Kalyan C Pentakota
San Antonio,USA
Summary
- Dynamic and results-driven banking professional with a passion for entrepreneurship, seeking to re-enter the industry after a career break spent founding and leading a successful film production company.
- Six Sigma – Master Black Belt Associate with 25 years of experience in process reengineering, intelligent automation, project management, quality assurance, sales, and operations across banking and financial services.
- Executive member – Intelligent Automation Council, The Conference Board, USA.
- Successfully created and established a centralized process excellence and intelligent automation team for USAA Bank.
- Lead the development of transformation efforts in HSBC Operations by building the Six Sigma process excellence and Project Management teams from the grassroots level in five countries (India, Philippines, Malaysia, Egypt, USA).
- Champion in delivering successful results for high-visibility process improvement projects within an enterprise-wide deployment, with a track record of delivering bottom-line savings ($60M cost reduction in the last 5 years).
- Proven record of excellence in managing and motivating teams for running successful process improvement projects, and experienced in establishing and leading Lean Six Sigma deployments, developing strategic plans, etc.
- Certified Lean Six Sigma Trainer from Warwick University, UK.
- An effective planner with strong communication and analytical abilities.
- Back from a career break after pursuing my passion to achieve my personal life goals.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Executive Director – Process Excellence & Intelligent Automation
USAA BANK
04.2019 - 07.2022
- Leading the Process excellence and Intelligent Automation teams in USAA Bank – Deposits, Cards, Consumer Lending & Real Estate across Operations & direct channels and contact centre
- Built and lead a centralized bank process excellence team dedicated to high quality in support of critical service delivery activities; provide clear direction, priority, goals, performance feedback, mentoring and career paths for all process engineers
- Introduced Signavio BPM transformation suite to the bank to digitize process taxonomy and creating process architecture along with the linkage to process risks and controls inventory
- Winner of the 'Drive Operational Excellence' Bank Excellence award for the effort
- Enabled bank to mitigate risk, improve operational efficiency and enhance customer and employee experiences with process triage and redesign of processes through various PI engagements in retail banking
- Lead the bank intelligent automation team in supporting the bank on End-to-End Design, development, and deployment of robotic process automation (RPA) and workflow automation solutions
- Deployed more than 400 RPAs in past 3 yrs
- Across products delivering $50M in benefits, risk mitigation and automation of manual processes & manual controls
- Successfully implemented a process excellence relationship model for Bank business to support strategic and process improvement projects across bank products
- Successfully deployed the largest RPA project with 250 BOTs for COVID 19 for the bank processing 250K transactions in a month
- Winner of the 'Transformation for the future' Bank Excellence award for this effort
Director – Process Engineering
USAA BANK
06.2017 - 03.2019
- Leading the Process excellence team for Disciplined Execution and streamlining engagement in USAA Bank – Consumer Lending across Agile, Operations and direct channels and contact centre
- Managing a team of MBB, black belts, process engineers, RPA developers
- Set up a team for Robotic process automation/desktop automation in consumer lending and for its partners
- Created an RPA governance which is best practice shared with Enterprise RPA and Bank teams
- Successfully deployed 15 BOTs within a year of team formation to mitigate risks across business
- Guiding team on End-to-end reengineering projects across operations and direct channels and contact centre
- Created a WAR ROOM for consumer lending to create awareness among staff on end-to-end value stream mapping, regulations mapping to the process steps and Scaled Agile transformation
Vice President (US Lead) - Reengineering & Transformation
HSBC BANK USA
08.2015 - 05.2017
- Lead the Reengineering & Production Management (REPM) streamlining engagement in HSBC Bank USA - Retail Banking and Wealth Management across branch network, mortgages, cards and loans, wealth and contact centre
- Managing a team of MBB’s, black belts, process engineers, migrations, workflow, and MI experts
- Leading the streamlining work stream in USA for HSBC Retail banking global transformation programme
- Oversight of projects involving Robotic process automation/desktop automation for straight through processing
- Guiding teams on End-to-end reengineering projects across cards, mortgages and contact centre
- Creation of LIVE LABS initiative across selected branches to design, test, adapt and roll out of quick wins
- Lean Six sigma mass deployment through Lean & Six Sigma trainings and mentoring identified projects
- Interfacing with external consultants (KPMG, Accenture, Mckinsey) and internal clients/departments in onshore business, offshore and ensuring business service excellence
- Responsible for delivering step change in operational performance (cost, service levels, and customer satisfaction) through identification and prioritization of opportunities
Head – Operational Performance Improvement
HSBC BANK USA
01.2014 - 07.2015
- Led the Operational performance improvement vertical for HSBC Operations
- Closely acting with the business and senior management to develop objective, quantitative recommendations driven by ROI to deliver benefit to the overall enterprise using Lean Six Sigma approach
- Lead the development of Six Sigma awareness in HSBC Operations by building the Six Sigma Deployment teams from the grass root levels
- Delivered cost savings of $7M in the first year of the team formation through successful completion of 60 projects
- Functioned as trusted advisor to business partners and ensuring commercially based decisions for prioritizing and optimizing the change portfolio
- Assessing and suggesting innovative solutions infused with emerging technologies and solutions
Site Lead – Operational Performance Improvement
HSBC BANK
09.2006 - 12.2013
- Managed multi-site level Lean Six Sigma deployment teams across India, Philippines, Malaysia & Egypt
- Primary task of creating Six Sigma awareness in HSBC Operations across offshore group service centres by building effective lean Six Sigma Deployment teams
Manager – Quality
Tech Process Solutions Ltd.
