SANDEEP SAHOO

• Lead the global migration of legacy fund accounting systems into Finbourne and Lusid, ensuring architectural and strategic alignment
• Manage cross-functional programs from planning to production, overseeing scope, governance, resourcing, and stakeholder reporting.
• Develop business cases and investment forecasts aligned to customer value, funding goals, and enterprise transformation strategy.
• Partner with CFOs, product, engineering, operations, and compliance teams across global markets to drive program implementation.
• Drive cross-functional, strategic programs from inception to delivery, aligned with HSBC's 'Stabilize, Scale, Transform' vision.
• Facilitate Agile ceremonies and program increment planning to ensure iterative delivery and organizational alignment.
• Guide platform architecture and design discussions to support the development of scalable, persona-driven transaction systems.
• Implement delivery frameworks, risk controls, and KPI/KRI governance to improve execution predictability and compliance.
• Collaborate with global product, engineering, and platform support teams to foster an engineering mindset and accelerate solution delivery.
• Define and enforce enterprise-wide technology standards and architecture principles in collaboration with global delivery leaders.
• Streamline client onboarding and product launch processes by redesigning operational workflows and eliminating cross-team dependencies.
• Spearhead delivery of 3 global transformation programs with a cumulative budget of $350 million, ensuring strategic alignment, on-time execution, and measurable business impact across product modernization, platform upgrades, and client solutions.
• Reduced operational and delivery risks by 23% by instituting strong governance frameworks, dependency tracking, and real-time KPI/KRI dashboards, ensuring zero critical defects across 3 annual product releases.
• Oversee integration of reference and static data via Master Data Management to enable consistency and scale across platforms.
• Collaborate with Product and Engineering leadership to define technical roadmaps and align delivery with architectural standards.
• Enabled USD 600M annual cost savings through Reference & Static Data integration via Master Reference Data systems.
• Built & led a high-performing team of 82+ professionals across geographies, driving engagement, capability uplift, & delivery ownership.
• Achieved 12 FTE reduction by rolling out self-service tools within the Securities Services vertical.
• Delivered USD 200M cost-saving opportunity by building a client-facing self-service tool aligned with TLM modernisation.
• Enhanced transaction agility by minimising SWIFT dependencies and reducing internal messaging redundancies.
• Reduced onboarding TAT by optimising cross-team workflows and aligning with future operating model design.
• Drove USD 700M daily transaction handling capacity by architecting a scalable orchestration layer for the trade platform.
• Improved planning visibility through dynamic GANTT-based delivery roadmaps and KPI-tracked dashboards.
• Mitigated enterprise-level risks through proactive identification, escalation, and cross-stakeholder resolution mechanisms.

• Directed cross-functional teams of 85+ members across HSBC's Liquidity, IRRBB, and FTP transformation programs.
• Collaborated with CFOs, risk stewards, and SMEs from 12 HSBC entities to define LP curve logic and FTP use cases.
• Developed end-to-end project artifacts including BRDs, FRDs, RAID logs, RACI matrices, stakeholder charters, and plans.
• Oversaw sprint planning, UAT cycles, retrospectives, and Agile documentation including PRDs and release notes.
• Coordinated with global delivery teams across development, QA, and production support for seamless project execution.
• Facilitated program increment planning and Agile workshops to strengthen cross-functional delivery alignment.
• Managed risks, scope, change requests, budgets, dependencies, and communication across project lifecycle.
• Delivered USD 50M+ programs within scope and timeline by aligning delivery roadmaps with risk and regulatory goals.
• Reduced manual reporting and enhanced transparency through automated performance dashboards and KPI frameworks.
• Enabled zero-defect delivery across multiple sprints through rigorous QA oversight and governance controls.
• Achieved 25% improvement in planning efficiency through standardized estimation models and resource forecasting tools.
• Established single-window stakeholder communication model, accelerating executive decision-making and client confidence.
• Received client appreciation for effective governance, strategic delivery ownership, and seamless multi-entity coordination.

• Led an 18-member cross-functional team to deliver HSBC IBOR, BNP SCOA, and RBC Testing projects.
• Translated business needs into BRDs and FRDs while aligning client expectations with technical feasibility.
• Managed project lifecycle using Agile/Iterative frameworks to deliver high-quality releases within budget and timeline.
• Conducted UAT planning, prepared test cases, and validated functionality across Alpha and Gamma environments.
• Facilitated enterprise-wide Agile enablement through structured training sessions, live demonstrations, and onboarding workshops.
• Utilized JIRA and Confluence for sprint tracking, backlog grooming, and process documentation.
• Delivered post-implementation support and coordinated application enhancements with development and QA stakeholders.
• Automated Multifonds platform to reduce daily manual effort by 8 hours, resulting in 3 FTE savings.
• Migrated Multifonds data to dynamic databases via APIs and EDS, improving operational efficiency and reporting speed.
• Developed and executed 600+ test scripts for ATP RBC Testing under tight deadlines, securing USD 3M in revenue.
• Delivered MFGA product to HSBC, enabling automation across fund accounting operations.

• Led end-to-end process transitions, system automation, and vendor engagement initiatives, resulting in cost savings, improved audit readiness, and enhanced operational efficiency across SPS and GDS platforms.

• Successfully established entire process for SPS System and managed transitions of various processes to HSBC, Bengaluru Office from other locations in close coordination with other top-level stakeholders

Deputed in Colombo for three months to transit the process from Bangalore for GDS in 2017.

• Saved USD 5 million while handling The Bloombot Project by effectively managing vendor payments in 2018

• Automated Icon System at HSBC platform; trained new joinees on the Icon System

• Defined & implemented business rules / SOPs for GDS automation; conducted knowledge transfer sessions for third party vendors about GDS working framework

• Tested automated batches & raised defects to deliver the automation project in-line with the requirements of GDS

• Involved in Internal Audit and External Auditors / Local regulators liaison / engagement

• Performed equity research and financial modelling using DCF, NAV, and multiples-based valuation techniques to support investment decisions and portfolio optimization for retail investors.