Roopavani S
Chennai
Summary
Results-driven Finance professional with 5+ years in the Banking industry, specializing in FP&A and technology finance. Expertise in forecasting, budgeting, and performance analysis, providing insights that optimize costs and support strategic decisions. Collaborates effectively with senior stakeholders to translate complex financial data into actionable insights, enhance forecast accuracy, and improve reporting efficiency through automation.
Overview
5
5
years of professional experience
7
7
years of post-secondary education
Work History
Manager, Financial Accounting
HSBC EDP (India) Pvt Ltd
Chennai
09.2024 - Current
- Deliver monthly close analytics for P&L and Balance Sheet (~USD 9M), identifying key variances and improving visibility into financial performance and business drivers
- Perform variance and trend analysis across revenue, costs, and balance sheet, proactively highlighting risks and opportunities to stakeholders
- Support forecasting and planning cycles, leveraging historical trends and variance insights to improve forecast accuracy and financial predictability
- Led business re-segmentation initiative, enabling enhanced financial tracking and improving cost allocation and performance visibility across business verticals
- Performing Net Interest Income (NII) analysis, providing detailed variance insights and strengthening understanding of revenue drivers and margin movements
- Drove automation of RAC reporting, reducing manual effort and turnaround time significantly (~30–40%), while improving data accuracy and scalability across regions
- Partnered with global teams to standardize and scale automation solutions, enhancing reporting efficiency and consistency across multiple locations
- Manage G-SIB reporting and exposure analytics, ensuring accurate aggregation, validation, and compliance with Basel guidelines while supporting senior management reporting
- Conducted fair value analysis (IFRS 13) across portfolios, improving accuracy of classification and providing insights into valuation movements impacting financial statements
- Act as a key finance partner managing end-to-end financial performance for Thailand entity, delivering insights that supported business and senior stakeholder decision-making
Manager-Transformation, Technology & Operations Finance
Standard Chartered GBS
Chennai
02.2024 - 09.2024
- Managed financial planning and analysis for a $138M global technology cost portfolio, driving cost visibility and supporting strategic decision-making across Asia, Africa, Middle East, Europe, and Americas
- Led end-to-end budgeting and forecasting for 80+ countries, improving forecast accuracy and enabling proactive cost management across regions
- Delivered monthly management reporting with actionable insights, identifying key cost drivers and contributing to ~5–10% cost optimization opportunities across the portfolio
- Collaborated with CIOs and business stakeholders to align technology spend with business priorities, helping remove financial and execution roadblocks
- Built business cases and cost-benefit analyses for new initiatives, supporting investment decisions and prioritization of high-impact projects
- Acted as a trusted finance partner to CFO/D-CFO, delivering ad-hoc analysis and insights to support strategic and operational decisions
- Strengthened data integrity and reporting reliability by driving reconciliations across multiple systems, reducing reporting discrepancies and improving confidence in financials
- Identified process inefficiencies and led digitalization/automation initiatives, reducing manual effort and improving reporting turnaround time by ~20–30
Associate Manager-Transformation, Technology and Operations Finance
Standard Chartered GBS
Chennai
11.2022 - 01.2024
- Part of financial planning and analysis for a $4Bn global technology cost base, enabling effective cost management and performance visibility across the bank
- Delivered monthly MIS and variance analysis, identifying key risks and opportunities across cost drivers and providing actionable insights to stakeholders
- Led top-down budgeting for technology support functions, aligning financial targets with strategic priorities and improving cost allocation visibility
- Performed trend and performance analysis using dashboards and KPIs, enhancing decision-making through clear financial storytelling
- Partnered with business teams on vendor cost management and budgeting, supporting cost optimization and efficient resource allocation
- Strengthened financial governance and reporting reliability by ensuring data integrity across multiple systems (Apptio, GL, Hyperion, etc.), reducing discrepancies and improving confidence in financial outputs
- Collaborated with cross-functional and onshore teams (Singapore) to resolve financial queries and drive alignment, ensuring seamless delivery across regions
- Identified process inefficiencies and contributed to process improvements and standardization, enhancing reporting efficiency and turnaround time
- Recognized as a top performer (Spot Award – FY22 & FY23) for consistent delivery, stakeholder management, and impact
Specialist-Financial reporting
Standard Chartered GBS
Chennai
08.2021 - 11.2022
- Financial reporting specialist, with an experience in the credit risk disclosures and analytical review of credit business portfolio as a part of group financial reporting team of Stan'C.
- Extensive contribution in risk review section of the financials where Loans and Advances, ECL as per IFRS9, Credit Grading - Analyzing the variances among comparative periods and querying the country reporting teams
- Dealing with the Big4 auditors with regards to the final audit review and sign-off
- Performing movement analysis and trend analysis and following Statutory Compliance according to the respective country
- Cross functional support for LSR audit queries of SCB India, Fixed assets project and smooth transition of Standalone Financials of SCB Saudi Arabia and South Africa into SAP-DM
- Spot awardee for the performance during FY'21 and H1'22
Education
CPA -
CPA Australia
Australia 01.2025 - 01.2025
B.com (G) -
Dwaraka Doss Goverdhan Doss Vaishnav College
Chennai, India 06.2016 - 05.2019
CIMA - ACMA,CGMA -
Chartered Institute of Management Accountants UK
UK 04.2016 - 01.2019
Senior School Examination -
CBSE India
India 03.2015 - 04.2016
Skills
- Financial Planning & Analysis (FP&A)
- Budgeting & Forecasting
- Variance Analysis & Performance Management
- Financial Modeling & Scenario Analysis
- Management Reporting (MIS) & Financial Storytelling
- Business Partnering & Stakeholder Management
- Cost Optimization & Cost Management
- Business Case Development & Cost-Benefit Analysis
- Revenue & Cost Driver Analysis
- Trend Analysis & Financial Insights
- KPI & Dashboard Development
Accomplishments
- All India Rank 1 - Advanced Financial Reporting and International Taxation - CIMA, UK
- All India Rank 4 - Project and Relationship Management - CIMA, UK
- Proficient student 2016-2019 - DGVC
- Point one certificate in Accountancy and Business studies - AISCCE - CBSE
- Winner-up PPT: South Zone- India
- Dip in Hindi literature - Dakshin Bharath Hindi Prachar sabha
Languages
English
Proficient
C2
Hindi
Proficient
C2
Tamil
Proficient
C2
Telugu
Proficient
C2
Timeline
CPA -
CPA Australia
01.2025 - 01.2025
Manager, Financial Accounting
HSBC EDP (India) Pvt Ltd
09.2024 - Current
Manager-Transformation, Technology & Operations Finance
Standard Chartered GBS
02.2024 - 09.2024
Associate Manager-Transformation, Technology and Operations Finance
Standard Chartered GBS
11.2022 - 01.2024
Specialist-Financial reporting
Standard Chartered GBS
08.2021 - 11.2022
B.com (G) -
Dwaraka Doss Goverdhan Doss Vaishnav College
06.2016 - 05.2019
CIMA - ACMA,CGMA -
Chartered Institute of Management Accountants UK
04.2016 - 01.2019
Senior School Examination -
CBSE India
03.2015 - 04.2016