Summary
Overview
Work History
Education
Skills
Certification
Key Impact Achievements
Personal Leadership Attributes
Operational Business Excellence Programs
Sap Digital Transformation Leadership
Recognition Career Milestones
Timeline
Generic

Heena Sharma

Summary

Accomplished professional with over 20 years of experience in banking, insurance, oil and gas, construction, and services industries, specializing in enterprise-wide business and technology transformation within global MNC environments. Expertise in bridging the gap between business strategy and technology execution, effectively translating complex requirements into scalable SAP and operational solutions that enhance performance. Recognized for spearheading operational and cultural transformation initiatives that boost efficiency, strengthen governance, and transition organizations from cost-centric operations to value-driven business functions. Proven success in designing and executing transformation roadmaps and strategic programs, ensuring the effective delivery of complex SAP-enabled initiatives across diverse teams. Strategic professional with a proven track record in driving SAP enhancements and process optimization. Engages cross-functional teams to translate complex business requirements into actionable solutions, ensuring alignment and accountability through robust governance frameworks.

Overview

20
20
years of professional experience
1
1
Certification

Work History

SAP Functional Lead – Oceania

Kalmar
07.2021 - Current

• Lead SAP functional support and transformation initiatives across the Oceania region, aligning business strategy with SAP capabilities and operational execution

• Acted as the primary interface between business stakeholders, solution owners, and global SAP teams, facilitating seamless communication and delivery alignment

• Drove continuous improvement across SAP-enabled processes in logistics, finance, and supply chain, resulting in enhanced operational effectiveness and business performance

• Enable successful adoption of SAP changes through structured release management, communication, and user engagement strategies

Change Management & Governance

• Own end-to-end Change Request (CR) lifecycle, including requirement gathering, solution design alignment, testing coordination, and deployment readiness

• Led UAT governance, validating business-critical changes and maintaining system integrity

• Established and managed governance frameworks through solution forums, engaging key users and implementing structured decision-making processes that strengthened alignment and accountability

Stakeholder Engagement & Delivery Excellence

• Translate complex business requirements into scalable SAP enhancements and process improvements

• Delivered training and enablement programs that strengthened SAP adoption and user capability

• Lead cross-functional initiatives to improve operational efficiency and streamline business processes

Performance, Reporting & Business Impact

• Enhanced SAP system stability, governance, and change control processes across Oceania operations

• Enhanced user adoption and cross-functional alignment with structured engagement and delivery practices

• Created and managed project plans, timelines, and reporting frameworks to ensure effective delivery governance and accurate forecasting

• Provided executive-level reporting, dashboards, and insights that enabled data-driven decisionmaking

• Assessed customer and business feedback to promote continuous improvement in processes and service delivery

Assistant Branch Manager – Operations & Finance

Max Newyork Life Insurance Company
12.2008 - Current
  • Managed branch operations across finance, administration, and customer service functions
  • Oversaw invoice processing, cash handling, financial reconciliation to ensure accurate financial operations
  • Led policy processing, KYC verification, and claims validation processes
  • Generated management reports highlighting business performance, renewals, policy issuance to inform strategic decision-making
  • Managed vendor onboarding, registration, payment processing workflows to streamline vendor relationships
  • Supervised back-office operations and ensured SLA adherence
  • Led operational workflow optimization and team coordination

Operations Business EI

Schindler
01.2021 - 06.2021

Customer & Service Operations

  • Managed end-to-end customer service operations, resolving billing queries and coordinating services to enhance customer satisfaction
  • Delivered structured operational reports to improve transparency and support informed decision-making
  • Ensured compliance with insurance, service, and regulatory documentation requirements

Operations & Field Support

  • Coordinated workforce scheduling and operational planning to optimize service delivery and improve resource allocation

Asset & Field Management

  • Supported field operations by coordinating technicians and tracking equipment to ensure timely service delivery
  • Collaborated with subcontractors to optimize service delivery and operational performance

