Summary
Overview
Work History
Education
Skills
Software
Interests
Timeline
BUSINESS VALUE AS A LEADER
CAREER HIGHLIGHTS
Generic

Sonu Rana

AVP Liquidity Reporting
Delhi

Summary

A senior finance professional specializing in BFSI, with a decade of experience in Liquidity Reporting, Financial Controllership, Re-engineering, Transformation, Assets Liability, setting up Financial Services functions and new team development. In this journey of 14 years, the organization signs like Credit Suisse, HSBC, and Genpact worked on projects of revenue value amounting to around 8+ Billion USD spread in 3 Global regions, winning 10 plus awards. Well-positioned to hone and lead a team to deliver futurist projects in finance. A strong advocate of mental & financial fitness for the next generation.

Overview

18
18
years of professional experience
2
2
Languages

Work History

AVP, Group Finance

HSBC Data processing India
Delhi
12.2022 - Current
  • Experienced in liquidity reporting with strong knowledge of regulatory frameworks, ensuring accurate and timely submission of reports such as LCR, SMM, PRA110, NSFR and ALCO packs. skilled in data analysis, reconciliation, and process automation to enhance reporting efficiency and maintain high data quality standards
  • Collaborate with Senior Directors and Managing Director’s stakeholders based in Group Headquarters and IT Divisions across the globe.
  • Direct daily/monthly controllership activities, including understanding business drivers, critical global IT projects and deployments, underlying costs, billable projects, and comparing actual vs plan numbers.
  • Set up to ensure the achievement of all KPI and KRI of the team aligned to achieve annual goals with the measure of success and progress of portfolios budgeted including monetized resource allocation.
  • Lead and deliver projects for all Innovation agendas within the extended team (coverage of 20 FTEs including 2 AVPs) within the AI and ML space.
  • Deliver two innovation projects in 2023 and 2026, giving 20% headcount productivity, 200 person-days across two critical business days, and automation of data extraction across 900 M Excel cells with multiple spreadsheets.
  • Design and implemented robust controls withing the IRR reporting framework to ensure accuracy, completeness, and compliance with regulatory requirements. Perform control testing, identified gaps, and strengthened validation checks to mitigate risks and enhance data integrity. Collaborate with cross-functional teams to streamline processes, improve control efficiency, and support audit and regulatory reviews.

AVP, Group Finance

Credit Suisse, India, and Poland
Delhi
04.2018 - 12.2022
  • Built a robust, efficient finance and operations organization and used this foundation as the springboard for transformation. Navigated fierce industry and economic changes.
  • Deliver four innovation projects in 2019, giving 15% headcount productivity, 100 person-days across two critical business days, and automation of data extraction across 700 M Excel cells with multiple spreadsheets
  • Serve as a part of a team that undertook deployment of processes from Zurich and Wroclaw to Pune over most of 2018.
  • Core member of GF Fun Committee (Employee Engagement), plan and execute cultural and sports events involving the participation of 500+ FTEs.

Growth Path: Assistant Manager, Global Finance | Manager, Global Finance

HSBC, India, and UK
Delhi
09.2011 - 03.2018
  • Reinvented the overall financial operations, processes, controls, and strategy to make the operating model efficient, simple & transparent, driving top and bottom-line improvement, and provided visibility & data to Business Partners to support decision-making.
  • Developed a team capable of handling business growth successfully, implementing short & long-term strategies, improving operations, and maximizing profits through achievement in financial management. 300%+ hike in 6.5 years for successfully implementing transformation and knowledge transfer in various teams.

Process Developer Project: Financial Services Operations

Genpact India Ltd.
Delhi
03.2008 - 09.2011
  • Generated invoices based on contractual requirements and engagement status.
  • Performed monthly variance analysis and analytics.
  • Prepared journals validated and posted Balance Sheets and Profit & Loss data into the source system.
  • Developed and submitted various system reconciliations to the stakeholders.
  • Conducted analysis of balance sheet for static information.
  • Handled negative and photo processing, typically exceeding 100 prints per week.

Education

PGDM Data Science & Business Analytics -

University of Texas
Online
01-2022

Masters of Business Administration - Finance

Sikkim Manipal University
Delhi
12-2011

Skills

Liquidity Reporting

Financial Controllership & Decision Making

Technology Adoption

Business Process Transformation

Project Management and Delivery

SOX Compliance

Risk, Control and Governance Frameworks

Change Management

Leadership

Onshore Training/Knowledge Transfer

Stakeholder Management

Software

Sonu Rana CV 2026

Interests

Loves exploring new places, cultures and cuisines, Fitness & wellness enthusiast, Certified Yoga & Naturopathy Practitioner - 2019, Member of Credit Suisse, Pune Employee Engagement Team (2018 – April 2019), Member of GF Employee Initiatives (Fun) Committee (Since 2018), Assisting Rotary Club of Powai, Mumbai (part of Rotary International) for various Charity initiatives

Timeline

AVP, Group Finance

HSBC Data processing India
12.2022 - Current

AVP, Group Finance

Credit Suisse, India, and Poland
04.2018 - 12.2022

Growth Path: Assistant Manager, Global Finance | Manager, Global Finance

HSBC, India, and UK
09.2011 - 03.2018

Process Developer Project: Financial Services Operations

Genpact India Ltd.
03.2008 - 09.2011

PGDM Data Science & Business Analytics -

University of Texas

Masters of Business Administration - Finance

Sikkim Manipal University

BUSINESS VALUE AS A LEADER

  • Leading the Projects & Practice:
  • AVP, Group Finance, having a passion for leading the planning & execution of all finance activities, bringing sustainable profitability while supporting top-line growth, building a solid foundation for controls & oversight, along with forming & developing cross-border highly productive teams with the right skills and expertise.
  • Global expertise in supervising a company’s operations, people, and ventures to grow business and navigate through different growth phases from a financial perspective while driving shareholder value creation in a multi-cultural environment.
  • Demonstrated excellence in preparing, analyzing, and reviewing liquidity and external reports before submission to global regulators.
  • Proven expertise in the production and distribution of management reports (liquidity metrics, liquidity limits, liquidity coverage (LCR), stable net funding (NSFR) ratios) used for risk decision-making, trade management, reconciliation, and adherence to risk and governance policy and procedures.
  • NexGen finance leader, operating with systematic and technology-led approaches to improving the effectiveness of financial processes and controls.
  • Championing the implementation and testing of finance projects, change initiatives, automation, and continuous improvement of processes in terms of operational efficiency and control effectiveness.
  • Excels in managing the control environment and leading process optimization business improvement including cost reduction initiatives.
  • Leading the People:
  • Charismatic team leader Working closely with Senior Directors and Managing Director’s stakeholders based in Group Headquarters and IT Divisions across the globe.
  • People manager and a natural motivator, driven by strong professional and personal values with an ability to influence without authority.

CAREER HIGHLIGHTS

  • Steered the successful roll-out of critical projects across global regions – India and Poland of revenue value amounting to around $5 BN+.
  • Played a pivotal role in the successful delivery of 4 Innovation projects in 2022 which delivered 15% headcount productivity; one key project saved 100 person-days across two critical business days and automated extraction of data across 700 M Excel cells across multiple spreadsheets which compressed the completion of 5 days of activity to 10 mins.
  • Handpicked as a vital member of a team that undertook deployment of processes from Zurich and Wroclaw to Pune over most of 2018, which involved onshore training, understanding of existing processes, and knowledge transfer within a strict target.
  • Recipient of several peer-to-peer recognition awards from senior stakeholders.
Sonu RanaAVP Liquidity Reporting