Bhartesh Upadhye

I’m a dedicated Sr. process lead with 12+ years of experience with Bachelors degree in commers. I have worked grown from an associate to Sr. Process lead within BNY M. I’ve experience with operational procedures, security reconciliation, providing monthly reporting to senior management on daily operational functions. Provides supports through the various Latin and Canada market to complete daily trade settlement deadlines. Oversee everyday operations of trade settlement team and make sure controls are being followed to mitigate the risk. Delegates daily task to team members, provides trainings to new team members. Skilled in building client relationships and maintaining clientele. Lean practitioner-using many tools I can identify inefficiencies of process and implement a more efficient process. Worked as changed agent, stakeholders, and champion- I’ve demonstrated the ability to coach and train others with change management methods and tools, lead a change effort that enables significant business impact and culture change. Colleagues know me as go-getter. I work with team members to make sure all have better understanding of the process and their role in the team.

• Completed process transition from Toronto to Pune
• Completed 3 Lean Projects
• Completed 2 Application Migrations
• Custody superior service award for client migration from JP Morgan to CIBC M.

Agile Scrum Master