Frank Pereira
Vice President @Credit Suisse
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WORK HISTORY
Vice President @Credit Suisse
Pune, IN
Since August 2021 - Finance Change Management (CFO)- Leading Change Management for the Financial Regulatory Reporting Disclosures program within CFO - Responsible for Requirements gathering, data analysis, functional and end user testing, training and conversion using Agile principles- Additionally responsible for instituting controls around the target business processes in the program in line with existing firmwide Control frameworks like SoX, Regulatory Reporting Framework etc…- Engagement Manager for existing vendors across Pune, London and BulgariaJan\'19 to Jul\'21 - Led Production Support and Change Management - Financial Planning & Analysis (FP & A)- CFO- Led Production Support & Change Management for the Executive MI (Management Reporting) Hyperion applications used for Planning, Forecasting and Performance Measurement- Program Manager for the Annual ‘Transformation’ agenda for Planning, Forecasting and Performance Measurement- Led Engagement with Vendors- Requirements lead for the Valuation in Resolution (Recovery & Resolution Planning) program for Financial projections- Responsible for the Supervisory review of the Risk & Controls framework- Stabilized Production Support for all the applications; defined meaningful KPIs with the Business and established a robust mechanism for review and governance- Designed the multi-year transformation agenda for the Group (FP & A) teams till Dec\'21; identified projects jointly with the Business- Successfully delivered programs for 2019-20Aug\' 16 to Dec\'18 - Risk & Controls Lead for the Application Management function in CFO- Redesigned the Control Landscape with ‘Process’ Risks’ & ‘Controls’ to mitigate Operational risk- Remediated Control gaps with ‘Process Reviews’, ‘Controls Testing and ‘Controls Enhancement’- Led the setting up and testing of the SoX Controls landscape, Audit discussions- Established a Governance framework, Meaningful KPIs and Transparent Metrics reporting
EDUCATION
St Xaviers Vile Parle Mumbai
SSC
Narsee Monjee College of Commerce & Economics
Bachelor’s Degree, Accounting
SKILLS
ABOUT FRANK PEREIRA
Vice President at Credit Suisse
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