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Saugata Mukherjee

Saugata Mukherjee

Articleship

Followers of Saugata Mukherjee8000 followers
location of Saugata MukherjeeKolkata, West Bengal, India

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  • Timeline

  • About me

    Finance Shared Services ( R2R, O2C, P2P , FP&A) | CFO ( Startups-MSME-NGO's) | Transformation

  • Education

    • The Institute of Chartered Accountants of India

      1994 - 1998
      Chartered Accountant

      Passed entire CA course without any tutorial support

    • University of Calcutta

      1991 - 1994
      B.Com( H) Commerce

      ~ College Topper + University Rank holder

    • The Institute Of Cost Accountants Of India

      1993 - 1997
      Cost & Management Accountant

    • Indian Institute of Management, Calcutta

      2011 - 2012
      Diploma in Senior Management Program Management

  • Experience

    • Lodha & Co.

      Oct 1994 - Feb 1998
      Articleship

    • Various Companies

      Nov 1998 - Jul 2007
      Financial Controller

      ACC Ltd, GE Capital, Alghanim, Fidelity Investments

    • Bank of America Business

      Aug 2007 - May 2013

      Successfully lead the Revenue Controller function for 4 offshore locations (2010-2013) covering 23,000 associates with US$22M billing p.m . Facilitated Pricing ( 2008-2010) for 4 offshore locations to integrate it for BankAM, Countrywide Financials and Merrill Lynch . Led Financial Planning & Analysis function ( 2007-2009 ) for 3,500 FTE’s across 3 locations

      • AVP- Corporate Finance - Revenue Controller

        Oct 2010 - May 2013

      • AVP - Corporate Finance , Pricing Head

        Aug 2008 - Oct 2010

      • AVP- Corporate Finance- Head Financial Planning & Analysis

        Aug 2007 - Jul 2008

    • ANZ Support Services India

      Jan 2013 - Jan 2016
      Finance Controller - Corporate Finance , Head - FP&A and Controller

      Spearheaded dual role of Finance Controller & Financial Planning & Analysis as part of Delivery Management for Retail & Wealth Operations for A$35M for 2,200 FTE’s including Working Capital and Cash Budget Management , led System integration projects with onshore , mitigating Operational risk , supervising Direct and Indirect taxation work .

    • HSBC

      Apr 2016 - Jun 2019

      Led Servco Business under Global Finance Centre covering 18 legal entities ( comprising US, UK, Canada regions and Global Service Centers & Global Technology Centers ) . Successfully managed Finance Operations ( both Financial Planning & Analysis and Financial Control) as part of Delivery Management with 80+ FTEs for US $15Bn /1,10,000 FTE’s; Led successful on-time transition of around 120+ FTE's across globe of HOST business .

      • Vice President Finance - Head of FP&A and Finance Controller of entire Servco Business

        Aug 2016 - Jun 2019

      • Vice President of Finance And Operations

        Apr 2016 - Aug 2016

    • Saugata & Co. , Chartered Accountant

      Jul 2019 - Dec 2021
      Chartered Accountant

      Rendered CFO Services focusing primarily on Micro, Small and Medium Enterprises .

    • TransUnion

      Jan 2022 - Jun 2024
      Global Finance Shared Services - Director Finance

      Led Finance Operations managing Controllership( Record to Report , Accounts Payable ,T&E , Accounts Receivable ) ,FP&A-Business Finance across 32 regions Globally managing 200+ FTE’s.

    • Financial Advisor

      Jul 2024 - now
      Financial Advisor

      Supporting Startups-NGOs-MSMEs in their journey and beyond for Working Capital and Fund raising through structured Business Planning efforts ;Also supporting NGO’s with allied knowledge on FCRA

  • Licenses & Certifications

    • Lateral Thinking Course

      De Bono Thinking Systems®

    • Situational Leadership II

      Ken Blanchard

    • Advanced Certificate Program on IFRS - Implementation & Compliance

      KPMG India

    • Certified Migration Professional (CMP)

      GE Capital

    • Lean Six Sigma Green Belt (ICGB)

      Fidelity Investments

    • Project Management Professional (PMP)

      Project Management Institute

    • US GAAP Basics

      GE Capital

    • High Impact Presentations

      Dale Carnegie Training

    • The Seven Habits of Highly Effective People

      FranklinCovey

    • Creating and Giving Business Presentations

      LinkedIn
      Dec 2019
      View certificate certificate

  • Honors & Awards

    • Awarded to Saugata Mukherjee
      Awarded by Centre of Excellence, HSBC’16 - Was core team member which framed the Individual Development Program framework for Assistant Vice President grades .
    • Awarded to Saugata Mukherjee
      Green Belt Certification on Productivity Improvement Project - o Attained Green Belt Certification on Productivity Improvement project accounting for savings of $ 3.3 M in Fidelity Investments’06
    • Awarded to Saugata Mukherjee
      o Bestowed by Centre of Excellence, HSBC’16 - for ensuring team work for jointly transitioning 363 FTE’s to India
    • Awarded to Saugata Mukherjee
      o Cited by MD, Bank of America in ’ 09 - leading integration of FTE based and hourly based Pricing model.
    • Awarded to Saugata Mukherjee
      o Conferred Global Silver award ‘10 by CFO’s office in US ,Bank of America - leading and successfully automating Invoicing function.
    • Awarded to Saugata Mukherjee
      o Honoured by Central Transition Office of Bank of America - leading Finance integration efforts post acquisition of Countrywide Financials and Merrill Lynch .
    • Awarded to Saugata Mukherjee
      o Recipient of Global Silver Award ’11 from Mexico-CFO and Costa Rica-CFO - integrating billing under Invoicing COE framework.

  • Volunteer Experience

    • Fundraising Consultant

      Issued by NGO on Sept 2001
      NGOAssociated with Saugata Mukherjee

    • Funder

      Issued by The Mother House of the Missionaries of Charity on Nov 1998
      The Mother House of the Missionaries of CharityAssociated with Saugata Mukherjee