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 - 04.2017
Bachelor's of Commerce - Accountancy
Institute For Excellence In Higher Education
Bhopal 07.2012 - 04.2015
Skills
Stakeholder Management
Microsoft Suite
Power BI
Project management
Confluence
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 - 04.2017
Bachelor's of Commerce - Accountancy
Institute For Excellence In Higher Education
07.2012 - 04.2015