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Sanjay Bhat, Mba Email & Phone Number

Head of EPMO at Cetera Financial Group
Location: Cerritos, California, United States 8 work roles 2 schools
1 work email found @cetera.com 2 phones found area 562 and 866 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email s****@cetera.com
Direct phone (562) ***-****
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Current company
Role
Head of EPMO
Location
Cerritos, California, United States
Company size

Who is Sanjay Bhat, Mba? Overview

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Quick answer

Sanjay Bhat, Mba is listed as Head of EPMO at Cetera Financial Group, a with 501 employees, based in Cerritos, California, United States. AeroLeads shows a work email signal at cetera.com, phone signal with area code 562, 866, and a matched LinkedIn profile for Sanjay Bhat, Mba.

Sanjay Bhat, Mba previously worked as Head of Enterprise Project Management Office at Cetera Financial Group and VP; Claims, Enrollment, Corporate Services, and New Business PMO at Molina Healthcare. Sanjay Bhat, Mba holds Master Of Business Administration - Mba, Project Management from University Of Louisiana At Lafayette.

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Email format at Cetera Financial Group

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*@cetera.com
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Profile bio

About Sanjay Bhat, Mba

A seasoned PMO & IT senior executive with a 30-plus year track record of delivering cutting-edge process & system solutions to solve complex business problems within large firms in multiple industry domains, thus enabling them to achieve valuable outcomes from their strategic initiatives. Strong implementation expertise in various software methodologies, portfolio & project management tools, MS Office suite, ERP systems, and various other reputed business applications. Skilled at both strategic thinking & tactical execution; able to motivate large, diverse teams to perform at peak levels. A mentor-leader who values human relationships & creates leadership qualities in others.

Listed skills include Erp, Business Process, Program Management, Integration, and 46 others.

Current workplace

Sanjay Bhat, Mba's current company

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Cetera Financial Group
Cetera Financial Group
Head of EPMO
El Segundo, CA
Website
Employees
501
AeroLeads page
8 roles

Sanjay Bhat, Mba work experience

A career timeline built from the work history available for this profile.

Head Of Enterprise Project Management Office

Current

San Diego , Ca, Us

Overseeing an EPMO with 80 plus professionals; portfolio/program directors, program managers/project managers, business analysts, and scrum masters/product analysts, and a roughly 45-million-dollar portfolio of projects that are aligned with the firm's strategic goals and imperatives.Partnering with the firm's Strategy, Finance and IT teams to drive the biannual capital planning process that shapes the multiyear strategic roadmap and project portfolio composition. Assisting business owners and product owners in the building of business cases, identifying KPIs, benefits realization planning, etc.Performing ongoing portfolio governance by evaluating project portfolio performance in terms of both execution and outcomes; consolidated status reporting (overall portfolio execution health, overall portfolio financials health, other key health metrics, high level project status); individual project status reporting (measuring performance against scope, schedule, budget, risks, resources, and quality); managing funding requests; managing change control, etc.Building and standardizing project processes, tools, and templates to support consistent and high-quality delivery of project outputs. Conducting project quality audits to ensure quality of execution and quality of outcomes.Partnering with the IT team, Business SMEs, and Product team to deliver several cutting-edge process and system solutions to address complex business needs for several business functions, using well-structured methodologies such as Agile/Scrum, Agile/Iterative Hybrid, etc.Playing an active role in the firm's employee engagement and diversity & inclusion initiatives. Leading the Disabilities ERG (as an ally) currently; in the past, led the LGBTQ+ ERG (as an ally).

Aug 2018 - Present

Vp; Claims, Enrollment, Corporate Services, And New Business Pmo

Long Beach, California, Us

Oversaw a PMO with over 100 professionals and a roughly 150-million-dollar portfolio of projects that were aligned with the firm's strategic goals and imperatives.Drove the annual capital planning process that shaped the multi-year strategic roadmap and project portfolio composition. Assisted business owners in the building of business cases, identifying KPIs, benefits realization planning, etc.Performed ongoing portfolio governance by evaluating project portfolio performance in terms of both execution and outcomes; consolidated status reporting; individual project status reporting; managing funding requests; managing change control, etc.Built and maintained project standards, methods, processes, tools, and templates to support consistent and high-quality delivery of project outputs.Partnered with the IT team and Business SMEs to deliver highly transformational process and system solutions to address complex business needs for several business functions, using well-structured methodologies such as Agile, Waterfall, and Hybrid. Example implementations include: Marketplace Core Capability Enhancements, Claims Process Excellence, Enrollment End-to-End Process Optimization, and Encounters Process Streamlining.Supported the acquisition of new health plans and the renewals of existing health plans, which were highly complex multi-year initiatives.

Mar 2013 - Aug 2018

Director; Clinical Services Pmo

Long Beach, California, Us

Directed a PMO with over 25 professionals and a roughly 30-million-dollar portfolio of projects, to deliver highly transformative solutions in the care management, disease management, and utilization management functions, utilizing TriZetto’s Clinical Care Advance system. Also, led the highly impact-creating multi-year Healthcare Value Redesign program, which included initiatives such as CM/DM/UM standardization, Provider Prior Authorization, Member 360 Dashboard, Predictive Modeling, and Health Information Exchange Connectivity.

