A dynamic senior financial services professional focused on providing excellent customer service through managing Global Transaction Processes and developing & leading high achieving teams. Quality Six Sigma Green Belt & Project Management Professional (PMP) certified, able to drive Operational efficiencies via multitude of projects and process re-engineering programs. An excellent communicator and manager of internal & external stakeholders by developing strategic partnership. Completing a Doctorate of Business Administration with focus on financial services operations management and seeking opportunity to leverage knowledge gained to add value in a progressive financial institution. Key skills include process re-engineering, Business Process Management, Systems Implementation and Customer Centricity
Education and Training
• Doctorate of Business Administration (online)
• Master of Information Systems
• Bachelor of Science (Physics Honors)
• PMP (Project Management Professional) certified.
• Member of Business Process Management Institute.
• Quality Six Sigma; Green Belt Certified.
• Customer Centricity- Voice of Customer (VOC) enabled service designing.
• Change Acceleration Program (CAP).
• Director of Intercompany Operations
• Custodian & Trustee Manager
• Operations Lead
• Project Manager - Equity, Fixed Income & Derivatives
• Project Leader - Trade Operations
Successfully established a new operations team to manage EMEA loans & debt portfolio.
Brought down the cash breakage from 28% to under 5% by automating cash forecasting.
Successfully digitalized intercompany booking & closing processes for 100+ corporate clients.
Designed & implemented cash sweep process automation for 34 currencies, supporting 200 Treasury clients.
Developed workflow tools for funding request, FX trading, Loan settlement and Trustee reconciliation.
Revamped 10+ finance operations processes by implementing host of automation programs and process disciplines.
Consolidated 11 Custodian banks into 2, resulted in $.7M annual management fees savings.
Co-led Business Process Management (BPM) tool deployment; streamlined corporate client reporting.
Played key role in on-boarding of pension fund worth $3B.
Designed & developed FX netting algorithm tool; cross account utilization drove up repatriation efficiency by 34%.
Successfully implemented & managed Collateral Management program by negotiation CSAs with counterparties and designing operational processes.
Designed FX trade request workflow tool for Alternative asset books, saved 30+ monthly man-hour.
Designed and developed bank loans recon and confirmation & settlement workflow tools, resulting in savings of 2 FTE.
Responsible for running process efficiency projects for Trade Operations, developed standard operating procedures for all asset class and investment vehicles.
Enhanced process efficiency through evaluating process capability and implementing changes.
Developed cash forecast and monitoring metrics through running various system reports.
Participated in creation of Special Purpose Vehicle (SPV) for managing bank loans.
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