Priyanka Rani
Summary
Experienced Engagement Financial Advisor specialized in Project Management, Financial Planning & Analysis, and Budgeting & Forecasting. Drove high-quality, insight-driven financial management and supported profitability enhancement throughout the project lifecycle by advising on pricing strategy, revenue recognition, and compliance. Mentored junior staff, overseeing their development and quality of deliverables while leading initiatives focused on career growth for working mothers.
Overview
16
16
years of professional experience
1
1
year of post-secondary education
Work History
Assistant Vice President - Business Management - COO
HSBC India Pvt Ltd
09.2024 - Current
- Business Management plays an integral part in managing the resourcing, financials, maximizing efficient use of limited capital resources and providing relevant insights and impactful reporting.
- Tracked P&L and evaluated cost management strategies to identify areas for improvement.
- Oversaw budgeting processes, ensuring alignment with corporate financial objectives and forecasts.
- Independently manage workforce plan in Anaplan in discussion with stakeholders to run accurate monthly re-forecasting process, which in turn drives direct cost impact.
- Responsible for end-to-resource management for assigned product /function(s), interlock with senior managers within the organization, assessing the ask and taking it through formal hiring governance and processes.
- Provided strategic inputs for re-org designs and supported implementation efforts to enhance organizational effectiveness.
- Managed client relationships to foster satisfaction and retention of high-value accounts, ensuring alignment with client needs.
- Analyzed market data to identify opportunities for product development and growth.
- Prepared reports outlining progress on projects, budgets, staffing needs.
- Performed research into new technologies that could benefit the company's operations.
- Securities Services, which is part of Markets & Securities Services, provides investor Services to some of the world's largest asset managers, asset owners, banks and broker dealers.
Consultant - Engagement Financial Advisors
Deloitte Consulting India Private Limited
Bengaluru
12.2014 - 08.2024
- Received 6 Spot Appreciation Awards from Deloitte Consulting for working directly with 30+clients with quality client work and building relationships with these new client team and great contributions to the Audit Portfolio team.
- Received 7 Shout Outs (appreciation) and recognized for the outstanding feedback from one of the challenging client Douglas team for assisting with EAC and great client work on several other clients.
- Recognized in Feb'22 by my global manager for working independently in a short span of time with minimal support. For taking up reporting activity - Global Hours Summary report and Germany engagements report which get published periodically.
- Established and stabilized the Jupiter (Salesforce) entry creation process, leading to improved workflow and receiving commendation for effective implementation.
- Collaborated with the testing team on multiple GEMS projects such as HXM, RBR Maintenance, and ADM Revenue Distribution Redesign, finishing assignments early.
- Managed multiple projects simultaneously, ensuring on-time completion while adhering to budget constraints and maintaining high standards of quality.
- Collaborated with stakeholders to define project scope, objectives and deliverables.
- Evaluated existing systems and processes against industry best practices to enhance efficiency.
- Analyzed complex information from multiple sources to identify patterns or trends.
- Reviewed existing policies and procedures to identify improvements.
Testing Team Member
Deloitte Consulting India Pvt Ltd
09.2023 - 08.2024
- Collaborated with the testing team and completed three GEMS.
- Executed HXM testing for Personnel ID transition to cloud, improving system capacity. Identified multiple bugs in ADO scripts, earning recognition from US lead for timely test completion and proactive approach.
- RBR Maintenance - remove lock function. Tested the RBR Maintenance application which will place a lock on the draft if the user exits the application by shutting the browser tab or clicking the Swift homepage button rather than one of the application action buttons (Exit, Submit). The lock can only be released by the same user. This test also closed much before the deadline and got appreciation from testing USI lead.
- Developed ADM revenue distribution redesign to enable separate allocation accounts per ADM type for improved engagement management. This scalable solution benefits AU and NZ while optimizing resource allocation.
Engagement Financial Advisor
Deloitte Consulting India Pvt Ltd
06.2021 - 08.2024
- Working on Global Engagements- Any engagement where Deloitte USI provides services to any other Deloitte Member Firm (Except US) is called a Global Engagement. Handling - DI, DTTL Engagement, Internal engagements.
- Client and engagement setup and maintenance of those engagements through SAP HANA.
- Managed client and WBS, overseeing ATB, reconciliations, billing, collections, and maintaining DSO for projects.
- Supervised a team of 2, providing mentorship and conducting work reviews.
- Performing financial analysis and reports. Preparing budgets and forecasts for projects and track financial metrics.
- Collaborated with engagement leads (GDMs) to present analyses and provide actionable recommendations.
- Established the new Jupiter Process Team of 4 members for the Global team resolved close to 100 Snow tickets and helped in adding USI split for the engagements and helping GDMs' to receive their sales credit.
- Managing Team of 2 - Mentoring & coaching the mentees and reviewing their work.
- Conducted audits on expenses charged by resources and delivered analysis to the client.
- Prepare Global Portfolio Report & Germany Reports for the Offshore & Onshore team dashboard preparation.
- Established Jupiter Process Team of 4 for Global team, resolving 100+ Snow tickets and facilitating USI split for engagements to support GDMs in receiving sales credit.
Engagement Financial Advisor
Deloitte Consulting India Pvt Ltd
05.2019 - 05.2021
- Tracked and analyzed financial performance of 30+ audit engagements totaling over $25M, maintaining strong client relationships with each engagement team.
- Engage with project leadership on business discussions for managing project health by updating forecasted hours, expenses and any out-of-scope fee of engagements.
- Analyzed and tracked financial performance for more than 30 audit engagements worth over $25M, ensuring strong client relationships with each engagement team.
- Collaborated with engagement teams to enhance service quality and attract new clients.
