Aashish J Shah (PMP)®

- Supported regional (EMEIA & APAC) leadership teams in business development processes, account management and project management
- Supporting multiple workstreams to create a centralized PMO organization
- Managing change management challenges during transition and transformation
- Create a current state map for each critical strategies and driving them to future state through effective change management practices
- Took end-to-end ownership of all operational activity at an area level for project completion
- Reduced project risks by proactively identifying potential issues and implementing mitigation strategies
- Execution of governance call to monitor the project and summarising the current process
- Provided end-to-end financial analysis reporting including CRM support, Account Summary Report, Revenue Planning, Sales & Pipeline, Forecasting, and Service line functional reports
- Provided operational support including secondary research in Private Equity revenue programs
- Handled multiple stakeholders’ requests across regions and coordinated with various support functions
- Developed a stakeholder analysis, communication strategy and designed the implementation roadmap for the deployment of a new risk management tool
- Identified manual processes and facilitated automation discussions with the team
- Plan and manage stakeholder engagement and communication activities to develop effective relationships with key stakeholder groups at a global level
- Developed and shared dynamic reporting dashboards and valuable insights using Power BI, MS Excel,Alteryx, PowerPoint, and AI tools like ChatGPT; integrated with SharePoint and MS Teams
- Support creation, validation and analysis of financial dashboards - plan vs actuals, financial forecast, profitability, work-in-progress, etc
- Served as the SPOC for the regional Deal review & qualification process
- Part of advisory team to the Area on the transformation and organisational design of across Asia-Pacific
- Collate relevant client information from publicly available databases and Communicate to team via newsletters and databases
- Led high-performing teams through effective communication, delegation, and mentorship
- Developed and implemented strategic initiatives to achieve organizational objectives, including resource allocation, goal setting, and performance evaluation
- Resolved conflicts, fostered collaboration, and built strong relationships with team members, stakeholders, and clients

- Integral part of fees and rebates billing team in securities operations
- Managed complex client transactions for stock borrow/lending
- Issued stock loan borrow fee statements and reconciled discrepancies with stakeholders
- Conducted balance sheet substantiation and prepared month-end reports
- Managed transitions during personnel changes and cross-region handovers
- Cultivated relationships with sensitive Asian clients
- Managed analysts, trained new hires, and met team targets
- Prioritized risk reduction by promptly identifying and resolving breaks
- Addressed requests from desks and counterparties to mitigate trade risks