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© ManishaBeri, All Right
Reserverd 2021

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Manisha Beri

Corporate Finance | Finance Controller | Business Management | Digital Transformation

  • +44 20 7193 3848
  • manisha@manishaberi.com

Chartered Accountant with 15+ years of experience in Financial Planning & Analysis (FP & A) , Controller, Business and Project Management.

Key Skills

Financial Planning & Analysis

Finance Controller

Project Management

Strategic Thinking -Big Picture

Stakeholder Management

Governance Set up

Team Building & Leadership

Solve It Once , Solve it Right

Digital Transformation

Profile Summary

  • Chartered Accountant with over 15 years of experience in Financial Planning and Analysis , Finance Controller, Roles migration, Business Management and Project Management

  • Vice President JP Morgan leading Digital Transformation projects including Intelligent Automation(IA) solutions initiatives

  • Played key role in setting up Finance Architecture for JP Morgan Global Corporate Centre expansion agenda - India and Philippines

  • Highly effective in managing stakeholders from various geographies including USA, UK, Australia , Singapore & Latin America

  • Pioneer in setting up Intelligent Automation Program for JP Morgan -Global Investment Banking Operations

  • Designed & Led (along with HR) 'Operation Yearly Performance Evaluation' Initiative implementation for Global Corporate Centre Operations

  • Nurtured and trained 600+ Middle Management employees on Finance, Project Management and Intelligent Automation Tools with consistent Strong Positive feedback

  • Multiple recognitions from across Operations, HR, CIB Ops head and Technology partners for 'Excellent Partnership' , for 'Problem Solving' Attitude and 'Lead from the front'

Achievements

  • Received multiple awards and recognitions from Senior leads – To name a few:
  • Awarded for ‘Robotics Excellence’
  • Awarded for ‘Global Team’ - Intelligent Automation program execution
  • ‘Excellence’ Award - ‘Operations performance evaluation’ Implementation
  • Global Finance India Award to drive cost effective & productive operation model
  • Leadership- Rewarded as ‘Manager demonstrating exceptional capabilities to deliver superior performance by partnering with local & global managers’
  • Awarded Certificates of Merit and Distinctions on various subjects by St. Columba School

Work Experience

JP Morgan, Wealth Management

Vice President Transformation Lead (2020 – Present)

Key Responsibilities

  • Spearhead Transformation agenda for India and Philippines operations
  • Partner with Core Technology to implement strategic solutions
  • Product backlog and resources management
  • E2Eprojects execution including robust governance around Risk and controls
  • Active Transformation partner to drive ‘Manual Process Inventory ‘Program

JP Morgan, Global Investment Banking

Vice President Intelligent Automation Lead (2017-2019)

Key Responsibilities

  • Identify Transformation (Re engineering/ Automation) Opportunities
  • Automation Solution Design Architect
  • Driving end to end project including User Acceptance testing, sign off etc

JP Morgan, Fund Services & Investment Banking

Vice President Head of Business Management ( 2012 – 2016)

Key Responsibilities

  • Governance - Set up structured Local & Global management governance for Investment Banking Ops and Fund Services Ops
  • Successfully drive standardization of various key Op’s requirements (Business & Client metrics, Cost to Serve Model, Built Operations capacity model across sites)
  • Led multiple Strategic projects on Cost optimization, Op’s efficiency & Operations Control
  • Worked with Global & Local project management teams on driving location strategy, resiliency model and business expansion agenda
  • Led Demand -Supply Infrastructure Capacity model

JP Morgan, Global Corporate Centre India & Philippines

Finance & Controller (Sep 2005 – May 2012)

Key Responsibilities

  • Key finance player in setting up Mumbai, Bangalore and Manila sites
  • Designed & Led (along with HR) ‘Operation Yearly Performance Evaluation’ Initiative implementation
  • Led Finance Planning & analysis and Forecasting for operations & Technology 7000+HC
  • Successfully able to led Business Reviews for Country heads and Operations lead
  • Variance Analysis and providing recommendations for cost control /cost reduction

GHS Consulting Pvt. Ltd

US Taxation Consultant (March 2004 – Sep 2005)

Key Responsibilities

  • Senior Consultant /Team Leader for US Tax Division
  • Supervision & review of tax returns: 1040 individual, 1041-Estate & Trust, 1065-Partnership, 1120 -Corporation and 1120S -S Corporations
  • US Financial Analysis & Planning projects for the retail sector

Datamatics Technologies Ltd.

US Taxation Team Lead (Jan 2003 – Feb 2004)

Education

Profession & Education :

  • Chartered Accountant -ICAI, May’2002
  • Bachelor of Commerce, May’2000

Computer Proficiency:

  • Intelligent Automation Tools

    RPA, Machine Learning, Xceptor, Alteryx, Tableu

  • Business Process Management & Modelling

    Signavio

  • Software: Finance

    Essbase, Oracle

  • Finance Tools

    Consolidated Management Reporting, EMPORT, Disco Plus, Oracle Ledger

  • U.S.A Taxation

    Pro-System & Go System

Career Timeline

  • 2020 - Present

  • 2017 - 2019

  • 2015 - 2016

  • 2012 - 2015

  • 2005 - 2012

  • 2004 - 2005

  • 2003 - 2004

  • JP Morgan, Wealth Management

    Vice President - Transformation Lead

  • JP Morgan, Investment Banking Operations

    Vice President – Intelligent Automation Program

  • JP Morgan, Investment Banking Operations

    Vice President – Head of Business Management

  • JP Morgan, Fund Services Operations

    Head of Business Management

  • JP Morgan, Global Corporate Centre India & Philippines

    Finance & Controller

  • GHS Consulting Pvt. Ltd

    US Taxation Consultant

  • Datamatics Technologies Ltd.

    US Taxation Team Lead

Career Timeline

  • JP Morgan, Wealth Management (2020 - Present)

    Vice President Transformation Lead

  • JP Morgan, Investment Banking Operations(2017 - 2019)

    Vice President – Intelligent Automation Program

  • JP Morgan, Investment Banking Operations (2015 - 2016)

    Vice President – Head of Business Management

  • JP Morgan.,Fund Services Operations (2012 - 2015)

    Head of Business Management

  • JP Morgan, Global Corporate Centre India & Philippines (2005 - 2012)

    Finance & Controller

  • GHS Consulting Pvt. Ltd (2004 - 2005)

    US Taxation Consultant

  • Datamatics Technologies Ltd. (2003 - 2004)

    US Taxation Team Lead

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