Summary
Overview
Accomplishments
Work History
Education
Skills
Interests
Timeline
Generic

Tanya Chopra

Transformation & Change Consultant
Doha,DA

Summary

Versatile and innovative Associate Director with 14 years of experience driving transformational digital change across cross-functional teams. Seasoned leader adept at supporting and enhancing operations with a decisive leadership style and strategic approach to decision making. Collaborative professional committed to partnering with business partners to promote an engaged & empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.

Overview

1
1
Language
6
6
years of post-secondary education
12
12
years of professional experience

Accomplishments

  • Successfully delivered a cross border target operating model, re-locating operations from Malaysia to a center of excellence in Canada to mitigate an impact of approx.
  • 5MM.
  • Led implementation of two business managed applications (risk controls and electronic signatures) for over 200 users in Client Operations Canada.
  • Co-led current state analysis of physical cheque processes to build a future state blueprint enabling digitization of 70% of physical cheques in response to the pandemic within 6 weeks.
  • Led roll-out of digital portal for clients to submit instructions automating 60% of manual processes across global teams in 3 regions and 300 clients and investment managers.
  • Created and rolled out a strategic client survey soliciting actionable insights to support development of Entitlement’s strategy with an 80% response rate.
  • Implemented a global response tracking tool for Voluntary Corporate Actions processing (in UK and Kuala Lumpur) to support a standardized follow the sun model creating straight through processing of up to 40%.
  • Created a framework for professional standards to promote a culture of high performance, accountability and collaboration for virtual teams.
  • Launched a global task force (covering 9 locations) with the objective of increasing employee engagement through collaboration and recognition.
  • Conducted holistic process reviews leading to recommendations to automate notifications by 15%.
  • Supported Organizational Readiness by preparing and delivering training on a new custody platform to 32 end users, including compilation of desk operating procedures.

Work History

Associate Director

RBC Investor & Treasury Services
Toronto, Ontario
01.2020 - Current
  • Successfully transitioned million dollar operating model for Robotic Processing Automation (RPA)program from Operations to IT.
  • Successfully delivered a cross border target operating model, re-locating operations from Malaysia to a center of excellence in Canada to mitigate an impact of approx. $5MM.
  • Led implementation of two business managed applications (risk controls and electronic signatures) for over 200 users in Client Operations Canada
  • Co-led current state analysis of physical cheque processes to build a future state blueprint enabling digitization of 70% of physical cheques in response to the pandemic within 6 weeks.
  • Designed a streamlined initiative management framework to drive enhanced transparency on intake, pipeline management & value realization of projects.
  • Lead discussions with business owners to develop pipeline of change opportunities through value positioning enabling achievement of operational excellence, risk reduction and enhanced client experience.
  • Manage team responsible for writing business cases for review by executive leadership teams to request project funding.
  • Coach transformation leaders in use of project management principles and best practices, ultimately helping them embed capabilities in their day-to-day functions.
  • Analyzed impacts of regulatory changes on operations and developed mitigation plans.
  • Built library of reusable knowledge-base assets to produce consistent and streamlined business intelligence results for portfolio management.
  • Engaged analytical subject matter experts outside project teams to drive troubleshooting of critical process-related deviations and enhance process improvements
  • Conducted feasibility and cost-benefit studies for diverse capital projects

Associate Director

Next Generation Optimization
08.2018 - 12.2019
  • Led pilot program (budget of half a million dollars) for I&TS to assess cost-effectiveness of optical character recognition (OCR) technology in collaboration with multiple lines of RBC businesses.
  • As Process Lead, collaborated with global business groups in a cross functional environment to identify opportunities for synergy and efficiency to develop a centralized global repository for storage of legal client documentation.
  • Spearheaded intake digitization efforts for trade and cash instructions from clients leading to standardized processing of several key processes to determine fit for RPA automation.
  • Provided recommendations in development of OCR and RPA technologies and processes
  • Set up and ran meetings between senior leadership and third-party stakeholders to conduct joint operations and cement partnerships

