Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

NAMBI SRINIVASAN

Chennai

Summary

Finance professional with 16+ years' experience across FP&A and Record-to-Report, driving budgeting, forecasting, variance analysis, and automation-led process improvement across multi-entity, multi-region operations. Proven record of cutting manual close effort through Alteryx automation, strengthening MI reporting accuracy, and partnering with leadership on business-critical financial decisions.

Overview

18
18
years of professional experience

Work History

Manager, FP&A

HSBC
03.2023 - Current

Led finance transformation and reporting governance across 21 HSBC entities, driving automation, control, and executive insights to improve close quality and decision support.

  • Reduced MI pack preparation time by 57% from 6-7 hrs to 3 hrs per entity via Alteryx automation, saving ∼0.5 FTE/month.
  • Cut TM1 month-end submission time by 50% from 8-9 hrs to 4 hrs per entity through automated extract-and-load, saving ∼0.5 FTE/month.
  • Strengthened close-cycle reliability by owning end-to-end journal postings, approvals, and prepayment journals, driving ∼30% drop in post-close corrections.
  • Enhanced leadership decision-making by delivering monthly Target-vs-Actual variance analysis with root-cause commentary, surfacing $2M–$5M+ in variances annually.
  • Validated dividend resilience through full-population stress testing, directly informing capital-planning decisions.

Consolidated group-wide cash flow reporting across an 11-entity Servco portfolio by standardizing submission templates, eliminating reconciliation discrepancies.

  • Standardized MI reporting for 9 entities by designing and rolling out GO MI pack templates with Actual-vs-Target commentary, reducing reporting inconsistency by ∼30%.
  • Delivered strategic YoY analysis packs for GSC China and HTC China, providing leadership with insights for forecasting and business decisions.
  • Drove accurate intercompany revenue recognition by executing the Global Sourcing Charges process, applying markup to service entity costs and allocating across operating banks using FTE drivers.
  • Streamlined GSC budget and quarterly forecast process by creating an automated journal-posting template, cutting annual budget cycle time by 2 days and quarterly effort by 50%.

Finance Analyst

Shell India Markets Pvt. Ltd.
05.2017 - 03.2023
  • Owned end-to-end finance activities for 200+ IT projects with a $117M budget, covering accounting, reporting, variance analysis, and recoveries.
  • Managed financial oversight of Global Commercial and Chemical projects with a $106M budget, reviewing YTD actuals monthly with project managers.
  • Delivered 840 hours in annual savings by leading a cross-functional initiative to resolve a recurring system data discrepancy (Webtime vs. IQN).
  • Reduced manual processing load by an estimated 0.2 FTE, as measured by standardized Service Order creation for SBO BNG WBSE codes, by implementing the BEPS cost-recovery process.

Lead, Planning & Analysis, OR Finance

IBM
08.2014 - 05.2017
  • Supported a smooth GBS transition across Group Property, HR, IS&T, and Financial Services for EMEA and APAC, minimizing disruption to reporting.
  • Co-led annual budgeting and mid-year re-forecasting with cost owners across 2 regions and 5 functional areas; reported variances directly to Managing Directors.

Accounts Officer – Finance

India Japan Lighting Ltd. (TVS Group)
10.2012 - 08.2014
  • Managed cash flow forecasting, bank reconciliations, fixed asset register, and statutory/internal audit support.

Associate

TCS-Eserve Ltd.
09.2010 - 10.2012
  • Reviewed customer statements and investment reports for Citi Bank wealth management clients, meeting 100% SLA compliance.

Processing Officer

GNSA InfoTech
07.2009 - 08.2010
  • Reconciled outstanding customer loans and prepared daily MIS and ageing exception reports.

Finance & Marketing Executive

Teledata Informatics Pvt. Ltd.
06.2008 - 06.2009
  • Performed bank/ledger/intercompany reconciliations and processed letters of credit for domestic and overseas projects.

Education

MBA - Finance & Marketing

Sathyabama University
Chennai

B.A. - Corporate Secretaryship

Vaishnav College
India

Skills

FP&A: Budgeting, Forecasting, Variance Analysis, Business Partnering, Financial Modeling

R2R: Month-End Close, Journal Postings, Account Reconciliations, Financial Statements

Tools: SAP, TM1, Alteryx, Power BI, GSAP, SharePoint,

MS Office

Accomplishments

  • MI Pack Optimization: Reduced MI pack preparation time by 57%, saving 0.5 FTE per month.
  • TM1 Process Efficiency: Cut TM1 submission time by 50%, saving 80 hours each month.
  • Cash Flow Consolidation: Enhanced cash flow reporting across 11 entities, cutting discrepancies.
  • Close-Cycle Improvement: Drove 30% reduction in corrections post-close through journal accuracy.

Timeline

Manager, FP&A

HSBC
03.2023 - Current

Finance Analyst

Shell India Markets Pvt. Ltd.
05.2017 - 03.2023

Lead, Planning & Analysis, OR Finance

IBM
08.2014 - 05.2017

Accounts Officer – Finance

India Japan Lighting Ltd. (TVS Group)
10.2012 - 08.2014

Associate

TCS-Eserve Ltd.
09.2010 - 10.2012

Processing Officer

GNSA InfoTech
07.2009 - 08.2010

Finance & Marketing Executive

Teledata Informatics Pvt. Ltd.
06.2008 - 06.2009

MBA - Finance & Marketing

Sathyabama University

B.A. - Corporate Secretaryship

Vaishnav College
NAMBI SRINIVASAN