Anuja Bhagat

Project Management/Data Analysis Team Lead – Insurance Domain (IFRS 17: Data Analysis Focus)

• Led the delivery of large-scale insurance transformation projects, including IFRS 17 implementation, achieving 100% milestone adherence.
• Led end-to-end project lifecycle management, including initiation, planning, execution, monitoring, and closure across cross-functional teams.
• Managed cross-functional teams of 10–15 members across actuarial, finance, accounting, and IT, improving delivery efficiency by 30%.
• Directed IFRS 17 implementation activities, including data mapping, validation, and reporting, ensuring 100% regulatory compliance.
• Collaborated with actuarial and finance teams to streamline reporting processes, reducing reporting timelines by 25–35%.
• Coordinated with stakeholders, business teams, and technical teams to gather requirements and translate them into actionable project plans.
• Developed and executed project plans, resource strategies, and roadmaps, improving resource utilization by 30%.
• Identified and mitigated risks in regulatory and data workflows, reducing critical issues by 40%.
• Achieving 15% cost optimization through process improvements.
• Led data governance initiatives, improving data accuracy and integrity by 35%–40%.
• Conducted stakeholder workshops and created documents, ensuring clear requirement traceability and alignment.
• Resolved high-priority client escalations within SLA, improving stakeholder satisfaction by 20–25%.
• Implemented automation and process improvements, reducing manual effort by 30% and operational errors by 40%.
• Ensured compliance with insurance regulations and audit standards, achieving zero critical audit observations.
• Owned project roadmap, prioritization, and delivery strategy aligned with business objectives.
• Ensured effective resource allocation and capacity planning across multiple projects.
• Managed product backlog, user stories, and sprint deliverables in tools like Jira.
• Improved team velocity and delivery timelines through continuous Agile process optimization.
• Tools: Jira, Confluence, MS Project, Excel, Power BI
• Methodologies: Agile, Scrum, Waterfall.
• Reduced project delivery time by 20%.
• Strong analytical and 100% problem-solving skills, excellent communication skills.
• Monitored project performance using KPIs and dashboards, reducing project delays by 25%.
• Performed and supervised data analysis, cleansing, transformation, and validation, improving data accuracy and integrity by 35%–40%.
• Mentored and coached team members, reducing onboarding time by 25%, and improving overall team performance.
• Drove IFRS 17 implementation initiatives, including data mapping, validation, and reporting, ensuring 100% compliance with regulatory standards.
• Ensured adherence to insurance regulations, audit standards, and data security policies, achieving zero critical audit findings.

• Investment Banking - Global Fund / Client Accounting Reconciliation.
• Investigate and resolve discrepancies between the fund accounting books and custodian cash, stock, and securities accounts of these funds.
• Reconciliation of cash, assets, custody, and accounting of MF futures (derivatives).
• Investigating breaks through Bloomberg, Mainframe (Custody Feeds), and Enterprise (Accounting Feeds). Identifying and analyzing the nature of breaks, dealing with various departments, and problem solving.
• Accurate and timely book transactions executed on investment funds accounts, verifying received instructions in respect of their correctness and completeness.
• Monitor the statuses of aged breaks on a team level. Identify and report any gaps and risks in a process followed by the single-handedly prepared and implement solutions, eliminating these gaps.
• Identify inefficiency areas within your own BAU process, and initiate changes for them by proposing improvement solutions.
• Acknowledge Co. Principles and values of organizational culture should be applied in everyday work activities.
• Trained new employees, and ensured quality control in fund processing.
• Subject Matter Expert in the area of fund accounting.
• Check the manual proof for FX and future breaks; if it reflects, the break will be resolved in one day (T+1).
• Manual reconciliations of derivatives and futures.
• Participate in meetings, teleconferences, and review the processing work of the analyst, and make sure to highlight and resolve the issues before signing off on the funds.
• Performing control functions in a process—verifying transactions booked into the accounting system, and preparing accounting summaries.
• Timely answering of queries related to duties performed, adhering to high standards of business correspondence.
• Performs daily, weekly, and monthly reconciliation responsibilities in a timely and accurate manner.
• Actively leading in projects within a team and at the department level, participating in and delivering on strategic or regional projects, working independently, exercising judgment, and attending work and group meetings.
• Oversaw end-to-end processes, including fund accounting, NAV validation, and reconciliations, reducing breaks/errors by 40–50%.
• Directed reconciliation and exception management processes (cash, securities, derivatives), improving accuracy to 99%+.
• Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
• Mentored junior analysts, fostering professional development while enhancing overall team performance, and reducing errors by 80–90%.
• Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
• Led automation and workflow improvements, reducing manual reconciliation effort by 35%.
• Ensured compliance with regulatory and audit standards, achieving 100% audit compliance.
• Handled client escalations and complex issues, improving client satisfaction and retention by 15%–20%.

