Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Shweta Toragalmath

Chennai

Summary

Sr. Vice President with MBA ,CPA & CFA Level 1 and proven success in increasing work process efficiency and profitability through functional and technical analysis. Transformational Finance Leader with more than 16 years of experience in Strategic Financial Planning and Internal Audit. Acknowledged by Senior Management as dependable leader with strong interpersonal and communication skills, expertise in managing resources, and ability to motivate, encourage, and mentor others.

Overview

16
16
years of professional experience

Work History

Sr Vice President- FP&A

BNY Mellon
06.2016 - Current
  • Planning, managing, supervising, and coordinating capital plan for Global Investment Portfolio.
  • Along with people leadership role, exclusively handling capital controller role for Engineering vertical.
  • Leading and expanding finance function within portfolio.
  • Working closely with LOB CFO's to ensure strong performance towards Investment Benefits/ ROI metrics.
  • Managing and enhancing annual plan process and providing ongoing guidance. assisting work streams and PODS to automate E2E process.
  • Oversee Responsibility for Compliances, Governance and Audit support for India FM&A and Global Major Expenditure Group.
  • Prior to current role, started my role in Sox Audit and performed Internal Control for Regulatory Report audits during stint in capacity of Sr. Specialist role.

Deputy Finance Manager

Ford Motor India Pvt Ltd.
10.2010 - 06.2016
  • Independently set up finance processes for Ford Credit (NBFC) India Pvt. ltd and prepared 5 year Business Plan projections with presenting to Global CFO.
  • Handled Internal Audit role and extensively audited Global Processes across Ford Locations around world. Reported observations to Ford General Auditor.

Finance Executive Officer

Base Corporation India Pvt Ltd.
08.2007 - 11.2009
  • Supporting Director – Finance for all documentation in arranging ECB from foreign bank for project funding.
  • Providing senior management with analysis & reports that support long-term/short term business planning.
  • Arranged nine figure exposure funding under Multiple Banking Arrangement (MBA) and Consortium from various Financial Institutions.

Education

CFA Level 1 - Finance

CFA Institute
08.2018

Certified Public Accountant -

New Hampshire Board of Accountancy
NewYork
10.2010

MBA - Finance

Alliance Business School
Bengaluru
06.2007

Skills

  • Leadership
  • Financial Planning and Analysis
  • Sr Management Presentations
  • Audit and Compliances
  • Negotiation and Communication
  • Staff Training and Development
  • Attention to detail
  • Good understanding of GAAP and IFRS accounting standards
  • Fair knowledge of Power BI, Cubus, TM1, Oracle, MAQ and Microsoft Office

Accomplishments

  • Won Role Model Leader award for continuously inspiring women across the Organization by leading a principled work ethic, successfully achieving milestones within a challenging environment and focusing on bigger goals without settling for mediocre.
  • Led the automation efforts to create Power BI dashboards for Capital plan MBRs and Actuals Analysis.
  • Evolved the current team from being a mere transactional based model to strategic value based analytical model.
  • Developed governance model for finance process across Representative Offices of BNY Mellon - Led the project independently by guiding the accounting team in recording all the transactions related to the rep offices. Interacted with COO’s of the rep offices to streamline the payment process and implemented controls by coordinating with all the stakeholders. Received appreciation from the Senior Management for providing a risk free process to manage
    the finances.
  • Set up Finance Process for Ford Credit Launch in India along with CFO. Independently worked with North America and China team to set up forecast and business plan process as per Global and Regional standards. Reduced turnaround time of forecast process.
  • Raised External Commercial Borrowing (ECB) for INR 500 Million from Axis Bank, Singapore - Supported Finance Director for all the documentation in arranging ECB and obtaining approvals from Reserve Bank of India to apply via Automatic route. Also played an important role by supporting the Director-Finance in arranging nine figure exposures funding under Multiple Banking Arrangement (MBA) and Consortium from various Financial Institutions.


Timeline

Sr Vice President- FP&A

BNY Mellon
06.2016 - Current

Deputy Finance Manager

Ford Motor India Pvt Ltd.
10.2010 - 06.2016

Finance Executive Officer

Base Corporation India Pvt Ltd.
08.2007 - 11.2009

CFA Level 1 - Finance

CFA Institute

Certified Public Accountant -

New Hampshire Board of Accountancy

MBA - Finance

Alliance Business School
Shweta Toragalmath