Gaurav Datta

Strategic Program Manager with 10+ years of experience driving transformation programs and technology
implementations in financial services, specializing in business execution, solutions implementation, and operation
process improvement at JP Morgan Chase, HSBC, and GE. Proven track record in optimizing large-scale, complex
projects, enhancing operational efficiency by 25%, and achieving sustainable cost savings through effect
cross-functional collaboration and service delivery enhancements.
● Technology & Product Implementation: As a Global Program Manager and product owner, led the
consolidation and upgrade of reconciliation platforms, successfully deploying machine learning solutions to
automate exception handling and enhance risk management. Skilled in implementing low-code/no-code
solutions, including Xceptor, Alteryx, and UiPath, and familiar with OCR tools like Instabase.
● Governance & Risk Management: Established and led change governance and PMO functions, developing
and implementing frameworks for governance and metrics to manage the programs effectively, ensuring
alignment with strategic priorities, mitigating operational risks, and driving an efficienc
automation-centered approach to investment decisions. Championed the Tech-Ops collaboration programs
delivering substantial ROI within 12 months.
● Process Improvement & Transformation: Led cross-departmental process reviews and workshops to
identify and prioritize high-impact automation and cost-efficiency initiatives. Facilitated idea incubat
drives, generating 300+ process enhancement ideas and reducing required operational effort by 75%
through workflow redesig
● Strategic Planning & Execution: Formulated and executed multi-year transformation strategies, partnering
with stakeholders across India, Sri Lanka, the UK, and Hong Kong. Presented regular progress updates to
MDs and CXOs, ensuring alignment with global objectives.
● Leadership & Collaboration: Mentored teams of up to 130 change professionals, including 13 direct
reports at VP/AVP levels. Drove diversity initiatives, improving gender diversity across all levels from 10% to
over 35%. Skilled at en

Senior VP & Program Manager, Operations Change Strategy

Led front-to-back transformation and strategic change initiatives for Trades, Transfer Agency, and Asset Owners  Operations, leading review, design, and execution of  target operating model strategies for key operational processes

Key Achievements:

• Spearheaded design and execution of target operating model strategies for Trade Instruction Capture, Asset Owners, and Transfer Agency operations, delivering 25% efficiency gains through process optimization and controls enhancement.
• Orchestrated comprehensive transformation program encompassing system architecture redesign, process controls implementation, and location strategy optimization, completing assessments 30% ahead of schedule
• Led successful AML KYC remediation program for 20,000 accounts, managing cross-functional teams across product, operations, and external consultants, resulting in the closure of five audit findings.
• Pioneered first-time offshoring of complex trailer fee processing and client services functions, delivering $900K in cost savings while enhancing the service delivery model.
• Implemented Lean and Design Thinking methodologies to drive strategic outcomes, resulting in the identification of key technology investments and successful TOM implementation1

Strategic Leadership:

• Partnered with global functional leads to execute front-to-back transformation focused on client experience and operations efficiency enhancement and risk management capabilities
• Established robust governance frameworks for change initiatives, ensuring alignment with business strategy and regulatory requirements
• Created and fostered innovation culture through implementation of digital solutions and process optimization initiatives2

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JP Morgan Chase, Mumbai, MH 01/2021–05/2022

Senior VP & Program Manager, Operations Change

Led enterprise-wide transformation initiatives as PMO head for a 2,000+ staff portfolio, driving digital automation and operational excellence.

Key Achievements:

• Established and scaled a high-performing PMO function with 14 cross-functional professionals, implementing robust governance frameworks across 10 departments to ensure strategic alignment and delivery excellence
• .Spearheaded comprehensive automation program resulting in:
  • Assessment of 85+ process improvement opportunities
  • Successful delivery of 17 automation projects generating $1.5M annual savings
  • Implementation of data-driven KPIs to measure operational & change  effectiveness

Strategic Leadership:

• Designed and implemented enterprise-wide project portfolio management framework for annual operating and technology plans, achieving 100% adoption in planning sessions
• Utilized design thinking and lean methodologies for the identification of areas that require improvement.
• Leveraged advanced analytics and intelligent automation to solve complex operational challenges,  establishing standardized governance processes including 'Operations Gate' for change prioritization.
• Created innovative solutions for process optimization through interpretative thinking and digital transformation initiatives, significantly improving operational efficiency

HSBC, Kolkata, WB 05/2019–11/2020

Vice President & Senior Project Manager, Fund Services Global Reconciliations Program

Global Program Manager and Product Owner—Reconciliations Change for a global team of 600+ staff. Accountable F2B Automation & Transformation, business case, budget, and delivery.

