Neeraj Shukla

G-201, AWHO Vijay Vihar, Wagholi, Pune, MH – 411047 l T: 9999426615 / E-mail: Neeraj2304@gmail.com
PROFILE

Strategic and results-driven professional with 15+ years of experience in program and project management, account management,
and financial operations. Proven ability to lead cross-functional teams, manage complex projects, and drive client satisfaction by
delivering solutions that meet business goals. Adept at stakeholder collaboration, process optimization, and ensuring the successful
execution of strategic initiatives.

PROFESSIONAL EXPERIENCE

BNY Mellon, Pune April 2022 – Present

Vice President – Data Management & Quantitative Analysis

 Successfully managed multiple complex data projects, leveraging strong project management skills to ensure on-time
delivery and within budget, while driving data automation and improvement strategies based on regular assessment.
 Collaborated with vendors, software developers, and client service teams, driving innovation and seeking new ways to
improve data systems and processes, while reducing costs and increasing efficiency.
 Built strong relationships with internal and external stakeholders, acting as a key liaison to drive alignment between
technical teams and business objectives.
 Partner with stakeholders across departments to deeply understand their reporting and analytical requirements. Translate
their needs into actionable solutions by designing custom metrics, dashboards, or reports that directly support decision-
making and operational efficiency.
 Proactively identified and mitigated program risks, using detailed risk management plans and escalation protocols.
Minimized project disruptions by addressing potential bottlenecks during weekly program reviews.
 Developed and implemented program frameworks to manage large-scale system integrations. Coordinated cross-
functional teams across IT, compliance, and operations to ensure seamless execution and delivery within budget and
timelines.
 Analyzed and defined business needs, working with cross-functional teams to develop appropriate solutions that
supported future business requirements.
 Set strategic and long-range goals, planning, and directing the team to achieve exceptional results that exceeded business
expectations.

Ameriprise Financial, Gurgaon November 2009 – April 2022

Manager - Fund Accounting

 Successfully produced the daily NAV for 39 mutual funds and indirectly 151 mutual funds, consistently achieving 99.99%
accuracy and 100% timeliness goals, while also directly supervising staff by evaluating performance, advising, coaching,
and delegating responsibility.
 Demonstrated expertise in accounting and NAV-related issues by troubleshooting and assisting in the resolution of
complex issues, participating in process improvement initiatives, and contributing to systems enhancements to increase
efficiency.
 Led process improvement initiatives, such as introducing workflow automation tools to streamline routine tasks, saving
the team over 5,000 hours annually.
 Provided tailored solutions to senior leadership by analyzing complex data trends and creating actionable reports that
informed strategic decisions.
 Designed and delivered custom financial reports, providing in-depth analyses to support senior management's decision-
making.
 Proactively determined staffing needs and participated in the recruiting and hiring of department staff, while also
coordinating with business partners on new fund launches and fund assignment.
 Ensured written policies and procedures were available, updated, and adhered to for all critical and non-standard
functions, while also ensuring contingency procedures existed for all critical functions and staff was educated and
participated in regular procedure testing.
 Received multiple Ameriprise awards (platinum, Gold) for process improvement, service, and teamwork.

Accomplishments
 Led and implemented several key initiatives, including valuation file dematerialization at both locations resulting in
annualized cost savings of $108,000, 4000 FTE hours, and 10 million papers, 20 process improvement ideas resulting in
total 5000 FTE hours saved.
  Led lean implementation project in the team and established multiple lean related controls like skill matrix, FMEA analysis,
etc. and team engagement initiatives such as learn with fun, and Learning Lead resulted in increased team learning and
succession planning.
 Transitioned Business analyst and Security Analyst tasks from Minneapolis.
 Implemented led business continuity planning for the whole Investment group and performed regular BCP testing and
plan update and played a key role in enabling the Noida location transition of the Investment accounting group.

Tech Mahindra, Noida September 2008 – October 2009

Sr. Associate – Order and Invoice Management

 Developed and maintained relationships with key customer contacts, regularly collaborating with them to identify
opportunities for process improvement and revenue growth.
 Proactively monitored accounts receivable and conducted regular follow-ups with customers to ensure timely payment
of invoices, resulting in a significant reduction in outstanding debt.
 Leveraged MS Excel, MS Access, Billing Analyst, and Ariba to develop automated tools that improved efficiency and
accuracy in revenue forecasting and contract reconciliation.
 Developed and implemented best practices for revenue forecasting and contract reconciliation, which were adopted
company-wide and resulted in increased accuracy and efficiency.
 Received recognition for outstanding customer service, including multiple awards for responsiveness and problem-
solving.
Accomplishments
 Successfully transitioned the billing process from British Telecom (UK) on VC and call, which involved managing the
communication and coordination with various stakeholders to ensure a smooth transfer of responsibilities.
 Implemented multiple tools to accomplish daily bill processing accurately and in a timely manner, which likely involved
identifying areas for improvement and implementing new processes or technologies to increase efficiency and accuracy.

Keane India, Gurgaon July 2007 – September 2008

Custodian Reconciliation - Associate

 Managed cash reconciliation and position of Mutual Fund accounts for various US banks, ensuring timely and accurate
identification, analysis, and correction of transaction & position breaks.
 Conducted share transfers between different mutual fund accounts.
 Handled an average of 120 reconciliation cases daily, using MS Excel and MS Access for effective analysis and resolution.

Accomplishments
Implemented an Excel tool that automated the identification and resolution of reconciliation cases that did not require manual
research. This increased the efficiency of the reconciliation process, allowing the person to resolve more cases in less time. As a
result, the number of daily reconciliation cases decreased by 60% for clients such as Mellon and SunTrust.

EDUCATION & PROFESSIONAL QUALIFICATION

ICFAI University, Dehradun, India – MBA Finance, 2008

Delhi University, New Delhi, India – Bachelor’s in Commerce,2005
Indian Statistical Institute, New Delhi, India – Six Sigma Green Belt,2016
Indian Institute of Banking & Finance, New Delhi – Diploma in Treasury, Investment & Risk Management,2017

SKILLS & TOOLS

Client & Stakeholder Management: Requirements gathering, Account planning, Relationship building
Process Optimization: Workflow automation, Lean Six Sigma, Process reengineering
Technical Proficiency: Jira, Tableau basic, Power BI, Advanced Excel, SQL Basic
Leadership & Team Management: Mentorship, Succession planning, Team engagement

PERSONAL DETAILS

Date of birth 23rd April 1984

Gender Male
Language known Hindi, English