Delivery & Operational Excellence

  • Strengthened day-to-day operational efficiency through effective coordination and process discipline
  • Quickly adapted to new systems, tools, and operational requirements in a dynamic environment

Administrative Manager – ERP Systems

Jeweal Prosoft Co. Ltd.
01.2020 - 08.2020
  • Facilitated ERP-based reporting, documentation, and data management to enhance decision-making
  • Developed structured reports and managed business release templates and CRM data for streamlined operations
  • Verified accuracy of project documentation and client deliverables to uphold quality standards
  • Supported internal teams with data extraction and reporting requirements

Business Continuity Coordinator (Project Delivery)

Transurban
07.2019 - 12.2019
  • Facilitated enterprise Business Continuity System implementation project
  • Assisted in Business Impact Assessments and coordinated vendor relationships
  • Oversaw large-scale data validation, migration, and reporting activities to ensure accuracy and completeness
  • Ensured data integrity across multiple enterprise systems
  • Conducted data analysis using advanced Excel techniques for reporting accuracy

Customer Service & SAP FICO Process Coordinator

Medibank (Health Insurance)
02.2019 - 06.2019
  • Processed high-volume SAP invoices for large corporate clients, ensuring timely payment and accurate financial records
  • Validated insurance claims, policy data, and financial transactions in SAP
  • Managed vendor communication and streamlined payment reconciliation processes to enhance financial accuracy
  • Ensured accuracy of billing, claims, and financial reporting workflows, contributing to reliable financial data

Operations Support

BP Oil & Gas Australia
10.2018 - 12.2018
  • Maintained high-volume operational data in Excel, utilizing Pivot Tables and VLOOKUP for data analysis and reporting
  • Managed SAP invoice processing, reconciled payments, and updated vendor information to ensure financial accuracy
  • Supported finance and property lease administration to facilitate smooth operational processes
  • Maintained accurate documentation, filing, and compliance support

Customer Experience Evaluator

Albatross CX (Melbourne)
02.2017 - 07.2018
  • Evaluated customer service performance to identify areas for improvement
  • Provided structured feedback to enhance service quality standards
  • Collected data and created analytical reports to inform business decisions

Operations Manager

Trueline Technologies Pty Ltd
01.2015 - 02.2016
  • Managed enterprise customer records and data governance processes to ensure data integrity and compliance
  • Maintained digital documentation systems and communication templates for streamlined information sharing
  • Supported website backend data entry and content management systems to enhance user experience and content accuracy

Customer Service & Branch Admin

Bajaj Allianz Life Insurance Company
07.2006 - 12.2008
  • Coordinated back-office operations, reporting, and invoice management to streamline processes
  • Monitored compliance with operational documentation standards to uphold regulatory requirements
  • Oversaw vendor payments and ERP-based financial processing (Finacle) to maintain financial accuracy

Branch Operation Executive

Aviva Life Insurance Company
01.2007 - 11.2008
  • Facilitated collaboration with finance, IT, HR, and legal teams to enhance operational support
  • Monitored compliance with documentation standards and regulatory processes to mitigate risks
  • Oversaw operational data entry and financial processing to ensure accuracy and timeliness
  • Generated reports for lease, agreements, and operational tracking

Officer Trainee

IndusInd Bank
07.2006 - 12.2006
  • Facilitated banking operations, including account openings and clearing processes, ensuring compliance and efficiency.
  • Provided support for insurance and mutual fund sales, enhancing client experience and product knowledge.
  • Coordinated customer service and back-office operations, streamlining workflows and improving service delivery.

