Kanchan Taneja

Sharpshooter
DISC Type : CD

VP – Global Finance Transformation / CFO Change (Regulatory & Governance) at Bank of America

India

Overview

Kanchan is a VP at Bank of America leading global finance and regulatory transformation. With 20+ years of experience and a Chartered Accountant background, she specializes in AI-enabled CFO change. Colleagues describe her as hardworking, dynamic, and motivated, focused on turning regulatory complexity into scalable growth and strengthening controls.

Kanchan is passionate about sharing authentic leadership lessons learned from high-pressure situations. She often writes about overcoming professional and personal challenges to inspire others. Her recent interests include exploring the impact of Agentic AI on the finance industry through continuous learning and professional development.

While pregnant, she successfully led a high-visibility controls change project from scratch, with no team and no playbook.

Personality Overview

Rigorous & Demanding

ROI Driven

Precise But Practical

They respond better to strong and respectful interactions.  They like to stay in control of the negotiation or defining of the terms. They put a lot of effort into ensuring personal success.

Topics They Care About

Regulatory Transformation
Her career is dedicated to helping global banks navigate complex regulatory requirements, simplify processes, and strengthen controls for scalable growth.
AI in Finance
Her professional focus is on "AI-Enabled CFO Change, " and she actively seeks knowledge by attending conferences on topics like Agentic AI.
Authentic Leadership
As a "LinkedIn Top Leadership Voice, " she shares powerful personal stories and lessons learned from overcoming immense professional challenges to inspire others.

Media Appearances

Kanchan has no verified media appearances

Work History

11-2020
VP – Global Finance Transformation / CFO Change (Regulatory & Governance) at Bank of America
4-2017 - 10-2020
Lead Non-Financial regulatory reporting Inventory and Governance at Bank of America
9-2009 - 3-2017
Group Regulatory Reporting and Change at HSBC
8-2002 - 8-2009
Early Career at Various Companies

Education

CA from The Institute of Chartered Accountants of India
Graduation from DAV College Punjab

More Information

Social Presence :

Prographics :

Exp : N/A Location : India Job Level : N/A Designation : VP – Global Finance Transformation / CFO Change (Regulatory & Governance) at Bank of America
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Insights For Selling To Kanchan

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kanchan is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Kanchan

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Kanchan move?

  • If convinced, they can reach decisions quite fast.
  • Can Kanchan take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Kanchan

Personality Compatibility


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