Debjani Mitra adv16u@r.postjobfree.com

Experienced in project and program management and driving customer satisfaction, through process improvements and managing change with diverse stakeholders. With over 20 years of extensive experience in Operations, Training, Process Excellence, Business Research, and Market Intelligence. Track record in facilitation of workshops, product development, process documentation and leading teams that deliver business impact.

Areas of expertise

Lean / Six Sigma

Project / Program Management

Process Improvement

Business Analysis

Training content / Delivery

Analytics / Research

Market Intelligence

People Management

Change management

Service Delivery Management

Consulting / Solutioning

Financial Analysis

Cross functional team Leadership

Proposal Making

RFP responses

Digital Marketing

Software / Tech – MS Office (Visio - proficient), Azure DevOps, JIRA, CARS, BKFS, Symitar, Tableau, Odoo (ERP), Joomla, Moodle

Industries

Financial Services – Commercial Lending, Mortgage Servicing, Technology, Investment Banking, Credit Rating, Wealth Management

Business Process Outsourcing

Benefits Administration

Technology Startup

Professional Employer Organization

Education

Bachelors

Bachelor of Science (Honors) – Economics

Presidency College

1995

Masters

Post Graduate Diploma in Business Administration, (Marketing, Finance)

IBS Business School

1998

Certifications

CSSBB

Certified Six Sigma Black Belt, ASQ (American Society for Quality) - USA

2013 onwards

GB

Lean & Six Sigma Green Belt trained & tested, General Electric – USA / India

2009

PMP

Project Management Professional, Project Management Institute USA

2009 onwards

CFA

Chartered Financial Analyst Institute of Chartered Financial Analysts of India

2000

CFVM

Certificate in Financial & Valuation Modeling, Wall Street Prep, USA, 2011

2011

DCPA

Diploma in Computer Programming & Applications, Computer Learning Institute - India

1996

PROFESSIONAL EXPERIENCE

San Diego County Credit Union, USA, August 2018 (San Diego, CA, USA)

Senior Business Analyst – Core and Business Applications

Led the process excellence initiative for the Core and Business Applications department and identified improvement opportunities by mapping the current state and future state process flows that would integrate across Azure DevOps, Manage Engine, Project Tracker

Created Process Flows, Standard Operating Procedures and Wiki pages that would serve as training documents for new hires, or to replicate projects in the future e.g., the Car Sale Process, Rate Change Process, Survey Automation, Contact Center optimization

Created a framework for project evaluation and prioritization across the credit union, based on Lean Six Sigma Methodologies

Enhanced the business requirements gathering process by use of Lean Six Sigma tools like FMEA, Impact Effort Matrix, Weighted Average Scorecard, QFD and cross functional flowcharts

Accurately mapped current state and arrived at the root cause of breakdowns in processes and recommended automation projects to resolve complex business problems e.g., the FAS Accounting Process, Rate Change Process

Worked as a Project Manager through initiation, planning, implementation, and monitoring phases for technology projects by liaison between IT infrastructure, networking, security, branch operations, member services, lending, collections, contact center, compliance and training departments

Participated in the end-to-end Agile SDLC framework as a project manager as well as business, systems, and QA analyst, from planning project phases, requirements gathering and writing scope of work, writing user stories, developing test plan, conducting unit testing, writing bugs, creating test scripts, assisting in UAT and presenting in Change Advisory Board meetings for approval.

Maintained documentation for adherence to SDLC Audit requirements for Projects.

Presented to the CXO team to aid the “build or buy” decision making process for technology projects

Kforce Technology & Consulting USA, March 2018 – Aug 2018 (Los Angeles, CA, USA)

Business System Analyst – Appian BPM, Capital Group

Represented Product Owner Group and assisted Group Project Manager in the project for designing the client onboarding workflow on the Appian BPM platform, including integration with Salesforce and Pershing (Custodian Bank)

Collaborated with business, design and testing teams to build and manage pipeline of user stories translating complex business rules / requirements into acceptance criteria that are estimable, buildable and testable.

Worked in the Scrum / Agile framework and Participated in the sprint ceremonies / cadence of planning, grooming, retro, development and testing.

Union Bank, USA, February 2017 - February 2018 (San Diego, CA, USA)

Business Process Consultant - Process Automation

Part of cross functional project management team to provide business recommendations for BPA - Business Process Automation of the HMDA regulatory review process. The enhancement of the scope of regulatory requirements to include HELOCs in addition to mortgages, and inclusion of 100+ fields in place of original 30+ necessitated the project. Exposure to BKFS

Successfully partnered with key stakeholders to gather requirements. Owned the complete suite of Business Requirements Documents, including Data Requirement, Report Requirements, in addition to several strategic outputs e.g., Maturity Assessment, Stakeholder Analysis, Guiding Principles, Target Operating Model etc. Reported out to the PMO.

Senior Business Analyst – Core Banking Transformation

Drive Data Requirements document for 270+ systems across the bank for replacement of deposit systems; interviewing SMEs & senior stakeholders, managing pipeline & status reporting; designing tracker & reporting tool; highlighting risks, working with Data Custodians to identify gaps in data and create mitigation plan. Supported the group PM on WBS, resource planning and PMO reporting

GoSigmaWay Consulting Services Pvt. Ltd. - January ’13 to January ‘17

Director - Program Management: for start-up operations & product development initiatives

Product Development: Developed strategy & design for industry specific Training offerings. Created e-learning products - content for Analytics & Lean Six Sigma trainings for over fifty training hours

Training & Consulting: Facilitated onsite Lean Six Sigma workshops to help apply tools & identify improvement projects. Client: Punjab National Bank; National Institute of Fashion Technology; J P Morgan Chase India (JPMC).