Jan 2012 - Mar 2013

Corporate It Manager

Watson Pharmaceuticals (Now Part Of Allergan / Teva)

Managed an IT Business Application Management/Support team of over 40 professionals that provided package configuration, custom coding, and implementation services for multiple enterprise software applications such as SAP R/3, IBM Gentran EDI, Model N Channel Data Management, Axway Controlled Substance Ordering System & Electronic Pedigree, Edge Dynamics IMA, IBM Cognos Controller, and Workday HCM. Provided program management oversight to lead cutting-edge initiatives such as the Cobalt Pharma Canada Acquisition (SAP R/3 Implementation), Domestic Distribution Center Optimization, Global HCM Transformation (SAP H/R to Workday Migration), and Global Financials Close Automation (IBM Cognos Controller Implementation)

Apr 2008 - Dec 2011

Program/Project Manager; It Pmo

Watson Pharmaceuticals (Now Part Of Allergan / Teva)

Facilitated year-round discussions with key business & IT executives to formulate short-term and long-term strategic initiatives roadmaps in alignment with the organization’s strategic goals and imperatives. Chaired biweekly project portfolio governance meetings with the executive leadership team to review project portfolio performance, enable prioritization and selection of new initiatives, request funding, and manage change control. Provided project management oversight for several ground-breaking implementations such as the Electronic Controlled Substance Ordering system, Electronic Pedigrees Tracking system, and Inventory Management Agreements system.

Apr 2005 - Apr 2008

Managing Consultant (Senior Manager)

Ibm

Armonk, New York, Ny, Us

PwC MCS got acquired by IBM GBS in 2002. Played Integration Manager and Order-to-Cash Lead role in the implementation of a complex SAP R/3 based ERP solution at Watson Pharma, with direct supervision responsibilities for a large team (50 plus) on a multi-year, multi-geography, multi-million-dollar initiative, to render significant performance improvements in various aspects of the firm's supply chain management. Reengineered over 150 plus business processes in the broader quote-to-cash and procure-to-pay process areas utilizing SAP R/3 SD, MM, FICO, and BW module functionality. Led a massive legacy data staging, cleansing, mapping, loading, and verification effort, resulting in the flawless conversion of millions of master data records into SAP R/3.

Jul 2002 - Apr 2005

Principal Consultant (Senior Manager)

Gb

Played Order-to-Cash, Procure-to-Pay and Logistics Lead roles in the implementation of several complex SAP R/3 based ERP solutions at major hi-tech firms, with direct supervision responsibilities for large teams (typically, 50 plus) on multi-year, multi-geography, multi-million-dollar initiatives, to render significant performance improvements in various aspects of their supply chain management. My 3 noteworthy SAP R/3 implementations during this phase of my career include Applied Materials, Intel, and Micron. Played AS/400 Solution Architect role on several software development initiatives at leading casualty insurance and capital markets firms in the early part of my career at PwC.

Jan 1994 - Jun 2002

Senior Systems Analyst / Programmer

Data Basics Corporation / Leadtec Systems Inc.

As an employee of an AS/400 based apparel & footwear Supply Chain management software vendor, analyzed user requirements, to design, build, and implement new modules (Logistics Management, EDI) of the company’s flagship products (CAMP, FIGLOTS). Deployed and supported these products for several eminent apparel & footwear firms of that era. Also played a key role in the sales cycle by conducting comprehensive demos of product features to several prospective clients, resulting in millions of dollars of sales.

May 1989 - Dec 1993
Team & coworkers

Colleagues at Cetera Financial Group

Other employees you can reach at cetera.com. View company contacts for 501 employees →

2 education records

Sanjay Bhat, Mba education

Master Of Business Administration - Mba, Project Management

University Of Louisiana At Lafayette

Bachelor Of Engineering - Be, Computer Engineering

University Of Mumbai
FAQ

Frequently asked questions about Sanjay Bhat, Mba

Quick answers generated from the profile data available on this page.

What company does Sanjay Bhat, Mba work for?

Sanjay Bhat, Mba works for Cetera Financial Group.

What is Sanjay Bhat, Mba's role at Cetera Financial Group?

Sanjay Bhat, Mba is listed as Head of EPMO at Cetera Financial Group.

What is Sanjay Bhat, Mba's email address?

AeroLeads has found 1 work email signal at @cetera.com for Sanjay Bhat, Mba at Cetera Financial Group.

What is Sanjay Bhat, Mba's phone number?

AeroLeads has found 2 phone signal(s) with area code 562, 866 for Sanjay Bhat, Mba at Cetera Financial Group.

Where is Sanjay Bhat, Mba based?

Sanjay Bhat, Mba is based in Cerritos, California, United States while working with Cetera Financial Group.

What companies has Sanjay Bhat, Mba worked for?

Sanjay Bhat, Mba has worked for Cetera Financial Group, Molina Healthcare, Watson Pharmaceuticals (Now Part Of Allergan / Teva), Ibm, and Price Waterhouse Coopers.

Who are Sanjay Bhat, Mba's colleagues at Cetera Financial Group?

Sanjay Bhat, Mba's colleagues at Cetera Financial Group include Meridith Tucker, Patrick Millsap, Rachel Dutton, Amanda N. Andersen, and Stephanie Caro.

How can I contact Sanjay Bhat, Mba?

You can use AeroLeads to view verified contact signals for Sanjay Bhat, Mba at Cetera Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Sanjay Bhat, Mba attend?

Sanjay Bhat, Mba holds Master Of Business Administration - Mba, Project Management from University Of Louisiana At Lafayette.

What skills is Sanjay Bhat, Mba known for?

Sanjay Bhat, Mba is listed with skills including Erp, Business Process, Program Management, Integration, Process Improvement, Business Process Improvement, Project Management, and Pmo.

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