SAURABH KATBAMNA

***** ****** **** *****, ****** Valley, CA

714-***-**** ad01zo@r.postjobfree.com LinkedIn

SUMMARY

Executive spearheading multi-year digital transformation initiatives, my extensive professional journey spans over a decade and encompasses a diverse spectrum of areas including Information Technology, Supply Chain, Sales, Procurement, Treasury, and M&A functions. My experience has been honed through dynamic roles at industry leaders such as Lincoln International, Accenture

(catering to esteemed clients like Marriott International hotels, T-Mobile, and Fannie Mae), and Delta Airlines. My approach is characterized by a personable and skilled facilitation style. I'm recognized for my ability to not only attract but also nurture and retain top-tier talent. My key competencies are underscored by: o Global Staffing and Team Development: Proficiency in forming and fostering globally distributed teams, nurturing their development to deliver optimal results.

o New Product Development and Acquisitions: A track record of successfully guiding organizations through new product development and strategic acquisitions, enriching their market positions. o Outsourcing, Vendor Strategies, and Negotiations: Adept at navigating complex outsourcing scenarios, formulating sound vendor strategies, and conducting fruitful negotiations to achieve win-win outcomes. o Treasury, Financing Initiatives, and Risk Mitigations: Expertise in optimizing treasury functions, executing financing initiatives, and implementing robust risk mitigation strategies, ensuring financial stability and growth. o Developing and Driving Cost Reduction Strategies: Demonstrated strength in conceiving and implementing cost reduction strategies, enhancing organizational efficiency and profitability. In summary, my career trajectory has been marked by an unwavering commitment to propelling organizations towards innovation, efficiency, and growth. My multifaceted background, combined with a strong interpersonal approach and a proven track record in delivering results, positions me as a leader capable of driving transformative change in the digital age. WORK HISTORY

Lincoln International, LLC – Chicago IL 2022 to 2023 Lincoln International LLC is a multinational independent investment bank and financial services company specializing in advisory services and financing of middle market transactions.

• Head of Technology - Recruited as part of a new leadership team tasked to lead development of technology capabilities for gross annual of $10M Valuations & Opinion Group (VOG). Partnered with leadership and apply knowledge of industry leading practices to evaluate firmwide view of technology strategy for key strategic initiatives e.g., modernization, data governance and quality controls to streamline and automate business. Staff of 9 direct reports onshore/offshore and budget of $3.5M. Highlights include: o Executed technology initiatives and guides technology operations including proprietary data warehouses, analytics, and data platforms to enhance business, update financial market insights and decision making. o o Led and managed Data warehouse teams (4+) to implement and launch new digital M&A valuation platform featuring Anaplan and Workiva, designed to increase valuation accuracy for Daily, Monthly and Quarterly valuations by 30%. New system went live in July 2023. o Implemented M&A integrations to update data governance and security. o Restructured business groups and enhanced organizational design to improve business effectiveness within VOG from 1200 to 4500 valuations quarterly.

o Developed a new technology strategy and prioritized roadmap to enable the Valuations & Opinions Group using Python coding and Tableau reporting.

o Maintained and supported of all existing technology assets, applications, and infrastructure for VOG including product assistance, enhancements, and troubleshooting. ACCENTURE LLP – Chicago, IL 2013 to 2022

Accenture is a professional services company specializing in information technology services and management consulting.

• Augmented Insight & Analytics Director (2020 to 2022) - Responsible for program wide implementation of strategy projects with data and analytics platform development enabling end to end solutioning to optimize and to develop cloud-based technology. Builds self-serve reporting and intelligence platforms to enable predictive analytics and intelligence-based reporting capabilities. 40+ direct reports w/ budget of $15M+. Highlights include: o Designed and implemented Marriott Bonvoy App and website to support M&A integration of Marriott International hotels and Starwood hotels (SPG) in 2019. Resulting application was major productivity and business enhancement for 141+ million customers globally with mobile access to reservations, rewards, and rental cars. Lead 9 agile scrum teams of 130+ people onshore/offshore. o Project manager for multiple workstreams leading migration, integration, testing, QA, and environment deployment efforts for Application Programming Interfaces (API) teams. These API resulted in automated data modeling and data flows that increased the data accuracy and speed of mobile application data, allowing end customers to make reservations resulting in 23% increase in hotel and rental car bookings. o Project manager for Bank of America, managing multiple workstreams leading Acquisition data migration, integration, testing, QA, and environment deployment efforts for data warehouse management and governance teams.

