Practice Head, Transformation Leader, Consulting Manager

ANAND NARAYANAN, CAMS, MBA

Business Transformation Leader / Senior Director

EXECUTIVE SUMMARY

Accomplished leader, who thinks strategically with a bias for action, focusing on time-based outcomes. Enjoys solving complex process, data and regulatory problems by bringing people together and exploring innovative opportunities. Quickly sees the big picture and brings clarity to chaotic environments. Effective in navigating organizational challenges by combining well-defined corporate approaches with entrepreneurial thinking from consulting background. Built motivated, collaborative, high performance teams.

CAREER FOCUS

Leadership of large matrix-based organizations in top tier financial institutions to realize cost saving efficiencies via landscape reimaginations and digitization.

Achieved regulatory compliance in a dynamic, high pressure environment for time sensitive global, US and European regulations through strategic & operational change management.

Drove behavioral change and successful business outcomes by cultivating partnerships with multiple stakeholders and brokering productive conversations with executive teams.

Domain expertise in Asset Management, Corporate & Investment Banking, Wealth Management, Private Banking, Hedge Funds, Alternatives, SMAs & Mutual Fund.

SKILLS

SELECTED ACHIEVEMENTS

Established a sustainable master data strategy for reference data management to support firm wide digital transformation at BNY. Achieved significant cost savings within 4 months through consolidation of vendor data, licenses and removal of process redundancies.

Accelerated KYC compliance and minimized fines by enhancing controls and addressing gaps in risk management process at Société Générale.

Dramatically improved the effectiveness of KYC operations (close to 25%) and prevented loss of business through process automation, KPI based metrics & insights.

Successfully achieved complex MiFID II compliance well ahead of the mandated timeline and in the process created long-term operational efficiencies for Deutsche Bank.

Created and chaired a cross functional leadership committee to collaboratively manage organizational transitions.

Slashed initial client setup time by 20% and incremental account setup time savings of 40% at Credit Suisse Private Banking as a part of the “Client Centricity” initiative.

LEADERSHIP & SENIOR MANAGEMENT EXPERIENCE

Bank of New York Mellon – Director, Head of Reference Data Strategy & Execution (current)

Led the group strategy creation and execution for an enterprise wide reference data standard to support digital disruption:

-Established a data solutions engagement model and book of work to support Discovery, Analysis, Mastering and Insights for enterprise data assets.

-Partnered with Chief Data Officers from finance, risk & business lines and evangelized the usage of standardized reference data to improve process consistency and minimize risk

-Enforced organizational data governance by creating data standards, operating policies and procedures.

-Achieved significant cost savings within 4 months through consolidation of vendor data, licenses and removal of process redundancies.

Société Générale – Director, Head of KYC/AML Transformation (May2018 - Jun2019)

Established a business transformation organization, creating a strategic roadmap and delivering significant operational improvements in client onboarding, periodic reviews and operational data insights process:

-Responsible for prioritization decisions related to process transformation initiatives.

-Influenced organizational changes for a 400-member operations organization by proactively identifying risk and presenting in executive committees.

-Partnered with compliance and operations teams to resolve critical AML / KYC risk management issues through organizational redesign.

-Pioneered and piloted AI / ML solutions in KYC operations by partnering with digital innovation group using an Agile / Scrum methodology.

-Budgets, vendor management and team building responsibilities.

Deutsche Bank – Vice President, Regulatory Transformation Program Manager (Sep 2013 – May 2018)

Program book of work ownership for process transformation, data management and remediation related to multiple regulatory initiatives in the client data space that impacted 2400 people:

-Overall accountability for prioritization and implementation of regulatory compliance in collaboration with legal, compliance, operations and technology for supporting MiFID II, GDPR, Uncleared Margining, CFTC Margin Segregation, BCBS 239,CCAR and a few other regulations.

-Achieved end to end transformation change management and realized target operating models through phased roadmaps.

-Centralized data capture and addressed process, systems and organizational data gaps through consolidation, elimination of redundancies, migrations and remediation strategies.

ADVISORY CONSULTING & SENIOR MANAGEMENT EXPERIENCE (2007-2013)

TD Securities - Global Client on Boarding, Program Manager: Leadership role in managing the global client onboarding and regulatory compliance program for a 700 people organization. Negotiated senior management consensus on operating model and change roadmap to facilitate transformation.

TIAA-CREF – Investment Research Distribution Transformation, Program Manager: Created target state business process and managed a milestone-based realization plan. Optimized data sourcing and distribution strategy to improve the operational process landscape.

Teach for America – Business Process Improvement Strategy: Engagement leadership for creating an improved value chain through strategic landscape assessment. Rationalized redundant processes across multiple groups to achieve cost efficiency. Save time and scaled up the recruitment and corps member management process through a BPM based workflow automation.

Credit Suisse Private Banking - Strategic Transformation Program Manager: Advisory role in Private Banking & Wealth Management landscape transformation for supporting the growth of business. Responsible for business architecture and technology consolidation strategy for the new organization. Identified a portfolio of priority initiatives and worked closely with operations and technology stakeholder teams to delivery as per roadmap and using SDLC lifecycle methodology.

EARLY LEADERSHIP & BUSINESS PROCESS Consulting EXPERIENCE (1999-2007)

Sallie Mae - USA Funds Connection: Managed business process analysis and developed a business architecture to build a workflow based financial aid approval platform for loan advisors.

Fiserv (CheckFree) – SMA Onboarding Platform Re-engineering: Created a business process architecture geared towards improved scalability, efficiency and end to end process management from client setup to performance reporting.

Ziff Brothers Investments - Equity Research System for HedgeFunds: Led a research-based business process analysis and IT development of a product line to support proprietary portfolio assessment strategies using near real-time market data.

iNautix / Bank of New York – Incubation Initiative: Analyzed business and workflow requirements to develop an online brokerage system that could be customized and implemented in different geographies.

EDUCATION & CERTIFICATION

-Master of Business Administration

-Bachelor of Engineering

-Change Management Certification – Acuity Institute

-Certified Anti Money Laundering Specialist (CAMS), ACAMS-2013

-Consulting Workshop – Tepper School of Business

EMPLOYMENT

-Director – Head of Reference Data Strategy & Execution / BNY Mellon (2019 – 2020)

-Director – Head of KYC Transformation / Société Générale – CIB Americas (2018 – 2019)

-VP – Regulatory Change Program Manager / Deutsche Bank, NY (2013 – 2018)

-Senior Transformation Manager / ForwardThink Group, Knowledgent Inc (2010 – 2013)

-Business Consulting Manager / Cognizant Technology Solutions (1999 – 2010)

Email : *************@*****.***

Cell : 317-***-****

Location: Greater New York, New Jersey

Thought Leadership

Business Planning

Strategic Prioritization

Executive Presentations

Budgets & Vendors

Process Improvement

Target Op Model

Change Management

Agile Program Management

Platform / Product Rollouts

Regulatory Compliance

Data Strategy

Analytics & Insights

Client Onboarding / AML / KYC

Risk Management

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