Patricia Carbone

Patricia Carbone

Regional CFO Asset Management Americas @HSBC

New York, NY, US
MOBILE NUMBERS
+12•••••••88

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WORK HISTORY

Apr 2025 — Present

Regional CFO Asset Management Americas @HSBC

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NY, US

Finance leader of the Americas covering US, Mexico and Bermuda partnering with the Asset Management Americas CEOs and Global CFO to build and drive the long-term strategic view of the region.• Oversee all financial aspects of the company, including budgeting, accounting, financial reporting, capital structure, cash flows, RWA, cost management, month end deliverables, management information and stress testing exercises.• Evaluate the economics and approval of business initiatives, pricing, financial support, and profitability analysis of business cases and new product launches. Recommend strategic adjustments or valued enhancements. • Communicator of business financial results, strategy and tactical objectives to the Board of Directors and the US and Global Executive Committees.• Led strategic country and global projects focused on innovation and gaining efficiency. Among others, I led a project to develop a Python solution to estimate portal fees and send emails automatically to clients. The efficiency gained was 40 hours per month and reduction of human error. • Optimize capital efficiency, liquidity planning, and company dividends.• Key liaison with external audits and regulatory authorities. SOC1 compliance assurance.• Ensure integrity of processes, analysis, and controls to mitigate risks and comply with policies, regulations, procedures, IFRS and US GAAP accounting policies and reporting.• Lead, develop and mention a diverse team (onshore-offshore).

EDUCATION

2005 — 2007

University of Buenos Aires

Postgrad in Finance Administration

1998 — 2003

Universidad del Museo Social Argentino

BBA, Economics, Administration

1998 — 2004

Universidad del Museo Social Argentino

CPA, Economics, Administration

SKILLS

Relationship BuildingManagementFinancial ServicesEconomicsWealth ManagementMergers & AcquisitionsCredit RiskCapital MarketsMergersAnalysisFinancial AnalysisFinancial RiskAsset ManagementInvestmentsRetail BankingRelationship ManagementFinanceCustomer SatisfactionAsset ManagmentStrategic Financial PlanningBusiness AnalysisFinancial MarketsValuationBankingMutual FundsRisk ManagementCorporate FinanceFinancial Modeling

ABOUT PATRICIA CARBONE

CFO of Americas Asset Management and Head of Finance US with +25 years of experience in the financial industry, accounting, planning, and budget management. Led projects and teams to improve efficiency and streamlined time spent, risks and costs. Looking to continue maximizing economic and financial potential, supporting strategic paths for companies that drive a culture of continued improvement and innovation.

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