Punit Tapuriah

Fund Accounting Optimization:

• Designed a strategic migration roadmap to eliminate downstream dependency on InvestOne, transitioning shadow accounting records to centralized golden data sources.
• Conducted deep-dive impact assessments across 15+ downstream teams, combining stakeholder interviews with SQL-driven data extraction and reconciliation against TPA records to identify and document gaps.
• Operated as the analytical anchor and data liaison across streams—translating business needs into actionable insights with precision.
• Facilitated team stand-ups and senior stakeholder working groups, delivering sharp, insight-backed project status updates and driving alignment on key milestones.

Fund Accounting Migration:

• Delivered $3M in cost savings by transitioning UK fund accounting operations (25 FTEs) to JPM, enabling an additional $27M uplift through full in-house process divestiture.
• Spearheaded end-to-end migration of fund accounting for 100+ funds to a Third-Party Administrator (TPA), ensuring seamless trade flow integration, message formatting, and system readiness through close collaboration with tech, ops, and external partners.
• Served as the single point of contact and strategic liaison for stakeholders—trusted as the “go-to” problem solver across functions and geographies.
• Integrated TPA data into internal ecosystems, coordinating with 15+ downstream consumers to ensure timely, accurate, and scalable reporting.
• Delivered crisp, data-driven presentations and executive dashboards that secured stakeholder buy-in and reinforced project confidence at every stage.

Strategic Transformation

• Executed location strategy to relocate a 30 FTE workload to Bangalore, achieving $4M in annual savings and scaling operational resilience via strong governance and structured knowledge transfer.
• Launched ‘SkillShare’, a bespoke digital upskilling platform rolled out to 350+ employees across 10 locations, reducing SME dependency and fortifying institutional capability.

Regulatory Reporting & Compliance

• Acted as Subject Matter Expert for Fixed Income and Rates, driving regulatory reporting transformation and guiding cross-functional teams on compliance best practices.
• Developed machine learning-based solutions to proactively detect reporting anomalies and strengthen regulatory risk controls.
• Led end-to-end transition of key reporting operations offshore (3 FTE scope), streamlining processes and unlocking cost efficiencies.
• Orchestrated strategic planning initiatives, resulting in a 25% lift in reporting productivity, data integrity, and operational accuracy.

Data Automation & Analytics

• Designed and deployed end-to-end data automation solutions using Alteryx, Xceptor, and Tableau—enhancing reporting accuracy by 50% and reducing manual effort across regulatory workflows.
• Built scalable data transformation pipelines to support dynamic consulting environments and evolving financial client needs.
• Executed deep-dive client-level touchpoint analyses to unlock automation potential—driving a 22% gain in operational efficiency for high-impact processes.

Trade Support & STP Optimization

• Collaborated across front, middle, and back office functions to streamline trade execution and enhance communication across the trade lifecycle.
• Led a high-impact business analysis initiative on trade reference data, driving STP auto-settlement rates from 2% to 93% for top-tier accounts—delivering measurable operational efficiency gains.

Business Analysis & Strategic Projects

• Led cross-functional business analysis initiatives to uncover operational inefficiencies and redesign workflows—driving a 33% boost in productivity and notable cost savings.
• Executed data-driven diagnostics to support strategic decision-making across trade support and reporting, aligning technology with long-term business goals.

Stakeholder Management & Collaboration

• Drove global stakeholder engagement across a 550+ FTE footprint, aligning priorities and ensuring seamless coordination on high-impact initiatives.
• Cultivated strong cross-functional relationships to champion stakeholder needs—translating complex analyses into compelling executive decks that accelerated decision-making and strategic alignment.