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Ellicott City, Maryland, United States
November 13, 2018

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Tejasvee Shastri *

TEJASVEE SHASTRI, TJ MBA I Lean I Six Sigma I Prince 2

Email: Phone: 443-***-****


Qualified executive with demonstrated ability in Global Business Transformation, Financial Planning & Analysis, Service Delivery, Management Reporting, Analytics and Management & Strategy

• Significant experience and success in developing executive level relationships

• Hands-on leadership with analytical, consulting, and diagnostic skills

• Experience with management consulting organization, as well as, in-house consulting

• Focus on enhancing business processes through elimination of non-value added / duplicate efforts & implement enabling technologies CORE COMPETENCY

Financial Planning & Analysis (FP&A), Business Process Re-engineering (BPR), Cost Optimization, Organizational Change Management, Footprint Optimization, Target Operating Model (TOM), Strategy & Advisory, Risk & Control, Vendor Governance, Business Management, Program Management (CTB / PMO), Operations & Service Delivery (RTB), COO & CFO Functions, Management Reporting (MIS), Analytics (Data & Process), Transitions, Business Analysis, Center of Excellence (CoE) PROFESSIONAL EXPERIENCE

Computer Solutions & Technology, New Jersey, USA / India: Consultant (FP&A & Strategy) 02/2018 – Present Work with senior executives of the company & its clients to develop business and operational strategy, assess current operations, and develop transformational solutions;

! Oversee and lead annual budgeting, monthly forecasting and planning processes; drive management reporting and assessment of performance with respect to financial, operational and strategic goals and initiatives within India & USA region

! Manage overall process including technology & training program roadmaps, demand intake, prioritization, and capacity planning

! Analyze client processes, identify automation opportunities, define Robotic Process Automation value proposition, reengineer process to improve automation potential and recommend RPA approach/strategy

! Arrange for daily stand-up meetings, facilitate and schedule update meetings with IT, Risk & Finance stakeholders Deutsche Bank, India: Business Management Functions 01/2010 – 11/2017 Spearhead strategic Business Management department with strong focus on Global COO & CFO functions, Transformation & Change Management, Advisory, Service Delivery (RTB), Performance Management, FP&A, Cost & People Analytics, P2P, Vendor Management, Program Management (CTB) and Transitions; manage global teams and day-to-day relationships & performance; Financial Planning & Analysis (FP&A): Strategic partner with the global CxO’s: Orchestrate the continuous re-alignment of the Book of Work; spearhead Budgeting, Forecasting, Cost Allocations, Accruals, Charge Backs, Cost Management, Analytics & MI Function

! Lead the budget process including: communicating and driving the budget timeline, creating budget templates, creating/maintaining budget roll-up files, budget deliverables and uploads of budgets & forecast into Cognos tool

! Spearhead the coordination with global finance team members to ensure consistency in planning and forecasting across all functions, locations, and lines of business

! Recommendations to management regarding costs saving or profit generating opportunities and profitability improvement strategies

! Optimize expense management, identify efficiencies and develop systems / processes to support control of operational costs

! Spearhead financial modeling and financial analysis for strategic activities, operational analysis and other ad-hoc financial initiatives Business Transformation & Change Management (CTB): Spearhead steering committee for the strategy initiatives;

“Million Euro Mandate M€M”: Introduced “M€M” forum to save at least Euro ~1Mn per annum; designed SME brainstorming sessions to discuss “new technologies, best practices and controls” that can be implemented across “People, Process & Technology;

! Collaborate with Business Reengineering to structure and execute on initiatives by developing work plans, gathering and synthesizing meaningful data, leading analyses, developing recommendations and building execution roadmap

! Ensure alignment between processes, tasks, org structure and roles. Train employees on new system and process skills

! Evaluate strengths, weaknesses, opportunities and threats; Lead work streams on the different components of OCM activities (change management, target operating model / organizational alignment, communications, and training)

! Develop a Finance Transformation strategy: assess challenges/needs/gaps, diagnose the root problems, and recommend solution Center of Excellence (CoE): work closely with Finance / business and IT stakeholders in designing of BAU : RPA solutions, maintaining all process documentation / KOP’s to reflect the current service delivery and mitigating strategies

! RPA Ui: Lead discussion meetings with automation experts to see where manual tasks, transactions, and processes can be automated

! Establish Automation CoE Advisory Council: Liaised extensively with IT professionals and department SMEs to determine the RPA strategy impacts & capacity plan of pre/post implementation Transitions / Right Shoring: Design the strategy for Right Shoring of FTE ~250 of global “Tech & Ops” functions

! Design & manage plan from “Inception to Completion” ; create SME Pool, Capacity Matrix, Current vs. Required Capabilities, Hiring Strategy, Knowledge Transfer (KOP), Backup Planning, Parallel Runs - to - Go Live ; from “AS IS - to - Target End State” Risk & Regulatory Compliance (Data / MIS): Manage the risk framework, ensure issues and actions are tracked & resolved

! Develop risk action plans to mitigate risk & regulatory factors identified during assessments (P1 to P3)

! Ensure risk compliance with local regulatory federal reporting requirements (IMA / MAS / HKMA) Strategy & Advisory: Advisory to CxO’s on transition & transformation engagements; identify and implement business solutions including blueprinting and benchmarking, leverage automation where feasible

! Provide service excellence; identify key business issues, client needs by standard assessment techniques and tools (Performance Metrics, Process Flow/Six Sigma/ VSM), evaluate and validate analysis and develop recommendations

! Location Strategy & FootPrint Optimization: lead multiple client engagements and own end-to-end responsibility of right shoring

