Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Haripreeti Upadhyayula

Toronto,ON

Summary

Seasoned professional experienced in enhancing customer engagement through strategic project planning and cross-business collaboration. Skilled in customer experience, talent and finance operations, project management, and process optimization. Adept at leading cross-functional teams, implementing automation tools, and driving operational efficiency. Strong in data reporting and analysis, financial management, and talent development. Proficient in stakeholder management.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Deputy Manager, Customer Experience

Deloitte
10.2013 - Current
  • Led the development and execution of a voice of customer project plan, enhancing customer engagement and experience through cross-business collaboration.
  • Managed stakeholder relationships with business and technology leaders to ensure alignment and understanding of project objectives and goals.
  • Created visualization dashboards on Power BI to share data with respective business leaders, facilitating informed decision-making.
  • Created RACI matrix for project teams to clarify roles and responsibilities, ensuring efficient project execution and accountability.
  • Collaborated with technology teams to implement processes and developed customer engagement strategies using technology.
  • Leveraged customer feedback to enhance products and improve satisfaction, conducting regular reviews for success and growth opportunities.
  • Collaborated with the metrics team to develop and maintain customer success metrics and KPIs, tracking and reporting on key indicators for continuous improvement.
  • Collaborated with the learning and development team to create job-level and experience-based training curriculum, offering tailored opportunities for customer training and development, thereby ensuring their success and satisfaction with tools and services
  • Presented project updates and future plans to executive committees in various internal meetings.
  • Effectively managed multimillion-dollar projects as an engagement financial advisor, delivering updates and insights on resource planning, cost reduction, and risk mitigation.
  • Led and facilitated talent initiatives, including Campus Hires, Internship programs, and recruitment drives across geo locations.

Senior Research Analyst

ICRA Limited
01.2012 - 10.2013
  • Prepared rating notes, rationales, and recommendations by analyzing industry trends, business performance, and financial statements.

Analyst

Nomura Services India Private Limited
06.2011 - 12.2011
  • Performed reporting of key risk indicators and escalations in investment banking operations.
  • Liaised with both business users and developers achieve mutually acceptable reporting solutions.

Executive

CRISIL Limited
05.2007 - 12.2010
  • Established centralized operations unit for bank loan rating process.
  • Implemented strategic initiatives enhancing workflow, significantly improving efficiency, and reducing turnaround time.
  • Coached team of customer care executives, identified training needs, fostering goal attainment.
  • Led reporting, system analysis, documentation, and user acceptance testing during process transitions, providing hyper care support.

Education

Executive Post Graduate Diploma in Business Management - Finance

University of Mumbai
12-2011

Master of Commerce - Management

University of Mumbai
05-2008

Diploma - Financial Management

Welingkar Institute of Management
12-2007

Bachelor of Commerce -

University of Mumbai
05-2006

Skills

  • Project Management
  • Customer Engagement
  • Stakeholder management
  • Business Analysis
  • Process Improvement and automation
  • Communication
  • Training and Development
  • Performance management
  • Storytelling
  • Tableau
  • Microsoft Office
  • Mural
  • Power BI
  • SAP Success Factors

Certification

Tableau Desktop Certification

Timeline

Deputy Manager, Customer Experience

Deloitte
10.2013 - Current

Senior Research Analyst

ICRA Limited
01.2012 - 10.2013

Analyst

Nomura Services India Private Limited
06.2011 - 12.2011

Executive

CRISIL Limited
05.2007 - 12.2010

Executive Post Graduate Diploma in Business Management - Finance

University of Mumbai

Master of Commerce - Management

University of Mumbai

Diploma - Financial Management

Welingkar Institute of Management

Bachelor of Commerce -

University of Mumbai

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Haripreeti Upadhyayula