Rohit Patoria

About Rohit Patoria

Numbers have always fascinated me-not just for what they represent, but for the stories they tell about growth, resilience, and transformation. As a strategic financial leader with dual qualifications (CA & CS) and over 20 years of executive experience, I’ve had the privilege of leading finance teams and driving strategic change across banking, manufacturing, and consulting sectors.Currently, I lead financial planning and controls for Digital and IT initiatives at HDFC Bank, where I’ve handled digital transformation strategies that align with organizational growth. My approach blends rigorous financial discipline with digital innovation, where I leverage data-driven insights to facilitate strategic decision-making, whether it’s optimizing P&L for a payments business with profits over crore, or transforming a subsidiary into a debt-free enterprise through effective fund management.What sets me apart is a relentless focus on delivering measurable results. I’ve implemented cost-saving strategies that have delivered over ₹500 crore in efficiency gains, led successful M&A integrations, and built high-performing teams that thrive in complex, fast-paced environments. I’m equally committed to strong corporate governance, regulatory compliance, and transparent stakeholder communication-qualities that have earned me recognition, including the MD’s Honour for outstanding contributions in cost and tax management.My philosophy centers on three principles: 1. Transforming financial functions from cost centers to strategic enablers 2. Building high-performing teams that bridge finance with business operations 3. Delivering financial insights that drive competitive advantage In addition to my core financial competencies, I am passionate about digital transformation, having completed a CEP in Digital Transformation from IIT Bombay. I am committed to leveraging technology and financial acumen to drive efficiency, innovation, and profitability in any organization I serve. I welcome conversations with forward-thinking organizations where my expertise in strategic financial planning, digital transformation, and P&L optimization can drive significant business growth and operational excellence.If you’re interested in connecting to discuss industry trends, best practices in finance transformation, or opportunities to collaborate, I’d love to hear from you.Specialties: Strategic Financial Planning, P&L Management, Capital Optimization, Digital Finance Transformation, M&A, Cost Efficiency, Regulatory Compliance, Cross-Functional Leadership

Experience

1. Strategic Planner Head Financial Planning & Control-it & Digital

   HDFC Bank

   Sep 2020 — Present · Mumbai, IN

   Drove the Budgeting, financial planning and control for digital transformation projects, managing investments exceeding approximately £10 million. • Established and managed a Central Planning & Control Unit of high performing team of finance professionals, optimizing key revenue and cost metrics for major digital initiatives.• Negotiating with fintech partners to finalize the commercials viz. TCO, SaaS pricing, Capex, Opex, Resource cost. Cloud Computing cost, pricing, billing, etc.• Collaborating and discussing with the tech team to finalise the right business model, go to market strategies, capex investment planning, estimate break-even and project / product profitability• Developed and implemented strategic financial plans for digital transformation, improving productivity and reducing cycle times.

Education

• The Institute of Company Secretaries of India

  Fellow Member , Corporate & Business Law, Corporate Secretarial Practices, Corporate Governance

• Indian Institute of Technology, Bombay

  Digital Transformation Certificate Program , Digital Transformation

• Saint Johns , Nagpur

  Schooling

• The Institute of Chartered Accountants of India

  Fellow Member

• G S College Nagpur

  Bachelor of Commerce from Nagpur University