Prashant Upadhyay

Results-driven senior leader with a proven track record of implementing financial strategies that drive profitability and cost reductions. Adept at leading cross-functional teams, delivering valuable insights, and driving strategic decision-making to achieve revenue growth, and improved ROI. Driving transformation projects across the finance domain (Quote to Cash, FP&A, & Reporting, and Accounting).

• Currently leading two very large organization-wide initiatives for the Financial Planning & Analysis team: the GlobalView Finance Modernization program and the Lyric (Next Gen platform) Finance Accelerator program for the very large clients business group, FP&A, and Controllership teams.

Other key projects:

• CPQ Integration project (end-to-end system implementation between Salesforce and Oracle) - Driving the CPQ (Current Price Quote) integration project for the entire UK business. End-to-end responsibilities included project planning, creating a project charter, stakeholder management, requirements gathering, risk and controls management, and driving SteerCo reviews.
• Roll Out/Implementation of Pricing on Demand Web Application (Saves of $125k+) - Centralized self-service portal (Concession on Demand), standardized calculation logic, e-sign capabilities, and customized dashboard reporting.
• Broker Partner Payment Application (saves ~ $0.5 million) - one integrated platform solution interfacing with Salesforce and Oracle, fixing the end-to-end process right from contract setup to billing/pay-outs. (CFO Award for Best Project Manager for FY23 Q2, across the ADP Global Finance.)
• Digital SMARTFORM creation/integration for Salesforce Orders to Oracle (saves of approximately $125K, change management).
• Driving Digital CoE Roadmap, Enterprise and Technology engagement, RPA Pipeline, and multi-level and multi-stakeholder prioritization, Digital process discovery (KRYON) tool implementation, India SLT Monthly Digital Projects Review.
• Transition - FP&A and Quote to Cash TC transition of over 60 roles (Sales Order Management, Invoice to Cash (Collections), Deal Support/Pricing, Billing,
• Awarded - Global Finance CFO Award FY23 Q2; Transformation “Manager of the Year” FY22; Transformation and project management. Team of the Year - FY2023

Financial Systems, Sr. Manager, March 2019 – June 2020.

Key responsibilities: Drove a team of 40+ associates, providing support on financial platforms, data analytics, reporting hierarchy, etc.

• Hyperion system support and maintenance, Oracle Business Intelligence (OBIEE) - production support, development.
• Data Analytics (Financial Data Layer, etc.), Tableau Reporting, and Visualization.
• Headcount and FTE reporting and maintenance, financial systems (location strategy, FTE modeling, etc.)

Financial Planning & Analysis, Manager, June 2015 - February 2019.

Key responsibilities: Driving a team of 15+ associates - Sales Finance, BU FP&A, Corporate Consolidation, Facilities & Shoring, India FP&A, and Corporate Function (Legal, HR, Finance).

• Managing a cost base of $1.8 billion, driving and implementing cost reduction strategies, labor modeling, month-end close, accruals and accounts review, revenue and expense cost driver analysis, CFO review, etc.
• Strategic Planning, Annual Planning, Quarterly Forecasting, DVP/SVP Reporting, Half-Yearly Sales Conference, etc.
• Global Chart of Account implementation (FSR) project for India, FPA teams, Standard Reporting Hierarchy, Standard Decks.
• Driven process improvements, automation initiatives, and consolidation of roles across the US and India, with benefit savings of 5 FTEs.

Deutsche Bank Corporate & Investment Centre, Mumbai; Corporate Finance, AVP, November 2013 - May 2015.

Key responsibilities: Driving a team of 10 or more associates – BU FP&A, Corporate Control, and Consolidation.

• Forecasting and Planning: Driving and managing day-to-day review and control of a €1.2 billion cost base, monthly execution and review of the corporate finance cost base vis-à-vis agreed policy guidelines and strategy, zero-based budgeting, and financial modeling.
• Financial & Management. Reporting: Product and Regional Cost Packs reviews, budgetary approvals, headcount/FTE reviews, allocation packs, etc.
• Performance Metrics & Analytics: Global & Regional ExCo decks, Qtrly. Buss. Review Pack, CFO Revenue Pack across all BUs.

