Engagement: Fintech and Regtech Expertise 

Delivered various regulatory technology solutions (RegTech) and new operating models across Group Investment Management. Delivered robust enterprise-wide risk framework governance and infrastructure for Market Risk, Counterparty Risk, Model Risk across multiple lines of business and products.

Business Unit: Enterprise Solutions

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Engagement: IFRS 17 and Target Operating Model

Designed Smart Tailored Implementation Program strategy including adoption strategy & policies; Target Operating model and KPIs; System Impact Assessment and Data Analysis Preparation for Transition. Delivered IFRS 17 capabilities through the introduction of an integrated solution that connects finance and actuarial systems
Business Unit: Life

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Engagement: US GAAP | IFRS Implementation  

Timely adoption and application of new accounting standards and the establishment of accounting policies to support new operating model including a subledger (IFRS 15, IFRS 16, ASC 606 and ASC 842). Parallel Reporting Strategy.
Business Unit: Group Finance | Life

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Engagement: IFRS 9 Implementation

Delivery of Impairment Models (PD, LGD, and EAD) across Retail and Commercial Banking. Completion of Key Policy design definitions, documentation, and implementation.
Business Unit: Retail | Wholesale​

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Engagement: Solvency II Implementation

Coordinated the establishment of a BAU process for the Own Risk & Solvency Assessment (ORSA), the Pillar 2 narrative for interim reporting / RSR / SFCR reports and the integration of risk and capital management activities. 

Business Unit: Risk | Finance​

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Engagement: IHC Implementation

Implementation of intermediate holding company (IHC), as part of The Federal Reserve’s Dodd-Frank enhanced prudential standards (EPS) of US Dodd Franck requirements for foreign banking organization with $50 billion or more consolidated assets in the us. These included the delivery of US GAAP Compliant Processes, General Ledger, Global Chart of Accounts, and tactical and strategic solutions for financial and regulatory reporting.

Business Unit: Corporate and Institutional Banking

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Engagement: Basel III Implementation and Reporting

Automation of the FFIEC 101 reports, implementation of the Standardized Approach, Development of Pillar 3 disclosures, and reconciliation of amounts between the general ledger and Basel reports. Interaction with regulators.

Business Unit: Global Finance Change Program

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Engagement: CFO, Private Equity

Develop and lead a fully functional accounting and finance center of excellence, including maintaining robust financial and accounting systems, budget and building motivated high performing finance team.

Business Unit: Finance

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Engagement: Corporate Development Advisory 

Coordinate the strategic and business development activities for clients, including long-range planning, evaluation, and execution of potential investment, merger, acquisition, joint venture, or partnership opportunities.

Business Unit: M&A and Strategy​

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Engagement: GAAP Conversion

First-time adoption of IFRS - Delivery of IFRS compliant financial statements, narrative reports, accounting, and finance policies for over 2,000 legal entities worldwide. Training offered to wider accounting community. 

Business Unit: Group Finance​

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Engagement: Finance Transformation Program

initiated Process delivery and change management in global roll-out of new operating model and platform.

Business Unit: Finance

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Engagement: Liquidity Risk Management

managed the Liquidity Risk Engine Design implementation, including testing, and deployment.

Business Unit: Finance Transformation | Risk Technology​

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Engagement: ERP System Implementation

facilitated system and Process migration from legacy systems to new ERP. Redesign consolidations to accelerate the close process.

Business Unit: Finance Systems

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