Abhishek Sardana Email & Phone Number

Boston, Ma, Us

1) Technology Strategy and Regulatory Initiatives2) Process Improvement, Automation and Digital Transformation3) Roadmap Development4) IT Budget and Vendor Management5) Leadership and Team Development

Boston, Ma, Us

Chicago, Il, Us

•Managed a large Digital Transformation program for a client across multiple global companies; Managed all aspects of the program from Enterprise Resource Planning (ERP) system selection and contract negotiation to implementation (both Agile and Waterfall SDLC methodologies) and integration with legacy systems; Worked directly with the CFOs, COOs and Presidents to define program strategy, budgets, forecasts, timelines and resource requirements; Managed a large team of cross-functional resources to accomplish all program objectives•Led investigation for an ERP system implementation lawsuit for a technology client to assist the expert witness in gathering implementation gaps and forming hypotheses for the overall program from project documents and custom developed code; Managed a team for analyzing each project implementation phase to identify points of failure and areas of significant departure from industry best practices for Waterfall SDLC•Advised a financial services client on the development of IT Strategy and implementation roadmap; Defined tactical and strategic initiatives across IT Governance, Application Rationalization, Service Management Review and IT Process Improvement; Conducted a current state assessment for IT systems, identified gaps with business requirements, and defined a future state architecture and implementation roadmap•Led Operations and Technology Strategy implementation efforts for a major Wealth Management client to streamline and redesign their technology development and deployment processes, resulting in faster and efficient change management; Defined PMO structure, program workstreams, and reporting requirements, developed an automated PMO reporting package, and led a team•Assisted with setting up Robotics Process Automation (RPA) practice for Financial Services group; Defined the deployment strategy including operating model, go-to-market strategy, Center of Excellence design, training and communications

Bangalore, Karnataka, In

•Developed a framework and an implementation roadmap for Center of Excellence (CoE) to drive continuous improvement and operational excellence across the IT organization as part of cost reduction initiative for an asset management client; Implemented operating and governance model for the CoE, managed stakeholder expectations, coordinated team meetings, and resolved issues•Analyzed skills and core competencies of proposed business stakeholders to define goals and requirements including competency development to implement data driven problem solving methodology for a custody service provider•Identified and implemented IT Operations Transformation initiatives across Fund Accounting and IT Risk & Governance processes for a custody service provider utilizing Agile SDLC methodology

Operations Consultant involved in the IT integration of Morgan Stanley & Smith Barney•Structured the Target Operating Model (TOM) for Wealth Management IT for the post-integration entity by defining the operating structure and governance model, and creating implementation roadmap for programs to integrate and create shared services model for support functions•Designed and managed a program to migrate financial advisors to a single advisor desktop and centralize client data and reporting, reducing number of firm-wide applications and improving advisor productivity; Managed all aspects of the program, including business and functional requirements development, solution definition, application development, test case development and execution, UAT execution and deployment into production and BCP environments•Defined reporting and documentation guidelines, developed efficient reporting frameworks, and automated reports to develop insightful and actions-oriented reports, reducing the expenditure on Program Management Office (PMO)•Consolidated vendor products for Capital Markets by conducting cost-benefit analysis with Operations & Technology teams•Implemented operations improvement programs across Wealth Management branches for cost reduction; Identified business process re-engineering and outsourcing initiatives across trade execution (Derivatives and Fixed Income) and new client on-boarding processes

Palo Alto, Ca, Us

• Conducted pre-merger operational due diligence on new business opportunities for acquisition through synergy estimation and business valuations• Led a 12 member cross-functional team to execute process re-engineering & automation initiatives for in-house P2P, O2C & Reconciliation processes• Managed successful transition and transformation of new P2P, O2C and Reconciliation processes for the HP Printers division in Europe and Australia; Developed metrics and defined SLAs to monitor process performance and efficiency• Conducted Six Sigma & Lean Sigma training sessions and mentored a group of 50 candidates towards Green Belt certification

Mba, Finance And Strategy

B. Tech

Education record