PwCPwC Products & Technology
Nov. 2019 - Aug. 2024• Directed a global team of 100, including 20 direct reports, across multiple regions (Shanghai, India, US), consulting for 50+ clients across verticals such as law firms, hospitals, and family offices.
• Spearheaded joint venture between PwC Bookkeeping Connect and PwC Wealth Compass, implementing Sage Intacct and Masttro tech platforms to onboard the first combined contract for high-net-worth (HNW) and ultra-high-net-worth individuals (UHNWI), delivering seamless financial reporting and portfolio insights for clients with a net worth exceeding $1B.
• Started with a shark tank type product and an investor investing billions of dollars to generate ideas for products to be built in-house, delivering a product of outsourced bookkeeping, Bookkeeping Connect, generating $75M recurring revenue and a 2X revenue growth yearly.
• Functioned as CRM and ERP implementation specialist and accounting consultant, performing as subject matter expert (SME) and providing tools and resources to reduce workflow, provide transparency, and support organizational growth and success.
• Gathered insights from KPIs, NPS, and QBRs, oversaw financial reports, and presented budgets and forecasts to stakeholders, utilizing critical data to strategize, plan, and prioritize customer needs.
• Leveraged Microsoft tools to streamline workflows and drive digital transformation of PwC.