Summary
Overview
Work History
Education
Skills
Timeline
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Neeti Awasthi

Neeti Awasthi

Consultant

Summary

Strategy & Operations Consultant with over 6+ years of experience in Program Management, Business Strategy, Strategic Workstreams, Digital Transformation, Process Improvement and Business Operations in Banking & Financial services industry. Highly skilled in communication, collaboration & value creation

Overview

8
8
years of professional experience

Work History

Senior Consultant

Deloitte Touche Tohmatsu India, LLP
07.2022 - Current
  • Helping clients in execution and implementation of firmwide change management initiatives focused on transformation, regulations and compliance
  • Managed the Finance Transformation Office portfolio as the central PMO for 22+ projects, conducted governance gate evaluations and Quality Assurance reviews for project compliance
  • Re-engineered regional functional governance models by formalizing and standardizing approval processes for business products and significant changes
  • Implemented metrics-driven decision-making processes, ensuring data-driven insights for strategic project advancement
  • Supporting business development efforts through landscaping and hiring efforts

Project Manager

JP Morgan Chase & Co
05.2021 - 07.2022
  • Worked on implementation of technology infrastructure projects to support Client facing documentation strategy
  • Led communication and engagement between SPOCs, Product, Development and Executive Stakeholders
  • Managed program milestones and associated dependencies, and escalate risks and issues to ensure smooth resolution
  • Designed Senior Management dashboards to develop strategic insights across programs using data visualization tool

Associate

JP Morgan Chase & Co
02.2020 - 04.2021
  • Led a team of 5 for International Tax Client services, ensured adequate staffing, competence, and workforce planning in changing environment
  • Partnered with Custody Tax Product, Corporate Tax, and external vendors globally to ensure the Securities Services tax rate platform is maintained with accurate tax rate data
  • Supervised process trainings, monitored quantity and quality of work and re-engineered operating model and standard operating procedures

Analyst

JP Morgan Chase & Co.
05.2017 - 12.2019
  • As central point of contact managed 30 clients, working closely with middle office and custodians, offering solutions to capture business opportunities.
  • Managed statutory audit for the process with compliance partners, auditors, and regulators
  • Spearheaded project for end to end Automation of Client Reporting, resulted in saving 50 man hours
  • Worked on Process improvement initiatives and developed process road map for Centre of Excellence (COE) in financial operations
  • Performed gap analysis and recommended process improvements designed to mitigate operational and financial risk

Intern

JP Morgan Chase & Co
04.2016 - 06.2016

Education

Master in Business Administration - Business Management

K.J. Somaiya Institute of Management
Mumbai
06.2015 - 2017.04

Bachelor's of Commerce - Accountancy

Institute For Excellence In Higher Education
Bhopal
07.2012 - 2015.04

Skills

    Stakeholder Management

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Timeline

Senior Consultant

Deloitte Touche Tohmatsu India, LLP
07.2022 - Current

Project Manager

JP Morgan Chase & Co
05.2021 - 07.2022

Associate

JP Morgan Chase & Co
02.2020 - 04.2021

Analyst

JP Morgan Chase & Co.
05.2017 - 12.2019

Intern

JP Morgan Chase & Co
04.2016 - 06.2016

Master in Business Administration - Business Management

K.J. Somaiya Institute of Management
06.2015 - 2017.04

Bachelor's of Commerce - Accountancy

Institute For Excellence In Higher Education
07.2012 - 2015.04

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