Senior Management Financial Planning

NAVRATHAN ANANDARAJ

919-***-**** · *********@*****.*** · LinkedIn Profile

PROFESSIONAL PROFILE

Finance Professional with over 15 years of experience in financial planning, management reporting, controlling, cost management, stakeholder management, finance transformation, and building frameworks and processes. Expertise and Accomplishments include:

• Led the creation of financial reports and collaborated with various stakeholders to provide senior management with financial insights, improving the accuracy and timeliness of reporting and enhancing decision-making capabilities.

• Prepared multiple analyses on RoTE scenarios and FX analytics, gathered and validated datasets, and collaborated with various stakeholders to support CEO reviews and senior management decision-making.

• Led segment and cost analysis, meticulously analyzed financial data, provided recommendations, and shared key summaries with senior management, building a reputation for high-quality and insightful data analytics capabilities.

• Developed relationships with partners and senior management, providing analytic support, handling time-sensitive projects, and leading multiple automation projects, influencing decision-making and ensuring high-quality output.

• Prepared and presented analyzed financial results to senior management on a weekly and monthly basis, collaborating with stakeholders, conducting data analysis and risk assessment, and providing recommendations.

• Assessed risk by ensuring data quality, highlighting discrepancies, informing senior management of errors, and recommending control measures to safeguard the firm's reputation and drive compliance with laws and regulations.

• Technical Skills: MS Excel (Advanced), PowerPoint (Advanced), Visio, Tableau, Finance Portal, R basic, SQL

• Finance Applications: Hyperion Essbase, TM1, PeopleSoft, SAP, Oracle, HFM, Workday, ABM, Power BI. EDUCATION

Chartered Institute of Management Accountants, ACMA, CGMA – CIMA, London, UK – 2012 Master of Business Administration, Staffordshire University, UK – 2007 Bachelor of Commerce, Loyola College (Madras University), Chennai, India – 2004 PROFESSIONAL EXPERIENCE

Credit Suisse, Raleigh, NC Aug 2012 – Present

Vice-President (Group Finance) – Finance Business Partner

• Led weekly, monthly MIS consolidation and month-end close, overseeing executive reporting and analytical review to support senior management decisions.

• Managed Group’s multi-year, multi-scenario planning, supporting CCAR PPNR forecasts and monthly forecasting processes across divisions and legal entities, driving continuous improvements and enhancing strategic planning.

• Delivered record multi-scenario forecasts in 2020 to meet senior management and regulator demands and developed the 2021-2025 financial plan with client-focused improvements.

• Led firm-wide expense allocation strategy and system configuration, driving automation through the ABM, delivering insights, and providing strategic analysis for operational efficiency and transaction evaluation.

• Provided regular financial updates to regulators (FINMA, SEC) and senior management, performed ad hoc financial analysis, and supported Group Strategy review and external reporting.

• Analyzed consolidated P&L, Balance Sheet, KPIs, and Headcount tracking, managing scenario models for P&L/ expense savings and strategic presentations for CEO/CFO/Investor Relations.

• Spearheaded strategic initiatives during UBS-CS Financial MIS Integration, including divisional alignment, US GAAP to IFRS conversion, and system integration.

• Led automation and process optimization efforts in collaboration with engineering, implementing IT tools to enhance controls, accuracy, and operational efficiency.

• Reengineered strategy and process improvements as GMR Change Lead, collaborating with consultants, change management, and IT on critical automation processes and building robust controls.

• Supervised and mentored a high-performing team managing operational, financial, and compliance risks, fostering professional development and boosting organizational recognition.

• Set up the Planning and Forecasting function in India to deliver monthly forecasts and annual financial plans.

• Led analysis and execution of Credit Suisse’s segment reorganization strategy, enhancing General Ledger transparency, governance, and standardized processes.

• Oversaw, guided, and drove key Group Reporting processes, leading projects in the Group Finance domain to enhance client support, coverage, and overall expense savings process through reengineering and optimization. Navrathan Anandaraj Page 2

Citicorp Service India Ltd, Mumbai, India Jun 2011–Apr 2012 Assistant Manager (FP&A)

• Managed the Planning & Forecasting process for Operations & Technology, overseeing budgeting, forecasting, and financial analysis.

• Transitioned from USA to India, monthly closing, forecasting and reporting of Operations & Technology function.

• Provided variance analysis and executive reports, ensuring accurate financial insights for leadership.

• Partnered with business managers on tech & operations projects, optimizing cost structures and financial efficiency.

• Developed MIS and cost allocation reports, supporting strategic decision-making. Deutsche Bank, Mumbai, India Apr 2010 – May 2011

Senior Analyst (FP&A)

• Managed forecasting and expense analysis for Fixed Income, Derivatives, and Trade Operations.

• Developed cost optimization models, enhancing financial efficiency across projects.

• Delivered client-focused financial reports, including trend analysis and variance tracking.

• Conducted price-volume analysis, identifying profitability drivers and cost efficiencies. National Health Service (West London Mental Health Trust) (Contractor), London, U.K. Jun 2007 – Dec 2009 Senior Analyst

• Prepared monthly financial reports, including budget forecasts and IFRS-compliant variance analysis.

• Monitored and updated rolling cash flow forecasts and assisted in managing Group treasury facilities.

• Managed revenue & expense analysis, improving financial oversight.

• Developed key MIS reports for tracking headcount, expenses, and operations.

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