Dheeraj Kumar

• Directed AI/ML and process automation projects, including RAG-based chatbots, AI-powered industry classification, and IBM-led automation deployments – improving accuracy by 15–20% and reducing manual efforts by 25–30%.
• Designed and executed project charters, business cases, and closure reports, aligning initiatives with organizational strategy, compliance, and delivering 8–12% ROI per project.
• Established a new business site in Manila, building processes, onboarding frameworks, and governance structures – achieving full operational readiness within 9 months and reducing delivery costs by 10–12%.
• Delivered operations cost optimization programs, cutting OPEX by 8–10% annually through workforce planning, automation, and vendor negotiations.
• Led cross-functional global teams across private markets, BFSI, and fundamental data transformation projects, driving 90–95% on-time delivery for high-impact initiatives.
• Championed Lean Six Sigma methodologies, improving process efficiency by 15–20% and reducing turnaround times across multiple workflows.
• Orchestrated global marketing and client engagement campaigns, generating 5–8% growth in client acquisition and improved retention rates.
• Spearheaded knowledge management platforms (SharePoint, Viva), increasing collaboration efficiency by 15% and reducing duplicate work efforts.
• Acted as Change Management Leader, mentoring high-potential talent, embedding a culture of process excellence, and leading weekly global review sessions with 80–90% action completion rates.
• Partnered with enterprise architects and stakeholders to deliver scalable AI-powered solutions, cutting process cycle times by 15–20% and improving reporting speed.

Selected Achievements

• Direct contributor to $31.1M ASV (Annual Subscription Value) as part of FactSet’s mission 3B initiative.
• Successfully established FactSet Manila site operations, enabling scalable global delivery and business continuity.
• Reduced operational costs by 10–12% through process redesign, workforce optimization, and automation initiatives.
• Led 15+ process improvement projects and 65+ enhancements, resulting in measurable efficiency gains and higher client satisfaction scores.
• Recipient of FactSet Incredible Award (2018) and Value Setter Award (2023) for leadership in transformation and client-centric innovation.
• Global CSR Lead, coordinating flagship events like FunSet and achieving 15–20% YoY growth in employee participation.

• Directed end-to-end project lifecycles – crafting project charters, business cases, and closure reports – ensuring strategic alignment, achieving 8–12% ROI per project, and meeting regulatory compliance requirements.
• Defined and solved critical business problems, creating actionable solutions that delivered 5–8% cost reductions and improved operational decision-making across global functions.
• Developed compelling business cases with detailed cost-benefit analysis and risk assessments, resulting in 80–90% approval rate from executive committees.
• Led global, cross-functional teams across Private Markets, BFSI, Revere, and Fundamental Reimagine, driving 15–20% process cycle time reductions and annual savings of $500K–$750K through Lean Six Sigma and Agile methodologies.
• Delivered AI/GenAI-led transformation initiatives, including RAG-powered knowledge automation, LLM-driven reporting systems, and AI-enabled industry classification – improving data accuracy by 15–20%, reducing manual effort by 25–30%, and cutting turnaround time by 20–25%.
• Designed and executed integrated marketing and operational campaigns, resulting in 5–8% client acquisition growth and measurable repeat business improvement.
• Supervised execution of marketing and digital transformation initiatives, managing mid-sized budgets (~$500K annually), negotiating vendor contracts for 5–10% savings, and ensuring compliance with governance standards.
• Acted as a change management leader, embedding continuous improvement frameworks that improved employee engagement scores by 10–12% YoY and reduced attrition by 8–10%.
• Partnered with enterprise architects, developers, and stakeholders to deploy scalable technology solutions, reducing process cycle times by 15–20% and improving reporting speed.
• Established new operational frameworks and optimized workflows, improving resource utilization by 10–12%and reducing operating costs by 8–10% annually.
• Set up and scaled FactSet’s Manila operations site, achieving full operational readiness within 6–9 months, reducing operating costs by 10–12%, and building a team of 40–50 employees with governance structures in place.
• Launched enterprise knowledge-sharing platforms (SharePoint, Viva), increasing collaboration efficiency by 15–20% and reducing duplicate work efforts.
• Managed global stakeholder relationships, aligning priorities and delivering 90–95% on-time project completion across multiple divisions.
• Delivered high-impact transformation projects under tight deadlines, maintaining a 90%+ project success rate and meeting regulatory requirements.
• Built and inspired high-performing teams, achieving 85–90% retention rates and developing several team members into leadership roles.
• Recognized for inclusive leadership, spearheading BRG events and communications initiatives that increased DEI participation by 10–15% YoY.
• Negotiated with external partners and vendors, securing contracts that achieved 5–8% cost savingsand generated moderate incremental revenue.
• Led CSR and cultural initiatives as Global CSR Lead, driving 15–20% increase in employee volunteer participation and expanding community programs.