Summary
Overview
Work history
Education
Skills
Languages
Timeline
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Rabi Patro

Sutton,Surrey

Summary

Finance professional with 15+ years of progressive experience in Accounting, Financial Planning & Analysis, Business Partnering, Project Management mainly focusing on driving revenue and returns optimisation. Passionate to work in a growth oriented organisation that will allow me to grow.

Overview

17
17
years of professional experience

Work history

Vice President - Head of FP&A

London
01.2020 - Current
  • Produce monthly Business Review and Executive Committee reporting packs including Key Performance Indicators
  • Partnering with Head of Corporate Lending Busines and senior Finance stakeholder to influence how we make decisions and develop and articulate our strategy, working with Executive Committee to develop the finance narrative
  • Lead the annual budgeting and monthly forecasting process for Corporate Lending Business working closely with business teams in terms of setting-up the targets for revenue and balances
  • Provide challenge to the business to ensure that planning assumptions are robust and accurately reflect current market conditions and the Business's strategy
  • Support the development of business initiatives, including the financial and strategic analysis of lending proposals, scenario modelling and sensitivity analysis
  • Development and analysis of new business pricing activity and strategy, revenue and returns optimisation
  • Analyse recent performance and trends including monitoring and developing relevant key performance indicators (KPIs), to measure and monitor returns
  • Develop and run the complex forecasting models by using advanced excel and statistical analysis tools
  • Leading process improvement and automation projects for delivering the objectives and goals of business and finance function

Vice President - Head of Planning & Analysis

Barclaycard
London
04.2018 - 01.2020
  • Influencing and decision making: Driving forward the finance and business agenda, taking a leading role in finance leadership forums - directly supporting the CFO to provide high quality performance insights and analytics to Exco, to support informed and effective decision making on strategy
  • Co-ordinated the implementation and execution of output of Exco discussion, providing end to end finance support to ensure delivery of business strategy, finance commitments and Group targets
  • Strategy, planning and partnering: Partnering with both businesses and functions (finance and non-finance) to influence how we make decisions and develop and articulate our strategy, working with Exco to develop the finance narrative
  • Challenging the businesses and functions on performance through clear analysis, to deliver forward looking commercial insight to support decision-making
  • Service and stewardship: Focus on continuous improvement, developing best in class planning and Stress testing processes, sharing our successes with the Barclays Group to influence planning capabilities
  • Business performance management: Owning and developing the financial narrative and strategic messaging for Cards and Payments planning, capital and Stress Testing
  • Navigating our portfolio of International businesses through the delivery of significant cost and capital challenges, ensuring consideration of the Barclays International dynamics and impacts
  • Management, leadership and collaboration: Leading best in class team of high performing individuals in the continuous development of planning and stress testing processes
  • Ensuring the team is engaged, able to adapt to new challenges, delivering the objectives and goals of business and finance function, whilst assessing their development needs and supporting them to meet their individual career ambition.

Vice President

Barclaycard
London
09.2016 - 03.2018
  • Spearheading the IFRS9 agenda: Collaboration with risk teams and assessing the financial impact on Return and Capital
  • Leading finance leadership forums supporting the CFOs to provide insights and analytics on the impact to Cards and Payments and Group
  • Working with each of the Businesses to understand and assess the commercial impact of IFRS9
  • Business performance management - Driving forward the end-to-end capital agenda of Cards and Payments- enabling us to deliver our commercial objectives, whilst managing to the capital and returns constraints
  • Analytics and Decision making - Directly supporting the CFO teams to provide commercial insights into Margin, Impairment, funding, Balance sheet management by helping the business to achieve optimum utilization of balance sheet and capital

Assistant Vice President - FP

Barclaycard
London
08.2013 - 09.2016
  • Managing the weekly outlook processes liaising with Businesses, treasury and wider Finance to ensure delivery of commitments
  • Understanding the drivers of performance & implications for longer term objectives
  • Owning and developing the financial narrative, providing on-going and continuous insight into the drivers of performance to enable informed discussion and decision-making
  • Deliver regular, high quality, performance insights to the WFR, Exco and Board to support informed and effective decision-making
  • Managing robust planning and forecasting process structure for Group, managing the relationship with Businesses, functions and wider finance community to ensure deadlines and objectives are met
  • Key focus on cost and capital management
  • Providing analytical support in terms of Sensitivity and scenario analysis, run rate analysis and creating various modules for disposal assumptions.

Analyst

Barclaycard
London
09.2010 - 08.2013
  • Supporting the Budgeting, Forecasting, Strategic Planning, Management Reporting and Financial Analysis for the CFO team of Barclaycard
  • Analysing Trends, Month on Month and Year to Data movements of Income and Expenses in P&L as Budgeted with Actuals, prior year comparisons, Identifying Key Performance Indicators and providing necessary commentary, communicating results to Key stake holders for review
  • Supporting the CFO team in submitting various cost reports such as Cost Scorecard and Functional Cost Reports to the Group Cost Management team
  • Driving the Standardization of Planning and performance reporting to ensure it is highly automated.

Team Leader

Standard Chartered
Chennai
02.2006 - 09.2010
  • Managing a team primarily supporting Planning and Finance division of Global Market for across the globe delegating individual tasks and carrying out quality review of the tasks performed
  • Assigned responsibility of preparing Monthly Business Review Packs for each product and distribution it to the COO office
  • Interact and participate on key discussions with Onshore Business Partners, CFO's and COO's regarding Month-on-Month Trends, Actuals vs Plan, Variance Analysis
  • Support the team in providing high level commentary details on Business Review Packs
  • Support the onshore team in preparation of Budgets and Quarterly Forecast process
  • Liaison and coordination with Business Partners on a regular basis on process updates, team's performance, escalations, queries etc
  • Coach team members to achieve performance metrics, conducting performance reviews.

Education

CA - Accounting and Finance

Institute Of Chartered Accountant of India
11.2011

Bachelor of Commerce - Accounting and Finance

Berhampur University
07.2002

Skills

  • Financial Planning and Strategy
  • Business Partnering
  • Capital and Regulatory reporting
  • Financial modelling and Scenario analysis
  • Pricing Analysis
  • Financial Reporting

Languages

English
Fluent

Timeline

Vice President - Head of FP&A

01.2020 - Current

Vice President - Head of Planning & Analysis

Barclaycard
04.2018 - 01.2020

Vice President

Barclaycard
09.2016 - 03.2018

Assistant Vice President - FP

Barclaycard
08.2013 - 09.2016

Analyst

Barclaycard
09.2010 - 08.2013

Team Leader

Standard Chartered
02.2006 - 09.2010

CA - Accounting and Finance

Institute Of Chartered Accountant of India

Bachelor of Commerce - Accounting and Finance

Berhampur University
Rabi Patro