Management/Technical Skills: Team management, client and stakeholder management across business; Hyperion Essbase, SAP, etc.

JP Morgan Chase & Co., Mumbai; Credit Risk Middle Office (Risk & Compliance), AVP, May 2010 - October 2013.

Key responsibilities performed: Driving a team of 15+ associates (February 2012 - October 2012) and Corporate FP&A (May 2010 - January 2012).

• Regulatory Control Metrics Reporting (Hong Kong Monetary Authority, MAS, etc.), Line Facilitation, Collateral MIS, Limits, and Exposure Monitoring Reviews, and Operating Committee Decks.
• Treasury Operations: Annual Credit Review, Line Utilization, & Collateral Review, Custody Metrics.
• Control Officer: Global Exposure Drill (Company or Country), Process Risk Reviews, Recertification, etc.
• Leadership & Change Management: Established Governance & Operating Model, Business Management, Location Strategy, Technology Working Group, Process Improvements, and Quality Control.

Asset Management - Private Banking (CFO Support)

• Central Financial Planning & Analysis: PB Operating Committee Reporting (Executive Mgmt.) Reports: Banker Metrics, Regional & Asset Class MIS, Profitability Statement, and Corporate Expense Reporting.
• Product Control: AUM Reconciliations, Credits and Deposits review, Liquidity P&L, Weekly Flows Dashboards, Net New Clients tracking, etc.

Private Business Analytics and Portfolio Management. Grp: Investor Reporting - Portfolio Diversification, Risk Exception Scorecards, Concentration Report, Equity Syndicate MIS, Portfolio Variance Analysis, etc.

Management: Team Management, Group Recruitment & Talent Management, CFO Training Model, Risk & Control SPOC.

Deutsche Bank Ops Intl., Mumbai; Global Markets - COO Business Management, Manager, January 2008 - April 2010.

• Migration and setup of Future and Options BM roles and Institutional Client Group Relationship Management BM functions.
• Buss. Mgmt.: Client Reporting & Analytics, Relationship Management Dashboards, Conference & Events, New F&O Product Launch & Business Integration, Database Migration, Treasury & Client Onboarding Support, SAP Reconciliations, and UAT.
• Management MIS: Sales Support (Voice and Electronic Trading), Trade Error Review, Transfer Pricing Packs, Accruals and Vendor Management, Cost Reporting, Stock Exchange Reporting, etc.
• Departmental MIS Responsibilities: Headcount Reporting, Buss. Unit Management. Metrics/Packs, KPI, and KRA, Support to Performance Review Board, Buss. IT Control Officer.

ABN AMRO Central Enterprise Services Ltd., Mumbai; Global Markets Revenue BI, Sr. Analyst, July 2004 – January 2008.

• Migration and setup of Global Markets Revenue Reporting - Fixed Income, Capital Markets, Prop. Trading, etc.
• Developed Bus. Support the reporting function for Product Control (Daily P&L), Assets & Liabilities Committee Reporting, Product Hierarchy Maintenance, Trade Book Mapping, and Reconciliations.
• Project Management: Lead the successful introduction of a new integrated, customized application ‘GDR’ for wholesale bank revenue reporting in partnership with Patni/EDS - Driving a global project, stakeholder management, drawing functional specifications, testing (onsite/offsite), impact analysis, training, and post-implementation support.
• Head of Audit Committee, Business Resiliency Planning, Six Sigma – Yellow Belt, and Lead Certification of ISO 9000.

Debenhams plc, London; Finance Executive, June 2003 - January 2004.

• Store Sales MIS, stock and store book maintenance, banking, and daily cash flow management, system maintenance.
• Sales Floor Support, Event and Merchandise Management, Warehouse, and Back Office Duties.

Superdrug plc, London; Customer Service Executive (Pharmacy), February 2001 - May 2003.

• Stock Order & Vendor Management, CRM, MIS, Qualified Medicine Counter Advisor, National Pharmaceutical Association (UK).