Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Orpita Mukherjee

Mumbai

Summary

Forward-thinking Finance professional with 25+ years of experience across Financial Accounting ,Reporting and transformation. Demonstrated leadership, planning, and problem-solving abilities focused on delivering performance-oriented strategies while working collaboratively across geographies. Enthusiastic about driving Inclusion at the workplace

Overview

26
26
years of professional experience

Work History

Executive Director

Morgan Stanley
10.2019 - Current
  • Lead Mumbai Finance Shared Services team responsible for Controllership, Data Controller and External Reporting functions.
  • Played an active role in establishing this department .
  • Promote growth and increased retention of talent within the 300-member team
  • Forge valuable partnerships with stakeholders, successfully implementing the Finance Shared Services strategy.
  • Drive transformation and digital agenda to maximise efficiency and effectiveness
  • Focus on Firm wide Initiatives on Giving Back and co - chair of the India Leadership and Culture Forum.

Director

Royal Bank of Scotland
07.2016 - 09.2019
  • Lead the 150+ member team to deliver Ledger Close and Disclosure Reporting for Retail and Commercial Franchise
  • Work closely with Franchise FD's , Financial and Legal Entity Controllers to deliver on reporting requirements
  • Active role in developing the strategy for Financial Control & Reporting to achieve cost targets by 2020
  • Leading change with Enterprise Solutions for delivering on the redesign of the systems architecture for Reporting
  • Member of the Finance Hub India Management Team to drive local priorities for ~1300 Finance Employees
  • Chairperson of the Employee Led Network for RBS Women in India with a focus on growing the network across the 11,000 employee base of Global Hub India

Vice President

Deutsche Bank
02.2011 - 03.2016
  • Played a key Role in the EMEA Standardisation Project which was focussed across the 23 EMEA locations and helped define the future Target operating model for EMEA (including offshoring ).
  • Core member of the Financial Reporting relocation team which facilitated the move from Mumbai to Pune in 2013-14 (~250 + employees ) which included redeployment , hiring and training.
  • Led the WIN Network as part of the Diversity and Inclusion team for the Pune site (~2000 employees)
  • Responsible for the Financial & Disclosure Reporting for EMEA Legal Entities for Corporate & Investment Banking, Private Wealth & Commercial Clients (10 locations, 200+ Entities) including BS Substantiation ( 1000+ accounts) and BASTA Reporting
  • Develop, grow & retain Talent Pool of Finance Professionals (80+ Qualified Accountants & Graduates)
  • Managed multiple stakeholders comprising of Finance Directors and CFO's across 10 EMEA locations.

Manager General Ledger Expenses (EMEA)

Oracle India Private Ltd
07.2008 - 11.2009

Senior Manager

Viteos Capital Market Services
02.2008 - 06.2008

Team Leader

American Express - Finance Centre
06.2004 - 06.2006

Manager

GE Capital International Services, GECIS
08.2001 - 06.2004

Asst. Manager

ICICI Bank
12.1998 - 08.2001

Education

Chartered Accountant -

Institute of Chartered Accountant of India
1998

Skills

  • Financial Reporting
  • Financial Accounting
  • IFRS
  • US GAAP
  • Regulatory Reporting
  • Project Management
  • Six Sigma
  • Drive Change
  • Retail Banking
  • Leadership
  • Strategic Thinking
  • Stakeholder Management
  • Team Work
  • People Management
  • Coaching

Accomplishments

  • Six Sigma Certification - 2003 ( GECIS India)
  • Awarded the STAR Award in recognition of contribution for Resiliency Build in Manila for Reference Data (2011) ( Deutsche Bank)
  • Star Award - individual (2013) ( Deutsche Bank)
  • Awarded India Leadership Award – 2014 ( Deutsche Bank)

Timeline

Executive Director

Morgan Stanley
10.2019 - Current

Director

Royal Bank of Scotland
07.2016 - 09.2019

Vice President

Deutsche Bank
02.2011 - 03.2016

Manager General Ledger Expenses (EMEA)

Oracle India Private Ltd
07.2008 - 11.2009

Senior Manager

Viteos Capital Market Services
02.2008 - 06.2008

Team Leader

American Express - Finance Centre
06.2004 - 06.2006

Manager

GE Capital International Services, GECIS
08.2001 - 06.2004

Asst. Manager

ICICI Bank
12.1998 - 08.2001

Chartered Accountant -

Institute of Chartered Accountant of India
Orpita Mukherjee