Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Kaustubh Kulkarni

Pune,MH

Summary

Over 14 years of experience in Financial services environment with extensive engagement with stakeholders. Specialist in managing new projects and implementing change. Versatile knowledge on various functions like, Onboarding Client Solutions, Cash Reconciliations, Cashflow management and interpretation of trade documents.

Innovative technology professional with several years of diverse experience. Skilled in enhancing systems and aligning technical solutions with business objectives. Proven success in leading projects from start to finish and contributing to organizational growth and success.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Vice President

BNY
06.2023 - Current
  • Developing and lead large-scale technology initiatives for long-term strategic plans and solutions under Scaled Agile framework. (Platform Operating Model)
  • Educate, Coach & guide Agile teams to implemented IT initiatives to produce measurable business value.
  • Supporting QA testers and validating major software releases. Creation and execution of RFCs.
  • Track and analyze team metrics (e.g., predictability, velocity, burn down charts, etc.)
  • Act on retrospective items and ensure learning is translated into actions in future sprints. Celebrate achievements and build strong relations with the team, management and other stakeholders.
  • Ensuring knowledge transfer across teams and fostering collaboration.

Team Leader Manager

BNY
09.2021 - 05.2023
  • Managing a team of 13 individuals, servicing Syndication of Loans, Incoming and Outgoing funds investigation, reconciliation and preparation of daily cash flows and resolving cash breaks.
  • Evaluated employee performance and coached and trained team members, increasing quality of work and employee motivation.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Represent the team in Internal and external Audits.

Process Lead

BNY
12.2015 - 08.2021
  • Successful migration of Document Custody business from US to India (2018) and Corporate Actions from Belgium to India (2021).
  • Prepared reports and technical documentation of day-to-day work.
  • Preparing and maintenance of SOPs, process flow charts and RCSA (Risk and Control Self Assessment) document.

Senior Process Expert

Maersk Global Service Center
05.2015 - 12.2015
  • Preparing P&L accounts for clients. Supporting Finance controllers in day to day cash flow reporting.
  • Gathered, documented, and modeled data to assess discrepancies in client accounts.
  • Placing effective controls and managing risk in process.

Operations Executive

BNY
07.2010 - 04.2015
  • Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.

Education

MBA - International Finance

University of Pune
Pune

Skills

  • Product Knowledge - Loan Syndication, Trustee & Custody services and Corporate Actions
  • Proficient in MS Office, JIRA, Confluence, Sharepoint & ServiceNow
  • Release planning
  • Software development lifecycle - Iterative Model
  • Leadership & Decision making
  • Interpersonal skills
  • Stakeholder management
  • Workflow Analysis

Accomplishments

  • Successful migration of below projects to India:

1) Deal Setup Project - 2012

2) Document Custody - 2018

3) Event creation process (Corporate Actions) - 2021

  • Trained staff in Ireland on TIRA reporting as a part of process transition.
  • Persistent and High performing individual since 2012 receiving excellent performance ratings every year.
  • Awarded $100 & 'Lean Star' certificate for my innovation idea to reduce human effort and time (2013).
  • Received multiple 'Spotlight' award for my leadership and decision making skills.
  • Contributed in best performing platform (department) in the organization working as an POD Agile coach.



Certification

  • Certified Scrum Master (CSM)
  • Certified Product Owner (CSPO)
  • Certification - Transitioning from Waterfall to Agile Project Management (LinkedIn & PMI certified)
  • Certification - Scrum Advanced (LinkedIn & PMI certified)

Timeline

Vice President

BNY
06.2023 - Current

Team Leader Manager

BNY
09.2021 - 05.2023

Process Lead

BNY
12.2015 - 08.2021

Senior Process Expert

Maersk Global Service Center
05.2015 - 12.2015

Operations Executive

BNY
07.2010 - 04.2015

MBA - International Finance

University of Pune

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Kaustubh Kulkarni