SVS Yeshwanth Durbakula

PMP Certified Operations & Financial Services leader with over 12 years of experience directing operational excellence, project execution, and financial service transformation. Proven ability to manage full project lifecycles, streamline workflows, and lead cross-functional teams to deliver strategic business outcomes. Skilled in stakeholder management, risk mitigation, and KPI-driven performance optimization within regulated environments.

TECHNICAL SKILLS                                                                                                                        

• Tableau, Power BI, SSRS, Databricks, Power Query
• Python, R, SQL, VBA, C#
• AWS, Snowflake, Alteryx, Informatica
• Power Automate, Jira, Appian, Blue Prism
• Power Apps, MS Office Suite, Power BI, Power Query

EXPERIENCE                                                                                                                                    

PRINCIPAL 

Invesco, Inc. | Downers Grove, IL | Jan 2022 – Present

• Standardized operational documentation and governance processes in alignment with PMO best practices.
• Developed detailed project charters, work breakdown structures (WBS), and risk registers to mitigate delivery obstacles.
• Facilitated cross-functional Agile ceremonies and collaborated with business analysts to ensure delivery compliance with operational policies.
• Led Operational Excellence initiatives in line with Lean Six Sigma methodologies to improve report generation times and reduce cost.
• Led end-to-end project delivery using Agile methodologies, managing scope, timelines, and stakeholder expectations across high-impact operational initiatives.
• Modernized manual processes with Snowflake, AWS, and Power Platform integrations to support scalable data operations.
• Drove standardization of trade settlements workflows across multiple systems, reducing exception rates by 30% and enhancing straight-through process reliability.
• Collaborated with senior leadership to translate complex operational data into executive dashboards, enabling 25% improvement in SLA adherence and proactive decision-making across global loan operations.
• Orchestrated the integration of WSO and Everest platforms with Tableau, streamlining compliance tracking and reducing manual intervention by 40%.
• Implemented KPI dashboards and performance tracking tools to measure process efficiency across financial operations.
• Applied structured project management techniques to ensure consistent delivery across Agile and waterfall environments.
• Collaborated with business and IT leaders to execute end-to-end program delivery on liquidity modeling and resolution planning initiatives.
• Spearheaded internal audits and implemented control frameworks to improve compliance and reduce operational risk by 20%.
• Managed cross-functional teams and scaled operational headcount from 6 to 18, fostering a performance-driven culture.
• Directed large-scale trade lifecycle operations, overseeing settlements, amendments, corporate actions, and reconciliations across global portfolios.

SENIOR FINANCIAL ANALYST

Invesco, Inc. | Downers Grove, IL | Mar 2021 – Dec 2021

• Hired, trained and mentored team members, growing the team from 6 to 18 and fostering high-performance culture.
• Manage full trade lifecycle including trade booking, enrichment, confirmation, settlements, and exception resolution.
• Handled fund builds, trade amendments, restructures, corporate actions, and trade settlements, reducing operational risk and improving efficiency.
• Utilize Everest and WSO Administrator platforms to manage syndicated loan portfolios, trade settlements, and asset servicing.
• Managed end-to-end program execution for liquidity risk models & liquidity risk stress testing and scenario analysis.
• Partnered with technology, operations, and business teams to gather requirements, define system enhancements, and implement scalable solutions.
• Managed changing project scopes, budget impacts while delivering critical business initiatives across Net Cash and Trade settlements & Reconciliations.
• Led internal audit responses and process improvements while improving data quality controls.
• Partnered with Finance, Compliance, PMs and Risk team to streamline financial data governance to improve data accuracy.
• Performed KPI drive process enhancements, successfully reducing settlement exceptions by 20% through process optimization and root cause analysis.
• Spearheaded automation and workflow enhancements, improving operational efficiency by 30% through Power BI and Power Automate integration.

SENIOR FINANCIAL ANALYST

Invesco, Inc. | Downers Grove, IL | Jan 2019 – Feb 2021

• Built interactive financial models and scenario forecasts that informed resolution planning and liquidity optimization strategies across bank loans. 
• Supported liquidity risk reporting and resolution planning initiatives.
• Oversaw end-to-end project delivery across trade operations, product strategy, and IT business analysis functions.
• Managed governance processes, internal audit process, and risk controls across multiple programs.
• Championed process improvements that resulted in a measurable reduction of 46% in operational breaks and trade settlement delays.
• Provided strategic insights through data analysis, reporting, and business case development for senior leadership.
• Led the migration to AWS and Snowflake, improving data scalability and accessibility for 128+ stakeholders.
• Built over 60 automation scripts using VBA, reducing report delivery time by 80%.

FINANCIAL ANALYST

Invesco, Inc. | Downers Grove, IL | Jan 2019 – Feb 2021

• Delivered comprehensive solutions that improved data accuracy, reduced settlement errors, and enhanced client experience.
• Created custom Tableau dashboards, providing leadership with real-time insights into key financial metrics.
• Developed executive reports and data visualizations to support senior leadership in strategy formulation.
• Worked closely with finance and risk teams to implement data-driven credit risk analysis solutions.

DATA ANALYST

Caterpillar, Inc. | Peoria, IL | May 2017 – Dec 2018

• Designed real-time performance tracking dashboards using Tableau and SQL, enabling data-driven decision-making.
• Supported process improvement initiatives, ensuring timely delivery and reduced error rates by utilizing ETL tool, MapForce to modify data from SAP MM and SAP FICO.

OPERATIONS ANALYST

Pella Corp. | Pella, IA | Feb 2016 – Apr 2017

• Contributed in the SDLC, end-to end, by writing CDL rules and performing, QA, integration testing and providing PROD support.

CONFIGURATOR DEVELOPER

Mod IT Synergy | Hyderabad, India | Jul 2012 – Nov 2014

• Enhanced product configurator rules to meet complex customer specifications, improving order-to-manufacture accuracy while performing DEV and Integration testing and PROD support.

MSBI DEVELOPER

Mod IT Synergy | Hyderabad, India | Jul 2012 – Nov 2014

• Designed C# pipelines to automate data transformation processes, increasing data accessibility for stakeholders.

KEY SKILLS                                                                                                                                      

• Liquidity Stress Testing, Data & Quality controls, Risk and Resolution Planning
• Asset Liability Management Reporting
• Trade and Cash Reconciliation
• Enterprise change management
• Data Reporting and Financial Risk Governance.
• Program and Project Management
• Business Strategy & Operational Execution
• Data Control and Quality Assurance
• Cross-Functional Team Leadership, Strategic Planning & Performance Optimization
• Risk & Financial Modeling, Process Automation & Efficiency
• Stakeholder Engagement & Communication, Leadership Communication & Goal Alignment
• Cloud & Data Engineering (AWS, Snowflake)
• Microsoft Ecosystem: Power BI, Power Automate, Power Apps, Power Query
• Trade Amendments, Restructures, Security Master Maintenance, Ratings review, Trade lifecycle & settlements 

EDUCATION                                                                                                                                      

• Master of Science in Information Systems (2016)
• Master of Telecommunications and Management (2012)

CERTIFICATIONS                                                                                                                            

• Project Management Professional (PMP)
• Product Management Professional
• AWS Qualified Associate
• Tableau QA

Masters in Information Systems