Summary
Overview
Work History
Education
Skills
Pronouns
Profilesummary - Experience
Timeline
Generic

Ritu Pandey

Chartered Accountant
BANGALORE

Summary

Industrial experience along with financial services: Strong understanding of cross-cultural ethos of companies through their inherent origins - Genpact, Credit Suisse, Societe Generale & State Street (Indian IT services). Genpact gave me an exposure on multiple industrial businesses like GE Energy US, Heineken UK, Adcorp SA and Invensys UK. Credit Suisse gave me the opportunity to understand the banking industry with Controllership in particular. Combination of Consulting, Transformation & Execution skills: Ability to conceptualize and articulate complex business problems into simple and efficient business strategies learnt through my consulting experience. Strong transformation skills developed as part of my transformation role in Genpact. Strong execution & project management through driving projects within Genpact, Credit Suisse, Societe Generale and State Street. Experience in CFO and CTO functions: Part of Genpact's coveted Reengineering to develop target operating model of Finance Centers. Worked in varied technologies and performed varied roles in the Controllership, Digital Transformation and Data & Analytics space. Delivering the innovation agenda for State Street over the last 5 years developing capabilities in new age technology areas of Artificial Intelligence, Machine learning, Business Intelligence & cloud. Global roles with demonstrated people management & mentorship skills: 18+ years of progressive experience in managing large teams and developing people capabilities & high-performance teams. Strong Academic Credentials: Fellow Chartered Accountant from The Institute of Chartered Accountants of India and Licensed Certified Public Accountant from the New Hampshire State Board of Accountancy of United State. Strong Industry and GCC networks: with over 18 years' experience, alumni networks (ICAI and AICPA) I have built strong relationships with global industry leadership network especially around offshore centers (GCCs).

Overview

19
19
years of professional experience

Work History

Vice-President, Finance Controllership - Global Finance Center

State Street
09.2019 - Current
  • Overseeing Global offshore delivery for Corporate (SEC) and Legal Entity Reporting, Product Control and Valuations, and Compensation and Benefits Analysis processes in the CFO organization
  • The team consists of about 100+(scaling up-to 200+) members across North Americas US and Canada, EMEA, and APAC
  • Scripted a significant turnaround story by transforming a fragment function into best in class joined up high performance global utility and changed business engagement and stakeholder perception
  • Strategized and delivered a clear roadmap around the areas of Efficiency (Higher Productivity), Effectiveness (Capability uplift) and Engagement (with both employees and stakeholders)
  • Key Achievements: Set up and build the Controllership Center of Excellence (CoE) to 23 FTEs in 18 months & Manage relationships with Regional Controllers globally
  • Program Managed and Delivered Key projects: (1) Accelerate Earnings Release for 3Q'21, fast tracking the process of analytical review of Earnings Materials - Earnings Press Release, Earnings Deck, CEO/CFO scripts, Employee Note and Infographic - and report the findings to Investor Relations
  • Awarded the most prestigious CFO award in recognition of Delivering results with Speed and Integrity
  • (2) Set up the Balance Sheet Business Unit Review process across all the line of businesses in State Street as part of the Controllership Initiative to institutionalize governance that was non-existent
  • - Driving innovation / automation projects through use and adoption of new technologies in Spotfire and W Desk
  • - Setting up the vision and developing competencies in data strategy works for supervised / unsupervised learning projects, adoption of cloud for data & RDR platforms
  • - Efficiency program delivered approx
  • 10% productivity within 8 quarters with Top scores in People Engagement and retention of top talent
  • - Implemented the Financial Reporting transformation program for 1000+ reports for 100+ legal entities
  • - Delivered a 30% increase in employee engagement across the Corporate Functions as the Head of People Committee
  • - Significantly altered the structure and capability of the team - Increased Team leadership roles in line with individual aspirations and improved mentoring of resources
  • Team capability refreshed by managing out underperformers and replacing them with new age key skills

India Co-Chair of Professional Women Networks, Employee Networks Group

State Street
01.2021 - 01.2023
  • Led Global Diversity Inclusion and Equity (GIDE) through policy review, awareness campaigns/panel discussions & strategic programs