- Manages the weekly financial deliverables and leads financial calls with the Partners and Sr. Managers.
- Supports the Audit teams on end-to-end activities, from Pricing and opening WBS till close of the WBS.
- Issuing invoices, keeping track of the unpaid invoices, tracking the margin and cost of the engagement, and suggesting ways to increase the margin.
- Conducted training for new team members and offered performance feedback to management.
- Identified and executed strategies to enhance utilization of professionals and expand their service scope.
Project Controller
Deloitte Consulting India Pvt Ltd
12.2014 - 04.2019
- Interpreted and analyzed engagement economics by deploying project management expertise and provided timely recommendations to optimize results.
- Evaluating step-by-step project management processes. Selecting, training, and overseeing project team members. Forecasting project goals and completion. Developing project scheduling, budgeting, and progress reports. Perform project monitoring and data collection to determine if a project is progressing according to budget. Manage the financial services for designated clients or projects.
- Managed project budgets and forecasts for multiple client engagements.
- Coordinated project schedules and timelines across diverse teams.
- Analyzed financial data and reports for informed decision-making.
Client Services, Fund administration
Fidelity Investments Ltd.
07.2012 - 11.2014
- Review Fidelity Custodian/client reconciliations and identify and determine cause. Notify Account Manager of breaks. If break is due to an erroneous or missing transaction in fidelity system, then make necessary adjustments.
- Reviewed Fidelity custodian/client reconciliations, identified causes for discrepancies, and notified account manager of breaks, facilitating timely resolution through necessary adjustments.
- Monitor cash and assets variance between custody and client on a daily basis to resolve discrepancies through involving in TLM Reconciliation.
- Processing Derivative products trading in both Exchanged traded / Over the Counter. Set up the Security IDs for both futures and options with respect to its underlying and nature.
- Built rapport with clients by discussing exceptional scenarios through virtual training and preparing metrics for use in weekly governance calls.
Listed Derivatives Reconciliation Team
Goldman Sachs
10.2011 - 01.2012
- Worked with Listed Derivatives team to clear, match, and reconcile futures and options trades listed on various Futures exchanges globally.
- Conducted research on client funds, exchange data, receivables, and payables, and generated client invoices. Reconciled accounts for consistency across GS entities and ledgers.
- Built rapport with prime brokerage clients by discussing exceptional scenarios in the process during virtual training and weekly governance calls.
- Monitored and followed up with counterparty brokers on trade and brokerage-related queries; generated various reports for regulators and internal clients.
Trade Operations team- US Fax & Admin Team
Northern Trust Bank
04.2010 - 09.2011
- Identifying and researching on domestic, global, derivatives trades, which involve conceptual knowledge of the financial market, money/capital market client portfolio codes, CUSIP, ISIN, settlement instructions and economics of the trade.
- Processing FXs in Calleo and SWIFTs for NTGI accounts in SWIFT application. Fx's were critical process as these were used to fund the trades and needs to be processed immediately before the close of various global markets.
- Processing FXs in Calleo and SWIFTs for NTGI accounts in SWIFT application. Fx's were critical process as these were used to fund the trades and need to be processed immediately before the close of various global markets.
- Confirmed SWIFTs and instructed FXL team via fax to facilitate payments for foreign currency transactions.
- Identifying and research on domestic, global, derivatives trades, which involve conceptual knowledge of the financial market, money/capital market client portfolio codes, CUSIP, ISIN, settlement instructions and economics of the trade.
Education
Certification - Certificate Programme in Project Management
Indian Institutions of Management Indore
08.2022 - 03.2023
PGDBA - Finance
IFIM
BangaloreBachelor of Commerce - Accounts Hons
Patna Women's College
Patna12th - ICSE Board
St. Joseph's Convent High School
Patna10th - ICSE Board
St. Joseph's Convent High School
PatnaSkills
- Project Management Skills
- Project management
- Stakeholder Management
- SAP
- Project Life Cycle
- PMO
- Budgeting
- Forecasting
- Financial Modeling
- Data Analytics
- Microsoft Excel
- Power BI
- SAP
- Azure
- Service Now
- Microsoft Teams
- Microsoft Word
- Microsoft PowerPoint
- Team leadership
- Process improvement
- Time management
- Effective communication
- Business management
- Time management
Personal Information
Date of Birth: 02/09/86
Languages
- Hindi
- English
- Hindi
Mobile
+91 8884400198, 8884400199
Languages
English
First Language
Timeline
Assistant Vice President - Business Management - COO
HSBC India Pvt Ltd
09.2024 - Current
Testing Team Member
Deloitte Consulting India Pvt Ltd
09.2023 - 08.2024
Certification - Certificate Programme in Project Management
Indian Institutions of Management Indore
08.2022 - 03.2023
Engagement Financial Advisor
Deloitte Consulting India Pvt Ltd
06.2021 - 08.2024
Engagement Financial Advisor
Deloitte Consulting India Pvt Ltd
05.2019 - 05.2021
Consultant - Engagement Financial Advisors
Deloitte Consulting India Private Limited
12.2014 - 08.2024
Project Controller
Deloitte Consulting India Pvt Ltd
12.2014 - 04.2019
Client Services, Fund administration
Fidelity Investments Ltd.
07.2012 - 11.2014
Listed Derivatives Reconciliation Team
Goldman Sachs
10.2011 - 01.2012
Trade Operations team- US Fax & Admin Team
Northern Trust Bank
04.2010 - 09.2011
PGDBA - Finance
IFIM
Bachelor of Commerce - Accounts Hons
Patna Women's College
12th - ICSE Board
St. Joseph's Convent High School
10th - ICSE Board
St. Joseph's Convent High School