Shubh Upadhyaya
Donnegal
Summary
Hands-on Senior Manager (SVP at Citi) with 15+ years in operations and enterprise transformation, specializing in healthcare and financial services. Proven expertise in redesigning operating models, implementing automation, and driving performance improvement initiatives using advanced analytics and Lean Six Sigma methodologies. Led operational optimisation in NHS and US healthcare environments, delivering significant cost savings and enhancing service quality through data-driven insights and process engineering.
Overview
2027
2027
years of professional experience
Work history
SVP in Enterprise Excellence
Citi
Belfast
2022.01 - 2026.03
- Head of Data Surveillance with cross geography teams reporting - implemented machine learning to vastly enhance identification of 4.5 billion data elements (1500 asynchronous feeds), innovated language model reconciliation to implement a challenging project stuck for a year. Reduced (redeployed) team from 20 to 4 based on automation implementation. Implemented Six Sigma in DTA (Desktop Analytics team reporting) to improve data quality and enhance quality by 85% in faulty reporting. Savings achieved in excess of $1 million PA.
- Lead Client Engagement for OPRF (an innovative Operations Re-engineering Framework built on Six Sigma Scoring, drafted the BRD, product remediation (as the voice of customer) and statistical redefinition of OPRF scoring for prioritization of business lines. Enhanced the reporting module to enhance ROI on the 10 million $ per year product.
- Developed partnerships with key senior stakeholders globally for enhanced cooperation and mutual growth.
- Cultivated inclusive work environment; promoted diversity at all organisational levels leading to better financial outcomes.
- Built high-performance teams delivering exceptional results consistently based on individual strengths of teams and their differentiated ability to deliver.
VP - ServiceNow Global Data Administration Team Lead
Citi
Belfast
2015.01 - 2022.06
- Manager of data operations and previously automation support team in US, UK, Poland. Leading numerous data projects to Robotic Process Automation. Created and tracked Risk reporting ‘packs’ to MDs/Data Audit Lead. Tied 'loose ends' liked the configuration management standard to actual signed tested by global inventory owners to identify gaps monthly on the vast infrastructure at Citi.
- Guided organisational development with structured performance management systems.
- Facilitated open dialogue with stakeholders to manage expectations effectively by chairing Steering Calls with MDs for 4 years.
AVP - BA/PM on Banking regulation implementation
Citi
Belfast
2014.07 - 2015.06
- Led hands on resolution of 4 data reconciliation CAPS. Created auto MIS to reduce time to identify from days to minutes.
Experienced Manager
PwC Consulting
London
2010.01 - 2014.07
- Work stream Lead for Sales Pipeline Analytics, The strategic solution that Shubh designed, innovated and delivered was named ‘Iris Insights’ – a groundbreaking business intelligence dashboard (SAP data) adopted across entire partnership in PwC UK analyzing predictive cost based value add for the products at PwC.
- Data automation and reporting by business intelligence dashboard Iris Insights - reporting to the executive board of PwC and ex- chairman. Awarded by Chairman of PwC for work.
Business Intelligence
PwC Consulting
- Introduced data-driven decision-making/procurement methodologies in 4 healthcare trusts in UK including estate management.
- Partnered with PwC in US in procurement. Innovated fuzzy logic based medicine pack reconciliation to reduce medicine pack costs across one of UK's largest healthcare trusts (Tooting Bec - St. Georges).
- Programmed BI dashboards to identify cost savings in surgery times in London's biggest health care trust supporting new pathways of healthcare.
- Led engagement with Microsoft to present to the healthcare trust chiefs with a strategic CRM vision and win the business.
Securities & Treasury Manager
Lehman Brothers (PwC)
London
- Accounting manager (Financial reporting of Treasury & Securities Valuations) for investment bank (excluding Tax) - Accounting of securities and cash, PnL & monthly MI reporting. Business analysis and expertise of - multiple reconciliation systems and system re-engineering.
- Developed stringent internal controls, enhancing corporate financial health.
- Improved accuracy in financial reporting by introducing innovative accounting practices.
- Streamlined reconciliation processes with meticulous attention to detail.
- Fostered strong relationships with stakeholders through regular communication and updates.
FX, Operations
Citibank Belfast
Belfast
2008.07 - 2010.02
- Organizational change driven by MI – Implemented the global Dealer performance MI that addressed trading desk errors in EMEA. data analysis of c~12 million FX trades yearly.
- Automated the branch process reporting for risk reduction/proactive mechanism: CLS (Continuous Linked Settlements)/Forward Swap mismatches in VBA.
ECC Analyst
Northbrook Technologies
Strabane, Derry City and Strabane
2006.12 - 2007.07
- Resolving financial application/Server variation – monitoring team.
Process Engineering
DuPont
Londonderry
2004.07 - 2005.08
- Placement process engineer for 14 months at DuPont Derry – Kevlar. Programmed industrial robots. For his work at DuPont, Shubh was formally recognized in 2008 by Quality Manager at DuPont.
Education
MBA -
University of Warwick
CoventryBachelor or Engineering - Electronics & Computer Systems
Ulster University
Londonderry, Northern IrelandSkills
MBA (Warwick University), Bachelor of Engineering (Ulster)
Six Sigma Black Belt (2008), ITIL Foundation, Prince PM
Timeline
SVP in Enterprise Excellence
Citi
2022.01 - 2026.03
VP - ServiceNow Global Data Administration Team Lead
Citi
2015.01 - 2022.06
AVP - BA/PM on Banking regulation implementation
Citi
2014.07 - 2015.06
Experienced Manager
PwC Consulting
2010.01 - 2014.07
FX, Operations
Citibank Belfast
2008.07 - 2010.02
ECC Analyst
Northbrook Technologies
2006.12 - 2007.07
Process Engineering
DuPont
2004.07 - 2005.08
Business Intelligence
PwC Consulting
Securities & Treasury Manager
Lehman Brothers (PwC)
MBA -
University of Warwick
Bachelor or Engineering - Electronics & Computer Systems
Ulster University