Satish Kumar

Results-driven professional with extensive experience in leadership, financial and non-financial data research, quality management, process improvement, and AI-driven automation initiatives. Seeking a leadership role in Data Analytics, Operations Excellence, Quality Management, or AI Automation to drive business growth through data-driven insights, intelligent automation, and continuous improvement. Results-driven Team Leader with 10+ years of leadership experience and nearly 20 years in financial data operations, specializing in quality management, process automation, stakeholder management, and continuous process improvement.

Experienced leader currently working as Team Lead – Earnings Estimates, PitchBook Public Equity, Morningstar. Proven record in team development, resource planning, and process optimization. Skilled in SQL, Advanced Excel, Power Query, Python, and AI tools such as Copilot, ChatGPT, Gemini and Antigravity IDE (automation AI Tools).

Adept at stakeholder coordination, client communication, and global team collaboration. Certified and trained in Lean, Six Sigma, Situational Leadership, Effective Communication, SQL & Python.

Team Leader at Morningstar India Pvt. Ltd. (2019-10 – Present)

• Lead and mentor a team of five data analysts in the Earnings Estimates Process.
• Define and monitor SMART goals to drive performance while maintaining high-quality standards.
• Manage resource planning, leave management, appraisals, and career development.
• Conduct training sessions on process knowledge, data validation, and calculation accuracy.
• Ensure established KPIs are monitored, maintained, and reported to support organizational objectives.
• Demonstrate strong organizational and prioritization skills to effectively manage multiple responsibilities in dynamic work environments
• Collaborate with global stakeholders to resolve process issues and drive continuous improvement.
• Manage client tickets efficiently, performing root cause analysis (RCA) and implementing corrective actions.
• Maintain and update operational dashboards, staffing models, and employee scorecards.
• Utilize SQL to retrieve and validate Estimated financial data for operational and quality analysis.
• Oversee key projects: Broker Recruitment, Outlier & Notes Cleanup, Affiliation & QA Projects.
• Conduct daily team huddles, monthly brainstorming sessions, and regular one-on-one meetings to support team engagement and performance.
• Lead root cause analysis (RCA) of defects and drive corrective and preventive action (CAPA) implementation.
• Support UAT requirements for CPMS and coordinate with the technical team to ensure timely issue resolution and successful deployment.
• Ensure SOPs, training manuals, and other methodological documents remain accurate, compliant, and up to date.
• Proficient in Lean, Six Sigma tools such as Fishbone Analysis, Pareto Chart, SIPOC, DMAIC, and RACI Model.

Associate Team Leader at Morningstar India Pvt. Ltd. (2013-07 – 2019-10)

Senior Research Associate at Morningstar India Pvt. Ltd. (2011-02 – 2013-07)

Research Associate at Morningstar India Pvt. Ltd. (2006-11 – 2011-02)

Bachelor of Commerce – University of Delhi