Sanjay Patel
Oracle Financial Services Software
North Brunswick,NJ
Work Preference
Minimum Desired Compensation
$150000/yr
32
Years of experience
Dynamic director-level executive with over 13 years of experience in technical solutioning and program management, specializing in Enterprise Portfolio Governance and PMO leadership. Proven track record of overseeing all facets of business operations, including P&L accountability and governance for a consulting portfolio generating over $65M in annual revenue. Recognized as a trusted advisor to C-suite executives, adept at translating business strategies into effective operating models that align organizational efforts to achieve measurable outcomes. Expertise in establishing governance frameworks that lead cross-functional teams, enhance operational data-driven analysis, implement process improvements, and drive operational excellence while adapting swiftly to new technologies and business landscapes to deliver immediate value.
Work History
Director Business Planning
13 Years 4 Months- • Directed governance, business planning, and operating cadence of consulting portfolio with $65M+ in annual revenue, spanning 80+ programs, across 30+ customers and 15+ countries.
• Translated business strategy and targets into budgets, KPIs and operating plans in partnership with P&L owners and Finance; managed forecast-versus-budget variances and identified remedial actions.
• Established enterprise governance frameworks and executive review cadence covering portfolio health, financial performance, KPIs versus targets, risks, mitigation plans and transformation initiatives.
• Reduced Red Programs to below 8% through portfolio-level governance, structured improvement plans, cross-team alignment, risk management and timely intervention.
• Scaled delivery capacity from 220 to 400+ consultants by aligning hiring with business forecasts and organizational growth.
• Enabled $200M+ annual bookings through territory planning, deal modelling & contract governance.
• Improved operating margin by 8% and billable utilization by 5%+ through forecasting improvements, operational efficiency and transformation initiatives.
• Consistently achieved more than 100% of financial targets with actual-to-forecast variance within 2%, and improved cash flow by reducing DSO from 90+ to 45 days.
• Established data-driven operating framework to identify trends, prioritize improvement areas and track corrective actions.
• Operationalized three organizational reorganizations, ensuring seamless transitions in operating models, processes and responsibilities.
• Led organization integration initiatives involving rollout of enterprise applications, business practices, corporate standards and operating processes.
• Established employee feedback and change-management processes to align tools, methodologies, accelerators and processes with product strategy, capabilities and changing customer and market needs.
Program Manager
5 Years 6 Months- Led several Banking Product Implementation programs with a team size of up to 80+ consultants. Responsibility included Program Planning & Execution, Governance framework, Executive Reporting, Stakeholder Management, Risk Management, Change Management, Cross-team coordination, team alignment, and compliance to organization process & guidelines.
- Managed multi-country rollout of credit risk solution, achieving 10%+ improvement in delivery costs and timelines for each country rollout through process and implementation improvements, while leading an 18-member team in program planning, execution, governance, stakeholder management, and cross-team coordination.
Associate Consultant
12 Years 2 Months- 15% cost reduction delivered for equity applications at US investment bank through support program management. Governance and stakeholder management framework established for 50-member global team transition, maintaining 24/7 coverage.
- 5 support & SLA adherence, and enhancements.
- Directed delivery of operational cost savings program by leading 15-member global team and driving process service optimization and solution implementation for U.S. general insurance organization.
- Self-service web portal streamlined settlement transaction initiation and status tracking for depository customers. Scalable framework delivery benefited from leadership of 12+ member team across solution architecture, infrastructure setup, technology, and delivery.
- Drove end-to-end digital transformation for primary dealer operations, including regulatory reporting, while architecting and guiding technology execution through every SDLC phase.
- Successful Y2K remediation for Scottish bank came through leadership of 70+ member global delivery team, with focus on planning, execution, testing, risk management, and stakeholder communication.
- Oversaw requirements, design, development, testing, deployment, and implementation across all SDLC phases for Custodian application supporting securities settlement fund manager and regulatory reporting.
- Codified and participated in domain and digital solution accelerator market research quality assurance and business development activities to strengthen practice development initiatives.
System Analyst
1 Year 1 Month- Developed and implemented a software application on IBM Mainframe, including coding, unit testing, and user acceptance testing support.
Education
CFA - Finance & Investments
Master of Technology - Reliability Engineering
Bachelor of Engineering - Mechanical Engineering
Skills
Business Strategy
Strategic Planning
Enterprise Portfolio & PMO
Business Operations
Operating Model
Change Management
Governance Frameworks
P&L Governance
Business Communication
Budgeting
Executive dashboards
Data-Driven Analysis
Process Optimization
Operating Model Transformation
Agile Methodology
Delivery Excellence
Managed Services
Global Delivery
Service Management
Stakeholder Management
Executive Reporting
Dashboard reporting
Cross-functional Leadership
Organization Alignment
Organizational Scaling
Business Development Planning & Support
Managed services delivery
Resource Management
Talent Development
Organizational scaling
Business review meetings
Talent development programs
Communication
Accomplishments
- Led a 7-member team, with matrixed reporting hierarchy, to implement business strategy and plans, for business growth of more than 50% over 3 years to $65M+ from 80+ programs across 30+ customers located in 15+ countries.
- Aligned cross-functional teams (C-level executives, Sales, Delivery, Product, Support, Finance, Global Process, Enterprise Technology, Legal, Contract, etc.) to deliver business outcomes, through effective communication, training and information management.
- Improved 8% increase in operating margin and billable utilization by 5%+ through forecast improvement and successful implementation of improvement programs.
- Reduced % of Red Programs below 8%, through portfolio level governance, cross-team collaboration, process improvement, risk management practices, and timely interventions.
- Scaled delivery capacity by more than 80%, in alignment with business forecast
- Consistently achieving more than 100% of financial targets, actual to forecast variance within 2% and improving cash flow by reducing DSO to 45 days from 90+ days
- Reduce 10%+ delivery cost & timelines for multi-country rollout, through process & implementation improvements.
- Deliver 15% reduction in managed-services costs through global teams, while ensuring SLA levels.
- Achieved 20%+ operational cost savings through process and service optimization.
- Support Business Development and GTM activities to achieve $200M+ in annual bookings.
Personal Information
Title: Enterprise Portfolio Governance & PMO | Business Operations | Strategy | Transformation
Timeline
Director Business Planning
Oracle Financial Services Software
01.2013 - 05.2026Read More
Program Manager
Oracle Financial Services Software
06.2007 - 12.2012Read More
Associate Consultant
Tata Consultancy Services (TCS)
03.1995 - 05.2007Read More
System Analyst
Syntel Software Pvt Ltd
02.1994 - 03.1995Read More
University of Mumbai
Bachelor of Engineering from Mechanical Engineering
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Indian Institute of Technology (IIT)
Master of Technology from Reliability Engineering
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ICFAI University
CFA from Finance & Investments
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