Summary
Overview
Work History
Education
Skills
Accomplishments
Selectexperience
Certification
Timeline
BusinessAnalyst
Anil Acharya

Anil Acharya

Charlotte,NC

Summary

Anil Acharya, a senior manager in the Advisory Services practice of Ernst & Young LLP, specializes in serving financial services clients in the USA. With over 18 years of experience, Anil possesses a deep and extensive technical skill set. Anil has been focused on assisting clients in adopting modern architecture, data analytics, cloud technologies, and GenAI implementations. Anil remains actively involved in solution architecture and demonstrates proficiency in leading the strategy and delivery of legacy application modernization, policy administration migration, and the development of new enterprise data management platforms. Additionally, Anil excels in defining the necessary technology to address regulatory changes.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Senior Manager Advisory – Financial Services Office

EY
01.2017 - Current
  • Led cross-functional teams of size 50-100 to achieve project/engagement milestones and deliver high-quality results.
  • Established strong relationships with 4-5 clients and stakeholders, ensuring long-term partnerships and repeat business.
  • Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
  • Reduced costs, optimized resource allocation, and improved efficiency in managing projects.
  • Demonstrated exceptional adaptability in navigating complex situations or rapidly changing environments with ease.
  • Managed budgets effectively, achieving financial objectives while maintaining strict control over expenditures.

Senior Manager

Cognizant Technologies
06.2005 - 08.2017
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Collaborated with sales team to identify potential upsell opportunities and expand client base.
  • Negotiated contract terms with clients, securing favorable agreements for both parties.

Education

MBA - Business Analytics

Isenberg School of Management
Amherst, MA

MS - Information Technology

BITS PILANI

Skills

    • Strategic Planning
    • Client Relationship Management
    • Portfolio Management
    • New Business Development
    • Product Strategy
      • Product Lifecycle Management
      • Product Roadmaps
      • Data Analytics
      • IT Infrastructure
      • Cloud Migration Strategies

Accomplishments

  • Anil has experience in providing advisory/consulting services in developing and implementing end to end strategies for large finance and digital transformational programs for financial services clients
  • Provided PMO, consulting support at CXO level and engagement lead support for technology modernization effort and compliance programs.
  • Worked with various engineering teams including API development for seamless integration, DevOps for streamlined deployment and operations, and robust reporting for insightful data analysis and decision-making.
  • In fiscal year 2024, Anil is targeting managed revenue of $8-10 million and so far had sales of $15 million which includes a managed services sales of USD 9.5 Million for a charlotte based client. Anil had a managed revenue of $11 million across 6 accounts and sales of $14.2 million in this fiscal year 2023.
  • Supported Data-warehouse, data lake and BI reporting implementations for multiple clients and have working experience on Snowflake, Informatica, Teradata, SQL server, Alteryx, Tableau, PowerBI and SAP webi and data services:(BODS). In process of performing GenAI pilot initiatives on SDLC improvements and
  • Several years of experience in identifying emerging technologies/insure-techs and developing "End-to-end" capabilities with curated ecosystem for Life Insurance, P&C insurance and Wealth Management clients.
  • Successfully build the strategy for TPA integration and supported implementation/data conversion of multiple policy admin systems for life and annuities with wmA, ALIP, Andesa and Inspro etc.

Selectexperience

  • Working with the COO and SVP IT to strategize, plan, execute and govern an implementation of new outsourced technology (ITO) and operations platform (BPO) over a 3-year roadmap. In addition, he led a Digital Transformation program across – acquisition, adoption, engagement, and growth. From initial design workshops with agents & customers, to supporting architecture and implementation.
  • Working with the CMO and CTO he led the definition, build and managed critical Marketing Capabilities during the company's divesture. The aim was to find the best fit between their tactical needs and strategic vision against the divestiture timelines and transition agreements. The projects he delivered using Agile were a Customer & Adviser Servicing Platform, a Salesforce CRM, Digital Wholesaling Tool, an intranet site along with ancillary Data and Security projects.
  • Assisted a large life insurance company provider in defining future state platform strategy, and rationalized application architecture for their suite of life and annuities products
  • Assisted an insurance company provider in conceptualize and lead the development of the NextGen data management and related analytical solutions using Snowflake, Informatica, Alteryx and Tableau.
  • Set up and executed the global program management office for a $50M IFRS conversion at a large international Banking and Capital Markets organization; structuring, monitoring, and integrating global restatement, scoping, and conversion implementation activities.
  • Assisted a life insurance carrier in build the strategy and implementation of overall modernization effort of their licensing, appointment and compensation system
  • Streamlined processes and made technology recommendations for third party administrator of long-term care products in Billing & Collections functional area
  • For a Financial services group company assisted in data conversion where millions of records were converted from multiple legacy licensing and appointment system to one SAAS solution using automated Alteryx workflows.
  • For a life Insurance and annuities provider led an engagement to build predictive model to select advisor who are most likely to sell.. The model was built using python and the data was housed in Azure Hive.
  • For a property and casualty insurance company assisted as engagement lead to migrate their middleware platform from a SoftwareAG into a Microsoft-Azure-based Integration Platform as a Service (IaaS) solution.
  • For one of the leading education corporation which owns universities in USA and Internationally acted as the Integration lead for their ESB/Microservices implementation using Oracle Integration Cloud and snowflake as their enterprise data store. 100+ APIs were built as part of their brand-new digital platform to support student and faculties. As a pilot project Snowflake was implemented for one of the universities for all their reporting and analytics need.
  • For a Mutual Life insurance company acted as integration lead coordinating between the vendor and client IT teams to convert a large block of universal life business from a legacy system to a modern platform and standing up a business warehouse with Informatic and Teradata

Certification

  • Product Management Professional Certificate from Aha!
  • Digital Transformation Specialty Certification from MIT
  • PMP - Project Management Professional
  • SAFe: 4.5 Certified Agilist
  • AWS Solutions Architect
  • SnowPro Certified

Timeline

Senior Manager Advisory – Financial Services Office

EY
01.2017 - Current

Senior Manager

Cognizant Technologies
06.2005 - 08.2017

MBA - Business Analytics

Isenberg School of Management

MS - Information Technology

BITS PILANI
Anil Acharya