Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Languages
Hobbies and Interests
Timeline
Generic
PRIYANJALI SENGUPTA

PRIYANJALI SENGUPTA

Hyderabad

Summary

Accomplished management professional with 12+ years in investment banking, fund accounting, stakeholder engagement, data governance, and project management within financial services. Proven ability in CRM, risk management, and process improvement, with a consistent track record of delivering high-impact results on global projects. Seeking a senior managerial role to leverage expertise in strategic process enhancements and cross-functional collaboration.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Operations & Governance Manager

HSBC
07.2021 - 03.2024
  • Directed and successfully executed the migration of over 150 nostro accounts from HSBC Canada to RBC, ensuring compliance with project timelines and regulatory standards
  • Collaborated with cross-functional teams and third-party banks globally, facilitating seamless coordination for account transitions and successfully completed 280 nostro account openings/closures after thorough review of checklist and KYC requirements
  • Developed streamlined processes for account management and reporting, delivering presentations to senior stakeholders across Asia, EMEA, and the Americas
  • Recognized for successfully implementing a two-year global project to finalize HSBC's nostro inventory, collaborating with CFOs and legal teams from 73 countries to establish a trusted, compliant account database across all affiliates, improving data accuracy and regulatory adherence
  • Coached and mentored team members on best practices in project management, boosting team efficiency by 15% through knowledge-sharing initiatives
  • Handled influential calls and successfully negotiated with global senior stakeholders(CXOs) to seek their approvals and attestations for accounts and projects
  • Led a critical NDA migration project, completing it within 1 month (vs
  • The 3-month SLA) without compromising quality, receiving senior management accolades
  • Delivered on a regulatory requirement, saving $1.5M for the affiliate.

Subject Matter Expert/Assistant Manager

HSBC
05.2018 - 07.2021
  • Managed a team of 8 in fund reconciliation, achieving a consistent "Green" KPI rating and a 100% accuracy rate, while adhering to strict SLA requirements
  • Led automation initiatives that achieved 70% reduction in manual reconciliation tasks, reducing SLA time and contributing to significant operational cost savings
  • Developed and implemented risk management strategies that increased compliance and reduced operational risks, enhancing the accuracy of financial reporting processes
  • Acted as primary contact for high-profile clients, addressing complex reconciliations and ensuring efficient query resolution through proactive engagement ensuring 100% adherence to TAT
  • Coordinated and delivered training for team members on new fund launches, enhancing team capacity for handling high-volume reconciliations with reduced errors.

Fund Administrator

HSBC
01.2015 - 05.2018
  • Conducted data analysis and assessments for fund reconciliations, presenting results to management to inform decision-making and improve process efficiency
  • Onboarded new reconciliation processes and successfully launched over 25 new funds, improving service timelines and reducing processing errors
  • Managed critical audit queries, supporting departmental managers in developing and optimizing inventory controls, and ensuring compliance with internal policies.

Tax Associate

PwC
07.2012 - 01.2015
  • Managed review and delivery of tax returns with 100% quality and SLA compliance for Australian Private Client Services
  • Played a pivotal role in transitioning QuickBooks processes from the Australian onshore team, leading training for offshore team members
  • Led the seasonal bulk tax return filing for PwC partners, achieving record exception turn-around times.

Education

MBA in Finance -

Heritage Business School (WBUT)
01.2012

BSc. in Economics (Hons., First Class) - undefined

Calcutta University
01.2009

Skills

HARD SKILLS -

  • Advanced MS Office (Excel, PPT)
  • BPM Lite
  • Power BI
  • TLM
  • Quickbooks
  • ICON
  • Fund Accounting
  • Reconciliations
  • NAV
  • Risk Management
  • Data Governance
  • Issue Resolution
  • Process Automation

SOFT SKILLS -

  • Communication
  • Team Leadership
  • Organisation
  • Analytical Thinking
  • Attention to Detail
  • Time Management
  • Adaptability
  • Multitasking

Websites

Certification

  • NIIT Techvantage (2006) – Advance Office
  • Basics of Power BI
  • Application of Chat GPT in excel

Accomplishments

  • GSC Global Operations Award (Risk Conscious Mindset)
  • STAR PERFORMER (Q2 2020 in Reconciliations)
  • PAID Awards: "Proactive" (Nov'20) and "Innovative" (Jan'21)

Languages

English
Hindi
Bengali
French (learning)

Hobbies and Interests

  • Reading
  • Traveling
  • Exploring Cultures and Cuisines

Timeline

Operations & Governance Manager

HSBC
07.2021 - 03.2024

Subject Matter Expert/Assistant Manager

HSBC
05.2018 - 07.2021

Fund Administrator

HSBC
01.2015 - 05.2018

Tax Associate

PwC
07.2012 - 01.2015

BSc. in Economics (Hons., First Class) - undefined

Calcutta University

MBA in Finance -

Heritage Business School (WBUT)

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PRIYANJALI SENGUPTA