0 www.straitsbridge.com Singapore Dubai New Delhi CAPABILITY STATEMENT
Straitsbridge Advisors : Capability Statement
May 08, 2015
StraitsBridge provides leading edge advice and implementation support to CFOs in financial services, helping them enhance financial effectiveness for their institutions. We recognise that every financial institution requires its unique solution to achieve sustainable finance transformation, one that is based upon the organization’s distinctive elements, e.g. market environment, regulations, management processes, existing technology infrastructure, skills, business mix, balance sheet, capital, medium & long term aspirations, etc.
TRUSTED PARTNER : We understand the CFO’s domain and the complexity of processes, policies and systems not only within the Finance function but also across the organization. Our unique mix of strategy, finance, technology, productivity and organizing skills makes us the right partner to CFOs, helping them achieve lasting transformation.
GLOBAL EXPERIENCE. CUSTOMISED SOLUTIONS : Our team comprises senior finance professionals who draw on their vast experience to develop & implement solutions that ensure our clients’ objectives are achieved. We go beyond the academic – bringing much needed pragmatism to the required transformation.
ASIA & MIDDLE EAST FOCUS : We serve clients across Asia & the Middle East through our offices in Singapore, Dubai & New Delhi.
TRUSTED PARTNER : We understand the CFO’s domain and the complexity of processes, policies and systems not only within the Finance function but also across the organization. Our unique mix of strategy, finance, technology, productivity and organizing skills makes us the right partner to CFOs, helping them achieve lasting transformation.
GLOBAL EXPERIENCE. CUSTOMISED SOLUTIONS : Our team comprises senior finance professionals who draw on their vast experience to develop & implement solutions that ensure our clients’ objectives are achieved. We go beyond the academic – bringing much needed pragmatism to the required transformation.
ASIA & MIDDLE EAST FOCUS : We serve clients across Asia & the Middle East through our offices in Singapore, Dubai & New Delhi.
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w w w . s t r a i t s b r i d g e . c o m
Singapore Dubai New Delhi
CAPABILITY STATEMENT
1
Our professionals have led some of the world’s most prestigious organizations
across banking, financial services, consulting, and information technology sectors
End-to-end support to CFOs in Financial Services
from highly skilled Finance professionals….
Finance transformation
that YOU need
Global experience.
Customized solutions.
We are finance professionals
first.
We bring our global experience
to customise best practices so
they help CFOs achieve high
performance.
Our services span across the
CFO domain in financial
services....
....with proven strategies to
address challenges facing the
CFOs
CFO’s
trusted partner
Dedicated focus on the CFO
agenda.
We know what works, how to
make it work & the pitfalls to
avoid – vital for achieving lasting
transformation.
ADVISORY SOLUTIONS IMPLEMENTATION
2
We can help CFOs structure Finance
transformation programmes as
depicted in our model – across all or
select areas in their domain.
Our model ensures that solutions are
integrated & maximise the benefits,
while at the same time minimise the
risks of the complex change
programme for the organisation
Financial Control &
Risk Management
Performance Management
Balance Sheet & Capital
Mergers & Acquisitions
Investor Relations
Strategy Development
Finance Systems &
Applications
Data Lifecycle
Management & BI
People
Technology Processes
Organization
Delivering lasting transformation & outcomes
3
PLANNING A FINANCE CHANGE?
We develop solutions that will work in the context of your
business, your priorities and the market environment.
Our bespoke approach helps avoid the pitfalls typically
encountered during transformation efforts.
ALREADY ON THE FINANCE CHANGE JOURNEY ?
Our insights will provide a reference point to help keep your
organization’s efforts on track....
..... or help improve the results of troubled programs
Partners in driving change
5
Financial Control & Risk Management
Performance Management
Balance Sheet & Capital
Management
Mergers & Acquisitions
Investor Relations
Strategy Development
Finance Systems &
Applications
Data Lifecycle Management
& BI
Solutions across the CFO’s domain
EXPERTISE : Our expertise spans across the CFO &
related domains in financial services – the structure of
our practice reflects its complexity
BESPOKE SOLUTIONS : We leverage best practices &
customise them to develop and deliver solutions that
help achieve lasting transformation
THE RIGHT PARTNER : Our unique mix of strategy,
finance, governance, technology, productivity and
program management allows us to be the right partner to
the CFOs in achieving financial effectiveness for their
organizations
HOLISTIC APPROACH : Our well designed
implementation strategies embody change across all
elements of the Finance infrastructure — organization,
process, people & technology.
