Ricardo Clerici

Senior Project Manager and Business Transformation professional with 15+ years of experience leading cross-functional projects, business transformation, and process improvement initiatives across financial services, consulting, and technology. Experienced in project planning, stakeholder management, risk mitigation, Agile delivery, UAT, and implementation, partnering with Finance, Operations, Risk, Compliance, Data, and Technology teams to deliver measurable business results

Senior Business Analyst / Project & Data Governance Lead at Tata Consultancy Services | Citibank (2021-11 – Present)

Lead and coordinate cross-functional initiatives involving Finance, Operations, Risk, Compliance, Data, and Technology stakeholders within a global financial services environment

• Delivered cross-functional initiatives from planning through production support, aligning requirements, testing, and implementation to keep execution on track across Finance, Operations, Risk, Compliance, Data, and Technology teams.
• Aligned multidisciplinary teams around business objectives, regulatory requirements, and operational priorities to move initiatives forward with clear ownership and timelines.
• Drove scope, priorities, deliverables, and timelines through project meetings, workshops, and requirement sessions that kept stakeholders aligned and decisions moving.
• Turned complex business requirements into actionable deliverables that enabled coordinated execution across multiple teams.
• Reduced delivery risk by tracking issues, dependencies, and escalations and maintaining visibility with key stakeholders.
• Advanced UAT readiness and business sign-off by coordinating test planning, validation, defect resolution, and final requirement approval.
• Improved management visibility by producing executive reporting on project status, KPIs, risks, milestones, operational impact, and recommendations.
• Closed process gaps by partnering with senior stakeholders on continuous improvement initiatives across operational workflows.
• Strengthened project prioritization and decision-making by analyzing operational and financial data to evaluate impact and business outcomes.
• Reinforced governance and internal controls for enterprise initiatives involving sensitive financial and operational data.
• Drive process standardization and operational improvements across distributed teams
• Increased audit sample production by 400% through process and workflow improvements
• Improved operational efficiency by approximately 50%
• Coordinated the production and management of 1,800+ audit samples
• Improved reporting quality and management visibility through KPI and executive reporting enhancements

Program Manager | Business Operations & Project Finance at Auriga LATAM (2020-02 – 2021-11)

Managed business and technology initiatives combining project management, financial planning, operational execution, and stakeholder coordination

• Moved business and technology initiatives from requirements through implementation and operational transition, helping teams deliver against planned timelines.
• Connected business, technology, finance, and international stakeholders to keep delivery coordinated across functions.
• Improved financial oversight by managing budgets, forecasts, project performance, risks, and executive reporting.
• Built KPIs and dashboards that gave leadership clearer visibility into delivery progress, operational performance, and business outcomes.
• Kept Agile delivery moving by facilitating prioritization sessions, status meetings, and stakeholder reviews.
• Reduced execution risk by identifying dependencies and operational issues early and coordinating mitigation actions.
• Enabled smoother software implementation by gathering and documenting business and functional requirements.
• Supported delivery timelines and shifting business priorities through project planning and resource coordination.
• Equipped leadership with clearer decision support by presenting project and financial performance updates to key stakeholders.

Operations Manager | Finance & Business Operations at Rock & Wok (2018-07 – 2019-04)

Managed operational and financial initiatives focused on process optimization, cost control, reporting, and business performance

• Improved finance and business operations through initiatives focused on process efficiency and operational control.
• Strengthened cash control and financial visibility by managing reconciliations, expense controls, and reporting activities.
• Improved consistency and control by standardizing processes and reinforcing internal control practices.
• Enabled faster operational decision-making by developing KPIs and management reports.
• Supported cost visibility and business performance tracking through budgeting, cost analysis, and financial management activities.
• Addressed operational inefficiencies by identifying gaps and implementing corrective actions.

Consulting Manager | Business Strategy & Operational Excellence at Caltic Consultores (2017-02 – 2018-06)

Led consulting engagements focused on business transformation, process improvement, financial analysis, and operational excellence

• Moved client projects from discovery to implementation planning by defining improvement strategies grounded in business requirements.
• Surfaced client pain points and improvement opportunities through stakeholder interviews and workshops that clarified business needs.
• Informed strategic decisions and project outcomes through business and financial analysis.
• Kept client engagements on track by coordinating deliverables, timelines, and stakeholder expectations.
• Improved profitability and operating efficiency by designing process standardization and operational improvement initiatives.
• Helped senior client stakeholders act on project findings by presenting clear recommendations and improvement priorities.

Business Systems Consultant at GrupoTelnet (2015-04 – 2017-02)

Supported technology and business transformation projects involving ERP implementation, business process redesign, reporting, and change management

• Supported ERP implementation projects by translating business needs into process and system requirements.
• Created current-state and future-state process documentation that guided redesign and implementation efforts.
• Helped move implementation forward by coordinating configuration, testing, deployment, and user support activities.
• Improved reporting support through operational reports and SQL-based data analysis.
• Supported user adoption by delivering training and change management during system rollout.
• Identified opportunities to improve systems and workflows in partnership with business stakeholders.

Master of Business Administration (MBA) – Universidad de las Américas Puebla (UDLAP)