Manish Mehta

About Manish Mehta

Certified Financial Planning & Analysis Leader with an MBA and 20+ years of driving…

Experience

1. Regional Vice President, Fp & a - Americas Investment Banking Finance

   HSBC

   Jun 2020 — Present

   Responsible for planning of revenue and expense for US, Canada & Latin America, Forecasting the Annual Operating Plan, Management of staffing levels, financial reporting, business growth strategy and creating efficiency. • Successfully delivered numerous rounds of monthly Forecasts, Budgets and 5 Year Target submissions. • Drive continual improvement of our balance sheet, RWA, NII, Expenses and ROE forecasting processes. • Lead team in providing financial analysis, reporting results and the timely preparation of month end close. • Delivery monthly results to Front Office department heads while providing guidance and direction. • Assist in the strategy and build out of our Leverage Acquisition Finance business (Goal: top 10 in league table) • Assist CFO with establishing hiring plans, long range goals and performance measurements. • Worked to deliver expense reductions through P&L guidance and strategic projects accounting for $7MM in 20. • Improved procurement efficiencies for depts with outside vendors, creating over $2MM in annual savings. • Exceeded Forecasted EBITA goals by reaching 92% of monthly projections during the last 12 months • Manage staff in New York and India. Rated a top performer every year 14-20 (top 20% of firm)