Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Sonali Bhatla

Sonali Bhatla

East Lindfield,NSW

Summary

Dynamic business management professional with extensive expertise in resource and cost management, business strategy, and operations. Demonstrated success in executing human capital management initiatives, including target operating model design and strategic workforce planning, while effectively collaborating with C-suite executives to drive strategic outcomes. Strong commitment to delivering exceptional client service and building long-term partnerships in complex environments. A growth-oriented leader dedicated to fostering development for both self and teams.

Overview

12
12
years of professional experience

Work History

Business Manager

Macquarie Group
Sydney, NSW
04.2023 - Current

Recruited to establish operations and business management functions in the new data division.

  • Strategic Planning: Developed a 3-year plan for the Data Division and the new Chief Data Officer, including a prioritized project portfolio, delivery roadmap, budget, and workforce plan. Result: Enabled division to deliver strategic priorities, BAU, and scorecard metrics.
  • Portfolio Management: Implemented a comprehensive portfolio management framework, tools, and process, prioritizing projects based on strategic alignment. Result: 30% increase in project completion rates.
  • Financial Management: Introduced financial management processes and tools, including forecasting and monthly actuals reporting. Result: Improved financial oversight and reduced budget variances by 20%.
  • Workforce Management: Developed a system matching employee skills to project needs, and dynamically adjusting allocations. Result: Achieved 100% workforce utilization, a 20% increase in project efficiency, and a 15% reduction in delays.
  • Reporting and Governance: Implemented reporting and governance processes, and Secretariat function to support the CDO. Result: Uplifted reporting quality, and on-time submissions.
  • Budget Management: Managed a $35M+ annual budget and led scenario planning with the Chief Data Officer and leadership team. Result: Budget allocated to strategic priorities and secured a 30% budget increase compared to the prior year.

Operations Manager

KPMG
Sydney , NSW
08.2021 - 04.2023
  • Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
  • Implemented policies and standard operating procedures and managed quality, client service and report on ROI.
  • Developed initiatives for process improvement and reviewed & assessed ongoing operations.
  • Oversaw financial management, budget management and regular reporting on Cost Centre to identify areas to re-direct cash flow.
  • Conducted periodic assessments to evaluate financial performance of business unit.
  • Monitored resource use to achieve set goals within budget constraints. Motivated and evaluated personnel for performance improvement and goal achievement.
  • Aided senior leadership during executive decision-making process by generating daily reports to recommend corrective actions and improvements.

BD & Operational Account Management

KPMG
Sydney, NSW
08.2019 - 07.2021
  • Monitor the execution of account plans, project manage procurement, manage operational & budgeting plan and measure the effectiveness of strategy & resources to build a strong pipeline and ROI.
  • Liaised with senior management to introduce new processes and technologies.
  • Account-based marketing strategy & support across B2C, driving account-specific integrated marketing plan aligned to sales strategies to maximise return. Channeling global strategies and managing events for account’s clients and internal stakeholders to increase loyalty
  • Support a senior leadership team of 30 leaders and manage accountabilities for business development strategies to excel internally and provide a stand out client experience.
  • Supporting TMT Sector Leader to manage accountabilities for growth strategies which included sourcing and writing content for an internal newsletter.
  • Managed daily functions of deskside support, including defining and implementing processes.

Service Support Specialist

Telstra
Sydney , NSW
05.2015 - 08.2019
  • Boosted business by guaranteeing quality services.
  • Used service skills and technical knowledge to ascertain issues and provide swift, successful resolutions.
  • Facilitated communication between customers and company for 12 account executives.
  • Coordinated delivery of customer requirements to production team to align project milestones with expectations.
  • Offered guidance and mentoring to new hires regarding diverse company programs.
  • Conducted analysis of departmental financial activities to provide budgetary insights.
  • Communicated operational standards effectively to team members.

Operations Support Coordinator

Zara
Sydney, NSW
06.2013 - 05.2015
  • Handled day-to-day activities for 50 office personnel.
  • Examined company workflows to locate inefficiencies in operations.
  • Generated comprehensive reports.
  • Coordinated interactions among executives, staff, and customers.
  • Oversaw support functions to enhance office processes.

Education

BA (Hons) in Management And Economics - Economics, Business Studies

University of Sheffield
United Kingdom
01.2007

High School Diploma -

ST. Thomas School
Delhi, India
07.2004

Skills

  • Strategic Planning
  • Transformation
  • Financial Management
  • Risk Management
  • Workforce Management
  • Policies and procedures implementation
  • Procurement and billing
  • Multi-unit operations management
  • Process improvement strategies
  • Client relationship management
  • Market research, forecasting, and analysis
  • Cross-functional communication
  • Team Building, Leadership
  • Power BI
  • Confluence/JIRA
  • CRM
  • Microsoft Office Suite expert

Accomplishments

  • I was awarded at Macquarie in an internal 2024 award program, where my peers nominated me for going above and beyond my role to bring education and awareness enterprise-wide, in order to understand data and its role in our day-to-day activities
  • Worked with the ESG leader and the marketing partner of KPMG to produce the 30 Voices on 2030: The ESG Revolution report, launched at the AFR ESG Summit in June

The impact of this report added 10% to the ESG revenue for the firm, and brought KPMG to the forefront of the ESG conversations

  • Successfully developed and implemented live, interactive Power BI dashboards for tracking performance to plan
  • Awarded NPS Champion at Telstra for having the most advocates in the NPS survey in 2017 and 2018

Timeline

Business Manager

Macquarie Group
04.2023 - Current

Operations Manager

KPMG
08.2021 - 04.2023

BD & Operational Account Management

KPMG
08.2019 - 07.2021

Service Support Specialist

Telstra
05.2015 - 08.2019

Operations Support Coordinator

Zara
06.2013 - 05.2015

BA (Hons) in Management And Economics - Economics, Business Studies

University of Sheffield

High School Diploma -

ST. Thomas School
Sonali Bhatla