Summary
Overview
Work History
Education
Timeline
Generic

BHAVANA MEDA

EXECUTIVE DIRECTOR

Summary

Executive Director with over 20 years in driving profitability, revenue, and efficiency by seamlessly integrating product, strategy, and digital components. Skilled in leading cross-functional teams and fostering collaborative relationships to achieve and deliver innovative solutions that optimize business performance.

Overview

21
21
years of professional experience

Work History

Sr. Digital Director, Client Benefits & Financial Wellness

Bank of America
01.2022 - Current
  • Crafted long-term strategic vision, leveraging quantitative and qualitative insights to drive product & digital transformation
  • Developed multiple comprehensive 3-5 year roadmap, prioritizing top features and securing investment through robust business cases for different lines of businesses
  • Expanded and led high-performing product team of 7 in turn who manage and coordinate between 40 technology teams, resulting in best-in-class client experience and associate service model
  • Managed $50M investment portfolio across multiple products, driving adoption on certain applications by 10% YoY and ensuring sales funnel reporting success rate is more than 80%
  • Introduced new standards and best practices for product owners to gather requirements, metric tracking, productive testing routines
  • Championed adoption of Microsoft Copilot and effectiveness of leveraging that in various stages of initiatives for different roles

Digital Director, Advice & Planning program manager

Bank of America
04.2020 - 01.2022
  • Collaborated with business executives and stakeholders to find synergies across lines of businesses and formulate short & long term strategies
  • Executed a $20M portfolio by laying out faster, cheaper and better solutions for product development
  • Assess stakeholder input, digital trends, competitive landscape, customer feedback, and data analytics to identify product enhancement or new product opportunities
  • Part of the innovation panel which allowed us to explore solutions without restraints and establish opportunities

Vice President, Managed Solutions Product Manager

Bank of America
12.2015 - 04.2020
  • Contributed to agile transformation by collaborating with cross-functional teams to establish organizational structure and lead multiple teams as a product manager
  • Leveraged comprehensive Agile product management skills: backlog prioritization, stakeholder collaboration, data-driven decision making, market analysis to enhance client experience through faster and cost-effective solutions

Vice President, Trade & Market Data Analyst

Bank of America
04.2011 - 12.2015
  • Bridged communication between business units and technology teams to drive business outcomes
  • Spearheaded trade-related projects, focusing on self-managed trade entry and end-to-end trade settlements
  • Managed vendor relationships for market data acquisition and oversaw enterprise-wide data utilization

Business Analyst, Supply chain finance & Loans

Wells Fargo
07.2008 - 04.2011
  • Led end-to-end enhancement of Distress Desk PnL platform, driving efficiency improvement through strategic analysis and implementation of automated workflows
  • Steered vendor selection process by developing comprehensive RFPs, conducting technical evaluations, and negotiating with suppliers to achieve cost savings
  • Architected platform requirements and technical specifications, ensuring alignment with business objectives and regulatory compliance standards
  • Mentored and managed a cross-functional team of 5 analysts and testers and improving team productivity

Developer, Trade & Portfolio management

U.S. Trust
02.2006 - 06.2008
  • Architected and implemented portfolio modeling solutions that improved asset management efficiency by streamlining trade execution
  • Led vendor selection and management processes, which led to successful integration of critical trading platforms
  • Optimized performance of legacy applications by migrating from VB.Net to C#/.NET, reducing processing time and improving system reliability
  • Enhanced database performance through SQL query optimization and collaboration with DBAs

Developer, Global mobility tool

Perot systems
07.2004 - 01.2008
  • Developed and launched a dynamic e-commerce platform with role-based personalization, resulting in improved user engagement and targeted content delivery
  • Implemented intuitive search functionality with filters and auto-complete features, reducing average search time and increasing customer satisfaction
  • Deployed multi-tiered business logic with comprehensive unit testing, achieving 70% test coverage and reducing post-deployment issues

Education

Master's degree - Finance

University of Texas
01.2009

Bachelors of Engineering - Information Science

PESIT
01.2004

Timeline

Sr. Digital Director, Client Benefits & Financial Wellness

Bank of America
01.2022 - Current

Digital Director, Advice & Planning program manager

Bank of America
04.2020 - 01.2022

Vice President, Managed Solutions Product Manager

Bank of America
12.2015 - 04.2020

Vice President, Trade & Market Data Analyst

Bank of America
04.2011 - 12.2015

Business Analyst, Supply chain finance & Loans

Wells Fargo
07.2008 - 04.2011

Developer, Trade & Portfolio management

U.S. Trust
02.2006 - 06.2008

Developer, Global mobility tool

Perot systems
07.2004 - 01.2008

Bachelors of Engineering - Information Science

PESIT

Master's degree - Finance

University of Texas
BHAVANA MEDAEXECUTIVE DIRECTOR