Ruchika Patel
Jersey City,USA
Summary
Enterprise Transformation Executive with extensive experience in driving large-scale transformation and digital finance modernization across global financial services. Demonstrated ability in designing operating models, enhancing compliance frameworks, and delivering measurable ROI through ERP implementation and process automation.
Overview
19
19
years of professional experience
Work History
Associate Director, US CFO Transformation
RBC Capital Markets
Jersey City, NJ
03.2023 - Current
- Led an enterprise transformation program for 400+ finance stakeholders across multiple entities. Defined and implemented a Target Operating Model to modernize finance operations and reporting infrastructure.
- Delivered a comprehensive finance program that improved productivity through ERP transformation and automation, generating $40M in measurable cost benefits aligned with strategic objectives.
- Executed finance automation strategy, reducing manual reporting effort and improving regulatory reporting data accuracy across multiple cycles.
- Accelerated project delivery timelines by implementing Agile Transformation methodologies, increasing cross-functional execution speed by 20% and strengthening collaboration between Finance Business Partners and Technology teams.
- Influenced executive decision-making by leading Executive Steering Committee reporting, presenting transformation roadmaps, risk assessments, and business case outcomes to senior leadership.
- Secured funding and prioritization for 8+ concurrent transformation initiatives by developing business cases and cost-benefit analyses for finance system upgrades.
- Built and developed high-performing team of 5+ direct reports to execute operating model redesign initiatives, enhancing workforce capability and scaling transformation.
Vice President, Controllers Technology Group
Goldman Sachs
Jersey City, NJ
01.2017 - 03.2023
- Led enterprise transformation initiatives that redesigned the global Controllers systems architecture and operating model. Reduced operational inefficiencies by 35% through technology-driven workflow automation.
- Optimized enterprise systems architecture by implementing scalable solutions, eliminating system fragmentation and aligning Controllers' strategic objectives across global finance functions.
- Established transformation governance frameworks across 10+ workstreams. Improved program transparency, risk management, and strategic alignment while coordinating 30+ cross-functional stakeholders from Finance, Technology, Risk, and Compliance.
- Enabled global automation and remediation initiatives, enhancing financial reporting accuracy and system reliability while resolving Federal Reserve Matters Requiring Attention (MRA) affecting Finance, Risk, and Compliance operations.
Senior Financial Systems Analyst
Quest Diagnostic
Madison, NJ
08.2014 - 01.2017
- Standardized finance reporting across 6+ business units by implementing automated dashboards that enhanced leadership visibility into financial performance metrics.
- Enhanced audit readiness and internal control effectiveness by integrating reporting systems across application silos and improving enterprise data governance practices.
- Redesigned financial workflows through process re-engineering and system integration, reducing reporting cycle time and improving timeliness of financial insights.
- Partnered with IT to align system enhancements with business cases and long-term operating model objectives, improving cross-functional collaboration and delivery.
Senior FIS Specialist
National Basketball Association (NBA)
Secaucus, NJ
09.2012 - 08.2014
- Developed advanced SQL queries and automated dashboards that deliver real-time financial analytics, enhancing executive decision-making and strategic visibility.
- Transformed invoice processing from manual, paper-based workflows to fully automated systems. This improved process efficiency by 35%, enhanced audit control transparency, and reduced operational costs by eliminating 20,000 manual hours annually.
- Collaborated with IT leadership to enhance system architecture and integration, supporting broader operating model redesign initiatives.
- Designed and executed training program for 800+ users, achieving 90% adoption and ensuring consistent system utilization.
- Standardized documentation practices across 30+ NBA teams, enhancing reporting quality and regulatory alignment, boosting stakeholder confidence in financial outputs.
Business Intelligence Analyst
Marsh & McLennan Companies, Inc.
Hoboken, NJ
04.2011 - 09.2012
- Strengthened reporting accuracy by 10% and accelerated delivery timelines through enterprise data solutions and digital transformation initiatives in data warehouse environments.
- Led user acceptance testing to accelerate system validation cycles and ensure alignment of business requirements with technology implementation.
- Improved documentation standards and governance practices to enhance stakeholder confidence in reporting outputs.
Financial Systems Analyst
NYU Langone Medical Center
New York, NY
08.2007 - 04.2011
- Supported enterprise financial system implementation through PeopleSoft GL deployment and data conversion, facilitating operating model transformation.
- Developed training materials and facilitated workshops that improved user adoption and operational effectiveness, increasing system proficiency and reducing reporting errors.
- Built financial queries and reports to enhance audit compliance and support year-end close and regulatory review processes.
Education
AI-Driven Leadership - Artificial Intelligence
Stanford University
Stanford, CA04-2026
Generative AI Fundamentals -
Databricks Academy Accreditation
02-2026
Google Project Management Certificate -
Coursera
01-2022
Bachelor of Science - Finance
Pennsylvania State University
12-2006
Skills
- Enterprise Transformation Strategy
- Operating Model Design
- Transformation Roadmap Development
- Transformation Governance
- Agile Transformation
- Change Management
- Program Management (PMO)
- Cross-Functional Leadership
- Stakeholder Engagement & Executive Influence
- Budget Management
- Organizational Change
- Digital Finance Modernization
- Financial Systems Architecture
- ERP Implementation & Transformation
- Strategic Finance Planning
- System Integration
- Process Optimization & Automation Strategy
- Enterprise Data Platforms & Strategy
- Data Warehousing & Advanced Analytics
- Advanced Analytics & BI Tools
- Leadership & Talent Development
- Executive Communication
- Cross-Functional Team Building
- Oracle
- PeopleSoft Financials
- Hyperion
- Tableau
- Power BI
- SQL
- Advanced Dashboarding
- Data Warehousing
- AI Tools
- Automation Platforms
- JIRA
- Confluence
- SharePoint
- Workspace
Websites
Technical Skills
Oracle, PeopleSoft Financials, Hyperion, Tableau, Power BI, SQL, Advanced Dashboarding, Data Warehousing, AI Tools, Automation Platforms, JIRA, Confluence, SharePoint, Workspace
Timeline
Associate Director, US CFO Transformation
RBC Capital Markets
03.2023 - Current
Vice President, Controllers Technology Group
Goldman Sachs
01.2017 - 03.2023
Senior Financial Systems Analyst
Quest Diagnostic
08.2014 - 01.2017
Senior FIS Specialist
National Basketball Association (NBA)
09.2012 - 08.2014
Business Intelligence Analyst
Marsh & McLennan Companies, Inc.
04.2011 - 09.2012
Financial Systems Analyst
NYU Langone Medical Center
08.2007 - 04.2011
AI-Driven Leadership - Artificial Intelligence
Stanford University
Generative AI Fundamentals -
Databricks Academy Accreditation
Google Project Management Certificate -
Coursera
Bachelor of Science - Finance
Pennsylvania State University