Preeti Agrawal
London,UK
Summary
Senior Finance & Product Control professional with 18+ years of Experience in Rates and Treasury Product Control, Hedge Accounting, Balance Sheet Management and Strategic Finance Change within global banking institutions. Extensive experience supporting senior management reporting, leading cross-functional teams, and partnering with Front office, Risk, Treasury and Finance Heads. Proven ability to strengthen governance frameworks, improve control environments and deliver complex finance transformation initiatives.
Overview
19
19
years of professional experience
4021
4021
years of post-secondary education
Work history
Vice President Product Control
Crown Agents Bank
London, UK
2024.12 - 2026.02
- Lead Strategic Finance Change Initiatives including implementation of hedge accounting and FVOCI accounting frameworks.
- Oversee onboarding of Interest Rate Derivatives (IRD) booking system.
- Produce monthly Board-level Management Reporting packs.
- Support half-year and full-year statutory financial statement disclosures.
- Review and sign off accounting records to ensure IFRS compliance and strong financial governance.
- Strengthen internal controls across Treasury and product control functions.
Vice President BUK Internal Reporting
Barclays Global Service Centre
Pune, India
2022.06 - 2024.08
- Led Finance support for Barclays UK personal banking business.
- Partnered with Finance Directors and Business Heads to provide KPI reporting and performance insights.
- Provided analytical commentary on Planning vs Actual variances including Structural Hedges assumptions and customer rate impacts.
- Identified gaps in planning models and enhanced forecasting transparency.
- Delivered senior management reporting to support strategic decision-making.
Balance Sheet Control Specialist (Contract)
Credit Suisse
London, UK
2021.10 - 2022.05
- Conducted risk assessments to identify and mitigate potential issues in balance sheet areas.
- Managed specific general ledger accounts by ensuring accuracy and compliance with regulations.
- Defined control models and facilitated delivery of key regulatory programmes to ensure compliance.
- Implemented enhanced governance and control frameworks to strengthen oversight and accountability.
Structured Rates Product Control (Contract)
RBC Capital Management
London, UK
2021.04 - 2021.10
- Produced and reviewed daily risk-based P&L decomposition.
- Delivered consolidated reporting to senior management.
- Supported ad hoc analysis and strategic change initiatives.
- Provided raining and technical guidance to junior team members.
Vice President Treasury Product Control
Standard Chartered PLC
London, UK
2018.01 - 2021.04
- Managed Treasury Product Control across UK, Germany, and US regions.
- Supervised daily P&L reporting and analytical review process.
- Oversaw month-end balance sheet substantiation of Treasury traded balances.
- Built robust balance sheet reporting tools for Trading Desks to enhance decision-making.
- Developed strong relationships with Front Office, Risk Control, Finance, Audit and IT stakeholders.
Product Controller: Flow Rates
Nomura International PLC
London, UK
2015.05 - 2018.01
- Produced daily P&L and risk reporting for Flow Rates Business.
- Performed substantiation of trader estimates, risk exposure, and market movements to ensure accuracy and integrity of reporting.
- Reconciled month-end P&L to general ledger.
- Identified trade booking errors and control breaks across systems.
- Reviewed reserve movements and valuation adjustments.
- Enhanced control environment and risk monitoring process.
Product Controller: Rates / Treasury
HSBC BANK PLC
London, UK
2010.12 - 2015.05
- Prepared and analysed daily risk-based P/L.
- Investigated and resolved valuations and reporting issues.
- Partnered with Front Office and Product CFO to optimise Balance Sheet usage.
- Supported infrastructure development projects (Microgen, FTP, xFOS), contributing to improved operational capabilities.
- Participated in the New Product Due Diligence reviews assessing accounting implications.
- Delivered month-end P&L/BS commentary to senior management.
Assistant Manager Treasury Product Control
HSBC Global Resourcing
Gurgaon, India
2008.07 - 2010.12
- Supervised daily and periodic management reporting.
- Prepared MI reports for senior management.
- Performed FO-BO-GL reconciliation of P&L and Balance Sheet.
- Conducted off-market rate check to ensure trade accuracy.
Assistant Manager, FP&A
GENPACT
Hyderabad, India
2007.03 - 2008.07
- Delivered Management reporting for Penske Truck Leasing (US$4 billion business).
- Conducted cost-benefit and ratio analysis for new location business cases, facilitating effective resource allocation.
- Managed District Sales Review team conducting trend and comparative performance analysis.
Education
CIMA Certified - accounting
CIMA
LondonMBA - Finance
ICFAI Business School
Hyderabad, IndiaMCom - Accounting
Sambalpur University
Orissa, IndiaBCom - Accounting
Sambalpur University
Orissa, IndiaSkills
- Advanced Microsoft Excel
- Financial and Data analysis
- General Ledger & Reconciliation
- IFRS Reporting
- IAS39 Hedge Accounting Frameworks
- Relationship-building
- Stakeholder Management
- Leadership
Timeline
Vice President Product Control
Crown Agents Bank
2024.12 - 2026.02
Vice President BUK Internal Reporting
Barclays Global Service Centre
2022.06 - 2024.08
Balance Sheet Control Specialist (Contract)
Credit Suisse
2021.10 - 2022.05
Structured Rates Product Control (Contract)
RBC Capital Management
2021.04 - 2021.10
Vice President Treasury Product Control
Standard Chartered PLC
2018.01 - 2021.04
Product Controller: Flow Rates
Nomura International PLC
2015.05 - 2018.01
Product Controller: Rates / Treasury
HSBC BANK PLC
2010.12 - 2015.05
Assistant Manager Treasury Product Control
HSBC Global Resourcing
2008.07 - 2010.12
Assistant Manager, FP&A
GENPACT
2007.03 - 2008.07
MCom - Accounting
Sambalpur University
BCom - Accounting
Sambalpur University
CIMA Certified - accounting
CIMA
MBA - Finance
ICFAI Business School