11/29/2024 updated
100 % available
Senior Management Consultant with Expertise in Financial Services Transformation
Portugal
Only remote
MBA- Schiller International University–Finance, GermanyAsset ManagementBankingBusiness Process MappingBusiness Process ImprovementCapital MarketsChange ManagementDigitizationFinancesInsurance Management and AftercareLean Six SigmaPrivate EquityProgram ManagementReengineeringStakeholder ManagementProject Delivery
Strategy & Transformation
Expertise in finance transformation, O&T transformation, risk management, and client onboarding transformation.
Program Management
Extensive experience in managing large-scale transformation programs and organizational change initiatives.
Financial Services Industry Knowledge
Deep understanding of banking, capital markets, wealth management, insurance, and private equity sectors.
Digital Transformation
Proficiency in digital transformation strategies, including RPA selection and execution.
Process Optimization
Skills in business process analysis, reengineering, and leveraging lean Six Sigma methodologies.
Stakeholder Management
Ability to effectively manage and communicate with stakeholders at all levels of an organization.
Global Project Execution
Experience in leading international projects across US, Europe, Latin America, Middle East, and Asia.
Expertise in finance transformation, O&T transformation, risk management, and client onboarding transformation.
Program Management
Extensive experience in managing large-scale transformation programs and organizational change initiatives.
Financial Services Industry Knowledge
Deep understanding of banking, capital markets, wealth management, insurance, and private equity sectors.
Digital Transformation
Proficiency in digital transformation strategies, including RPA selection and execution.
Process Optimization
Skills in business process analysis, reengineering, and leveraging lean Six Sigma methodologies.
Stakeholder Management
Ability to effectively manage and communicate with stakeholders at all levels of an organization.
Global Project Execution
Experience in leading international projects across US, Europe, Latin America, Middle East, and Asia.
Experience
Professional experience10+ years
Freelancer since2017
Languages
GermanGoodEnglishNative speaker
Project history
Example of a recent project:
- Global Program Lead for TD’s Libor transformation effort.
- Developed an overall project plan for the LIBOR transformation effort and created or the overall program and each of the lines of business engaged including Wealth, Commercial & Private Bank, Retail Credit Card Services.
- Conducted analysis of the areas impacted by identifying the functions, loans, processes, people and technologies impacted by the change.
- Identified key stakeholders impacted within those lob’s and conducted stakeholder interviews across the organization with more than 200 individuals to conduct organizational readiness assessment
- Developed the organizational change strategy for the rollout of the LIBOR transformation effort.
- Created awareness of change by assisting in creating and implementing comprehensive communication plans for all levels of the business.
- Supported development and execution of internal and external communication plans, content and training across the organization.
- Managed risks throughout the program by conducting risk analysis for each line of businesses and their impacted loans and developing related mitigation plans based on ARRC guidance.
- Deployed waterfall & agile techniques within transformation programs.
- Defined and measured success & risk metrics (KPI’s/KRI’s) to monitor the program and ensure a successful rollout
- Designed the Program Management Office and Change Management Program for several banking clients as part of the overall operating model transformation and organizational change program.
- Developed Future State Target Operating Model (TOM) for large banking client using lean six sigma, key design principal identification and end-to-end process analysis. Recommendations for improvements included automation, robotics, and transition to a shared services model. Final deliverable included new TOM design, new processes, policies and procedures, and transition plan.
- Developed strategies to engage key stakeholders from the start of the program to maximize user adoption and minimize overall risk such that business results are achieved.
- Conducted assessment of the organization impacted by the transformation by analyzing the processes, conducting process taxonomy by function and then identified the people & technologies impacted.
- Deployed agile techniques within transformation programs, including agile change management.
- Conducted organizational change management readiness assessment, leveraging behavioral tools to assess the impact of change on organizations, using assessments of organizational culture, performance and readiness for change to ensure effective execution.
- Advised several Banking and PE clients on the effective use of service delivery models to define implement and manage the ongoing operation of business functions for maximizing efficiency.
- Developed the business case for assessing the appropriate service delivery model (outsource, insource, captive, co-captive, robotics), conducted Shared Service Center location strategy and organization design based on data privacy, regulatory and bank secrecy analysis.
- Led the design and setup of the Shared Service Centers (SSC’s) for clients in Mumbai, Bangalore, Singapore, Manila, Dublin, Warsaw, Krakow, Wroclaw, Sao Paulo and Jacksonville.
- Contributed to various practice development initiatives at EY including culture building, team building, internal community involvement, eminence, recruiting, whitepapers, etc. Provided training, coaching and mentoring.
- Provided direct and on-going leadership and support to a team of EY individual contributors and client team members on number of client initiatives.
- Provided people-care management for assigned tram members, including hiring, setting and monitoring performance plans, coaching, mentoring and career development.
- Supported clients on number of O&T transformation projects in areas of new operating model design, business process reengineering by function and leveraging robotics, outsource, shared services public/private utility models.
- Led the design and setup of several global banks operating model transformation efforts to optimize their processes to develop a lean strategy, quality and cost through automation, robotics, as well as transition to shared service centers in the following regions: onshore/near-shore US, LATAM, EMEA, APAC, & MENA.
- Developed the Digital Banking Strategy for the client onboarding function for several global banking clients to improve their KYC and AML processes while improving client experience, time to market and meet regulatory requirements for each jurisdiction.
- Developed the TOM design, robotics, shared service center strategy and transition plans for large global banks in the Americas, EMEA and APAC region.
- Developed a vendor management framework program for our clients to monitor the performance and compliance of suppliers including vendor tracking, analytics and performance management tools.
- Developed Third Party Risk Framework program for major global banks based on regulatory guidance from the FED, MAS, FCA, FINMA, BAFIN.
- Designed clients organizational change management strategy. This included Identifying key stakeholders for each LOB, developing a communication strategy to engage the business and encourage adoption of changes throughout the organization.
- Assessed impact of change & identified, analyzed and prepared risk mitigation strategies.
- Supported the internal talent development efforts for the organization including hiring, coaching, mentoring, team building and conflict resolution.
- Developed strong collaborative relationships with key stakeholders across all levels of the organization including senior business executives, client c-suite and other internal and external partners.
Certificates
Change Management
Prosci2021