Venkat Tadepalli

• Managing the bank’s real estate costs reporting and their recharges to business segments.
• Aligned property costs with bank's strategic objectives.
• Developed model to estimate costs and savings based on bank's property strategy.
• Closely monitored performance relative to prepared budgets.
• Consolidated global Property Finance departments into India's centralized team for streamlined operations.
• Analyzed costs associated with various renovation projects, achieving efficient capitalization.
• Performed compliance-focused calculations for lease rentals under IFRS 16 regulations.
• Formulated business plans to align strategic decisions with long-term goals.
• Played a role in formulating business cases for upcoming initiatives.

• I worked in the Business Finance team of the Corporate and Investment Banking (CIB) Finance team, supporting ASEAN markets.
• Created packs to analyze regional-level corridor performance, which provided better visibility than analyzing the results by top corridors.
• Build a revenue forecast model, and analyze the actual performance against it. This also helped to efficiently forecast revenues in the annual corporate plan.
• Identified areas where operational efficiency can be improved through process reengineering or automation, and delivered 1 FTE efficiency.
• Involved in underlying financial systems change by highlighting challenges at the segment-level reporting, and also doing data validation and UAT sign-offs.

• I worked in the finance team of HSBC in Manama, Bahrain.
• Managed diverse role requirements comprising ALCM, MI reporting, annual planning, and projects.
• Prepared documentation for ALCO meetings and developed projections for liquidity.
• Conducted monthly P&L analysis and cost evaluations.
• Oversaw audit functions and collaborated with group auditors for timely reporting.
• Central Bank reporting, which includes the Monthly Economic Survey, Quarterly Prudential Information report, Quarterly Liquidity Stress Testing report against defined scenarios, and various ad hoc activities as requested by the Central Bank.
• Generated insights to support the Annual Operating Plan across various business segments and the entire bank.
• Executed timely submissions of VAT filings while fulfilling regulatory requirements efficiently.
• Oversaw initiatives involving system enhancements and process optimizations.

HSBC Finance Operations :

• Supported Global Banking and Markets Business through various finance operational roles centered on Financial Planning and Analysis.
• Delivered performance insights on GB&M business across regions and globally.
• Collaborated with business leads and traveled across India, the UAE, and the UK to develop annual financial plans and performance packs.
• Led cross-functional teams in successfully managing process improvement initiatives, leading to efficiencies of 2 FTE.
• Prepared numerous critical documents integrated into HSBC’s Annual Reports and Accounts.

• I worked in the Controllership Finance team within the Bank of America India Operations Entity.
• Managed accounts payables and oversaw fixed asset capitalization for capital projects.
• Ensured tax compliance and carried out statutory audits for the entity.
• Contributed to the integration of Countrywide Financing Corp following its acquisition by Bank of America.
• Standardized financial processes to unify multi-entity operations in Indian business units.
• Oversaw the month-end closing process, prepared financial statements, and managed month-end reconciliations.
• Provided timely actuals, forecasts, and budget data.
• Prepared monthly financial statements, coordinated annual audits and facilitated preparation of Annual Financial Reports .