SHREYA SANYAL
Summary
Management consultant with extensive experience at KPMG Global Services, focusing on finance transformation and process re-engineering. Proficient in utilizing data visualization tools such as Power BI to optimize costs and improve operational efficiency. Skilled in leading cross-functional teams to deliver impactful results on complex projects.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Manager, FS- FT Management Consulting
KPMG Global Services
10.2021 - Current
- Designed Target Operating Model for cost allocation and capitalisation, shifting to agile delivery framework.
- Led alignment sessions with Finance business, operations, and reporting teams on design strategy.
- Directed team of functional and technical SMEs across KPMG Italy, UK, and India to create E2E process documentation.
- Developed complex Excel-based data model for validation and testing of future state design.
- Streamlined processes and integrated data across upstream and downstream systems using Oracle EPM.
- Collaborated with 3rd party consultants for implementation, defect resolution, and Go-live planning.
- Managed detailed project validation, impact assessments, and client support during implementation.
- Facilitated change management and user guidance to secure user acceptance throughout the bank.
Management Consultant (Associate)
PricewaterhouseCoopers India
05.2020 - 09.2021
- Identified cost optimization opportunities across sectors, including cards and branch banking.
- Conducted benchmarking and competitor analysis to recommend areas for ROI improvement.
- Supported implementation of solutions in collaboration with respective business units.
- Utilized Power BI for enhanced data visualization and analytics.
- Achieved reduction in bank's Cost to Income ratio to align with market standards.
- Developed agile processes to enhance user experience across physical and digital channels.
- Facilitated workshops for prioritization and identification of quick-win initiatives.
- Created process flow diagrams to identify gaps and areas for improvement using Visio.
Senior Product Manager
Kotak Mahindra Bank
02.2019 - 03.2020
- Implemented product improvement initiatives to enhance business volumes for Business Banking/SME clients.
- Identified new income sources to increase profitability of business banking assets division.
- Led process redesign initiatives, improving end-to-end turnaround time for loan sanctioning through RPA.
- Developed rate calculators for on-the-spot offerings and effective cross-selling strategies.
- Executed digital transformation project for Lead Management and Customer Relationship Management System.
- Analyzed revenue sourcing and cross-sell mix, identifying growth opportunities and pain points.
- Evaluated customer segmentation strategy based on major trends in volume and utilization.
- Organized Kotak Connect events to present key value propositions to customers and entrepreneurs.
GADP Analyst (Team Lead)
JP Morgan Chase & Co.
05.2017 - 01.2019
- Introduced end-to-end tax management architecture for in-house transition, achieving $1M in savings.
- Developed reconciliation framework for Sydney-based funds using Xceptor, generating $100K in savings.
- Automated fiduciary distribution plan process, resulting in savings of 3 FTEs or 24 hours daily.
- Implemented strategy for calculating accurate tax baskets for non-resident aliens and FATCA clients.
- Analyzed current procedures to enhance fiduciary distribution planning methodologies.
- Created templates for capacity calculation and tracking core versus non-core activities.
- Categorized market actions related to dividend payments and treasury bills for improved resolution.
- Facilitated scalability of reconciliation framework across teams, optimizing overall efficiency.
Education
PGDM -
T. A. Pai Management Institute
Manipal01.2017
B.Tech -
Bhilai Institute of Technology
Durg01.2015
CBSE -
Krishna Public School
01.2011
CBSE -
Holy Hearts Educational Academy
01.2009
Skills
- Project Management
- Cost Optimization
- Process re-engineering
- Post Merger Integration
- Sales and distribution strategy
- Channel and location strategy
- Product Management
- Finance transformation
- Data visualization tools: Power BI, Alteryx, Tableau, Visio
- Automation tools: Xceptor, VBA
- Digital transformation
- Financial Services transformation
Certification
Alteryx Designer Core Certified, Power BI, Celonis Professional, Workiva, Anaplan (in progress), KUDOS Award for outstanding project delivery | KPMG Global Services, SPOT Award for contribution to improving footprint in KPMG UK | KPMG Global Services, Star of the Quarter for outstanding performance across Asset & Wealth management line of business | JP Morgan Chase & Co., Impact CEO Award for outstanding team contribution | JP Morgan Chase & Co., Top 5 teams Award – Governance | JP Morgan Chase & Co.
Personal Information
Date of Birth: 03/24/93
Timeline
Manager, FS- FT Management Consulting
KPMG Global Services
10.2021 - Current
Management Consultant (Associate)
PricewaterhouseCoopers India
05.2020 - 09.2021
Senior Product Manager
Kotak Mahindra Bank
02.2019 - 03.2020
GADP Analyst (Team Lead)
JP Morgan Chase & Co.
05.2017 - 01.2019
PGDM -
T. A. Pai Management Institute
B.Tech -
Bhilai Institute of Technology
CBSE -
Krishna Public School
CBSE -
Holy Hearts Educational Academy
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