Senior Manager

Entitlements Services
05.2016 - 07.2018
  • Developed a team of client representatives across multiple locations supporting approx 5000 queries a month.
  • Led roll-out of digital portal for clients to submit instructions automating 60% of manual processes across global teams in 3 regions and 300 clients and investment managers.
    Created and rolled out a strategic client survey soliciting actionable insights to support development of Entitlement’s strategy with an 80% response rate
  • Implemented best practices for global team using change management techniques including communication to relevant stakeholders and documenting process changes.
  • Drafted corporate client communications for changes in products & services.
  • Supported outsourcing of Class Actions processing to specialist provider.
  • Motivated staff towards achieving all client management targets through rewards and recognition

Manager

Entitlements Services Support
12.2015 - 04.2016
  • Managed team of 18 client representatives acting as primary point of escalation for maintaining strategic client relationships.
  • Created & executed action plans based on client surveys to enhance service delivery.

Manager, Services Support

Global Entitlements
08.2014 - 12.2015
  • Led execution of global transformational initiatives for Entitlements & Tax.
  • Implemented a global response tracking tool for Voluntary Corporate Actions processing (in UK and Kuala Lumpur) to support a standardized follow the sun model creating straight through processing of up to 40%.
  • Created a framework for professional standards to promote a culture of high performance, accountability and collaboration for virtual teams.
  • Launched a global task force (covering 9 locations) with the objective of increasing employee engagement through collaboration and recognition.
  • Conducted holistic process reviews leading to recommendations to automate notifications by 15%
  • Supported Organizational Readiness by preparing and delivering training on a new custody platform to 32 end users, including compilation of desk operating procedures

Supervisor

Corporate Actions Research
02.2013 - 08.2014
  • Managed team of 23 research analysts responsible for transition of Voluntary Corporate Action events on a newly implemented custody platform with minimal client disruption.
  • Engaged in triage discussions with offshore vendors to resolve system issues & developed test cases for delivery.

Business Analyst

RBC Dexia Investor Services
Toronto, Ontario
11.2011 - 02.2013
  • Developed expertise on SWIFT messaging for Corporate Actions, Trade and Cash messages for SWIFT enabled custody platform.
  • Managed functional and user-acceptance testing activities for new custody platform
  • Reported testing status and updates to Testing Project Manager, Business Leads and Cross stream leads (Entitlements/Trade/Tax/Cash/Static Data/Interfaces)
  • Supported Organizational Readiness by preparing and delivering training courses for new custody platform to 32 end users, including compilation of desk operating procedures

Senior Income Administrator

09.2008 - 08.2010
  • Drove operational improvements which resulted in cost savings of 25% and improved performance

Education

Bachelor of Arts - Management & Organization Studies

University of Western Ontario
London, Ontario, Canada
09.2003 - 10.2007

CFA LEVEL II - Finance

Institute of Chartered Financial Analysts
Global
06.2009 - 06.2011

Skills

    Strategic leadership

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Interests

Volunteering, Obstacle runs

Timeline

Associate Director

RBC Investor & Treasury Services
01.2020 - Current

Associate Director

Next Generation Optimization
08.2018 - 12.2019

Senior Manager

Entitlements Services
05.2016 - 07.2018

Manager

Entitlements Services Support
12.2015 - 04.2016

Manager, Services Support

Global Entitlements
08.2014 - 12.2015

Supervisor

Corporate Actions Research
02.2013 - 08.2014

Business Analyst

RBC Dexia Investor Services
11.2011 - 02.2013

CFA LEVEL II - Finance

Institute of Chartered Financial Analysts
06.2009 - 06.2011

Senior Income Administrator

09.2008 - 08.2010

Bachelor of Arts - Management & Organization Studies

University of Western Ontario
09.2003 - 10.2007
Tanya ChopraTransformation & Change Consultant