Areas of Expertise
People
Technology Processes
Organization
6
Areas where we can support CFOs
Financial Control & Risk Management
Performance Management
Balance Sheet & Capital
Management
Mergers & Acquisitions
Investor Relations
Strategy
Finance Systems &
Applications
Data Lifecycle Management &
Business Intelligence
People
Technology Processes
Organization
General Ledger & Transaction Efficiency
Financial Policy & Controls
Accounts Reconciliations, Financial Close
Regulatory Compliance & Reporting
Accounts Payable and Fixed Assets
Risk-Adjusted Performance
Funds Transfer Pricing
Budgeting, Planning, Forecasting process
Balanced Scorecards & dashboards
Expense Management
Visualization, Reporting & Analysis
Asset-Liability Management
Liquidity Management
Capital Management
Risk Models & management
ICAAP, Basel 3
Due Diligence & Acquisition Analysis
Post-Merger Integration
Synergies : Realization & Reporting
Divestitures
IR strategy
Delivery mechanism
Investor communication
Strategy development
Strategy governance
Strategy communication
Strategy execution
IT Strategy & Planning
Enterprise Resource Planning
(ERP)
BI Strategy & Roadmap
BI Capabilities Assessment
Data Lifecycle Management
We bring pragmatism to your transformation needs & focus on delivering value.
Our expertise and experience is our strength.
7
Finance, Risk & Information : An integrated approach
Financial Accounting
Risk Management
Management Accounting
Risks : Market, Credit,
Operational, Liquidity
Risk Appetite, Utilization
Risk Costs
Capital Requirements
Risk-based pricing
KPI management
Financial disclosures
Compliance & controls
Funds transfer pricing
Cost allocation
Risk-adjusted Performance
Planning & budgeting
Solutions require the context of your business, your priorities and the market environment.
A bespoke approach helps avoid the pitfalls typically encountered during transformation efforts
Optimization of profitability of a bank’s business strongly depends on capabilities of its processes,
risk-based pricing & effective risk management
8
StraitsBridge can support you in each stage of the life cycle of ‘data to value’
To succeed, institutions today need not just business intelligence, but competitive Intelligence
Institutions are seeking to unlock value through leveraging their data to gain insights into their customers, market
opportunities & business operations.
However, translating data into actionable insights on a sustainable basis requires deep understanding of the data chain,
organizational readiness, appropriate technologies and analytical tools. Advanced analytical techniques such as spatial,
customer, predictive, text mining and ‘Big Data’ can speed up insight from huge volumes of data..
ASSESS
Organizational data
STANDARDISE Data & new
information structures
DESIGN Business
intelligence architecture
STREAMLINE Reporting hierarchy
IMPLEMENT Actionable
insights
FROM DATA TO VALUE
Unlocking the value in your data
9
Business Intelligence: Comprehensive suite of services
► Lack of single vendor
stack handling ‘’data to
value’
► Disparate tools & lack of
integration
► Differing approaches &
complex business
processes
► Low data accuracy
► Weak decision process
due to inability to obtain
meaningful & timely
information
► Absence of mechanisms
to handle both structured
& unstructured
information
► Functional Silos
► Multiple versions of ‘truth’
► I cannot manage what I
cannot measure
Financial Management
Customer & Channel MIS
Product management & MIS
Risk reporting
Reporting , Analytics,
Scorecards, Data exploring,
Forecasting, Research
Real time data management &
campaigns
Exception management
Core banking systems
Master data management
Data warehouse
Change management
Data repositories, information
views, data marts
OLAP, ETL, Data migration
Governance and compliance
Information orchestration
Data maturity levels
Data quality
Our Areas of Expertise Typical Pain Points for Banks
‘Data-to-Value’ Life cycle management
Data Strategy
Performance Management
Business infrastructure
BI Services
Information access / analysis
Data management / integration
Data infrastructure
Demand & Delivery
People
Technology Processes
Organization
10
92 years 400 experienced
consultants 60 partners,
650+ staff
Independent
UK partnership
Dedicated Enterprise Risk
Management team Actuarial & Risk
Management focus
Seamlessly delivering Risk Management advisory
through our strategic partners, Hymans Robertson, UK
A selection of financial services clients:
11
Seamlessly delivering Risk Management advisory
Internal Audit
Board
Bu
sin
ess U
nit
s
Su
pp
ort
Fu
ncti
on
s
Fin
an
ce
Co
rpo
rate
Tre
as
ury
Ris
k
People & Culture
Risk governance
BRC support & coaching
Risk appetite
Risk MI / reporting
Profitability & value transparency
Capital budgeting / optimization
Enterprise risk framework
Risk, capital & liquidity stress
modelling, ICAAP, ILAA, RRP
Regulatory model approval
Independent model validation
Proposed regulatory changes
Financial & Capital planning
Model related audits
Risk related training
Change management
CEO, CFO, CRO, Executive Management
Strategic partners : Hymans Robertson, UK
AREAS WHERE WE CAN ASSIST
13
Comprehensive suite of services
Process Analysis & Re-Engineering Identify opportunities for improved effectiveness.
