
- Providing accurate and timely information to Finance Leadership /Controllers by means of executive summaries and graphs depicting financial trends & growth.
- Net Interest Income (NII) Analysis – check the month on month movements for Global Markets products and send report to Product control team, so that PC team checks their numbers and if any CPA’s are missing they will post it.
- Prepare MTD and YTD MTM movement of portfolios on a weekly basis for their further analysis.
- Co-ordinates with the team and acts as single point of contact for respective business partners in absence of the Assistant Manager Operations.
- Tools Used: Cognos, SQL, Qlikview, SAS, Mainframes, VBA, PeopleSoft, TM1, Hyperion Essbase, FTP.
- Initiatives: Proactive in quick turnaround times by eliminating the non-value added activities.
- Cross training new joiners and counter parts.
- Giving monthly presentations (MOR) on process issues to the team.
- Helping team members in processing and solve most of their issues.
- Part of the 'Fun on the Floor' team. Contributed with ideas & articles.
- Achievements: Completed 7 process improvements over the tenure thus far and had received Gold Award in Q3 2013, Q1 2015 and Q2 2016.
- Received 'Matador' award and a thank you cards for accurate rollover MI reports and mentoring and training a team of five new joiners.
Treasury Analyst
Franklin Templeton
05.2006 - 02.2011
- Treasury Accounting & Control (TAC) performs the daily work in accordance with policies and procedures to ensure that the NAV is calculated correctly, is responsible for performing monthly and periodic reporting requirements within the required deadlines.
- Ensure all daily, weekly, monthly and periodic work is completed timely, accurately and per department policies and procedures.
- Reconcile incoming and outgoing money for shareholder activity, analyze and resolve exceptions.
- Ensuring all shareholder receipts and disbursements are processed on the shareholder system of record (TA system).
- Identifying exception items on shareholder accounts / bank reconciliations resolving exception items timely to reduce material exposure to the TA, Fund and Shareholder.
- Managing exception items through manual and system controls.
- Ensuring data integrity and completeness with regard to monetary transactions.
- Reconciling outstanding checks and alerting management of any identified weaknesses in TAC and / or TA processes and recommends improvements.
- Report available cash to Trading and share activity to Fund Accounting in order to accurately price the funds.
- Allocate work to the team members.
- Regularly monitor the volumes and priorities the work load.
- Prepare Monthly dashboard.
- Tools Used: PEGA Reach, Investor, SMS (Shareholder Management System), GPS (Global payments Solution), TITAN, CMS (Check Management Systems) and Mobius.
- Achievements: Awarded with 'Star of the Month' for 100% Quality and top production in team.
- Awarded thrice with 'Applause Award' for working beyond expectations.
- Received 5 times 'SPOT AWARDS'.
Education
Bachelor’s Degree - commerce
Osmania University
01.2005
MBA - Finance
Symbiosis Center for Distance Learning
Skills
- Agile project management
- Jira software
- KPI reporting
- Continuous improvement
- Stakeholder engagement
- Process optimization
- Cross-functional collaboration
- Problem solving
- Conflict resolution
- Tableau Desktop Visualization
- Essbase
- TM1
- Qlikview
- Cognos
- MS-Excel
- Financial Modelling
- Variance Analysis
- Forecasting
- Financial and KPI Reporting
- Process Automation
- Research Skills
Certification
- NSE’s Certifications in Financial Markets (NCFM)
- Capital Market (Dealers Module)
- Derivatives Market (Dealers Module)
Custom
- Cognos
- SQL
- Qlikview
- SAS
- Mainframes
- VBA
- PeopleSoft
- TM1
- Hyperion Essbase
- FTP
- PEGA Reach
- Investor
- SMS (Shareholder Management System)
- GPS (Global payments Solution)
- TITAN
- CMS (Check Management Systems)
- Mobius
Accomplishments
- Completed 7 process improvements over the tenure thus far and had received Gold Award in Q3 2013, Q1 2015 and Q2 2016.
- Received 'Matador' award and a thank you cards for accurate rollover MI reports and mentoring and training a team of five new joiners.
- Awarded with 'Star of the Month' for 100% Quality and top production in team.
- Awarded thrice with 'Applause Award' for working beyond expectations.
- Received 5 times 'SPOT AWARDS'.
Custom
- Proactive in quick turnaround times by eliminating the non-value added activities.
- Cross training new joiners and counter parts.
- Giving monthly presentations (MOR) on process issues to the team.
- Helping team members in processing and solve most of their issues.
- Part of the 'Fun on the Floor' team. Contributed with ideas & articles.
Custom
- English
- Hindi
- Telugu
Custom
Reporting & Analysis; Financial Planning & Analysis and Banking operations, Experienced in the field of Finance, Reporting and Analysis., Skilled in risk, controls, and assurance., Lean Six Sigma Certified by Genpact., Experienced in leading teams and being part of projects., Strong exposure to financial reporting, KPIs, performance dashboards, planning & analysis, transitions/migrations., Proven analytical & problem-solving skills in challenging environment to effectively meet deadlines., Skilled in Tableau Desktop Visualization, Experienced in Essbase, TM1, Qlikview, Cognos, Strong MS-Excel Skills, Financial Modelling, Variance Analysis, Forecasting, Financial and KPI Reporting Expert, Process Automation, Superior Research Skills, Financial Statement Analysis
Custom
- Passport Number: Available
- Nationality: Indian
- Marital Status: Married
Timeline
Manager
Genpact India
10.2019 - 10.2024
SR Financial Executive
HSBC
03.2011 - 08.2019
Treasury Analyst
Franklin Templeton
05.2006 - 02.2011
Bachelor’s Degree - commerce
Osmania University
MBA - Finance
Symbiosis Center for Distance Learning
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