AT JPMC, conducted 8 Kaizen workshops for the Senior Leadership team in audits, asset management KYC, Reporting, Allocations, Payroll Accounting, Risk Management, Investment Banking, Lease Management and IT processes. The workshops involved detailed study of existing process design and enabling the teams to utilize quality tools to identify improvement opportunities, key metrics and risk mitigation strategies More than 70 Senior Leadership members were certified during this process.

Operational Excellence: Provided HR Analytics for Payroll optimization, identifying key areas to reduce payroll defaults for TECO (Tampa Electric Company, FL, USA)

Business Development, Digital Marketing & Communication: Create proposals, Newsletters, blogs & keeping social media content updated, lead outreach program

Genpact, November ’04 to January ‘13

Assistant Vice President, Analytics Projects, USA (April 2010 to January 2013) - Client engagement & program delivery manager for projects to deliver business impact through application of Analytics & Six Sigma Process Improvement and Project Management tools.

Client: Problem Loans & Resolutions - Mortgage - Capital One Bank, Mclean, VA, USA

-Quality & Change Management As a Business analyst & PM, delivered $100,000 in cost efficiency through process improvements; supported the BRD for the CARS mortgage system to drive automation. Facilitated Lean & Six Sigma workouts (FMEA, VSM, KAIZEN); drove change management & process redesign; structured Data Collection Plan; mapped process flows; analyzed data & identified key metrics; documented operating procedures & control plan; facilitated training for new process. Exposure to BKFS.

-Training & communication Designed & facilitated training sessions on redesigned process for stakeholders

Client: Leading Benefits Solutions Provider in USA – Ceridian Benefits Services, St. Petersburg, FL

-Project Management, Solution Design, Liaison single point of contact in the Ceridian PMO - Project Management, Due diligence & liaison between the subject matter experts, subcontractors & technical writers, to ensure compliance in responding to Gov’t RFP for a new product - Health Exchanges

-Strategic Market Intelligence Industry, Competitor & Company research for New Product Introduction

Assistant Vice President, Analytics Projects and Processes, India (September 2008 – March 2010)

Client - a leading commercial finance provider of North America – GE Capital Americas

-Lead the Commercial Risk & Marketing Solutions team for Genpact India’s Kolkata site, manage team leads & 40+ analysts; manage service delivery, client engagement & PMO for the Industry research group

-Project, People & Client Management Manage operations & resources in multi-location teams to deliver quick turnaround, high impact projects facing senior stakeholders in diverse geographies

-Training & Communications Conduct sessions on Customer Management for new managers; lead awareness drive & communications strategy as site leader of 1500+ women associates for the Genpact Women’s International Network

- Quality & Change Management Drive continuous Process Improvement & deliver productivity gains to customer; Member of “Quality Council” – a Genpact team driving Quality Metrics for Analytics processes

Assistant Manager / Manager / Senior Manager – India (November 2004 – August 2008)

Growing from individual contributor to manager of an off-shore team supporting ongoing Strategic Market Intelligence & long-range planning for a leading commercial finance provider in USA - GE Capital Americas; Strategic Market Intelligence Industry, Competitor & Company research for New Market Development, New Product Introduction, Benchmarking & portfolio planning; Transitions As a process owner, managed off-shore transitions for several processes. Was on client site for on-the-job training; created process maps & SOPs; trained & managed change for the offshore team.

Evalueserve - December ’03 – November ’04 – Team lead – Business Research – Capital Structure Analysis

Manage projects & process deliverables for a group of business analysts supporting credit research for a European investment bank; Analyze balance sheet & off-balance sheet items of listed companies in UK & USA to identify disguised liabilities & determine true capital structure

Kuwait Investment Projects Co., - October ’02 – November ’03 - Associate – Financial Services

Advising the group Executive Committee on matters relating to acquisition, divestitures, new ventures & performance monitoring of group companies, Preparation of Business Plan & Feasibility Reports for new ventures (e.g., Air Charter Service); Financial modeling for performance analysis & Valuation. (Real estate company, bank); Following global industry trends & best practices for benchmarking group companies

Srei Capital Markets Ltd. - December ’99 - October ’02 - Manager – Merchant Banking

Corporate & Infrastructure Advisory - Designing & marketing client specific corporate finance solutions – from debt restructuring to project financing; Part of the PMO for the first ever Mezzanine Capital Issue in India – Rights Issue of Srei International Finance Ltd. Prepared the Offer Document, organized meetings & coordinated with intermediaries.

Arranging project specific finance from Foreign Lending Institutions – from Business plan preparation to negotiation of term sheet; Private placement of municipal bonds – structuring instrument & preparing offer document

Polar International Ltd., - May ’99 – November ’99 – Marketing Executive

Advising the Managing Director on Financial aspects of Marketing Services; Pricing, Dealer Network Analysis, Inventory & Logistics Management

Duff & Phelps Credit Rating Pvt. Ltd. (Fitch Rating), May’ 98 – Apr’99 - Management Trainee

Research & analysis for assisting in corporate & Sovereign Rating; identifying clients, Benchmarking studies, Industry, competitor & company research, Prepared pre-budget & post-budget economic analysis for DCR’s press release; Coordinated with & assisted the DCR USA Sovereign rating team in Analysis of the Indian Economy & Comparison with other emerging economies for assignment of sovereign rating

Personal Details

USA Legal Status

H1B and I-140 approved

Other interests

Facilitator of Yoga & Meditation workshops; Certified Life Coach and Speaker with John Maxwell Team

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