Ranjani Moorthy
Senior Manager, Finance, Global Wealth Management @Scotiabank
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WORK HISTORY
Senior Manager, Finance, Global Wealth Management @Scotiabank
Toronto, ON, CA
Central consolidation of reporting and analysis for delivery to enterprise-wide stakeholders and senior leaders. Liaison between bank-wide finance teams and internal GWM business line finance teams with a focus on expense management, executive reporting, and compliance in a newly created High Profile and high performance role.• Lead and orchestrate major deliverables for Global Wealth Management Finance (~30+ employees) that are reviewed by the CEO and Board of Directors, taking on ownership and leadership roles (Bluebook, QBR/MMR).• Independently developed expense reporting process and methodology that supports expense management/cost allocation transparency mandate for the division and provides senior leadership with deeper understanding of spend resulting in cost recoveries for the business line (PowerPoint, Excel, ThinkCell).• Responsible for monthly and quarterly reporting and analysis for senior executives, providing value and data driven insights to stakeholders; created quarterly expense deck that provided value to CFO. Led/moderated contentious meetings at the VP+ level to resolve issues and bring alignment between cross divisional teams.• support/lead compliance audit engagements with internal and external auditors.Additional achievements include:• Finance Development Day event moderator: Addressed ~850 attendees with opening remarks, moderated Q&A discussion and closing remarks with excellent feedback. Requested to return for a second session and completed with equally positive feedback.• Best of Best committee: Created PPT presentation, with a high degree of accountability, which was presented by finance senior executives (SVP+) to all Global Finance employees; received excellent feedback from Global Finance\'s executive ambassador and divisional CFO.• Scotiabank Giving Campaign: Thought leadership in proposing a change in how we manage number of \"clicks\" on donation link resulting in 100% participation goal for the program.
EDUCATION
The London School of Economics and Political Science (LSE)
Certificate, Business, International Relations, and Political Economy
Wilfrid Laurier University
Bachelor of Arts in Economics, Spanish Minor, Post-Bacc Accounting Diploma
Global TESOL College
ESL Teaching Cerificate, Teaching English as a second language
Chartered Professional Accountants of Canada (CPA Canada)
CPA, Accounting
SKILLS
ABOUT RANJANI MOORTHY
I am a passionate and energetic finance professional with over 18 years of experience in reporting & analytics in the financial services industry. My strengths include an enjoyment of learning and subsequently adding value. I am skilled in providing analysis to streamline and improve financial management, resulting in cost recoveries and process improvements. I work well with financial systems, people, and cross-functional areas.Work well with Microsoft 365 Suite (PPT, Excel, Word, Power BI, OneNote, Teams)Currently on Maternity Leave (ending spring 2026)- Raising an infant- Experienced in Power BI- Advanced Excel (e.g, interactive dashboards, advanced formulae, Power Query, Power Pivot)- Exposure to Tableau, SQL, Python in Excel, Copilot- Took course in Power Automate
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