Evaluate Finance function against expectations of stakeholders & benchmarks.
Establish new goals for Finance & prioritize the gaps between the current and desired states
Organization Reviews & Design Establish key principles behind the future operating model for the finance function
Address productivity and/or control issues resulting from misaligned organizational
structures & unbalanced workloads
Technology Enablement Maximize automation so human resources are free to focus on analysis & decision-support
Assessments and software evaluation, selection, and implementation / Integration
Program / Project Management Develop and implement detailed roadmap with prioritization of improvement efforts, required
resources and appropriate measurements for implementation.
Facilitate governance to ensure transformation projects are clearly communicated & adopted
IDENTIFY & PRIORITIZE
required change
efforts
DEFINE & DEVELOP
optimal operating
model
IMPLEMENT & DELIVER
the desired
transformation
ADVISORY SOLUTIONS IMPLEMENTATION
A well designed implementation strategy is vital to the success of the Finance Transformation journey
1
2
3
4
14
A well structured approach
Current state
analysis &
benchmarking
Business
Requirements
Desired end-state
Solution & ROI
Implementation
process
Delivery &
Change
Management
Discovery Design Implementation Training & Support
Validation & testing
Documentation,
Process, Systems
Training &
post-project
support
Holistic approach to achieve the desired transformation
– encompassing Organization, People, Processes, and Technology
15
Engagement models commensurate with your needs
Model
Benefits
Consulting
only
Partial Project
Ownership
End-to-End
Delivery
Managed
COE
Optimized Efforts &
Costs
Improve Resource
Management /
Utilization
Free up Internal
resources/ SMEs
Improve Delivery
Quality
Improve Coverage
Improve Process &
Metrics
Improve Planning &
Estimation
Maximize Automation
Benefits
Improve Knowledge
Management
Consulting
Discovery Design Implementa
tion Training & Support
Discovery Design Implementa
tion Training & Support
Partial Project Ownership
Discovery Design Implementa
tion Training & Support
End-to-End Delivery
Project Needs
Verified & Validated
Centre of Excellence (COE)
StraitsBridge Client
Bespoke delivery model ensures we effectively compliment our clients’ initiatives
and help their achieve their vision
16
Interim Management
We offer a full range of interim management solutions,
from project-specific staff to controllership to financial
team support
While providing experienced professionals with the
essential expertise required in fill specific roles, our
focus is to ensure continuity and integrity for daily
finance & business operations
We do this effectively, with minimal ramp-up time,
while seamlessly integrating with your internal staff
DELIVERING RESULTS
Interim executives for CFO, Strategy,
Financial Controller & other key roles
► Top-tier & accomplished executives
► Accustomed to stepping into C-level &
VP-level roles
► Effective from Day 1
Whether you are looking for growth, stability, turn-around, or renewal
we have the right expertise to help you get the results you are looking for
18
Leadership profile : Sanjay Uppal
Position Ch ie f Execut ive Of f i ce r
Other
Positions
Mentor ICAEW F-Ten International leadership development program
Non-executive Director Taurus Wealth Advisors, Singapore
Professional
Experience
Over 20 years in Finance with leading global & Asian banks – including CFO, Board, global strategy and finance leadership roles
Led transformation and growth for banks through bringing together a distinctive mix of corporate finance, strategy development,
corporate governance, M&A, technology enablement and change management skills.
Group CFO, EmiratesNBD [Assets ~ US$ 80 billion] : Led the bank’s transformational growth from 2005 to 2010 to emerge as the
largest banks in MENA region, including its US$ 11 billion merger with National Bank of Dubai.
Group CFO, Hong Leong Bank [Assets ~ US$ 52 billion] : Led the transformation of the Finance function, post-merger financial
integration, realization of synergies, balance sheet restructuring & capital funding
Standard Chartered Bank – CFO & Senior leadership roles : As CFO for Taiwan, Philippines & the UAE and in finance leadership
roles in Singapore, India & Indonesia, Sanjay was instrumental in delivering transformational growth for the business leveraging
transformation of Finance as a true business partner.