o Served as sales architect for estimation, client response team, and staffing model estimations for Communications, Media & Telecom (CMT), specifically to cloud-based technology that provided 20% sales gain and 30% reduction in preparation time and manual efforts via technology automation with data capture and reporting. o Lead Program Manager for CMT and hospitality industry clients leading ongoing and new projects to advance client company operations in supply chain, sales, and marketing. For example, implementation of company wide data warehouse transformation to cloud environment (MS Azure) that increased the quality and process speed of data delivery by 4 times resulting in 10% additional data accuracy and 8% sales gain through marketing insights and promotions.

• Digital Data Business & Integration Principal (2017 to 2020) - Digital Data Business and Integration Principal focusing on leading program wide implementation of digital transformation projects with data and analytics led development across various industry clients focusing on end-to-end platform and core data platform development to create multi-year solution architecture. Features included self-serve reporting and intelligence platforms, dashboards and Adhoc reports with visualization tool sets. 10+ direct reports w/ budget of $5M+. Highlights include: o Developed a data modeling and collection resource for Sprint’s 300 sales outlets leading to a smarter customer spend profile proving Sprint with a 20% per customer revenue opportunity. o Lead Program manager for McDonalds Corporation managing 6 agile scrum teams (60+) using JIRA to improve automation of sales data for 13,000+ McDonalds restaurants, data from Point of Sales (POS) systems in restaurants to corporate data warehouse (Amazon web services - AWS) and reporting (Tableau) for leadership and marketing teams. Improved automation resulted in on demand sales reporting for leadership from quarterly to weekly, as well as 12% sales increase through promotional marketing. o Lead Program manager for Finance clients (Fannie Mae & Freddie Mac) managing 2 agile scrum teams (60+) using JIRA to improve automation of real estate packaging portfolios to corporate data warehouse (Amazon web services

- Azure) and reporting (MicroStrategy) for leadership teams. Improved automation resulted in on demand sales reporting for leadership from quarterly to monthly, increasing result determination efficiency by 20%. o Lead Project manager for End User computing for Dow chemicals and DuPont chemicals M&A that included 6 North America sites for program, managing migrations activities with 24 teams with successful site initiation, migration planning, execution, progress monitoring of migration resulting in technology upgrade enhancing production by 30%.

o Lead Risk Manager for Cisco assessing, measuring, and mitigating operational threats by developing weekly status reports and automated updates to Risk and issue management calls for client leadership by utilizing Asana automation and dashboards, resulting in risk reduction by 10%.

• Business & Integration Consultant (2013 to 2017) - Business and Integration Consultant leading end to end platform and core reporting development projects. to ensure the data quality, object migration and availability of analytic information. Created dashboards and Adhoc report validation with visualization. 5+ direct reports w/ budget of $1M+. Highlights include: o Led multiple projects as project manager overseeing data analytics and reporting functional workstreams for mobile device leasing program with Sprint, successfully completion of Mobile device leasing and refurbishment program allowing Sprint to roll out leasing program nationwide with 15% sales increase and 8% new customer sales. Managed on/offshore of 15 with budget of $400,000. o Product manager for MFS Investments responsible for data gathering and transformation including client data reporting, risk controls and regulator reporting and continue to lead clients through their own modernization and operating model optimizations, resulting in data error reduction by 40%. Additionally responsible for object migration from project to project to perform Project vs Project analysis to compare SQL and Data. o Lead Project manager to develop dashboards and on demand reporting for Coupon Promotion marketing team at CVS. On demand reporting resulted in increased sales by 20%. o Change Manager responsible for companywide communication with leadership alignment, stakeholder management with Change Impact analysis, Readiness, and training for Cisco’s Webex customer service center knowledgebase platform upgrade to Salesforce.

NEXIDIA – Buckhead, GA 2013

Nexidia is an omnichannel AI – analytics provider utilizing out-of-box analysis and data visualization tools capabilities with flexible and scalable data for organizations.

