Anil Thankachan, MBA
****.************@*****.***
** ******** **** ************, ** 11738
OBJECTIVE
Obtain an opportunity in the corporate finance arena, with an established
organization to serve as a strong resource for strategic initiatives, and
business growth.
PROFESSIONAL PROFILE
11 year track record of consistently achieving, bottom-line business
targets, and contributions to top-line growth. Recognized as a data-driven
leader who fosters a culture of excellence, innovation and continuous
improvement. Extensive experience in cost reduction, process improvement,
production planning, and project management, as well as financial planning,
budgeting and technology-investment valuation.
EDUCATION, CERTIFICATION, AND HONORS
Master of Business Administration (MBA) Hofstra University -
Zarb School of Business
Bachelors of Science in Finance University of Phoenix
Associate of Applied Science in Technology Ohio Tech
Lean Six Sigma Green Belt (LSSGB) Purdue University
Certificate in Executive Leadership Cornell University
ISO9001/2000 Certified Internal Auditor EuroQuest
Beta Gamma Sigma Honor Society, for Business
Studies accredited by the AACSB
COMPUTER SKILLS
Highly proficient in Access, Excel, and PowerPoint
Expert proficiency in Excel: Macros, Stat-pack, Optimization/solver, Pivot
Tables, Programming, VB/VBE
PROFESSIONAL EXPERIENCE
Broadridge Financial Solutions Inc.
Edgewood, NY
Manager of Business Planning and Analysis - Mutual Funds Division
10/2010 - Present
Lead multiple disciplines within the Mutual Funds organization to ensure
accuracy, reliability and efficiency of regulatory communication
operations. Support strategic initiatives through process evaluation and
redesign, as well as business reporting, report-automation, analytics,
planning and projection models, and infrastructure support.
- Direct the Mutual Funds Analyst team in designing and executing business,
data and financial analytics - along with development of advanced
modeling tools that translate data into actionable insights for the
Mutual Funds Regulatory Communications group.
- Direct the Process Improvement Team with planning and executing process
analysis and process improvement initiatives to achieve continuous
improvement in quality and internal operations efficiencies.
- Create Client Business Review documents; financial analysis and
operational reporting of clients' back-office compliance operations and
related expenses.
- Create and present operational cost structure and variance analysis for
senior management and clients.
- Perform quarterly volume projections and provide revenue forecast support
to the Corporate Finance group.
- Leverage advanced functions of MS Excel to perform operational capacity
analysis and develop planning models (staffing models, demand models,
resource planning models, and volume-revenue projection models).
- Contributed to $1.6 Million in new revenues during FY13.
- Realized $1.7 million in process improvement cost savings between FY10
and FY13.
- Coordinate risk management initiatives to support growth objectives and
protect revenues, through automation, centralization and streamlining of
processes tasks, and reports.
- Review and revise departmental documents, processes, and procedures.
- Coordinate Business Continuity and Disaster Recovery Planning activities.
- Design and facilitate quarterly process audits to ensure conformance to
ISO 9000 (Process) and 27001 (Information Security) requirements.
- Achieved 65% reduction in processing errors during FY13 through process
automation efforts through Database development and task automation.
Anil Thankachan
****.************@*****.***
Manager - Production Planning
12/2007 - 9/2010
Managed the production planning and analytics functions for the Investor
Communications group, with responsibilities scoped around timely
facilitation, processing and reconciliation of Proxy, Transactions
Reporting, Tax Reporting, other investor and regulatory documents on behalf
of Banks, Brokerage Firms, and Mutual Funds, in accordance with industry
regulations (SEC/IRS/Steering Committee).
- Assisted the VP of Operations in financial analysis and decision modeling
of multiple multi-million dollar technology investments that have led to
significant productivity gains and reduction in labor expense.
- Coordinated the Production on-boarding of several key brokerage clients
to the transactions reporting product platform, to include: TD Bank, TD
Ameritrade, AXA, Alliance Bernstein, LPL Financial.
- Oversaw the usage and reconciliation of approximately $10.5 million in
annual postage assets.
- Oversaw and controlled annual compensation of approximately $3 Million.
- Created and updated various financial and production models to project
and execute optimal staffing plans.
- Monitored and maintained Service Level Agreements and delivery
expectations while maintaining product quality, operational efficiency
and productivity.
- Designed the monthly QEP reports to objectively measure and improve
Quality, Efficiency and Productivity.
- Identified and implemented volume-to-staffing optimization opportunity by
leveraging temp agencies and streamlined training processes to support
variability in seasonal volumes to minimize production costs; three-year
cost savings of approximately $850K.
- Highly skilled in financial and data modeling, production planning,
resource optimization and process improvement.
Automatic Data Processing (ADP)
Edgewood, NY
Supervisor - Technical Operations
2/2004 - 12/2007
Monitored, maintained and supported 350+ Print, Production and Warehousing
equipment as well as production databases across multiple facilities.
Scope of responsibilities spanned across technology assets with value in
excess of $50 million.
- Monitored and managed the Production IT resources for the Bowe One
quality management database systems; system scans and records each unit
of output, and flags erroneous samples in real time, allows for
management reporting, along with operational and financial
reconciliations.
- Assisted in the initial Edgewood 1 roll-out and implementation of the $7
million dollar Bowe Bell & Howell JETS Quality Management System
- Managed annual inventory of approximately $1.5 million.
- Implemented an equipment inventory management process and improved
departmental cash flows by approximately $200K annually.
- 27% reduction in equipment downtime between Fiscal Year '05 and '07.
- 50% increase in associate engagement, measured and reported by the Gallup
Q12 associate satisfaction survey.
Production/ Quality Coordinator
2/2002 - 2/2004
Supervised a 14 person production team in scheduling, processing, and
auditing Investor Communications mailings.
- Identified and flagged client products based on expected delivery dates,
product types, and applicable USPS requirements
- Examined and verified all client regulatory documents for conformity with
applicable guidelines
- Ensured conformity of Proxy Voting Information Form details with
financial statements
- Temp labor savings - $160K from multiple capacity management projects
- Improved Quality Report scores by 87%.
- Increased production throughput by 15%.