Priyanjali Sengupta
Operations & Governance Manager
Kolkata
Summary
An MBA in Finance with almost 10 years of work experience in the Finance industry.Self driven individual,presently working as a Control and Governance Manager in Account set up and management. Eager for a career enhancement with a suitable managerial/senior managerial role in financial analysis, control and governance.
Key Highlights -
- Great Interpersonal skills - communications skills( verbal and written)
- Ability to remain positive and driven in crunch situation.
- Proven record in single handedly managing projects and onboarding new processes/migrations.
- Proactive with a zeal to excel.
- Detail-oriented with an analytical bend of mind.
Overview
6
6
years of professional experience
7
7
years of post-secondary education
Work History
Operations & Governance Manager
HSBC
Hyderabad
07.2021 - Current
- Manage the governance and risk controls for the Global Nostro account management Team(NAMU) to assist in the end to end process for Nostro account opening/closure for Global clients.
- Centralized inventory management for all Nostro accounts held globally.
- Operational Effectiveness & control - Continuous governance and control of and annual review of the process and upgradation of Role holders/FIM in line with current requirement and changes
- Stakeholder Management-Maintain effective relationship with key stakeholders and senior management(upto CCO,CFO,COO levels) in order to seek necessary approvals for account opening/closure,reconciliation attestations.
- Proactively identify and improve service delivery and engagement with stakeholders/business partners/role holders to understand and work seamlessly.
- Constantly strive towards process streamlining and automation initiatives and volume management.Management projects for MSII-to check the audit requirements and risk controls.
- Understand the end to end account set up process, and coordinate with the key stakeholders proactively to get the work completed with minimum SLA , especially for urgent requests.
- Process training and troubleshooting for new joinees.
- Sharing MIs to keystakeholders and organising governance calls from time to time .
Subject Matter Expert
HSBC
Kolkata
09.2018 - 06.2021
- Designed and prepared technical reports, studies and related documentation.
- Supported enterprise and business goals by introducing new product and service offerings.
- Enhanced equipment operation through monitoring, diagnostics and proper maintenance.
- Improved user productivity and efficiency through system training and support.
- Forecasting workload and distributing effectively
- Preparing weekly , monthly and quarterly reports and sharing with stakeholders.
- Review of final reconciliation packs for seamless quality.
- New client onboarding activities and introducing the same to team.
- Team management-Deputizing manager in people management/leave management and internal team conflicts and issue management. Highlighting team concerns to manager at the right time, to be raised at higher forum, senior management.
- BCP and crisis management.
Tax Associate
PwC SDC
Kolkata
07.2012 - 01.2015
- Helped individuals build legacies through estate and gift tax planning, charitable giving and philanthropy services.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Preparation of tax returns for individuals,Trusts, companies, Partnerships for Australian Personal Clients Services(PCS).
- Work for International Assignments Services(IAS) for inbound and outbound individuals to finalize tax returns.
- As tenured, senior member of team, provide training to new joinees for the process, handle calls, VCs regularly and monitor and track progress with onshore team, business partners. Highlight specific issues and bottlenecks.
- Financial documents preparation in XPA, in order to arrive at final tax calculations. Played key role in migrating Quickbooks from Australia onshore team to offshore team and provide key training to team on the same.
- Managed the Partners project for bulk tax return filing of PwC partners on seasonal basis.
Education
MBA - Accounting And Finance
Heritage Business School
Kolkata 04.2010 - 05.2012
Bachelor of Science - Economics
Calcutta University
Kolkata 04.2006 - 04.2009
Associate of Science - Science
Ashok Hall Girls Higher Secondary School
Kolkata 05.2004 - 04.2006
Skills
Proactive & Methodical
Detail-oriented
Ability to remain calm in crunch situations
Organising and Planning
Action-driven and goal oriented
Hard working and professional
Timeline
Operations & Governance Manager
HSBC
07.2021 - Current
Subject Matter Expert
HSBC
09.2018 - 06.2021
Tax Associate
PwC SDC
07.2012 - 01.2015
MBA - Accounting And Finance
Heritage Business School
04.2010 - 05.2012
Bachelor of Science - Economics
Calcutta University
04.2006 - 04.2009
Associate of Science - Science
Ashok Hall Girls Higher Secondary School
05.2004 - 04.2006