Fund Accounting NAV Construction -

• Income Roll Forward Check - Daily income accrual check on security level.
• Investment Advisor position validation, Advisor position vs. Accounting position.
• Daily Balance Smoothing check, between the income account and the income adjustment account.
• Collateral position check: broker collateral position vs. accounting collateral position.
• Future Options reconciliation: Broker vs. Accounting.
• Perform all pre-pricing activities, which help to release accurate NAV.
• Fund Accounting Recon Resolution -
• Review cash and asset-impacting and non-impacting items at the exception level.
• Post or adjust transactions at the security level and the transaction level.
• Report all the high-impacting transactions to various counterparties before making any adjustments.
• Calculate BP's and Penny's impact before making any adjustments.
• Share adjustment records with the Nav construction team, as well as the fund accounting team.
• Share audit requirement details with the auditor (Accounting Statement and Bank Statements).
• Fund/Client Accounting (Reconciliation) -
• Perform end-to-end cash and asset reconciliation.
• Balance check between reported cash vs. actual cash, like accounting statement vs. bank statement, that helps the fund accounting team and NAV construction team as well.
• Perform end-to-end quality checks for simple, medium, and complex funds.
• Regularly interacting with clients, the fund accounting team, the expense team, the trade capture team, the client service delivery team, and external brokers to address exceptions and answer their inquiries.
• Handles challenging client inquiries and demands, handles escalations, and fixes complicated issues in client or fund accounting records.
• Keep in touch with the application and technical support teams to make sure the system is functioning properly and has the necessary risk mitigations in place.
• Closely managed new client onboarding projects, client migration projects, and fund closings as well.
• Review the processing work of the OE, and make sure to highlight and resolve the issues before signing off on the funds.
• Corporate actions events (tender offer, ROCA, options, rights, exchange offer), bond interest, dividends, collateral, factor bonds, factor-linked, FX, maturity, pay down, money transfer, trades, all expenses, derivatives.
• Worked on launching the new accounts and clients to go live and seamless in project migrations.
• Led cross-functional teams to achieve project goals, fostering collaboration and communication among departments.
• Facilitated training programs for team members, enhancing their skills and knowledge base for better job performance.
• Coordinated events that promoted company culture, fostering employee engagement and satisfaction levels within the workplace.
• Mentored junior team members, resulting in improved performance and overall team productivity by 96%.
• Collaborated with stakeholders to define project requirements, setting clear expectations for deliverables and timelines.
• Identified process inefficiencies within department workflows, resulting in streamlined practices that saved time and resources.

• Collected client documentation, verified addresses, and completed account opening and mortgage paperwork.
• Managed property valuations, loan sanction documentation, and payment tracking.
• Maintained databases of client inquiries and provided follow ups to improve conversion and client servicing.
• Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
• Responded quickly to meet customer needs and resolve problems.
• Committed to delivering excellent customer service while working in a fast-paced environment.
• Focused on learning new skills and staying updated with industry changes.
• Participated in ongoing training to enhance own job skills and knowledge.