! Assist in the execution of projects to help optimize all elements of the finance organization including: Business Process Automation, Shared Services Implementation, Business Case Development, Post-merger Integration and Governance Tejasvee Shastri 2

RadiTech, LLC New Jersey, USA: Consultant (Financial Planning & Analysis, PMO & Strategy) 02/2004 - 05/2009 Drive process improvement capabilities across some critical functions like COO, CFO, Vendor Governance, MI Reporting & Analytics, Business Management; support tech-enabled transformation; track progress, identify potential risks and propose solutions; Management & Strategy: Part of various strategy lifecycles / Ideation Hub “ Target Operating Model” design, Strategy to Launch, Project Inception to Completion “CTB”, Transition “Knowledge Transfer to Go Live”, CoE Service Delivery “RTB”, Risk Identification to Mitigation:

o Credit Suisse (PMO) New York City, New York BFSI o Bank of New York (GTO) New York City, New York BFSI o Deutsche Bank (PWM COO) New York City, New York BFSI o Bank of America (GWIM, PB) Charlotte, North Carolina BFSI o Pfizer Inc. (FSLi) New London, Connecticut Pharmaceutical o NutriSystems (Finance) Fort Washington, Pennsylvania FMCG / Consumer Business Analytics & Advisory: Design and support implementation of new advanced finance capabilities like analytics, forecasting, new digital reporting tools and data visualization for MIS (BAU & Adhocs);

! Advisory on define and support implementation of new global operating models with intelligent back-office functions, digital innovation hub, finance CoE and build of improved business partnering capabilities

! Collaborate with business leads on Business Transformation to define work plans, gather and diagnose meaningful data, develop recommendations and roadmap; conduct diagnostic and due diligence to articulate opportunity impact Business Transformation & Project Management (PMO): Spearhead the continuous process improvement; liaise with Business, Risk

& Control, Finance and IT to identify business requirements and benefits of Change / Transformation

! Enhanced Management Reporting Production & Distribution, Standardized Financial Processes, Streamline Data Sources, Org Redesign, Centralized Hiring Process and Infrastructure (Software & Hardware) Usage analysis

! Manage transitions of multiple processes from sending organization / location to target organization / location - includes business case development, approvals, knowledge transfer, parallel runs to go live and target operating model design

! Work collaboratively with project stakeholders to develop project plan including: Scope, Schedule, Budget, Communications, Staffing, Risk and Issue Management, Test, and Change Management

! Lead daily standup meetings to follow up on activities status, accomplishments and roadblocks; accountable for “Entry & Exit criteria’s

! Create & update project schedules, project plans, status reports RAG, work breakdown structures and resource management Financial Planning & Analysis, Audit and Business Analysis: Manage the global coordination & consolidation of the annual budget, monthly forecast, management reporting, financial modeling, and provide ad hoc analysis and insights to the key stakeholders;

! Perform Financial planning and analysis (FP&A), Finance Process upgrade, Monthly Financial close, Consolidation and Reporting, Cost management and Profitability Analysis

! Prepare in-depth financial and business analyses, including; product profitability, expense management, capital projects, and working capital, and assist in the preparation of financial forecasts and budgets

! Build process maps, processes, data models, workflows and requirement gathering for user-machine and machine-machine interactions

! Participate in the “New Vendor Evaluation” (RFP, SoW, SLA’s); run monthly vendor performance reviews Organizational Change Management: Manage the planning, execution and control of Organizational Change initiatives, ensure service delivery per approved engagement model, schedule, cost and quality commitments; manage resource needs and allocations

! RPA & Process Excellence CoE: manage, orchestrate and control the workforce, focus on continuously improving robotic operational performance and resource allocation, by utilizing advanced reporting tools

! Participate in execution of the people side of change & changes to business processes, technology, organization structure, and job roles

! Identify and analyze change impact, assess organizational readiness, and assist in strategy to mitigate risks American Transportation Group, LLC New Jersey, USA: Financial Analyst (FP&A) 10/2001 - 01/2004 Financial Planning & Analysis: Provide budgeting, forecasting, MI reporting and ad hoc financial analysis to the CFO & business unit leadership with the intent to help with the business development and decision-making process. Assist in the annual and interim audits

! Participate in the Cost Allocations, Accruals, Inventory control and Accounts Payable’s & Accounts Receivable’s

! Design and develop financial models, unit cost planning, rate, volume & cost / benefit analysis

! Prepare the monthly “Performance Dashboard” & “Trend, Variance & Descriptive” analysis from multiple data sources

! Work directly with the Chief Financial Officer with various planning exercises, such as Forecast Trend & Variance, Invoice Ageing

! Partner with General Accounting (GAAP team) & Internal Audit team to drive MI with timeliness & accuracy EDUCATION & TECHNO FUNCTIONAL SKILLS

Meinders School of Business, Oklahoma, USA Master of Business Administration (MIS) D.A.V.V. University, India Bachelor of Accounting & Commerce (B.Com) Lean (Process Analysis), Six Sigma (DMAIC), Prince 2 (PMO), Cognos, Essbase, Minitab (Analytics & MI), RPA (Robotic Automation): Ui Path, Tableau (Data Visualization, Analytics & MI), MS Office; Excel, Word, MS Project, Power Point AWARDS & ACHIEVEMENTS

Management Award 2013 “Business Transformation” 2014: Deutsche Bank, India Top Leadership Talent “Process Improvement” 2010: Deutsche Bank, India Spirit Award “FP&A, Analytics & MI” 2004: Bank of America, USA Delta Mu Delta (ΔΜΔ) 2001: Intl. Honor Society for Academic Excellence (MBA), USA Dean’s Honor Roll & Medal of Merit 2000: Office of the Dean (MBA), USA

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