Key Achievements:

• Spearheaded multi-million dollar transformation initiative to automate reconciliation break resolution, successfully transitioning from legacy to strategic platform through digital automation
• .Formulated and executed a comprehensive multi-year transformation strategy as the first Global Program Manager at an offshore location, delivering 18 FTE savings through ML-based exception automation
• .Led a 10-member cross-functional team across four global offices to implement system upgrades for the reconciliations platform, managing the successful transition from legacy to target state architecture

Strategic Leadership:

• Partnered with stakeholders across India, Sri Lanka, the UK, and Hong Kong to coordinate program governance, facilitating requirements workshops and delivering weekly status reports to MD/CXO level
• .Provided strategic guidance to senior management on operating model and investment decisions, influencing function-wide initiatives
• .Collaborated with Product, Technology & Controls teams to implement innovative solutions, including machine learning-based reconciliation exception automation

Program Management:

• Managed end-to-end program delivery including application design sessions, functional/technical requirements development, and stakeholder alignment
• Implemented governance and controls for reconciliation inventory, capturing and managing 30k+ reconciliations globally
• Provided expert advice to senior functional management and committees to influence decisions on operating model and investment plans. Led preparation of a $2MM business case for ML deployment in reconciliations, securing executive sponsorship from Operations, Change, Risk, and Technology leadership

HSBC, Kolkata, WB 01/2015–05/2019

Vice President & Head of Design, Build & Support

Head of Offshore Change Management Function for Securities Services. Led the creation a Centre of Excellence team, establishing and scaling a 130-member team across six core competencies.

Key Achievements:

• Spearheaded execution of global strategy to build first-ever offshore change management capability, establishing Centers of Excellence across Project Management, Testing, Client Onboarding, Regulatory Change, Business Management, and Production Support
• Orchestrated comprehensive restructuring of change organization, implementing end-state design aligned with business objectives and establishing robust governance frameworks for business resiliency, audit, and regulatory standards.

Strategic Leadership:

• Created and led Centre of Excellence driving continuous improvement through implementation of industry best practices including Kanban for project management, resulting in significant enhancement of change management capabilities
• Implemented innovative solutions through close collaboration with Product, Technology & Controls teams, fostering a culture of innovation and continuous improvement

People & Performance Management:

• Mentored the team and provided guidance, coaching, and support to improve change delivery quality
• Improved employee engagement by 10% above the firm average
• Drove 50%+ career progression rate
• Enhanced gender diversity from 10% to 35%+ across all levels
• Developed a strong leadership pipeline by coaching and promoting 4 VPs while maintaining 50% gender balance in the leadership team

Operational Excellence:

• Established comprehensive governance frameworks for change management, ensuring controlled delivery with rigorous testing and compliance standards
• Managed end-to-end resourcing, budgeting, and policy creation for the change and transformation function, ensuring optimal resource allocation for global programs

AVP, Project Manager, Workflow Deployment, HSBC, Kolkata, WB 06/2011–12/2014

Orchestrated the global Business Process Management solution rollout, streamlining operations across continents. 

Manager, Transfer Agency Support HSBC, Kolkata, WB 03/2007–05/2011

Pioneered offshore business and production support service, enhancing service quality and enabling global standardization.

Assistant Manager, GE Asset Management Genpact, Gurugram, HR 10/2000–03/2007

As FINRA Series 24 - General Securities Principal, led the customer service desk for GE Mutual Funds.

KEY SKILLS

Strategic Thinking | Securities Services Operations | Front-to-Back Transformation | Digital Automation Leadership | Change Management | Risk & Controls | Program Management | Stakeholder Engagement | Process Optimization

CERTIFICATIONS

 Design Thinking, IIMB  | Harvard University CS50 Python & Databases with SQL| Certified Scrum Master | GE Lean & Six Sigma (LSS) Green Belt Trained | PMP Trained | Alteryx Designer Core Certification

Technical Skills

 Automation Tools: Alteryx, UiPath, Xceptor | Business Intelligence: Power BI, DAX, Tableau | Project Tools: MS Project, JIRA, Clarity | Development: Python, SQL.