Vice President, Legal Entity Accounting and Reporting, CFO organization

Credit Suisse
09.2018 - 08.2019
  • EMEA Legal entity Controller: Deliver defined objectives for a large, complex broker dealer entities onshore-offshore delivery units, Client teams and 3rd party competitive vendors with aggressive timescales
  • Manage Knowledge Transition budgets, monitoring, reporting & governance
  • Key Achievements: Completed transition planning & execution for 2 projects ahead of schedule - 1
  • Positioning Workiva extremely well with the UK EMEA Board, producing the board packs and regulatory reports through W-Desk that entailed 100% audit trail and provided more than 30% efficiency; 2
  • Automated ledger postings through R- Studio that required techno functional capabilities to understand the system and embedding the concepts into it

Accounting Certifications Head - CFO Organization

Société Generale
03.2016 - 08.2018
  • Accountable Executive for Accounting Certification and Product Control across EMEA, NA, and APAC, managing a team of 150 members
  • Key Achievements: 1
  • Automated 1000+ journal postings (~10 FTE) by studying the nature of entries, its recurrence and devising step by step language to be understood and executed by Robotics Process Automation; 2
  • Designed blueprint to transition one asset class to another location as a part of BCP strategy; 3
  • Introduced analytical reviews for the delta between accounting and economic PL, zeroing out the suspense account

Assistant Vice President, Legal Entity Accounting and Reporting, CFO organization

Credit Suisse
05.2012 - 12.2015
  • APAC Legal entity Controller: Deliver defined objectives for a large, investment banking and private banking entities onshore-offshore delivery units, Client teams and 3rd party competitive vendors with aggressive timescales
  • Manage Knowledge Transition budgets, monitoring, reporting & governance
  • Key Achievements: 1
  • Analyzed and made the Transfer Pricing calculations update for all the APAC material entities, yielding USD 10 MN to the top line of Hong Kong IB entity and making it a profitable one; 2
  • Conceptualized and developed a product level profitability analysis report for all the material APAC entities that afforded the attention of the company's board and take strategic and bold moves to consolidate the product lines; 3
  • Standardized the board reporting packs for all the material legal entities of APAC; 4
  • Championed the discontinued operations for a major LE and made sure the separate financial package is prepared in compliance with the regulatory filings

Senior Manager - Reengineering Operations

Genpact LLC
10.2009 - 05.2012
  • Led teams on projects in design consulting of finance GCCs for clients - Heineken N.V., Adcorp SA, Invensys Plc, GE Healthcare and Energy business
  • Experience in development, design and analysis for front to back finance functions

Revenue SME for German Entity

Fidelity Group CO. COLT
06.2006 - 10.2009

Credit Underwriter for personal loans

ICICI Bank Ltd
- 06.2006

Education

Fellow Chartered Accountant - undefined

The Institute of Chartered Accountants of India

Certified Public Accountant - undefined

New Hampshire State Board of Accountancy

SEC Reporting - undefined

American Institute of Certified Public Accountants

Skills

Relationship building and retention

Pronouns

She/Her

Profilesummary - Experience

  • Financial Services, Genpact, Credit Suisse, Societe Generale, State Street, Strong understanding of cross-cultural ethos of companies through their inherent origins.
  • Consulting, Transformation, Execution, Ability to conceptualize and articulate complex business problems into simple and efficient business strategies.
  • CFO, CTO, Part of Genpact's coveted Reengineering to develop target operating model of Finance Centers.
  • People Management, Mentorship, 18+ years of progressive experience in managing large teams and developing people capabilities.
  • Fellow Chartered Accountant from The Institute of Chartered Accountants of India, Licensed Certified Public Accountant from the New Hampshire State Board of Accountancy
  • Strong Industry and GCC networks with over 18 years' experience.

Timeline

India Co-Chair of Professional Women Networks, Employee Networks Group

State Street
01.2021 - 01.2023

Vice-President, Finance Controllership - Global Finance Center

State Street
09.2019 - Current

Vice President, Legal Entity Accounting and Reporting, CFO organization

Credit Suisse
09.2018 - 08.2019

Accounting Certifications Head - CFO Organization

Société Generale
03.2016 - 08.2018

Assistant Vice President, Legal Entity Accounting and Reporting, CFO organization

Credit Suisse
05.2012 - 12.2015

Senior Manager - Reengineering Operations

Genpact LLC
10.2009 - 05.2012

Revenue SME for German Entity

Fidelity Group CO. COLT
06.2006 - 10.2009

Credit Underwriter for personal loans

ICICI Bank Ltd
- 06.2006

Fellow Chartered Accountant - undefined

The Institute of Chartered Accountants of India

Certified Public Accountant - undefined

New Hampshire State Board of Accountancy

SEC Reporting - undefined

American Institute of Certified Public Accountants
Ritu PandeyChartered Accountant