Change and implementation manager, financial sector

Andrey Klepikov

Moscow, Russian Federation • ******-********@******.** • +7-916-***-****

Project and Process Manager

Accomplished and dynamic financial professional with demonstrated capacity to improve and support various functions for top international and Russian financial institutions.

Key Qualifications

Render expert services as a Project and Process Manager with a broad experience in financial markets, financial modelling, market risks, IFRS, change management, conflict resolution, budgeting, IT projects. Formulate and deliver innovative strategies to ensure high quality project deliverables and process inefficiency.

Proficient in financial products, with proven success conducting business support and reporting and market risk control for proprietary trading, launch of new financial products, member of ALCO. Delivered internal and external frameworks and policies.

Expert in supervision of daily production teams in finance and operations with accurately integrated change management discipline

Quality-focused thinker skilled at leveraging BPM, Lean Six Sigma, knowledge management practices to refine corporate functions to achieve efficiency, financial accountability and transparency. Experienced in BPM modelling.

Highly skilled in project team leadership, (non-IT) AGILE/SCRUM team formation to increase project velocity. Extensive experience in leading, planning, budgeting, reporting and coordinating shared project work with internal stakeholders, external consultants and IT vendors.

Recognized as leader, mentor and coach able to foster strong relationships with diverse groups and subsidiaries. Adept at initiating and directing effective, clear client communication. Russian (native), English (fluent), and German (basic).

Professional Experience

CJSC VTB CAPITAL – Moscow

Change Manager, Global CIB Finance, 03/2010 to Present

Direct and lead projects valued up to $4MIO. Scope, budget, and facilitate working groups to ensure goal achievement. Negotiate and gain buy-in from business heads and direct subordinates to gain project support. Direct cross border finance and IT team of 20+ personnel who perform business analysis and architect and implement solutions.

Completed set up of global control finance function for three European subsidiaries that needed centralised independent trades databases, valuation models, and daily P&L reporting to management.

Restructured the group product and client profitability reporting by implementing a new data warehouse encompassing VTB Head Office and seven European, CIS, and UK subsidiaries. Facilitated reporting data integration with subsidiaries; structured gradual controllable switch from old global reporting process to strategic solution; organized PR to promote the project internally.

Reduced level of conflict among stakeholders by mediating and liaising among different departments to address concerns. Eliminated resistance to change by evangelizing a SCRUM and team-oriented approach.

Implemented a knowledge management portal by collecting definitions and processes descriptions. Provided a number of technical and methodology trainings to staff.

OJSC LUKOIL – Moscow

Consultant, Treasury (Project), 08/2009 to 03/2010

Developed methodology to accurately calculate treasury value-added measures to illustrate the efficacy of cash and FX management.

CJSC HSBC Bank RR – Moscow

Global Markets Control Head, 11/2007 to 07/2009

Oversaw the performance, market risk and off-market pricing for Global Markets Sales & Trading. Managed team with two subordinates who performed daily risk control function, analytical reporting, and monthly IFRS closure.

Assisted Head of Treasury to launch new derivative products and to organize market risk transfer between Retail business and Trading Desk

Abridged high risk to low risk stated in internal audit review within nine months of joining HSBC and assumed a lead role in setting IFRS accounting methodology for trading products.

Adapted group policies and optimized cross business funding procedure.

CJSC CITIBANK – Moscow

CIS Global Markets Control Head (Russia, Ukraine and Kazakhstan), 2005 to 2007

Managed the business performance analysis and market risk control of Citibank proprietary and client trading. Analysed and presented product profitability, P&L drivers, budget and forecast. Acted as project manager, developing and implementing product control initiatives. Supervised, mentored, and managed a team of five product control specialists charged with daily reporting and US GAAP month closure.

Successfully implemented hedge accounting.

As CIS function head, nominated to support Ukraine Finance team to develop and implement a highly-efficient solution for balance sheet control and to support Finance team during internal audit in the Ukraine subsidiary.

As acting member of ALCO (asset liability committee), presented balance sheet structure, risks exposure, VaR, stress testing, and recommendations regarding change of risk limits.

Trade Finance Unit Deputy Head, Operations, 07/2002 to 11/2005

Sponsored to Deputy Unit Head starting in 2004; proposed and redesigned the Trade Finance Unit process. Directed and mentored a team of six who processed loans/deposits, letters of credit/guarantees. Developed from scratch factoring operations.

Conducted 10+ trainings to new employees and departments; invited to lead trainings on product control functions and financial markets at two other companies.

Created MS Access/VBA operational module to process Guarantees and Letters of Credit and architected a multi-user automated solution that included an accounting model integrated with general ledger, calendar of operational events, and internal reporting.

Recognized as top performer and awarded best employee of the year; promoted two times.

Educational Background

Master Degree, Mathematical Methods,

State University Higher School of Economics

Bachelor Degree in Economics

State University Higher School of Economics

Lean Six Sigma Professional Program

Villanova University in Philadelphia

Advanced Professional Program on Business Process Management

University of San Francisco

Contact this candidate