Education

Master of Business Administration - Business Strategy, Management, and Organizational Leadership

MBA
01-2012

Master of Commerce - Finance, Accounting, and Business Operations

M.COM
01-2007

Skills

  • SAP certified project manager
  • Enterprise implementation and program management
  • Product ownership and business transformation
  • Global stakeholder management
  • Executive communication skills
  • Business requirement alignment
  • Solution design and delivery governance
  • Operational excellence and process optimization
  • Continuous improvement strategies
  • Analytical capability and problem-solving
  • Data-driven decision-making
  • Detail orientation

Certification

  • SAP Activate Project Manager – Certified, SAP, SAP project delivery methodology, agile implementation, and end-to-end SAP lifecycle management
  • Lean Six Sigma – Yellow Belt Certification, Certified, Process improvement, operational efficiency, and quality management frameworks

Key Impact Achievements

  • Led enterprise-wide SAP transformation programs, including 3PL warehouse integration and SAP Field Service Management (FSM / Click Scheduling) rollout across Australia & New Zealand, enhancing supply chain visibility, optimizing field service execution, and strengthening end-to-end system integration
  • Delivered $35K+ in measurable cost savings through strategic 3PL implementation project, and efficiency optimization, improving cost control and overall operational performance
  • Architected and deployed PMO governance frameworks, KPI dashboards, and executive reporting structures, enabling real-time, data-driven decision-making at senior leadership level
  • Awarded Operational Excellence recognition at Medibank for driving sustained improvements in service quality, process efficiency, and operational performance consistency

Personal Leadership Attributes

  • Fast learner with strong ability to adapt and apply knowledge in complex environments
  • Execution-focused mindset with strong 'action over discussion' approach
  • High emotional intelligence (EQ) with strong people and stakeholder orientation
  • Comfortable operating in ambiguity, change, and fast-moving transformation environments
  • Strong attention to detail with consistent focus on quality and governance
  • Belief in compounding improvement through consistency and disciplined execution

Operational Business Excellence Programs

  • Customer Master Data Governance & Freight Matrix Optimization
  • Norsu Demerger & Brand Testing Global Project
  • Continuous improvement programs across SAP-enabled operations

Sap Digital Transformation Leadership

  • SAP 3PL Warehouse Integration
  • SAP Field Service Management (FSM) / ClickScheduling Integration Program
  • SAP CS / ClickView Transformation Initiative
  • Enterprise system alignment and cross-functional integration programs

Recognition Career Milestones

  • 2019, Medibank – Operational Excellence Award (High Performance Team Recognition)
  • 2014, Max Newyork Life Insurance – Best Customer Service Award Winner
  • 2012, Max Newyork Life Insurance– Cost Optimization Excellence Recognition
  • 2010, Achieved Highest KYC Reporting & Business Performance Score
  • 2008, Banking Officer – Top Performance Recognition Award

Timeline

SAP Functional Lead – Oceania

Kalmar
07.2021 - Current

Operations Business EI

Schindler
01.2021 - 06.2021

Administrative Manager – ERP Systems

Jeweal Prosoft Co. Ltd.
01.2020 - 08.2020

Business Continuity Coordinator (Project Delivery)

Transurban
07.2019 - 12.2019

Customer Service & SAP FICO Process Coordinator

Medibank (Health Insurance)
02.2019 - 06.2019

Operations Support

BP Oil & Gas Australia
10.2018 - 12.2018

Customer Experience Evaluator

Albatross CX (Melbourne)
02.2017 - 07.2018

Operations Manager

Trueline Technologies Pty Ltd
01.2015 - 02.2016

Assistant Branch Manager – Operations & Finance

Max Newyork Life Insurance Company
12.2008 - Current

Branch Operation Executive

Aviva Life Insurance Company
01.2007 - 11.2008

Customer Service & Branch Admin

Bajaj Allianz Life Insurance Company
07.2006 - 12.2008

Officer Trainee

IndusInd Bank
07.2006 - 12.2006

Master of Business Administration - Business Strategy, Management, and Organizational Leadership

MBA

Master of Commerce - Finance, Accounting, and Business Operations

M.COM
Heena Sharma