• Senior Consultant - Senior Consultant and MicroStrategy Administrator for Comcast project to ensure the data quality, object migration, and project consistency serving as analytic information for MicroStrategy reporting platform. Highlights include: o Recruited as a technical lead responsible for reporting including data quality, governance, requirements, and migrations from multiple projects reducing error rates by 28% resulting in process cost reduction by 15%. o Worked with integrity manager to perform project vs project analysis to compare SQL and Data reducing migration efforts in half the time frame.

o Developed advanced SQL Server experience working and modifying Schema Objects increasing processing speed 3 times.

o Played key role in advanced report development, workbook creations, object development and dashboard creation to provide insight increasing marketing insights and sales by 10%. DELTA COMMUNITY CREDIT UNION (DELTA AIRLINES) – Atlanta, GA 2012-2013 Delta Community Credit Union is a financial Institution with traditional banking products as well as financial planning services, insurance and more. Additionally, Delta Community Credit Union is official credit union for all Delta Airlines and affiliates partner employees.

• Business Intelligence Architect and MicroStrategy Administrator – Responsible to ensure the data quality that will be used to serve as analytic information to better serve the company via Reports, Documents, Dashboards and Adhoc user purposes, with MicroStrategy as the Reporting Service tool. Highlights include: o Developed reporting platform using MicroStrategy to create promotional marketing reports that resulted in increase in financial services offered to customer and increase in loan sales by 5%. o Developed MicroStrategy environment from base and creating architectural objects and data modeling in MicroStrategy Warehouse.

o Worked with Teradata, WareScape RED (ELT Tool for Teradata) to set up dimensional data modeling including MOLAP/ROLAP models for MicroStrategy reporting.

o Extensive experience in creating architecture schema objects within MicroStrategy (attributes, facts, metrics etc.). Responsible for Object Migrations from Dev to Production environment using Object Manager and I-Server Maintenance including Data Warehouse Catalog.

UNISOURCE WORLDWIDE – Norcross, GA 2010 – 2012

Unisource Worldwide is a distributor of printing paper, packaging equipment and supplies, and facility maintenance equipment and supplies. It also provides logistics services to other companies through its truck fleet and warehouses.

• Project Reporting Lead - Responsible for Retail / Corporate Sales, Finance and Distribution group throughout the company to develop MicroStrategy reporting platform. Responsible for data gathering and translating IT requirements into business needs for reports, dashboards, and documents. Provide analysis, troubleshooting for existing reports. Create architecture schema objects

(attributes, facts, metrics, etc.) based on business requirements. Improve reporting performance by creating MicroStrategy cube- based report architecture, generation, and maintenance. Highlights include: o Project lead for Retail/Corporate Sales, Finance and Distribution group throughout the company overseeing Month end processes using SQL Server Management Studio, SQL Server Analysis Manager to update Tables, Data warehouse Transformation Services (DTS) and user management. o Responsible for high priority projects such as Daily Sales, P&L, PLP, uBA – Daily Canada Project, Green Gauge, Daily Order Profitability, etc.

o Involved with MSTR Multi Language Project data modeling and report object development for Canada Project – English to French.

o Responsible for Testing using MSTR Office and comparison tests using Pivot tables for uBA Canada Project. Assisted designing plan for Upgrade project from v8.1.2 to v9.0.1. VISIONAIRE PARTNERS – Norcross, GA 2008 – 2010

Visionaire partners is a professional services company specializing in technology services and management consulting in Atlanta GA region.

• Project Reporting Developer -Responsible for data gathering and translating IT requirements into business needs for reports, dashboards, and documents in MicroStrategy platform. Provide analysis, troubleshooting for existing reports. Create architecture schema objects (attributes, facts, metrics, etc.) based on business requirements. Improve reporting performance by creating MicroStrategy cube-based report architecture, generation, and maintenance. Highlights include: o Project reporter for Retail/Corporate Sales, Finance and Distribution group throughout the company overseeing Month end processes using SQL Server Management Studio, SQL Server Analysis Manager to update Tables, Data warehouse Transformation Services (DTS) and user management. o Responsible for high priority projects such as Daily Sales, P&L, PLP, uBA – Daily USProject, US Daily Order Profitability, etc.

o Involved with MSTR Multi Language Project for US Project – English to Spanish. o Responsible for data modeling and metric development in MicroStrategy for reporting teams o Responsible for Testing Pivot tables for uBA US Project. Assisted designing plan for Upgrade project. EDUCATION

Bachelor of Science, Computer Science – June 2006

California State Polytechnical University, Pomona

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