KEYUR SHAH
Operation & Finance Transformation Leader
Houston,TX
Summary
Results-driven Vice President with extensive experience in business intelligence and operations management. Developed and implemented optimized solutions that translate C-level directives into actionable initiatives, enhancing operational efficiency and financial performance.
Overview
20
20
years of professional experience
1
1
Certification
Work History
VP Business Transformation & India Strategy
ARCHER Systems LLC
Houston, Texas
07.2022 - Current
- Reporting to COO and working closely with CFO/CIO & other key stakeholders by driving operational excellence through process re-engineering, automation (e.g., RPA), and digital transformation.
- Leading strategic transformation initiatives across departments and cultivating a culture of continuous improvement by deploying Lean Six Sigma methodologies across operational functions.
- Built and scaled captive offshore center in India and also managed third-party BPO relationships in South Asia, achieving 99.5% SILA compliance.
- Managed team of Six Sigma Master Black Belts and Black Belts to drive process improvement initiatives.
- Oversaw overall operations of the offshore office in India for 300+ employees.
- Aligned business operations with corporate strategies to support transformation goals.
- Setting up offshore development team to have 24/5 coverage and support.
- Created the Business Continuity plan and contingency plans to minimize impact on operations.
- Implemented performance metrics to evaluate project success and efficiency that resulted in cost savings across the board.
- Created program to promote new managers from within, leading to cohesive leadership structure.
- Led team of 15-20 in Treasury Ops, overseeing daily QSI and Treasury operations requests to ensure timely processing.
- Cash management for both Internal Operating Accounts and QSFs.
- Working capital, cash flow & Liquidity risk management.
Director of Treasury/Financial Operations
ARCHER Systems LLC
Houston, Texas
01.2021 - 06.2022
Global Treasury/Finance Director
American InfoSource (AIS)
Houston, Texas
03.2019 - 01.2021
- Developed SOPs and procedures that strengthened risk management and improved assessment of treasury internal controls.
- Capital budgeting and evaluating investment opportunities.
- Cultivated and maintained banking relationships with major global banks to support operational funding and financial strategies.
- Raising sustainability long terms financing & Covenants management against the LOC.
- Providing monthly updates to the client with overall progress for their QSF/claimants.
- Led a team of 10 to 15 across USA and India, enhancing collaboration and operational efficiency.
- Collaborated with banks to secure lines of credit for growth and expansion efforts.
- Evaluated internal controls and managed risks in cash management operations, protecting client assets.
- Provided management reports for long-term strategic planning, driving business growth restructuring.
- Generated monthly financial statements and trend analyses to boost profitability for clients.
- Monitored financial metrics closely while preparing short- and long-term cash forecasts by business unit.
- Generated $2.5 million in revenue within 12 months, increasing BPO business unit market share.
- Enhanced operational efficiency by streamlining client processes through an effective outsourcing model.
- Established partnership with client onsite team, managing transition of over 80 processes from USA to India.
Director of Strategic Alliances
American InfoSource (AIS)
Houston, Texas
09.2017 - 03.2019
- Executed targeted marketing strategies to nurture relationships with potential clients and explore new opportunities.
- Collaborated with cross-functional teams throughout the alliance lifecycle from initial engagement through post-launch evaluation.
- Analyzed data using Salesforce to track performance metrics and uncover market opportunities.
- Interpreted performance data to guide strategic decisions and refine marketing initiatives.
- Facilitated successful transitions of client processes while ensuring minimal service disruption.
Head of Finance
American InfoSource (AIS)
Vadodara, Gujarat
10.2012 - 09.2017
- Led India accounting team in daily operations, including GI. accounting, accounts payables, accounts receivables, bank reconciliations, and audits.
- Transitioned majority of accounting processes from USA offices to India to reduce overall cost with improved quality.
- Supported client audits, external audits, and SOC audits to ensure compliance and accuracy.
- Negotiated and managed corporate and employee insurance policies and benefits plans to align with organizational needs.
- Oversaw local accounting department and ensured timely delivery of daily financial reports.
- Prepared weekly/monthly/quarterly forecast for sales & labor for different depts.
Assistant Financial Controller
Britannia Hotels
Liverpool, United Kingdom
10.2008 - 01.2012
- Developed SOPs and procedures that strengthened risk management and improved assessment of treasury internal controls.
- Capital budgeting and evaluating investment opportunities.
- Cultivated and maintained banking relationships with major global banks to support operational funding and financial strategies.
- Raising sustainability long terms financing & Covenants management against the LOC.
Treasury Officer - Head Office
Britannia Hotels
Liverpool, United Kingdom
10.2007 - 10.2008
- Reconciled daily bank transactions and posted payments against invoices.
- Reported discrepancies and issues to controller, facilitating resolution with Head Office accounts department.
- Managed account receivables and followed up with clients to secure outstanding payments.
- Generated weekly bank reconciliation reports for all hotels to support financial accuracy and oversight.
- Resolved bank queries on payments and receipts to facilitate smooth financial operations.
Senior Accountant
Britannia Hotels
Liverpool, United Kingdom
05.2006 - 09.2007
- Maintained daily sales ledger through payment postings and reconciled with bank deposits to ensure accurate financial records.
- Created monthly certificates to facilitate credit loan processes.
- Prepared ageing reports to maintain cash flow by posting supplier payments and reconciling accounts payable/receivable.
- Oversaw account reconciliations and month-end closing processes.
- Ensured accuracy in financial records by posting revenue adjustments for VAT claims and reconciling petty cash daily.
Education
Master's - Business Management
University of Liverpool
Bachelor of Commerce - Accounting & Finance
M. S. University
Skills
- Transformation strategies
- Change management
- Global operations
- Operations management
- Operational excellence
- System implementation
- Finance expertise
- Critical thinking
- Documentation and reporting
- Effective communication
- Leadership skills
Certification
Chartered Global Management Accountant (CGMA/CIMA)
Personal Information
Title: Vice President
Timeline
VP Business Transformation & India Strategy
ARCHER Systems LLC
07.2022 - Current
Director of Treasury/Financial Operations
ARCHER Systems LLC
01.2021 - 06.2022
Global Treasury/Finance Director
American InfoSource (AIS)
03.2019 - 01.2021
Director of Strategic Alliances
American InfoSource (AIS)
09.2017 - 03.2019
Head of Finance
American InfoSource (AIS)
10.2012 - 09.2017
Assistant Financial Controller
Britannia Hotels
10.2008 - 01.2012
Treasury Officer - Head Office
Britannia Hotels
10.2007 - 10.2008
Senior Accountant
Britannia Hotels
05.2006 - 09.2007
Master's - Business Management
University of Liverpool
Bachelor of Commerce - Accounting & Finance
M. S. University