01.2004 - 09.2006
- Company Overview: (ICICI group Company)
- (ICICI group Company)
Branch Manager
Travelex India Pvt. Ltd.
03.2003 - 12.2003
Business Manager
Standard Chartered Finance Ltd.
08.2000 - 02.2003
Team Manager – Business Development
Citibank
04.1995 - 05.1998
- Company Overview: (Credit Cards)
- (Credit Cards)
Education
MBA - Marketing
SSVP College of Management Studies
Visakhapatnam, Andhra Pradesh01.2000
BBM -
GITAM College of Management Studies
Visakhapatnam, Andhra Pradesh01.1995
Skills
- Strategic Planning
- Process Excellence
- Intelligent Automation
- Risk Management
- Transformation
- Change Management
- Project Management
- Process Re-engineering
- Robotic Process Automation
- Lean Six Sigma
- Process Improvement
- Innovation
- Contract management
- Program leadership
- Project management
- Program management
- Operations management
- Performance feedback
- Team leadership, training, and development
- Innovation and creativity
- Communications strategy
- Business management
Profile Snapshot
Dynamic and results-driven banking professional with a passion for entrepreneurship, seeking to re-enter the industry after a career break spent founding and leading a successful film production company., 25 years of experience in Process Reengineering, Intelligent Automation, Project Management, Quality Assurance, Sales & Operations across Banking & Financial Services., Six Sigma – Master Black Belt Associate, Certified Lean Six Sigma Trainer from Warwick University, UK, Effective planner, Strong communication, Analytical abilities
Professional Enhancements
Six Sigma – Master Black Belt (Indian Statistical Institute, Bangalore), Six Sigma – Black Belt (Asian Institute of Quality Management), Scaled Agile Framework - PMPO, PMI Trained, Risk Management & Compliance Professional - American Bankers Association
Previous Experience
- Tech Process Solutions Ltd (ICICI group Company), Mumbai, Manager – Quality (01/04 - 09/06)
- Travelex India Pvt Ltd., Bangalore, Branch Manager (03/03 - 12/03)
- Standard Chartered Finance Ltd., Bangalore, Business Manager (08/00 - 02/03)
- Citibank (Credit Cards), Bangalore, Team Manager – Business Development (04/95, 05/98)
Certification
Six Sigma – Master Black Belt (Indian Statistical Institute, Bangalore)
Six Sigma – Black Belt (Asian Institute of Quality Management)
Scaled Agile Framework - PMPO
References
References available upon request.
Timeline
Executive Director – Process Excellence & Intelligent Automation
USAA BANK
04.2019 - 07.2022
Director – Process Engineering
USAA BANK
06.2017 - 03.2019
Vice President (US Lead) - Reengineering & Transformation
HSBC BANK USA
08.2015 - 05.2017
Head – Operational Performance Improvement
HSBC BANK USA
01.2014 - 07.2015
Site Lead – Operational Performance Improvement
HSBC BANK
09.2006 - 12.2013
Manager – Quality
Tech Process Solutions Ltd.
01.2004 - 09.2006
Branch Manager
Travelex India Pvt. Ltd.
03.2003 - 12.2003
Business Manager
Standard Chartered Finance Ltd.
08.2000 - 02.2003
Team Manager – Business Development
Citibank
04.1995 - 05.1998
MBA - Marketing
SSVP College of Management Studies
BBM -
GITAM College of Management Studies
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