Straitsbridge Advisors : Capability Statement

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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 …

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.

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  • 1. 0 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
  • 2. 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
  • 3. 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 TechnologyProcesses Organization Delivering lasting transformation & outcomes
  • 4. 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. 4 End to end solutions
  • 6. 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 TechnologyProcesses Organization
  • 7. 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 TechnologyProcesses 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.
  • 8. 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
  • 9. 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
  • 10. 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 ExpertiseTypical 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 TechnologyProcesses Organization
  • 11. 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:
  • 12. 11 Seamlessly delivering Risk Management advisory Internal Audit Board BusinessUnits SupportFunctions Finance CorporateTreasury Risk 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. 12 How we can help
  • 14. 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
  • 15. 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
  • 16. 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
  • 17. 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. 17 Experience that adds value
  • 19. 18 Leadership profile : Sanjay Uppal Position Chief Executive Officer 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
  • 20. 19 Leadership profile : Shripad Keni Position Head – MENA Region Practice Head – Business Intelligence & Finance Systems 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.
  • 21. 20 Diverse & extensive global experience ORGANIZATIONS PLATFORMS COUNTRIES Malaysia SingaporeTaiwan Indonesia UAE KSA India Philippines Hong Kong NetherlandsUK 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. 21 The difference
  • 23. 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
  • 24. 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 122002info@straitsbridge.com www.straitsbridge.com Follow us on :