Over the years, Sanjay has delivered keynote speeches at CFO conferences across Asia and awarded by industry bodies for his
role as a CFO and for investor relations
Expertise Financial Management & Governance
Mergers & Acquisitions
Investor relations
Corporate Finance & Capital Markets
Finance systems & technology
Post merger integration
Profit Improvement
Strategy Development & Execution
Organization development
Balance Sheet & Capital Management
Business Intelligence
Post-merger Synergies
Organizations
& Markets
Standard Chartered Bank Singapore, Taiwan, Philippines,
Indonesia, India, UAE
EmiratesNBD Bank UAE, KSA, Qatar, Singapore, UK
Hong Leong Bank Malaysia, Singapore, Vietnam,
Hong Kong
ANZ Bank India
Qualifications MBA (Finance)
Masters degree in Physics
Bachelor degree in Electrical & Electronics Engineering
19
Leadership profile : Shripad Keni
Position Head – MENA Reg ion
Prac t ice Head – Bus iness In te l l igence & F inance Sys tems
Professional
Experience
20+ years in finance technologies, information management systems, process management in financial institutions and technology
organizations across Asia, Middle East & Europe
Celadon : Led the firm providing strategic advisory & implementation support on BI and finance systems to banks in Middle East
EmiratesNBD : Group Head of Finance Systems & Shared Services, Head of Enterprise Data Warehousing & Business Intelligence.
Successfully delivered complex projects including enterprise data warehouse, ERP implementation (1st Oracle Release 12
implementation in Middle East) and post-merger integration
SAP : Asia Pacific Head of ERP for Banking – Successfully delivered ERP Sales to three Banks in a year in Asia and also involved
in Project Governance for ERP implementations
ABN Amro : Global Head of Operations (Client MIS), VP Finance Transformation Lead-Asia Pacific, VP MIS & Data Warehousing-
Asia Pacific
American Express : Technology Management, Project Management, MIS Lead, Data Centre Operations
Expertise Finance & Performance management systems
Business Intelligence engines
ERP (Enterprise Resource Planning) solutions
Banking Channel, Customer & Product technologies
Program, Project & Delivery management
Technology Selection, Review and Implementation
Risk technologies
Data warehousing systems
Core Banking systems
Data & Reporting management and governance
Finance & Risk integrated reporting
Technology management
Organizations ABN Amro Bank Netherland & Singapore
EmiratesNBD UAE
American Express India
SAP Singapore
Bank International Indonesia Indonesia
Celadon UAE
Markets UAE, KSA, Qatar, Bahrain, Singapore, Indonesia, India, Netherlands
Qualifications MBA, Technology Management Nanyang Technology University, Singapore
Diploma in Business Leadership Duke University
Member of Project Management Institute (US) Singapore & Dubai PMI chapters
Certified Prince2 project and program management practitioner
Post graduate degrees in Physics, Computer Engineering and Systems management.
20
Diverse & extensive global experience
ORGANIZATIONS PLATFORMS COUNTRIES
Malaysia Singapore Taiwan
Indonesia
UAE KSA
India
Philippines Hong Kong
Netherlands UK
Thailand
Qatar
Turkey
Vietnam
Sri Lanka
Japan
Cambodia
Our professionals have led some of the world’s most prestigious organizations
across banking & financial services, consulting, and information technology sectors
Australia
Bahrain
USA
22
We are Finance professionals first
Our professionals bring extensive experience in the CFO domain in global &
regional financial institutions
WE UNDERSTAND
THE CFO’S WORLD
We are dedicated to CFO’s & related domains in financial institutions
We deliver leading edge solutions to help our clients succeed
FINANCIAL SERVICES
FOCUS
Our experience helps adapt best practices & bring commercial focus into context
Develop innovative, pragmatic solutions for implementation with sustainable
results
PRAGMATIC
SOLUTIONS
We are independent from any outside interest
Our recommendations are objective & based only on our clients’ best interests.
INDEPENDENT
ADVICE
Conceptualization to final delivery of transformation objectives START
TO FINISH
1
2
3
4
5
ADVISORY SOLUTIONS IMPLEMENTATION
23
Confidentiality
Our clients’ industries are extremely competitive. The confidentiality of companies’ plans and data is
obviously critical. StraitsBridge Advisors will protect the confidentiality of all such client information.
Similarly, advisory, consulting and training is a competitive business. We view our approaches and
insights as proprietary and therefore look to our clients to protect StraitsBridge Advisors’ interests in our
proposals, presentations, methodologies and analytical techniques. Under no circumstances should this
material be shared with any third party without the written consent of StraitsBridge Advisors.
Copyright
Copyright © 2014 StraitsBridge Advisors Pte Ltd. All rights reserved.
No part of this work may be reproduced or transmitted in any form by any means, electronic or
mechanical, including photocopying and recording, or by any information storage or retrieval system,
except as may be permitted, in writing, by StraitsBridge Advisors Pte Ltd.
StraitsBridge Advisors Pte Ltd
1 Raffles Place
Level 24. Tower 1
Singapore 048616
StraitsBridge Advisors FZC
P.O. Box 454671
Dubai
United Arab Emirates
StraitsBridge Advisors
Level 12, Tower C, Building 8
DLF Cyber City. Gurgaon
India 122002 in fo@st ra i tsbr idge.com
www.s t ra i tsbr idge.com
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