KARAN LALA

• Successfully executed and delivered solutions to Non-Profits, For-Profits and government agencies for managing the pass-through grants and funds

• Successfully helped the partners with business process improvement effectively helping them manage more than $2B in funds

• Conducted SWOT Analysis, Earned Value Tracking, Operational cost estimation and profitability for Program Management tracking and reporting.

• Oversaw and managed program/portfolio resource allocations, financials and dependencies

• Successfully rolled out the New Account On-boarding application in US. The transitions was from a legacy based system the bank had been using since early 2000’s.

• Managed and integrated the Know your Customer (KYC) regulatory portfolio in Private Wealth Management (PWM) – across the different regions (APAC, LATAM, US, Europe and Asia)

• Increased efficiency and reduced the on-boarding the client time frame from 3 days to 2 hrs.

• Estimated Savings of ~185m in savings over the next 5 yrs to WM by reducing the maintenance overhead and retirement of legacy systems.

• Led a team of developers, testers and analysts for implementing various modules in the grants management lifecycle for HHS (Health and Human Services)
• Responsible for developing and maintain the roadmap for their User Management and Administration module
• Creating and managing project plans for implementation of the ‘Grant Solutions’ module
• Managing the budget for the contract and tracking the revenue by calculating the project cost and the contract cost
• Reporting logistics and statistics of project variables to determine risks associated to project.

• Responsible for gathering requirements and developing the Automated New Account Opening (PCS NAO) for Client Advisors and Sales Assistants