Syed Obaid Shah Syed

• Streamlined critical processes for RPA, Zoom link creation, attendance marking, and reporting.
• Coordinated interdepartmental efforts to ensure seamless execution of activities.
• Contributed to work optimization project that reduced effort and cycle time while enhancing quality.
• Managed agenda for DOWS workstream office hours; communicated updates on tool enhancements.
• Identified high-impact business problem and partnered with Technology/ITS to deliver first RPA solution in Deloitte US Learning.
• Led a team of eight process SMEs through end-to-end implementation of RPA initiative.
• Executed multiple efficiency initiatives, realizing productivity gains equivalent to approximately five FTE within six months.
• Successfully transitioned virtual delivery compliance documentation and mailbox management ahead of schedule, achieving efficiencies of roughly four FTE.

Led three portfolios with 48 team members, handling all Cornerstone SBX system maintenance and enhancements.

Owned forecasting, monitoring, and reporting processes to drive strategic projects and promotions.

Delivered value-added metrics using tools for meaningful insights and resource allocation.

Analyzed data to strategize team activities, ensuring adherence to service level agreements.

Managed stakeholder interactions to address concerns and improve client experiences.

Oversaw multiple projects including Cornerstone SBX Cloud, Salesforce, and RPA initiatives.

Evaluated team performance to create training plans for continuous improvement.

• Currently leading 2 portfolios (Catalog Services & Poll Everywhere) comprising 35 team members; responsible for all facets of CORNERSTONE SBX system maintenance/enhancements along with Learning Catalog automation initiatives

• Acting as the ‘business owner’ for entire processes, possessing a complete understanding of internal and external variables that impact business (this entails owning forecasting, monitoring, understanding and reporting, along with responsibility for driving strategic projects and promotions to achieve business objectives)

Managed all operations related to quality control, work assignments, escalation matrix, and critical stakeholder requirement calls.

• Identifying the grey areas and streamlining the process across all the portfolios.

Developed delivery methods that enhanced alignment with leadership requirements and improved user engagement.

Managed report generation by assessing user group needs and ensuring accessible delivery for clients.

Acted as primary contact for onboarding new employees, facilitated training and assessments.

Provided consulting and technical guidance on all aspects of the learning management system.

Created personalized learning plans for US member firm employees, leveraging LMS expertise to support individual growth.

Collaborated with Poll Everywhere team to develop training materials for learning sessions and programs at Deloitte.

Managed vendor relationships (Poll Everywhere, Lynda) for bulk training registrations and identified process efficiencies.

Provided consultation on learning management system functionalities to enhance user experience.

Managed client accounts and investment portfolios for high-profile institutions like JP Morgan Chase, Wells Fargo, and MetLife.

Supervised trade date control, ensuring adherence to compliance and anti-money laundering regulations.

Prepared contracts for clients, formalizing investment agreements and service terms to ensure clarity and compliance.

Maintained accurate records of investor account balances and transaction histories.

Conducted bank reconciliations to ensure account accuracy.

Processed electronic purchases to facilitate timely transactions.

Facilitated deposits and withdrawals of checks, streamlining transaction processes for client accounts.

Reallocated shareholder assets among existing and new accounts efficiently.