MOHIT KHURANA

Role - Business Risk Manager, Wealth Management - Australia and other APAC locations

• Leading strategic transformation projects for Australia location to ensure compliance with regulatory requirements, internal policies and procedures, reporting and audit requirements and to ensure process effectiveness
• Supporting project planning, execution and delivery of transformation projects
• Collaborating with project sponsors to determine project scope and vision
• Supporting formulation of business case for projects
• Leading design of target operating model for Australia legal entity together with IT, data analytics, compliance and other support functions
• Led requirements elicitation and documented business requirement documents (BRDs) along with acceptance scenarios for Client Onboarding and Change in Circumstance for target state of Australia legal entity processes
• Recommending solutions and actions for handling, mitigating and monitoring identified risks and addressing underlying issues through process improvements, process automation, system enhancements, data analytics, controls and monitoring
• Coordinating with project stakeholders to ensure teams adhere to defined scope, delivery objectives and completion of project milestones,
• Supporting change management activities including stakeholder management, defining training and communication plan, procedure and operating manual updates, business impact assessment and business readiness activities
• Defining KRIs and controls around target state process
• Building dashboards, MI reports on various initiatives to senior leadership across multiple governance forums

Role: Operational Design and Change Management Lead - Corporate, Commercial and Institutional Banking

• Defined target operating model including capability definitions, design principles, current and target state process flows, roles and responsibilities for Client onboarding and maintenance, KYC, Tax (MiFID and CRS), offboarding and reactivation capabilities
• Led change management activities with cross functional team members and stakeholders to understand, manage and reinforce change throughout project life-cycle
• Managed change implementation activities including stakeholder management, business impact assessment, communication and training strategy and execution and business readiness
• Led quantitative business impact assessment for Client Onboarding and Lifecycle Transformation project using Alteryx tool.,
• Supported program management office activities for data analytics portfolio
• Supported leadership team with location strategy for the bank.

Client - Royal Bank of Scotland

Role: Change Manager

• Led change management activities including stakeholder management, communication and training management, business impact assessment and business readiness activities for General Data Protection Regulation (GDPR) implementation
• Supported effort of project status reporting, RAG and RAID reporting, escalation of queries, issues or risks for acceptance

Client – Lincoln Insurer

Role - Strategy Consultant

• Developed integrated business case for capturing and measuring value of digital initiatives
• Created and maintained program level business case involving tracking for project costs and FTE benefits and program ROI
• Developed RPA assessment model for supporting RPA Implementation involving automation of 120 business processes resulting in realization of ~300 FTE Saves for Insurer
• Developed comprehensive views for communication to Business Units & Senior Leadership
• Established strategy for escalating and managing program risks, issues and assumptions

Client - Travelers Insurer

Role - Business Analyst

• Supported project planning activities involving scope definition, high level milestone planning, developed project charter, defined communication plan, managed stakeholders’ communication, created training materials and supported other change management activities
• Conducted process maturity assessment, AS-IS process documentation, identification of improvement opportunities in existing processes, designed to-be model to ensure more robust and streamlined process
• Conducted requirements workshop with business SMEs for elicitation and documentation of business requirements in agile framework
• Conducted requirement gap fit assessment and created user stories along with acceptance scenarios for requirements in scope
• Provided requirement walk-through to client for attaining business sign-off
• Performed functional testing for requirements in scope and provide BA sign-off
• Requirement Management and defect tracking in HP QualityCenter
• Supported business and IT stakeholders in determining requirements criticality and prioritization

Client – Citibank Global

Role - Business Analyst

• Redesigned and Re-engineered Credit Initiation and Bancassurance processes ensuring standardization, commonality and reusability across multiple geographies in scope
• Performed assessment of current state business process and designed target state global processes using TIBCO tool.

Role - Business Analyst

• Scope included multi-state rollout to support both internal and external users for creating and administrating quotes and policies for personal lines of Insurance
• Supported end-to-end implementation of policy administration system covering requirement management, build, test, and roll out of phases
• Primary responsibility was to gather business requirements from client and create requirement specification documents
• Created use cases and acceptance scenarios for requirements in scope
• Supported all requirement management, process analysis and business analysis activities
• Provided functional level support to team involved in building the application.